RITA vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricRITAVXUSWinner
Expense Ratio0.50%0.05%
AUM$10M$156.5B
Dividend Yield2.40%2.60%
Holdings448,747
YTD Return+11.08%+14.19%
1Y Return+15.00%+27.38%
3Y Return (annualized)+6.87%+19.53%
5Y Return (annualized)-+9.03%
Volatility (annualized)18.1%15.1%
Max Drawdown-35.9%-39.9%
Fund FamilyRita ETFVanguard (US)
CategoryEquityEquity
InceptionDec 8, 2021Jan 26, 2011

RITA vs VXUS Performance

ETFB Green SRI REITs ETF (RITA) is a ETF from Rita ETF and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year RITA returned +15.00% while VXUS returned +27.38%. Year to date, RITA is up 11.08% versus a gain of 14.19% for VXUS.

Over three years, RITA compounded at +6.87% per year against +19.53% for VXUS. Across the full 5-year window we track, VXUS has the edge at +4.83% 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

RITA charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, RITA currently yields 2.40% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

RITA and VXUS share 14 holdings out of 7890 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RITAWeight in VXUSDifference
SGP:AU3.73%0.02%3.71%
KEPE:SI3.35%0.01%3.34%
VCX:AU2.85%0.02%2.83%
EGPProProPro
SHUR:BRProProPro
UTG:LNProProPro
MGR:AUProProPro
AIMA:SIProProPro
ARF:AUProProPro
DXI:AUProProPro
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Frequently Asked Questions

Which is cheaper, RITA or VXUS?

RITA has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $45 per year of difference.

Which performed better, RITA or VXUS?

Over the past year RITA returned +15.00% vs +27.38% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), RITA annualized -1.01% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, RITA or VXUS?

RITA has been the more volatile fund at 18.1% annualized versus 15.1% for VXUS. Worst drawdown: RITA -35.9% vs VXUS -39.9%.

Should I hold both RITA and VXUS?

RITA and VXUS have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between RITA and VXUS?

RITA and VXUS share 14 common holdings with a 0.1% weight overlap. Combined, they hold 7890 unique securities.

Which pays a higher dividend, RITA or VXUS?

RITA yields 2.40% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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