RINC vs. VGSR
RINC (AXS Real Estate Income ETF) and VGSR (Vert Global Sustainable Real Estate ETF) are both REIT funds. RINC is passively managed, while VGSR is actively managed. At a 0.47 correlation, their price movements are largely independent. RINC charges 0.89%/yr vs 0.45%/yr for VGSR.
Performance
RINC vs. VGSR - Performance Comparison
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Returns By Period
RINC
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VGSR
- 1D
- -0.31%
- 1M
- 0.03%
- YTD
- 7.94%
- 6M
- 8.11%
- 1Y
- 10.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RINC vs. VGSR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RINC AXS Real Estate Income ETF | 0.00% | 7.75% | -5.74% | 3.71% |
VGSR Vert Global Sustainable Real Estate ETF | 7.94% | 6.31% | 5.59% | 7.01% |
Correlation
The correlation between RINC and VGSR is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2023 | 0.47 |
The correlation between RINC and VGSR shifts across timeframes, from 0.30 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RINC vs. VGSR — Risk / Return Rank
RINC
VGSR
RINC vs. VGSR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AXS Real Estate Income ETF (RINC) 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| RINC | VGSR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.73 | — |
Drawdowns
RINC vs. VGSR - Drawdown Comparison
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Drawdown Indicators
| RINC | VGSR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -18.33% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.74% | — |
Current DrawdownCurrent decline from peak | — | -2.37% | — |
Average DrawdownAverage peak-to-trough decline | — | -3.96% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.93% | — |
Volatility
RINC vs. VGSR - Volatility Comparison
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Volatility by Period
| RINC | VGSR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.81% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 9.59% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 12.71% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 15.10% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 15.10% | — |
RINC vs. VGSR - Expense Ratio Comparison
RINC has a 0.89% expense ratio, which is higher than VGSR's 0.45% expense ratio.
Dividends
RINC vs. VGSR - Dividend Comparison
RINC's dividend yield for the trailing twelve months is around 2.16%, less than VGSR's 3.47% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
RINC AXS Real Estate Income ETF | 2.16% | 6.04% | 10.85% | 3.88% |
VGSR Vert Global Sustainable Real Estate ETF | 3.47% | 3.41% | 3.79% | 2.64% |
Frequently Asked Questions
RINC and VGSR have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VGSR is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VGSR is cheaper with a 0.45% expense ratio, compared with 0.89% for RINC.
VGSR has the higher dividend yield at 3.47%, compared with 2.16% for RINC.
They also come from different issuers: AXS and Vert. Their fees differ too: 0.89% for RINC and 0.45% for VGSR.
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