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 delivered strong gains so far this year, helped by solid recent returns over the past few months.
Leading REIT Holdings
Several of the largest positions, such as Welltower, Prologis, and Simon Property, have shown strong performance, supporting the fund’s overall results.
Global Green REIT Exposure
The fund offers exposure to environmentally focused real estate companies across multiple countries, giving investors a way to invest in sustainable property markets.
Negative Factors
High Sector Concentration
Almost all assets are in real estate, so the ETF is heavily exposed to the ups and downs of a single sector.
Heavy U.S. Focus
Most of the portfolio is invested in U.S. companies, which limits diversification across global markets.
Notable Single-Stock Weights
A few holdings make up a large share of the fund, meaning weakness in any of these names could have a meaningful impact on performance.
RITA vs. SPDR S&P 500 ETF (SPY)
AUM9.85M
RegionDeveloped Markets
Expense Ratio0.50%
Beta0.48
IssuerETFB
Inception DateDec 08, 2021
Dividend Yield2.26%
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. Volume1,319
30 Day Avg. Volume1,681
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
23.41Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RITA Summary
RITA is an exchange-traded fund that follows the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index, focusing on real estate companies that meet strict environmental and social standards. It mainly holds U.S. real estate investment trusts (REITs), 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 heavily tied to the real estate sector, so its value can rise or fall with property markets 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 anchored in developed-market real estate, with a clear tilt toward large, sustainability-focused REITs. Welltower and Prologis are key pillars, but both have cooled recently, taking a bit of wind out of the fund’s sails even as their longer-term trends remain positive. Simon Property and Digital Realty are doing more of the heavy lifting, with rising prices that help offset weaker or mixed names like AvalonBay. A couple of Australian holdings add a small global twist, but this ETF is largely a concentrated, green-leaning REIT story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Welltower | 14.86% | $1.46M | $172.98B | 53.07% | 77 Outperform | |
| Prologis | 12.45% | $1.23M | $137.76B | 32.26% | 76 Outperform | |
| Simon Property | 12.42% | $1.22M | $73.36B | 36.52% | 70 Outperform | |
| Digital Realty | 8.03% | $791.07K | $63.81B | -0.38% | 69 Neutral | |
| AvalonBay | 4.40% | $433.24K | $27.03B | -5.35% | 74 Outperform | |
| Equity Residential | 4.36% | $429.13K | $25.60B | 0.93% | 70 Outperform | |
| Ventas | 3.99% | $393.48K | $48.35B | 45.91% | 68 Neutral | |
| Stockland | 3.09% | $304.11K | AU$9.86B | -29.68% | 75 Outperform | |
| Vicinity Centres | 3.01% | $296.89K | AU$12.25B | 14.91% | 66 Neutral | |
| Eastgroup Properties | 2.89% | $284.91K | $11.63B | 28.78% | 78 Outperform |
RITA Technical Analysis
Positive
―
Price Trends
21.02
Positive
20.51
Positive
19.94
Positive
Market Momentum
0.29
Negative
60.06
Neutral
85.15
Negative
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 21.59, equal to the 50-day MA of 21.02, and equal to the 200-day MA of 19.94, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 60.06 is Neutral, neither overbought nor oversold. The STOCH value of 85.15 is Negative, 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
22.38
3.81
20.52%
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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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