RITA vs VOO

RITA vs VOO

Which is better, RITA or VOO?

All Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 73.2%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricRITAVOO
Expense Ratio0.50%0.03%Best
AUM$7M$997.4B
Dividend Yield2.32%1.08%
Holdings38509
YTD Return+10.48%+13.37%Best
1Y Return+12.17%+20.08%Best
3Y Return (annualized)+6.99%+21.29%Best
5Y Return (annualized)-+12.89%
Volatility (annualized)17.9%15.7%Best
Max Drawdown-35.9%-24.5%Best
$10,000 over 4.7 years$9,489$17,592Best
Top 10 Weight73.2%36.4%Best
Fund FamilyRita ETFVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionDec 8, 2021Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Dec 9, 2021 to Sep 4, 2026 (4.7 years).

RITA vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.7 years both funds cover.

RITA vs VOO Performance

ETFB Green SRI REITs ETF (RITA) is an ETF from Rita ETF and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year RITA returned +12.17% while VOO returned +20.08%. Year to date, RITA is up 10.48% versus a gain of 13.37% for VOO.

Over three years, RITA compounded at +6.99% per year against +21.29% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RITA has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.7% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -35.9% for RITA and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RITA charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, RITA currently yields 2.32% against 1.08% for VOO.

Holdings Overlap

RITA already in VOO67.1%
VOO already in RITA0.9%

67.1% of RITA's money is in holdings VOO also owns. 0.9% of VOO's money is in holdings RITA also owns.

The two portfolios partly overlap.

The two holdings books were reported 50 days apart, RITA as of Aug 19, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

10 positions in common, counted across the 35 positions we hold weights for in RITA and 505 in VOO, against full books of 38 and 509.

What only one of them owns

Our book lists 487 positions for VOO that do not appear in our book for RITA (98.6% of the fund), and 12 for RITA that do not appear in VOO (21.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in RITAWeight in VOODifference
WELLWelltower, Inc.14.68%0.25%14.43%
SPGSimon Property Group Inc12.58%0.11%12.47%
PLDPrologis Inc12.47%0.20%12.27%
DLRDigital Realty Trust Inc.8.88%0.09%8.79%
EQREquity Residential (eqr)8.48%0.04%8.44%
VTRVentas  Inc .3.88%0.07%3.81%
ESSEssex Property2.80%0.03%2.77%
INVHInvitation Homes Inc. Reit2.70%0.03%2.67%
CPTCamden Property Trust Common Stock0.43%0.02%0.41%
MAAMid-america Apartment0.19%0.03%0.16%

67.1% of RITA is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

RITAVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, RITA or VOO?

RITA has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, RITA or VOO?

Over the past year RITA returned +12.17% vs +20.08% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RITA or VOO?

RITA has been the more volatile fund at 17.9% annualized versus 15.7% for VOO. Worst drawdown: RITA -35.9% vs VOO -24.5%.

Should I hold both RITA and VOO?

RITA and VOO have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between RITA and VOO?

67.1% of RITA's money is in holdings VOO also owns. 0.9% of VOO's is in holdings RITA also owns. They hold 10 positions in common, counted across the 35 positions we hold weights for in RITA and 505 in VOO.

Which pays a higher dividend, RITA or VOO?

RITA yields 2.32% while VOO yields 1.08%, so RITA currently pays the higher dividend yield.

Is VOO better than RITA?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 73.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.