Compare · 2 funds side by side · dividends reinvested

RITA and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

RITA and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.3

ETFB Green SRI REITs ETFSectors · Real estate0.50%2.73%+8.6%+9.1%+11.4%[…]−11.1%13.5%$7M1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: RITA 2021 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

ETFB Green SRI REITs ETF · $7M[…]

RITA

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 48.2% in common

RITAMeasureXLRE

+8.6%Year to dateJan 1 → Nov 3+10.8%

+9.1%1 yearTotal return+10.5%

+11.4%3 years · per year$10,000 became $13,832 · $14,961+14.4%

[…]5 years · per year$10,000 became […] · $10,775+1.5%

0.50%Expense ratio$50 · $8 a year on $10k · lower is better0.08%

2.73%Trailing 12-mo yield$273 · $330 a year on $10k3.30%

−11.1%Worst dropSmaller is better−11.1%

13.5%VolatilityLower is calmer14.2%

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

1–5XLRE wins

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

More Ways to See the Pairs

RITA vs XLRE: Top 5 Holdings

Today

RITA

42.6%in top 5

XLRE

in top 537.0%

RITAStockXLRE

11.3%WELL11.3%

10.3%IRMnot top 5

8.2%SPGnot top 5

6.2%PLD8.2%

not top 5EQIX6.9%

6.6%VMRKnot top 5

not top 5AMT5.8%

not top 5PSA4.9%

Held in common48.2%

End-of-day Nov 3, 2026 · share of each fund

RITA vs XLRE Returns, Every Period

ETFBRITA

+9.1%

past year

XLRESPDR

+10.5%

past year

RITAXLREFaded: behind in that period

0–3XLRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RITA vs XLRE

YTD

ETFBRITA

+8.6%

XLRESPDR

+10.8%

+8.6%Year to date+10.8%

−11.1%Worst drop · 1Y−11.1%

13.5%Volatility · 1Y14.2%

2.7%Yield3.3%

$6.7MAssets$8.3B

2–1XLRE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RITA, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

RITA0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RITA, XLRE

3.30%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.30%$330

RITA2.73%$273

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$322most kept, XLRE

XLRE$330 − $8 = $322

RITA$273 − $50 = $223

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RITA, XLRE

Today

48.2%most shared, RITA and XLRE

RITAXLRE

RITA—48.2%

XLRE48.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.5%XLRE, at 14.2% volatility

RITAWorst drop−11.1%13.5% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLRERITA

+10.8%Year to date+8.6%

3.3%Yield2.7%

+10.5%Past year+9.1%

0.08%Fee0.50%

4–0XLRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026