VGSR vs. FESIX
Compare and contrast key facts about Vert Global Sustainable Real Estate ETF (VGSR) and Fidelity SAI Real Estate Index Fund (FESIX).
VGSR is an actively managed fund by Vert. It was launched on Oct 31, 2017. FESIX is managed by Fidelity. It was launched on Feb 2, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSR or FESIX.
Correlation
The correlation between VGSR and FESIX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VGSR vs. FESIX - Performance Comparison
Key characteristics
VGSR:
0.44
FESIX:
-0.49
VGSR:
0.71
FESIX:
-0.48
VGSR:
1.09
FESIX:
0.92
VGSR:
0.66
FESIX:
-0.20
VGSR:
2.01
FESIX:
-1.32
VGSR:
3.33%
FESIX:
7.67%
VGSR:
15.16%
FESIX:
20.64%
VGSR:
-10.23%
FESIX:
-56.23%
VGSR:
-10.23%
FESIX:
-51.15%
Returns By Period
In the year-to-date period, VGSR achieves a 4.42% return, which is significantly higher than FESIX's -10.74% return.
VGSR
4.42%
-5.36%
5.19%
5.81%
N/A
N/A
FESIX
-10.74%
-7.59%
-6.86%
-8.98%
-9.81%
N/A
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VGSR vs. FESIX - Expense Ratio Comparison
VGSR has a 0.45% expense ratio, which is higher than FESIX's 0.07% expense ratio.
Risk-Adjusted Performance
VGSR vs. FESIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vert Global Sustainable Real Estate ETF (VGSR) and Fidelity SAI Real Estate Index Fund (FESIX). 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.
Dividends
VGSR vs. FESIX - Dividend Comparison
VGSR's dividend yield for the trailing twelve months is around 5.81%, less than FESIX's 36.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VGSR Vert Global Sustainable Real Estate ETF | 5.81% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FESIX Fidelity SAI Real Estate Index Fund | 36.15% | 1.05% | 5.10% | 1.52% | 2.71% | 3.19% | 3.87% | 2.36% | 2.47% |
Drawdowns
VGSR vs. FESIX - Drawdown Comparison
The maximum VGSR drawdown since its inception was -10.23%, smaller than the maximum FESIX drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for VGSR and FESIX. For additional features, visit the drawdowns tool.
Volatility
VGSR vs. FESIX - Volatility Comparison
The current volatility for Vert Global Sustainable Real Estate ETF (VGSR) is 4.52%, while Fidelity SAI Real Estate Index Fund (FESIX) has a volatility of 5.23%. This indicates that VGSR experiences smaller price fluctuations and is considered to be less risky than FESIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.