RITA vs. XLRI

Last updated Aug 4, 2026

RITA (ETFB Green SRI REITs ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - RITA is a REIT fund tracking the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross, while XLRI is a Derivative Income fund actively managed by State Street. RITA is passively managed, while XLRI is actively managed. Over the past year, RITA returned 18.83% vs 10.04% for XLRI. Their correlation of 0.87 means they have usually moved in the same direction. RITA charges 0.50%/yr vs 0.35%/yr for XLRI.

Performance

RITA vs. XLRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETFB Green SRI REITs ETF (RITA) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RITA achieves a 14.27% return, which is significantly higher than XLRI's 7.92% return.

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%

XLRI

• 1D: -0.49%
• 1M: 0.85%
• 6M: 6.33%
• YTD: 7.92%
• 1Y: 10.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 7.22%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RITA ETFB Green SRI REITs ETF	$160.52K	$90.77K	$56.08K
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	$67.65K	$68.45K	$64.14K

RITA vs. XLRI - Yearly Performance Comparison

	2026 (YTD)	2025
RITA ETFB Green SRI REITs ETF	14.27%	1.18%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	7.92%	-0.57%

Correlation

The correlation between RITA and XLRI is 0.87, 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.	0.87
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025	0.87

The correlation between RITA and XLRI has been stable across timeframes, ranging from 0.87 to 0.87 - a consistent structural relationship.

Return for Risk

RITA vs. XLRI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RITA

RITA Risk / Return Rank: 55
RITA Sharpe Ratio Rank: 54
RITA Sortino Ratio Rank: 54
RITA Omega Ratio Rank: 53
RITA Calmar Ratio Rank: 56
RITA Martin Ratio Rank: 60

XLRI

XLRI Risk / Return Rank: 36
XLRI Sharpe Ratio Rank: 35
XLRI Sortino Ratio Rank: 32
XLRI Omega Ratio Rank: 33
XLRI Calmar Ratio Rank: 38
XLRI Martin Ratio Rank: 42

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RITA vs. XLRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETFB Green SRI REITs ETF (RITA) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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	XLRI	Difference
Sharpe ratio: Return per unit of total volatility	1.39	0.92	+0.47
Sortino ratio: Return per unit of downside risk	1.98	1.29	+0.69
Omega ratio: Gain probability vs. loss probability	1.25	1.17	+0.08
Calmar ratio: Return relative to maximum drawdown	2.12	1.42	+0.70
Martin ratio: Return relative to average drawdown	7.60	4.95	+2.65

RITA vs. XLRI - Sharpe Ratio Comparison

The current RITA Sharpe Ratio is 1.39, which is higher than the XLRI Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of RITA and XLRI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RITA vs. XLRI - Drawdown Comparison

The maximum RITA drawdown since its inception was -35.92%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for RITA and XLRI.

Drawdown Indicators

	RITA	XLRI	Difference
Max Drawdown Largest peak-to-trough decline	-35.92%	-7.12%	-28.80%
Max Drawdown (1Y) Largest decline over 1 year	-8.93%	-7.12%	-1.81%
Max Drawdown (3Y) Largest decline over 3 years	-20.85%	—	—
Current Drawdown Current decline from peak	-6.15%	-1.11%	-5.04%
Average Drawdown Average peak-to-trough decline	-20.17%	-1.54%	-18.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.48%	2.03%	+0.45%

Volatility

RITA vs. XLRI - Volatility Comparison

ETFB Green SRI REITs ETF (RITA) has a higher volatility of 4.54% compared to State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI) at 3.34%. This indicates that RITA's price experiences larger fluctuations and is considered to be riskier than XLRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RITA	XLRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.54%	3.34%	+1.20%
Volatility (6M) Calculated over the trailing 6-month period	11.24%	8.74%	+2.50%
Volatility (1Y) Calculated over the trailing 1-year period	13.67%	11.02%	+2.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.75%	11.10%	+6.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.75%	11.10%	+6.65%

RITA vs. XLRI - Expense Ratio Comparison

RITA has a 0.50% expense ratio, which is higher than XLRI's 0.35% expense ratio.

Dividends

RITA vs. XLRI - Dividend Comparison

RITA's dividend yield for the trailing twelve months is around 2.32%, less than XLRI's 14.37% yield.

Position	TTM	2025	2024	2023	2022	2021
RITA ETFB Green SRI REITs ETF	2.32%	2.50%	3.12%	3.25%	2.41%	0.21%
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF	14.37%	6.85%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RITA and XLRI in my portfolio?

RITA and XLRI have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RITA or XLRI?

RITA has higher volatility (4.54%) compared to XLRI (3.34%). In terms of maximum drawdown, RITA dropped -35.92% vs XLRI's -7.12%.

Which ETF is better, RITA or XLRI?

On 1-year performance, RITA leads with 18.83% vs 10.04% for XLRI. On fees, XLRI is cheaper at 0.35% per year. On volatility, XLRI has been the lower-risk option at 3.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RITA or XLRI?

Over the 1-year period, RITA has performed better with a 18.83% return vs 10.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RITA or XLRI?

XLRI is cheaper with a 0.35% expense ratio, compared with 0.50% for RITA.

Which ETF pays a higher dividend yield, RITA or XLRI?

XLRI has the higher dividend yield at 14.37%, compared with 2.32% for RITA.

What is the main difference between RITA and XLRI?

RITA is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: ETFB and State Street. Their fees differ too: 0.50% for RITA and 0.35% for XLRI.

Which has better risk-adjusted returns?

RITA currently has the higher Sharpe Ratio (1.39 vs 0.92), 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.