RITA - ETF AI Analysis
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ETFB Green SRI REITs ETF (RITA)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its underlying real estate holdings.
Leading REITs in Top Holdings
Several of the largest positions, including major U.S. real estate companies, have delivered strong results, helping support the fund’s overall performance.
Global Real Estate Exposure
While mostly invested in U.S. REITs, the fund also holds real estate companies in Australia, the UK, and Singapore, adding some international diversification.
Negative Factors
High Sector Concentration
Almost all assets are in the real estate sector, so the ETF is heavily exposed to downturns in property markets and interest-rate-sensitive REITs.
Top Holdings Are Very Concentrated
A small number of companies make up a large share of the portfolio, which increases the impact if any of these big positions run into trouble.
Mixed Performance Among Key Positions
Some notable holdings have been weak or lagging this year, which could drag on returns if their performance does not improve.
RITA vs. SPDR S&P 500 ETF (SPY)
AUM8.74M
RegionDeveloped Markets
Expense Ratio0.50%
Beta0.54
IssuerETFB
Inception DateDec 08, 2021
Dividend Yield2.64%
Asset ClassEquity
Index TrackedFTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,377
30 Day Avg. Volume1,692
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
22.65Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering37
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RITA Summary
RITA is an ETF that follows the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index, focusing on real estate companies (REITs) that meet strict environmental and social standards. It mainly holds U.S. real estate firms, including well-known names like Prologis and Digital Realty, which own warehouses, data centers, and other properties. Someone might invest in RITA to get diversified exposure to real estate while supporting greener, more socially responsible businesses. A key risk is that it is concentrated in real estate, so its value can rise or fall sharply with the property market and interest rates.
How much will it cost me?The ETFB Green SRI REITs ETF (Ticker: RITA) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This expense ratio is higher than average because the fund is actively managed and focuses on a niche area of sustainable real estate, requiring more specialized research and management.
What would affect this ETF?The ETFB Green SRI REITs ETF (RITA) could benefit from growing demand for sustainable investments and increased focus on ESG practices within the real estate sector, as well as potential government incentives for green buildings. However, it may face challenges from rising interest rates, which can negatively impact REITs, and economic slowdowns in developed markets that could reduce property values and rental income.
RITA Top 10 Holdings
RITA is heavily tilted toward a handful of U.S. real estate leaders, with Prologis, Welltower, and Simon Property acting as the main engines of performance as they continue to trend higher. Digital Realty has been a standout, riding the data-center and sustainability wave and giving the fund an extra push. On the softer side, apartment-focused names like AvalonBay and Equity Residential have been more mixed, losing a bit of steam. A sprinkling of Australian REITs adds some global flavor, but this ETF is still very much a developed-market, real-estate-first story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 13.77% | $1.20M | $146.25B | 40.89% | 77 Outperform | |
| Prologis | 13.30% | $1.16M | $135.56B | 35.52% | 76 Outperform | |
| Simon Property | 12.01% | $1.05M | $65.35B | 26.99% | 70 Outperform | |
| Digital Realty | 9.72% | $848.80K | $68.72B | 22.44% | 69 Neutral | |
| AvalonBay | 4.39% | $383.55K | $23.98B | -16.13% | 74 Outperform | |
| Equity Residential | 4.39% | $383.15K | $23.33B | -10.08% | 70 Outperform | |
| Ventas | 3.62% | $316.17K | $40.71B | 23.65% | 68 Neutral | |
| Stockland | 3.35% | $292.40K | AU$10.17B | -13.29% | 75 Outperform | |
| Vicinity Centres | 3.19% | $278.53K | AU$11.88B | 64.08% | 66 Neutral | |
| Sun Communities | 2.79% | $243.69K | $16.00B | 3.55% | 66 Neutral |
RITA Technical Analysis
Positive
―
Price Trends
20.08
Positive
19.81
Positive
19.46
Positive
Market Momentum
0.26
Negative
61.12
Neutral
68.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RITA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 20.44, equal to the 50-day MA of 20.08, and equal to the 200-day MA of 19.46, indicating a bullish trend. The MACD of 0.26 indicates Negative momentum. The RSI at 61.12 is Neutral, neither overbought nor oversold. The STOCH value of 68.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RITA.
RITA Peer Comparison
Comparison Results
Performance Comparison
RITA
ETFB Green SRI REITs ETF
20.86
2.09
11.13%
AGNG
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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