RITA vs. WTRE ETF Comparison

Comparison of ETFB Green SRI REITs ETF (RITA) to WisdomTree New Economy Real Estate Fund (WTRE)

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

$20.60

Average Daily Volume

624

Number of Holdings ^*

* may have additional holdings in another (foreign) market

WTRE

WisdomTree New Economy Real Estate Fund

WTRE Description

Watford Holdings Ltd., together with its subsidiaries, operates as a property and casualty insurance and reinsurance company worldwide. The company offers casualty reinsurance products, such as executive assurance, medical malpractice liability, other professional liability, workers' compensation, excess and umbrella liability, and excess auto liability; other specialty reinsurance, including personal and commercial auto, mortgage, surety, accident and health, workers' compensation catastrophe, agriculture and marine, and aviation; and property catastrophe reinsurance, as well as other insurance programs comprising general liability, umbrella liability, professional liability, personal and commercial automobile, and inland marine and property business with minimal catastrophe exposure. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda. As of July 1, 2021, Watford Holdings Ltd. was taken private.

Grade (RS Rating)

Last Trade

$18.33

Average Daily Volume

3,339

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	RITA	WTRE
30 Days	-0.84%	-5.02%
60 Days	-3.52%	-6.88%
90 Days	-0.83%	-4.32%
12 Months	18.86%	13.18%

7 Overlapping Holdings

Symbol	Grade	Weight in RITA	Weight in WTRE	Overlap
ARE	F	5.99%	4.62%	4.62%
DLR	B	8.28%	5.86%	5.86%
EGP	D	0.01%	2.04%	0.01%
FR	D	1.84%	1.38%	1.38%
IRM	C	4.31%	3.46%	3.46%
PLD	F	8.93%	4.46%	4.46%
REXR	F	1.64%	2.46%	1.64%

RITA Overweight 17 Positions Relative to WTRE

Symbol	Grade	Weight
PSA	C	7.36%
WELL	A	6.95%
AVB	B	6.16%
EQR	C	5.32%
INVH	D	2.91%
SKT	A	2.29%
SUI	C	2.25%
ELS	C	2.04%
REG	A	2.03%
AMH	C	1.8%
CUBE	C	1.76%
CPT	B	1.47%
MAA	B	0.9%
STAG	D	0.71%
APLE	B	0.56%
CTRE	C	0.35%
ADC	A	0.3%

RITA Underweight 16 Positions Relative to WTRE

Symbol	Grade	Weight
SBAC	D	-5.71%
ABNB	C	-5.65%
EQIX	A	-5.35%
VTR	B	-5.15%
CCI	C	-4.43%
AMT	C	-4.12%
DOC	C	-3.66%
COLD	D	-1.71%
TRNO	F	-1.58%
CUZ	B	-1.26%
KRC	B	-1.23%
CDP	C	-0.94%
DEI	B	-0.72%
DBRG	F	-0.58%
LXP	D	-0.52%
JBGS	F	-0.26%