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VRAI vs. RITA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VRAI vs. RITA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus Real Asset Income ETF (VRAI) and ETFB Green SRI REITs ETF (RITA). The values are adjusted to include any dividend payments, if applicable.

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VRAI vs. RITA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VRAI
Virtus Real Asset Income ETF
16.21%6.67%2.66%6.12%-9.96%2.91%
RITA
ETFB Green SRI REITs ETF
0.98%3.93%1.93%9.66%-29.30%5.53%

Returns By Period

In the year-to-date period, VRAI achieves a 16.21% return, which is significantly higher than RITA's 0.98% return.


VRAI

1D
-1.07%
1M
0.31%
YTD
16.21%
6M
13.87%
1Y
18.27%
3Y*
10.03%
5Y*
6.10%
10Y*

RITA

1D
0.62%
1M
-5.86%
YTD
0.98%
6M
0.43%
1Y
3.80%
3Y*
4.28%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VRAI vs. RITA - Expense Ratio Comparison

VRAI has a 0.55% expense ratio, which is higher than RITA's 0.50% expense ratio.


Return for Risk

VRAI vs. RITA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VRAI
VRAI Risk / Return Rank: 5151
Overall Rank
VRAI Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
VRAI Sortino Ratio Rank: 5151
Sortino Ratio Rank
VRAI Omega Ratio Rank: 5656
Omega Ratio Rank
VRAI Calmar Ratio Rank: 4242
Calmar Ratio Rank
VRAI Martin Ratio Rank: 5353
Martin Ratio Rank

RITA
RITA Risk / Return Rank: 1818
Overall Rank
RITA Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
RITA Sortino Ratio Rank: 1616
Sortino Ratio Rank
RITA Omega Ratio Rank: 1717
Omega Ratio Rank
RITA Calmar Ratio Rank: 1818
Calmar Ratio Rank
RITA Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VRAI vs. RITA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus Real Asset Income ETF (VRAI) 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.


VRAIRITADifference

Sharpe ratio

Return per unit of total volatility

1.03

0.24

+0.79

Sortino ratio

Return per unit of downside risk

1.44

0.44

+1.00

Omega ratio

Gain probability vs. loss probability

1.22

1.06

+0.16

Calmar ratio

Return relative to maximum drawdown

1.19

0.30

+0.88

Martin ratio

Return relative to average drawdown

5.49

1.26

+4.23

VRAI vs. RITA - Sharpe Ratio Comparison

The current VRAI Sharpe Ratio is 1.03, which is higher than the RITA Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of VRAI and RITA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VRAIRITADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.03

0.24

+0.79

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.26

-0.17

+0.43

Correlation

The correlation between VRAI and RITA is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

VRAI vs. RITA - Dividend Comparison

VRAI's dividend yield for the trailing twelve months is around 3.37%, more than RITA's 2.83% yield.


TTM2025202420232022202120202019
VRAI
Virtus Real Asset Income ETF
3.37%4.68%7.13%5.02%4.48%3.34%3.91%2.80%
RITA
ETFB Green SRI REITs ETF
2.83%2.50%3.12%3.25%2.41%0.21%0.00%0.00%

Drawdowns

VRAI vs. RITA - Drawdown Comparison

The maximum VRAI drawdown since its inception was -47.51%, which is greater than RITA's maximum drawdown of -35.92%. Use the drawdown chart below to compare losses from any high point for VRAI and RITA.


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Drawdown Indicators


VRAIRITADifference

Max Drawdown

Largest peak-to-trough decline

-47.51%

-35.92%

-11.59%

Max Drawdown (1Y)

Largest decline over 1 year

-15.73%

-12.27%

-3.46%

Max Drawdown (5Y)

Largest decline over 5 years

-26.71%

Current Drawdown

Current decline from peak

-1.18%

-17.07%

+15.89%

Average Drawdown

Average peak-to-trough decline

-10.32%

-20.97%

+10.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.40%

2.94%

+0.46%

Volatility

VRAI vs. RITA - Volatility Comparison

The current volatility for Virtus Real Asset Income ETF (VRAI) is 3.07%, while ETFB Green SRI REITs ETF (RITA) has a volatility of 5.05%. This indicates that VRAI experiences smaller price fluctuations and is considered to be less risky 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


VRAIRITADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

5.05%

-1.98%

Volatility (6M)

Calculated over the trailing 6-month period

8.98%

8.76%

+0.22%

Volatility (1Y)

Calculated over the trailing 1-year period

17.87%

15.98%

+1.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.68%

17.86%

-1.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.34%

17.86%

+4.48%