RITA vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricRITAVOOWinner
Expense Ratio0.50%0.03%
AUM$10M$979.0B
Dividend Yield2.40%1.09%
Holdings44509
YTD Return+11.08%+13.44%
1Y Return+15.00%+22.62%
3Y Return (annualized)+6.87%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)18.1%14.1%
Max Drawdown-35.9%-34.3%
Fund FamilyRita ETFVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2021Sep 7, 2010

RITA vs VOO Performance

ETFB Green SRI REITs ETF (RITA) is a ETF from Rita ETF and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year RITA returned +15.00% while VOO returned +22.62%. Year to date, RITA is up 11.08% versus a gain of 13.44% for VOO.

Over three years, RITA compounded at +6.87% per year against +21.47% for VOO. Across the full 5-year window we track, VOO has the edge at +13.55% annualized vs -1.01%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RITA has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 14.1% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 2.40% against 1.09% for VOO.

Holdings Overlap

0.7%overlap

RITA and VOO share 11 holdings out of 537 unique holdings combined, representing a 0.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RITAWeight in VOODifference
WELL11.87%0.25%11.62%
SPG9.83%0.11%9.72%
DLR7.85%0.09%7.76%
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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. On a $10,000 investment, that is $47 per year of difference.

Which performed better, RITA or VOO?

Over the past year RITA returned +15.00% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), RITA annualized -1.01% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, RITA or VOO?

RITA has been the more volatile fund at 18.1% annualized versus 14.1% for VOO. Worst drawdown: RITA -35.9% vs VOO -34.3%.

Should I hold both RITA and VOO?

RITA and VOO have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RITA and VOO?

RITA and VOO share 11 common holdings with a 0.7% weight overlap. Combined, they hold 537 unique securities.

Which pays a higher dividend, RITA or VOO?

RITA yields 2.40% while VOO yields 1.09%, so RITA currently pays the higher dividend yield.

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