RITA vs. WTRE
RITA (ETFB Green SRI REITs ETF) and WTRE (WisdomTree New Economy Real Estate ETF) are both REIT funds - RITA tracks the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross while WTRE tracks the CenterSquare New Economy Real Estate Index. Both are passively managed. Over the past 3 years, RITA returned 7.99%/yr vs 19.04%/yr for WTRE. A 0.78 correlation means they provide meaningful diversification when combined. RITA charges 0.50%/yr vs 0.58%/yr for WTRE.
Performance
RITA vs. WTRE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RITA achieves a 9.63% return, which is significantly lower than WTRE's 20.00% return.
RITA
- 1D
- 1.14%
- 1M
- 0.63%
- YTD
- 9.63%
- 6M
- 9.64%
- 1Y
- 10.95%
- 3Y*
- 7.99%
- 5Y*
- —
- 10Y*
- —
WTRE
- 1D
- -0.18%
- 1M
- -1.96%
- YTD
- 20.00%
- 6M
- 19.09%
- 1Y
- 37.40%
- 3Y*
- 19.04%
- 5Y*
- 1.35%
- 10Y*
- 3.95%
RITA vs. WTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 9.63% | 3.93% | 1.93% | 9.66% | -29.30% | 4.81% |
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 26.36% | -3.27% | 14.07% | -31.68% | -0.17% |
Correlation
The correlation between RITA and WTRE is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.46 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.78 |
Over the past year, the correlation between RITA and WTRE has dropped to 0.46 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RITA vs. WTRE — Risk / Return Rank
RITA
WTRE
RITA vs. WTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and WisdomTree New Economy Real Estate ETF (WTRE). 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 | WTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.30 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.23 | 2.64 | -1.41 |
| Martin ratioReturn relative to average drawdown | 4.26 | 7.19 | -2.92 |
Loading charts...
Drawdowns
RITA vs. WTRE - Drawdown Comparison
The maximum RITA drawdown since its inception was -35.92%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for RITA and WTRE.
Loading charts...
Drawdown Indicators
| RITA | WTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.92% | -74.18% | +38.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.93% | -14.22% | +5.29% |
Max Drawdown (3Y)Largest decline over 3 years | -20.85% | -22.14% | +1.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -42.54% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.47% | — |
Current DrawdownCurrent decline from peak | -9.96% | -5.32% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -20.50% | -24.92% | +4.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 5.22% | -2.64% |
Volatility
RITA vs. WTRE - Volatility Comparison
ETFB Green SRI REITs ETF (RITA) and WisdomTree New Economy Real Estate ETF (WTRE) have volatilities of 5.59% and 5.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RITA | WTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.59% | 5.74% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.50% | 16.11% | -5.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.46% | 20.70% | -7.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.80% | 19.40% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.80% | 18.43% | -0.63% |
RITA vs. WTRE - Expense Ratio Comparison
RITA has a 0.50% expense ratio, which is lower than WTRE's 0.58% expense ratio.
Dividends
RITA vs. WTRE - Dividend Comparison
RITA's dividend yield for the trailing twelve months is around 2.61%, more than WTRE's 2.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 2.61% | 2.50% | 3.12% | 3.25% | 2.41% | 0.21% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTRE WisdomTree New Economy Real Estate ETF | 2.03% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Frequently Asked Questions
RITA and WTRE have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (5.74%) compared to RITA (5.59%). In terms of maximum drawdown, RITA dropped -35.92% vs WTRE's -74.18%.
On 3-year performance, WTRE leads with 19.04% vs 7.99% for RITA. On fees, RITA is cheaper at 0.50% per year. On volatility, RITA has been the lower-risk option at 5.59%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WTRE has performed better with a 19.04% return vs 7.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RITA is cheaper with a 0.50% expense ratio, compared with 0.58% for WTRE.
RITA has the higher dividend yield at 2.61%, compared with 2.03% for WTRE.
RITA tracks FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross, while WTRE tracks CenterSquare New Economy Real Estate Index. They also come from different issuers: ETFB and WisdomTree. Their fees differ too: 0.50% for RITA and 0.58% for WTRE.
WTRE currently has the higher Sharpe Ratio (1.82 vs 0.82), 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.
Find the right allocation for RITA and WTRE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer