RITA vs VYM
ETFB Green SRI REITs ETF vs Vanguard High Dividend Yield ETF
Which is better, RITA or VYM?
All Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 72.5%.
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
| Metric | RITA | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $7M | $81.6B |
| Dividend Yield | 2.38% | 2.22% |
| Holdings | 38 | 613 |
| YTD Return | +6.39% | +10.24%Best |
| 1Y Return | +8.05% | +14.89%Best |
| 3Y Return (annualized) | +7.75% | +18.00%Best |
| 5Y Return (annualized) | - | +11.42% |
| Volatility (annualized) | 18.0% | 13.8%Best |
| Max Drawdown | -35.9% | -15.8%Best |
| $10,000 over 4.8 years | $9,134 | $16,581Best |
| Top 10 Weight | 72.5% | 26.1%Best |
| Fund Family | Rita ETF | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Dec 8, 2021 | Nov 10, 2006 |
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 25, 2026 (4.8 years).
RITA vs VYM 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 VYM Performance
ETFB Green SRI REITs ETF (RITA) is an ETF from Rita ETF and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year RITA returned +8.05% while VYM returned +14.89%. Year to date, RITA is up 6.39% versus a gain of 10.24% for VYM.
Over three years, RITA compounded at +7.75% per year against +18.00% for VYM.
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 13.8% for VYM. 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 -15.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, RITA currently yields 2.38% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 35 holdings in RITA and 557 in VYM, totalling 100.0% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 35 positions we hold weights for in RITA and 557 in VYM, against full books of 38 and 613.
What only one of them owns
Our book lists 528 positions for VYM that do not appear in our book for RITA (97.1% of the fund), and 23 for RITA that do not appear in VYM (88.3%).
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.
You are not choosing between two funds in isolation.
Whichever of RITA and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RITA or VYM?
RITA has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, RITA or VYM?
Over the past year RITA returned +8.05% vs +14.89% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, RITA or VYM?
RITA has been the more volatile fund at 18.0% annualized versus 13.8% for VYM. Worst drawdown: RITA -35.9% vs VYM -15.8%.
Should I hold both RITA and VYM?
RITA and VYM 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.
Which pays a higher dividend, RITA or VYM?
RITA yields 2.38% while VYM yields 2.22%, so RITA currently pays the higher dividend yield.
Is VYM better than RITA?
VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 72.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.