VGSR vs. ERET

Last updated Jul 14, 2026

VGSR (Vert Global Sustainable Real Estate ETF) and ERET (Ishares Environmentally Aware Real Estate ETF) are both REIT funds. VGSR is actively managed, while ERET is passively managed. Over the past year, VGSR returned 13.56% vs 13.88% for ERET. Their correlation of 0.90 suggests significant overlap in exposure. VGSR charges 0.45%/yr vs 0.30%/yr for ERET.

Performance

VGSR vs. ERET - Performance Comparison

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

Returns By Period

In the year-to-date period, VGSR achieves a 11.78% return, which is significantly higher than ERET's 10.00% return.

VGSR

• 1D: 0.18%
• 1M: -0.14%
• 6M: 10.50%
• YTD: 11.78%
• 1Y: 13.56%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ERET

• 1D: 0.12%
• 1M: 0.08%
• 6M: 7.80%
• YTD: 10.00%
• 1Y: 13.88%
• 3Y*: 8.50%
• 5Y*: —
• 10Y*: —

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

VGSR vs. ERET - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
VGSR Vert Global Sustainable Real Estate ETF	11.78%	6.31%	5.59%	7.06%
ERET Ishares Environmentally Aware Real Estate ETF	10.00%	10.26%	0.60%	7.25%

Correlation

The correlation between VGSR and ERET is 0.92, 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	0.92
Correlation (All Time) Calculated using the full available price history since Dec 4, 2023	0.90

The correlation between VGSR and ERET has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.

Return for Risk

VGSR vs. ERET — Risk / Return Rank

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

VGSR

VGSR Risk / Return Rank: 35
VGSR Sharpe Ratio Rank: 37
VGSR Sortino Ratio Rank: 34
VGSR Omega Ratio Rank: 34
VGSR Calmar Ratio Rank: 34
VGSR Martin Ratio Rank: 38

ERET

ERET Risk / Return Rank: 37
ERET Sharpe Ratio Rank: 39
ERET Sortino Ratio Rank: 37
ERET Omega Ratio Rank: 37
ERET Calmar Ratio Rank: 33
ERET Martin Ratio Rank: 39

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.

VGSR vs. ERET - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vert Global Sustainable Real Estate ETF (VGSR) and Ishares Environmentally Aware Real Estate ETF (ERET). 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.

	VGSR	ERET	Difference
Sharpe ratio: Return per unit of total volatility	1.05	1.12	-0.07
Sortino ratio: Return per unit of downside risk	1.50	1.59	-0.09
Omega ratio: Gain probability vs. loss probability	1.19	1.20	-0.02
Calmar ratio: Return relative to maximum drawdown	1.40	1.33	+0.07
Martin ratio: Return relative to average drawdown	4.63	4.89	-0.27

VGSR vs. ERET - Sharpe Ratio Comparison

The current VGSR Sharpe Ratio is 1.05, which is comparable to the ERET Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of VGSR and ERET, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

VGSR vs. ERET - Drawdown Comparison

The maximum VGSR drawdown since its inception was -18.33%, smaller than the maximum ERET drawdown of -20.30%. Use the drawdown chart below to compare losses from any high point for VGSR and ERET.

Drawdown Indicators

	VGSR	ERET	Difference
Max Drawdown Largest peak-to-trough decline	-18.33%	-20.30%	+1.97%
Max Drawdown (1Y) Largest decline over 1 year	-9.74%	-10.47%	+0.73%
Max Drawdown (3Y) Largest decline over 3 years	—	-17.61%	—
Current Drawdown Current decline from peak	-1.43%	-1.01%	-0.42%
Average Drawdown Average peak-to-trough decline	-3.83%	-5.71%	+1.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.94%	2.84%	+0.10%

Volatility

VGSR vs. ERET - Volatility Comparison

The current volatility for Vert Global Sustainable Real Estate ETF (VGSR) is 3.73%, while Ishares Environmentally Aware Real Estate ETF (ERET) has a volatility of 3.99%. This indicates that VGSR experiences smaller price fluctuations and is considered to be less risky than ERET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VGSR	ERET	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.73%	3.99%	-0.26%
Volatility (6M) Calculated over the trailing 6-month period	10.22%	10.02%	+0.20%
Volatility (1Y) Calculated over the trailing 1-year period	13.02%	12.46%	+0.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.01%	15.71%	-0.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.01%	15.71%	-0.70%

VGSR vs. ERET - Expense Ratio Comparison

VGSR has a 0.45% expense ratio, which is higher than ERET's 0.30% expense ratio.

Dividends

VGSR vs. ERET - Dividend Comparison

VGSR's dividend yield for the trailing twelve months is around 3.29%, which matches ERET's 3.31% yield.

Position	TTM	2025	2024	2023	2022
ERET Ishares Environmentally Aware Real Estate ETF	3.31%	3.79%	4.26%	3.67%	0.64%
VGSR Vert Global Sustainable Real Estate ETF	3.29%	3.41%	3.79%	2.64%	0.00%

Frequently Asked Questions

Can I hold both VGSR and ERET in my portfolio?

With a correlation of 0.92, VGSR and ERET 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.

Which is riskier, VGSR or ERET?

ERET has higher volatility (3.99%) compared to VGSR (3.73%). In terms of maximum drawdown, VGSR dropped -18.33% vs ERET's -20.30%.

Which ETF is better, VGSR or ERET?

On 1-year performance, ERET leads with 13.88% vs 13.56% for VGSR. On fees, ERET is cheaper at 0.30% per year. On volatility, VGSR has been the lower-risk option at 3.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, VGSR or ERET?

Over the 1-year period, ERET has performed better with a 13.88% return vs 13.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, VGSR or ERET?

ERET is cheaper with a 0.30% expense ratio, compared with 0.45% for VGSR.

Which ETF pays a higher dividend yield, VGSR or ERET?

ERET has the higher dividend yield at 3.31%, compared with 3.29% for VGSR.

What is the main difference between VGSR and ERET?

They also come from different issuers: Vert and iShares. Their fees differ too: 0.45% for VGSR and 0.30% for ERET.

Which has better risk-adjusted returns?

ERET currently has the higher Sharpe Ratio (1.12 vs 1.05), 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.