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$163.2B
Dividend Yield2.80%2.34%
Holdings708,844
YTD Return+4.84%+10.00%Best
1Y Return+5.71%+17.01%Best
3Y Return (annualized)+6.75%+19.55%Best
5Y Return (annualized)-+8.55%
Volatility (annualized)17.9%15.2%Best
Max Drawdown-35.9%-28.4%Best
$10,000 over 4.8 years$9,014$15,190Best
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 Oct 14, 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 +5.71% while VXUS returned +17.01%. Year to date, RITA is up 4.84% versus a gain of 10.00% for VXUS.

Over three years, RITA compounded at +6.75% per year against +19.55% 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 17.9% 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 2.80% against 2.34% for VXUS.

Holdings Overlap

RITA already in VXUS23.8%

At least 23.8% of RITA's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 91.3% 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.

17 positions in common, counted across the 55 positions we hold weights for in RITA and 8,425 in VXUS, against full books of 70 and 8,844.

Top Shared Holdings

StockWeight in RITAWeight in VXUSDifference
3283:JPNippon Prologis Reit Inc4.45%0.01%4.44%
GRTUN:CAGranite Real Estate Investment Sta3.88%0.01%3.87%
GMG:AUGoodman Group3.79%0.09%3.70%
SGRO:LNSegro Plc.2.55%0.04%2.51%
EGPEastgroup Properties Inc. Real Estate Investment Trust1.66%0.00%1.66%
SGP:AUStockland1.64%0.02%1.62%
8967:TKJapan Logistics Fd1.36%0.00%1.36%
MGR:AUMirvac Group0.98%0.01%0.97%
VCX:AUVicinity Centres0.83%0.02%0.81%
BLND:LNBritish Land Co Plc/the0.79%0.01%0.78%

23.8% of RITA is already inside VXUS.

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

RITAVXUS

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

Which performed better, RITA or VXUS?

Over the past year RITA returned +5.71% vs +17.01% 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 17.9% 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 23.8% 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 17 positions in common, counted across the 55 positions we hold weights for in RITA and 8,425 in VXUS.

Which pays a higher dividend, RITA or VXUS?

RITA yields 2.80% while VXUS yields 2.34%, so RITA 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.