RITA vs. VNQ
RITA (ETFB Green SRI REITs ETF) and VNQ (Vanguard Real Estate ETF) are both REIT funds - RITA tracks the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross while VNQ tracks the MSCI US Investable Market Real Estate 25/50 Index. Both are passively managed. Over the past 3 years, RITA returned 8.06%/yr vs 10.35%/yr for VNQ. Their correlation of 0.94 means they have usually moved in the same direction. RITA charges 0.50%/yr vs 0.13%/yr for VNQ.
Performance
RITA vs. VNQ - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with RITA having a 14.27% return and VNQ slightly lower at 14.15%.
RITA
- 1D
- -0.04%
- 1M
- 1.61%
- 6M
- 12.27%
- YTD
- 14.27%
- 1Y
- 18.83%
- 3Y*
- 8.06%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -0.35%
VNQ
- 1D
- 0.12%
- 1M
- 1.07%
- 6M
- 12.41%
- YTD
- 14.15%
- 1Y
- 15.73%
- 3Y*
- 10.35%
- 5Y*
- 2.55%
- 10Y*
- 5.01%
- ALL TIME*
- 7.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $160.52K | $90.77K | $56.08K | |
| $295.66M | $303.76M | $314.69M |
RITA vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 14.27% | 3.93% | 1.93% | 9.66% | -29.30% | 4.81% |
VNQ Vanguard Real Estate ETF | 14.15% | 3.24% | 4.81% | 11.85% | -26.25% | 4.52% |
Correlation
The correlation between RITA and VNQ is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.94 |
The correlation between RITA and VNQ has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
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Return for Risk
RITA vs. VNQ — Risk / Return Rank
RITA
VNQ
RITA vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and Vanguard Real Estate ETF (VNQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RITA | VNQ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.24 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.89 | +0.22 |
| Martin ratioReturn relative to average drawdown | 7.60 | 6.13 | +1.47 |
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Drawdowns
RITA vs. VNQ - Drawdown Comparison
The maximum RITA drawdown since its inception was -35.92%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for RITA and VNQ.
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Drawdown Indicators
| RITA | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.92% | -73.07% | +37.15% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -8.34% | -0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -20.85% | -17.46% | -3.39% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.40% | — |
Current DrawdownCurrent decline from peak | -6.15% | -1.86% | -4.29% |
Average DrawdownAverage peak-to-trough decline | -20.17% | -13.53% | -6.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.57% | -0.09% |
Volatility
RITA vs. VNQ - Volatility Comparison
ETFB Green SRI REITs ETF (RITA) has a higher volatility of 4.54% compared to Vanguard Real Estate ETF (VNQ) at 4.28%. This indicates that RITA's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RITA | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 4.28% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 10.70% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 13.81% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.75% | 18.90% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.75% | 20.76% | -3.01% |
RITA vs. VNQ - Expense Ratio Comparison
RITA has a 0.50% expense ratio, which is higher than VNQ's 0.13% expense ratio.
Dividends
RITA vs. VNQ - Dividend Comparison
RITA's dividend yield for the trailing twelve months is around 2.32%, less than VNQ's 3.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 2.32% | 2.50% | 3.12% | 3.25% | 2.41% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VNQ Vanguard Real Estate ETF | 3.51% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Frequently Asked Questions
With a correlation of 0.92, RITA and VNQ move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
RITA has higher volatility (4.54%) compared to VNQ (4.28%). In terms of maximum drawdown, RITA dropped -35.92% vs VNQ's -73.07%.
On 3-year performance, VNQ leads with 10.35% vs 8.06% for RITA. On fees, VNQ is cheaper at 0.13% per year. On volatility, VNQ has been the lower-risk option at 4.28%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, VNQ has performed better with a 10.35% return vs 8.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VNQ is cheaper with a 0.13% expense ratio, compared with 0.50% for RITA.
VNQ has the higher dividend yield at 3.51%, compared with 2.32% for RITA.
RITA tracks FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross, while VNQ tracks MSCI US Investable Market Real Estate 25/50 Index. They also come from different issuers: ETFB and Vanguard. Their fees differ too: 0.50% for RITA and 0.13% for VNQ.
RITA currently has the higher Sharpe Ratio (1.39 vs 1.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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