RITA vs VXUS

RITA vs VXUS

Which is better, RITA or VXUS?

All Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricRITAVXUS
Expense Ratio0.50%0.05%Best
AUM$7M$158.1B
Dividend Yield2.38%2.51%
Holdings388,747
YTD Return+8.17%+14.49%Best
1Y Return+8.87%+21.52%Best
3Y Return (annualized)+7.79%+20.55%Best
5Y Return (annualized)-+9.57%
Volatility (annualized)18.0%15.2%Best
Max Drawdown-35.9%-28.4%Best
$10,000 over 4.8 years$9,287$15,898Best
Fund FamilyRita ETFVanguard (US)
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionDec 8, 2021Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 4.8 years row, are measured over the window both funds cover: Dec 9, 2021 to Sep 21, 2026 (4.8 years).

RITA vs VXUS 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 4.8 years both funds cover.

RITA vs VXUS Performance

ETFB Green SRI REITs ETF (RITA) is an ETF from Rita ETF and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year RITA returned +8.87% while VXUS returned +21.52%. Year to date, RITA is up 8.17% versus a gain of 14.49% for VXUS.

Over three years, RITA compounded at +7.79% per year against +20.55% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

RITA has been the more volatile fund, with annualized monthly volatility of 18.0% compared with 15.2% 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 -28.4% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

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 2.38% against 2.51% for VXUS.

Holdings Overlap

RITA already in VXUS13.4%

At least 13.4% of RITA's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

RITA and VXUS share little of their money.

10 positions in common, counted across the 35 positions we hold weights for in RITA and 8,082 in VXUS, against full books of 38 and 8,747.

Top Shared Holdings

StockWeight in RITAWeight in VXUSDifference
SGP:AUStockland Corp. Ltd.3.64%0.02%3.62%
VCX:AUVicinity Centres3.02%0.02%3.00%
EGPEastgroup Properties Inc. Real Estate Investment Trust2.74%0.00%2.74%
SHUR:BRShurgard Self Storage Sa1.25%0.00%1.25%
MGR:AUMirvac Group0.92%0.01%0.91%
AIMA:SIAims Apac Reit0.84%0.00%0.84%
DXI:AUDexus Industria Reit0.32%0.00%0.32%
ARF:AUArena Reit0.27%0.00%0.27%
CMW:AUCromwell Property Group0.19%0.00%0.19%
PCTN:LNPicton Property Income Ltd.0.17%0.00%0.17%

You are not choosing between two funds in isolation.

Whichever of RITA and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

RITAVXUS

Free for up to 10 holdings. No account needed.

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, by $45 a year on a $10,000 investment.

Which performed better, RITA or VXUS?

Over the past year RITA returned +8.87% vs +21.52% for VXUS, so VXUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, RITA or VXUS?

RITA has been the more volatile fund at 18.0% annualized versus 15.2% for VXUS. Worst drawdown: RITA -35.9% vs VXUS -28.4%.

Should I hold both RITA and VXUS?

RITA and VXUS have a monthly-return correlation of 0.79, 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 VXUS?

At least 13.4% of RITA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 35 positions we hold weights for in RITA and 8,082 in VXUS.

Which pays a higher dividend, RITA or VXUS?

RITA yields 2.38% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than RITA?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.