ERET vs. VGSR
ERET (Ishares Environmentally Aware Real Estate ETF) and VGSR (Vert Global Sustainable Real Estate ETF) are both REIT funds. ERET is passively managed, while VGSR is actively managed. Over the past year, ERET returned 10.66% vs 11.42% for VGSR. Their correlation of 0.90 suggests significant overlap in exposure. ERET charges 0.30%/yr vs 0.45%/yr for VGSR.
Performance
ERET vs. VGSR - Performance Comparison
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Returns By Period
In the year-to-date period, ERET achieves a 8.23% return, which is significantly lower than VGSR's 10.97% return.
ERET
- 1D
- 0.46%
- 1M
- -0.18%
- YTD
- 8.23%
- 6M
- 8.67%
- 1Y
- 10.66%
- 3Y*
- 10.80%
- 5Y*
- —
- 10Y*
- —
VGSR
- 1D
- 0.55%
- 1M
- 1.53%
- YTD
- 10.97%
- 6M
- 10.94%
- 1Y
- 11.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ERET vs. VGSR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 8.23% | 10.26% | 0.60% | 7.25% |
VGSR Vert Global Sustainable Real Estate ETF | 10.97% | 6.31% | 5.59% | 7.06% |
Correlation
The correlation between ERET and VGSR is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2023 | 0.90 |
The correlation between ERET and VGSR has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
ERET vs. VGSR — Risk / Return Rank
ERET
VGSR
ERET vs. VGSR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares Environmentally Aware Real Estate ETF (ERET) and Vert Global Sustainable Real Estate ETF (VGSR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ERET | VGSR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.18 | -0.16 |
| Martin ratioReturn relative to average drawdown | 3.75 | 3.90 | -0.15 |
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Drawdowns
ERET vs. VGSR - Drawdown Comparison
The maximum ERET drawdown since its inception was -20.30%, which is greater than VGSR's maximum drawdown of -18.33%. Use the drawdown chart below to compare losses from any high point for ERET and VGSR.
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Drawdown Indicators
| ERET | VGSR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.30% | -18.33% | -1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -9.74% | -0.73% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | — | — |
Current DrawdownCurrent decline from peak | -2.48% | -0.87% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -5.78% | -3.89% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 2.93% | -0.08% |
Volatility
ERET vs. VGSR - Volatility Comparison
Ishares Environmentally Aware Real Estate ETF (ERET) has a higher volatility of 4.13% compared to Vert Global Sustainable Real Estate ETF (VGSR) at 3.74%. This indicates that ERET's price experiences larger fluctuations and is considered to be riskier than VGSR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERET | VGSR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 3.74% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.67% | 9.98% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.34% | 12.94% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.75% | 15.07% | +0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.75% | 15.07% | +0.68% |
ERET vs. VGSR - Expense Ratio Comparison
ERET has a 0.30% expense ratio, which is lower than VGSR's 0.45% expense ratio.
Dividends
ERET vs. VGSR - Dividend Comparison
ERET's dividend yield for the trailing twelve months is around 3.36%, which matches VGSR's 3.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 3.36% | 3.79% | 4.26% | 3.67% | 0.64% |
VGSR Vert Global Sustainable Real Estate ETF | 3.37% | 3.41% | 3.79% | 2.64% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, ERET and VGSR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
ERET has higher volatility (4.13%) compared to VGSR (3.74%). In terms of maximum drawdown, ERET dropped -20.30% vs VGSR's -18.33%.
On 1-year performance, VGSR leads with 11.42% vs 10.66% for ERET. On fees, ERET is cheaper at 0.30% per year. On volatility, VGSR has been the lower-risk option at 3.74%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, VGSR has performed better with a 11.42% return vs 10.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ERET is cheaper with a 0.30% expense ratio, compared with 0.45% for VGSR.
VGSR has the higher dividend yield at 3.37%, compared with 3.36% for ERET.
They also come from different issuers: iShares and Vert. Their fees differ too: 0.30% for ERET and 0.45% for VGSR.
VGSR currently has the higher Sharpe Ratio (0.89 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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