ETFB Green SRI REITs ETF
RITA - ETF AI Analysis
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ETFB Green SRI REITs ETF (RITA)
RITA, the ETFB Green SRI REITs ETF, has a solid overall rating driven mainly by strong, high-quality real estate holdings like Welltower and Prologis, which show robust financial performance, strategic growth, and generally stable technical trends. Additional support comes from names such as Equinix and Nippon Prologis REIT, though some holdings like Iron Mountain and Goodman Group introduce risks through high leverage, overvaluation, and weaker technical momentum. The main risk factor is the fund’s concentration in REITs and property-related businesses, which can make performance sensitive to real estate market cycles and interest rate changes.
RITA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 6.80M
- Region
- Developed Markets
- Expense Ratio
- 0.50%
- Beta
- 0.45
- Issuer
- ETFB
- Inception Date
- Dec 08, 2021
- Dividend Yield
- 2.69%
- Asset Class
- Equity
- Index Tracked
- FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index
RITA Summary
RITA is an ETF that invests in real estate companies and follows the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index, focusing on REITs that meet strict environmental and social standards. It holds well-known names like Welltower and Prologis, which own healthcare, industrial, and other property types. Someone might invest in RITA to get diversified exposure to global real estate while supporting greener, more socially responsible businesses. A key risk is that real estate values and REIT prices can go up and down with interest rates and the overall property market.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average cost for broad, passively managed index ETFs because this fund follows a specialized, sustainable real estate strategy that requires more targeted research and management.
What would affect this ETF?
RITA could benefit if demand grows for eco-friendly buildings and data centers, as many of its real estate holdings focus on sustainable properties in developed markets and may attract more tenants and investors who value environmental standards. On the downside, rising interest rates, economic slowdowns that hurt commercial and residential property values, or changes in regulations affecting REITs or ESG investing could reduce returns and make this specialized real estate fund more volatile.
RITA Top 10 Holdings
RITA is essentially a green real estate play, with performance steered by a handful of heavyweight REITs. Iron Mountain and Equinix have been rising this year, giving the fund a lift, while Digital Realty has been a steady contributor despite some recent choppiness. On the other side, Prologis and Japan’s Nippon Prologis REIT have been lagging, acting like a brake on returns, and Goodman Group has lost steam. The portfolio is heavily concentrated in real estate, with a developed-markets mix spanning the U.S., Japan, and Australia, all through an ESG-focused lens.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WELL | Welltower | 11.48% | $779.14K | $181.69B | 28.62% | 77Outperform |
 IRM | Iron Mountain | 9.68% | $657.37K | $32.99B | 11.15% | 55Neutral |
 SPG | Simon Property | 8.54% | $579.63K | $75.87B | 26.89% | 70Outperform |
 VMRK | Vivmark Residential | 6.81% | $462.35K | $50.88B | 6.84% | 70Outperform |
 PLD | Prologis | 6.13% | $416.19K | $126.14B | 2.99% | 76Outperform |
 EQIX | Equinix | 5.74% | $389.55K | $103.94B | 30.09% | 73Outperform |
 JP:3283 | Nippon Prologis REIT, Inc. | 4.21% | $285.58K | JPY 691.26B | -12.04% | 76Outperform |
 DLR | Digital Realty | 4.11% | $279.28K | $68.43B | 7.45% | 69Neutral |
 AU:GMG | Goodman Group | 3.89% | $264.10K | AUD 59.86B | -5.04% | 54Neutral |
 TSE:GRT.UN | Granite Real Estate | 3.79% | $257.31K | CAD 5.36B | 9.03% | 73Outperform |
RITA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RITA, the sentiment is Positive. The current price of 20.86 is above the 20-day moving average (MA) of 20.37, above the 50-day MA of 20.31, and above the 200-day MA of 20.42, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 60.00 is Neutral, neither overbought nor oversold. The STOCH value of 85.86 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RITA.
RITA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RITA | $20.86 | $21.50(3.08% Upside) | $6.80M | 0.50% | 69Neutral |
 AGNG | $40.80 | $44.41(8.85% Upside) | $99.16M | 0.50% | 64Neutral |
 PBCS | $27.47 | $29.01(5.61% Upside) | $86.55M | 0.14% | 68Neutral |
 FDIQ | $77.32 | $85.29(10.32% Upside) | $43.71M | 0.35% | 73Outperform |
 WISE | $30.00 | $50.84(69.46% Upside) | $21.05M | 0.35% | 58Neutral |
 ERET | $28.51 | $31.71(11.25% Upside) | $17.16M | 0.30% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RITA | ETFB Green SRI REITs ETF | 20.86 | 2.00 | 10.61% | |
| AGNG | Global X Aging Population ETF | 40.80 | 5.69 | 16.21% | |
| PBCS | Portfolio Building Block World Consumer Staples ETF | 27.47 | 2.71 | 10.93% | |
| FDIQ | Invesco Bloomberg Financial Data Providers ETF | 77.31 | 20.22 | 35.41% | |
| WISE | Themes Generative Artificial Intelligence ETF | 30.00 | -9.54 | -24.13% | |
| ERET | iShares Environmentally Aware Real Estate ETF | 28.50 | 2.25 | 8.56% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.