Compare · 2 funds side by side · dividends reinvested

RITA and REET

RITAETFB×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,038REET · best of the two

02 / 04

RITA and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.1

ETFB Green SRI REITs ETFSectors · Real estate0.50%2.66%+11.4%+11.8%+12.2%[…]−11.1%13.8%$7M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: RITA 2021 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

ETFB Green SRI REITs ETF · $7M[…]

RITA

REET

iShares Global REIT ETF · $4.8B$11,038

$10,000 five years ago, dividends reinvested · they hold 50.7% in common

RITAMeasureREET

+11.4%Year to dateJan 1 → Nov 4+12.2%

+11.8%1 yearTotal return+12.6%

+12.2%3 years · per year$10,000 became $14,113 · $15,230+15.1%

[…]5 years · per year$10,000 became […] · $11,038+2.0%

0.50%Expense ratio$50 · $14 a year on $10k · lower is better0.14%

2.66%Trailing 12-mo yield$266 · $339 a year on $10k3.39%

−11.1%Worst dropSmaller is better−11.3%

13.8%VolatilityLower is calmer12.5%

RITAREET Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6REET wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RITA vs REET: Top 5 Holdings

Today

RITA

42.6%in top 5

REET

in top 529.9%

RITAStockREET

11.3%WELL9.7%

10.4%IRMnot top 5

8.2%SPG4.0%

6.2%PLD6.8%

6.5%VMRKnot top 5

not top 5EQIX5.6%

not top 5DLR3.7%

Held in common50.7%

End-of-day Nov 4, 2026 · share of each fund

RITA vs REET Returns, Every Period

ETFBRITA

+11.8%

past year

REETiShares

+12.6%

past year

RITAREETFaded: behind in that period

0–3REET wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

RITA vs REET

YTD

ETFBRITA

+11.4%

REETiShares

+12.2%

+11.4%Year to date+12.2%

−11.1%Worst drop · 1Y−11.3%

13.8%Volatility · 1Y12.5%

2.7%Yield3.4%

$6.7MAssets$4.8B

3–1REET wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RITA, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

RITA0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RITA, REET

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

RITA2.66%$266

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

RITA$266 − $50 = $216

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RITA, REET

Today

50.7%most shared, RITA and REET

RITAREET

RITA—50.7%

REET50.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%REET, at 12.5% volatility

REETWorst drop−11.3%12.5% vol

RITAWorst drop−11.1%13.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REETRITA

+12.2%Year to date+11.4%

3.4%Yield2.7%

+12.6%Past year+11.8%

0.14%Fee0.50%

4–0REET wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026