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RITA - ETF AI Analysis
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ETFB Green SRI REITs ETF (RITA)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Welltower and Stockland, have delivered strong year-to-date performance, supporting the ETF’s overall returns.
Global Exposure
The ETF includes holdings from multiple countries, such as Australia, Japan, and the UK, providing some geographic diversification.
Focused Sector Strategy
With nearly all assets in real estate, the ETF offers targeted exposure to a sector with potential for steady income and growth.
Negative Factors
High Sector Concentration
Over 97% of the ETF is allocated to real estate, making it highly sensitive to downturns in this sector.
Underperforming Holdings
Several top holdings, such as AvalonBay and Digital Realty, have shown weak year-to-date performance, which could drag on overall returns.
Small Asset Base
The ETF has relatively low assets under management, which may limit liquidity and investor interest.
RITA vs. SPDR S&P 500 ETF (SPY)
AUM7.80M
RegionDeveloped Markets
Expense Ratio0.50%
Beta0.51
IssuerETFB
Inception DateDec 08, 2021
Dividend Yield2.49%
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. Volume1,036
30 Day Avg. Volume1,127
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
21.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RITA Summary
The ETFB Green SRI REITs ETF (Ticker: RITA) is a fund that invests in Real Estate Investment Trusts (REITs) with a focus on sustainability and social responsibility. It includes companies like Prologis and Welltower, which own and manage properties while prioritizing environmental and community well-being. This ETF is ideal for investors who want to support eco-friendly real estate while diversifying their portfolio across commercial, residential, and industrial properties. However, since it focuses heavily on the real estate sector, its performance can be impacted by changes in the real estate market or interest rate fluctuations.
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
The ETFB Green SRI REITs ETF (RITA) is heavily concentrated in the real estate sector, with a focus on sustainable REITs across developed markets. Prologis and Simon Property are steady performers, buoyed by strong leasing activity and balanced financial metrics, while Ventas is rising thanks to its strategic focus on senior housing. On the flip side, Digital Realty and Public Storage are lagging, weighed down by bearish trends and rising costs. With a mix of commercial, residential, and industrial exposure, the fund’s positioning reflects a commitment to ESG principles while navigating sector-specific challenges.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 10.74% | $830.60K | $127.87B | 49.31% | 77 Outperform | |
| Prologis | 10.42% | $805.82K | $122.09B | 23.94% | 76 Outperform | |
| Simon Property | 9.70% | $749.60K | $60.30B | 8.20% | 70 Outperform | |
| Digital Realty | 6.82% | $527.33K | $52.53B | -11.77% | 69 Neutral | |
| AvalonBay | 4.87% | $376.59K | $26.06B | -12.66% | 74 Outperform | |
| Equity Residential | 4.66% | $360.30K | $23.92B | -6.14% | 70 Outperform | |
| Stockland | 4.25% | $328.31K | AU$13.38B | 24.00% | 75 Outperform | |
| Ventas | 3.51% | $271.73K | $36.13B | 30.82% | 68 Neutral | |
| Keppel DC REIT | 3.31% | $255.87K | S$5.42B | 10.18% | 76 Outperform | |
| Vicinity Centres | 3.14% | $242.56K | AU$12.05B | 18.49% | 66 Neutral |
RITA Technical Analysis
Positive
―
Price Trends
19.42
Positive
19.36
Positive
19.04
Positive
Market Momentum
>-0.01
Negative
52.85
Neutral
43.40
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 19.38, equal to the 50-day MA of 19.42, and equal to the 200-day MA of 19.04, indicating a bullish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 52.85 is Neutral, neither overbought nor oversold. The STOCH value of 43.40 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
19.47
1.14
6.22%
AGNG
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JEDI
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PBOG
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ERET
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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.
Disclaimer
This 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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