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RITA
+0.37 · +1.89%
$19.85 · NYSE ARCA

ETF Series Solutions - ETFB Green SRI REITs ETF (RITA) ETF Analysis | Real Estate

Rita ETF · USA
AUM:$8.8M
#– of – in Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is RITA?

The index is composed of a portfolio of exchange-listed real estate investment trusts ("REITs") in developed markets meeting the business, financial, socially responsible investing ("SRI"), and green investing criteria, as determined by IdealRatings, Inc. Under normal circumstances, the fund will invest at least 80% of its net assets in REITs that meet the index"s SRI Screening and Green Screening criteria as of the most recent reconstitution of the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
RITA returned 8.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.50%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 62.1% of the ETF — significant weight in a small number of names.
ETF Information
AUM$8.8M
Expense Ratio0.50%
Dividend Yield2.45%
Holdings45
Inception DateDec 2021
Domicile–
Distribution–
Index–
ProviderRita ETF
Beta1.03
CategoryReal Estate
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.3%
1Y
+11.4%
3Y
+21.7%
5Y
-4.0%
OpenBook InsightIf you had invested £10,000 in RITA 5 years ago, it would have fallen to £9,598 — a loss of £402.

Annual Returns

Calendar year performance

RITA delivered positive returns in 4 of the last 5 calendar years.
YearRITA
2026 YTD+10.8%
2025+4.9%
2024+1.5%
2023+10.0%
2022-28.4%
CAGR 4yr-4.3%
4/5 positive yearsAvg return: -0.3%Worst year: -28.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.9%
Low
Momentum
-3.3%
30-day change
Support Level
21.22
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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