RITA vs. JPRE ETF Comparison
Comparison of ETFB Green SRI REITs ETF (RITA) to JPMorgan Realty Income ETF (JPRE)
RITA
ETFB Green SRI REITs ETF
RITA Description
ETFB Green SRI REITs ETF is an exchange traded fund launched by ETF Series Solutions. It is managed by Exchange Traded Concepts, LLC. The fund invests in public equity markets of global developed region. The fund invests in stocks of companies operating across financials, diversified financials, mortgage real estate investment trusts(REITs), real estate, equity real estate investment trusts(REITs) sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies, that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It invests in stocks of companies that follow the values and teachings of the Shariah religion. The fund employs external research to create its portfolio. The fund seeks to track the performance of the FTSE EPRA Nareit IdealRatings Developed REITs Islamic Green Capped Index, by using full replication technique. ETFB Green SRI REITs ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$20.95
Average Daily Volume
569
24
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.12
Average Daily Volume
23,862
29
Performance
Period | RITA | JPRE |
---|---|---|
30 Days | 0.74% | 0.83% |
60 Days | -1.72% | 0.93% |
90 Days | 0.53% | 4.17% |
12 Months | 20.46% | 26.45% |
11 Overlapping Holdings
Symbol | Grade | Weight in RITA | Weight in JPRE | Overlap | |
---|---|---|---|---|---|
AMH | C | 1.79% | 3.69% | 1.79% | |
ARE | D | 5.73% | 3.23% | 3.23% | |
CTRE | D | 0.36% | 1.87% | 0.36% | |
DLR | A | 8.58% | 5.7% | 5.7% | |
EGP | D | 0.01% | 2.88% | 0.01% | |
ELS | C | 2.0% | 3.7% | 2.0% | |
EQR | B | 5.35% | 2.66% | 2.66% | |
INVH | D | 2.91% | 1.41% | 1.41% | |
PLD | D | 8.85% | 6.33% | 6.33% | |
PSA | C | 7.34% | 1.6% | 1.6% | |
WELL | C | 7.06% | 7.66% | 7.06% |
RITA Underweight 18 Positions Relative to JPRE
RITA: Top Represented Industries & Keywords
JPRE: Top Represented Industries & Keywords