SPUS vs. RITA
SPUS (SP Funds S&P 500 Sharia Industry Exclusions ETF) and RITA (ETFB Green SRI REITs ETF) are both exchange-traded funds - SPUS is a S&P 500 fund tracking the S&P 500 Shariah Industry Exclusions Index, while RITA is a REIT fund tracking the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross. Both are passively managed. Over the past 3 years, SPUS returned 21.93%/yr vs 7.99%/yr for RITA. A 0.50 correlation means they provide meaningful diversification when combined. SPUS charges 0.45%/yr vs 0.50%/yr for RITA.
Performance
SPUS vs. RITA - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SPUS having a 10.08% return and RITA slightly lower at 9.63%.
SPUS
- 1D
- -2.44%
- 1M
- -1.97%
- YTD
- 10.08%
- 6M
- 9.02%
- 1Y
- 31.44%
- 3Y*
- 21.93%
- 5Y*
- 15.64%
- 10Y*
- —
RITA
- 1D
- 1.14%
- 1M
- 0.63%
- YTD
- 9.63%
- 6M
- 9.64%
- 1Y
- 10.95%
- 3Y*
- 7.99%
- 5Y*
- —
- 10Y*
- —
SPUS vs. RITA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 10.08% | 19.77% | 26.49% | 34.24% | -22.76% | 1.38% |
RITA ETFB Green SRI REITs ETF | 9.63% | 3.93% | 1.93% | 9.66% | -29.30% | 4.81% |
Correlation
The correlation between SPUS and RITA is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.50 |
Over the past year, the correlation between SPUS and RITA has dropped to 0.18 - well below their long-term average of 0.50, suggesting their price drivers have been diverging.
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Return for Risk
SPUS vs. RITA — Risk / Return Rank
SPUS
RITA
SPUS vs. RITA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) and ETFB Green SRI REITs ETF (RITA). 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.
| SPUS | RITA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.25 | ||
| Sortino ratioReturn per unit of downside risk | +1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.15 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.23 | +1.73 |
| Martin ratioReturn relative to average drawdown | 11.81 | 4.26 | +7.54 |
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Drawdowns
SPUS vs. RITA - Drawdown Comparison
The maximum SPUS drawdown since its inception was -30.80%, smaller than the maximum RITA drawdown of -35.92%. Use the drawdown chart below to compare losses from any high point for SPUS and RITA.
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Drawdown Indicators
| SPUS | RITA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.80% | -35.92% | +5.12% |
Max Drawdown (1Y)Largest decline over 1 year | -10.66% | -8.93% | -1.73% |
Max Drawdown (3Y)Largest decline over 3 years | -22.82% | -20.85% | -1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -28.06% | — | — |
Current DrawdownCurrent decline from peak | -5.76% | -9.96% | +4.20% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -20.50% | +14.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.58% | +0.09% |
Volatility
SPUS vs. RITA - Volatility Comparison
SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) has a higher volatility of 6.81% compared to ETFB Green SRI REITs ETF (RITA) at 5.59%. This indicates that SPUS's price experiences larger fluctuations and is considered to be riskier than RITA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUS | RITA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 5.59% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 10.50% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.27% | 13.46% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.41% | 17.80% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.33% | 17.80% | +3.53% |
SPUS vs. RITA - Expense Ratio Comparison
SPUS has a 0.45% expense ratio, which is lower than RITA's 0.50% expense ratio.
Dividends
SPUS vs. RITA - Dividend Comparison
SPUS's dividend yield for the trailing twelve months is around 0.55%, less than RITA's 2.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
RITA ETFB Green SRI REITs ETF | 2.61% | 2.50% | 3.12% | 3.25% | 2.41% | 0.21% | 0.00% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.55% | 0.60% | 0.70% | 0.87% | 1.21% | 1.15% | 1.04% |
Frequently Asked Questions
SPUS and RITA have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPUS has higher volatility (6.81%) compared to RITA (5.59%). In terms of maximum drawdown, SPUS dropped -30.80% vs RITA's -35.92%.
On 3-year performance, SPUS leads with 21.93% vs 7.99% for RITA. On fees, SPUS is cheaper at 0.45% 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, SPUS has performed better with a 21.93% return vs 7.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SPUS is cheaper with a 0.45% expense ratio, compared with 0.50% for RITA.
RITA has the higher dividend yield at 2.61%, compared with 0.55% for SPUS.
SPUS is categorized as S&P 500, while RITA is REIT. SPUS tracks S&P 500 Shariah Industry Exclusions Index, while RITA tracks FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index - Benchmark TR Gross. They also come from different issuers: SP Funds and ETFB. Their fees differ too: 0.45% for SPUS and 0.50% for RITA.
SPUS currently has the higher Sharpe Ratio (2.07 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.
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