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RINC vs. VGSR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RINC vs. VGSR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Real Estate Income ETF (RINC) and Vert Global Sustainable Real Estate ETF (VGSR). The values are adjusted to include any dividend payments, if applicable.

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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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RINC vs. VGSR - Yearly Performance Comparison


2026 (YTD)202520242023
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

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RINC

VGSR
VGSR Risk / Return Rank: 2323
Overall Rank
VGSR Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VGSR Sortino Ratio Rank: 2222
Sortino Ratio Rank
VGSR Omega Ratio Rank: 2222
Omega Ratio Rank
VGSR Calmar Ratio Rank: 2323
Calmar Ratio Rank
VGSR Martin Ratio Rank: 2626
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

RINC vs. VGSR - Sharpe Ratio Comparison


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Sharpe Ratios by Period


RINCVGSRDifference

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


RINCVGSRDifference

Max Drawdown

Largest peak-to-trough decline

-18.33%

Max Drawdown (1Y)

Largest decline over 1 year

-9.74%

Current Drawdown

Current decline from peak

-2.37%

Average Drawdown

Average peak-to-trough decline

-3.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.93%

Volatility

RINC vs. VGSR - Volatility Comparison


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Volatility by Period


RINCVGSRDifference

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.


PositionTTM202520242023
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.

Portfolio Optimizer

Find the right allocation for RINC and VGSR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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