VGSR vs. IBIC
VGSR (Vert Global Sustainable Real Estate ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - VGSR is a REIT fund actively managed by Vert, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. VGSR is actively managed, while IBIC is passively managed. Over the past year, VGSR returned 11.42% vs 4.42% for IBIC. At a 0.06 correlation, their price movements are largely independent. VGSR charges 0.45%/yr vs 0.10%/yr for IBIC.
Performance
VGSR vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, VGSR achieves a 10.97% return, which is significantly higher than IBIC's 2.43% return.
VGSR
- 1D
- 0.55%
- 1M
- 1.53%
- YTD
- 10.97%
- 6M
- 10.94%
- 1Y
- 11.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VGSR vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VGSR Vert Global Sustainable Real Estate ETF | 10.97% | 6.31% | 5.59% | 7.06% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 4.96% | 5.25% | 0.64% |
Correlation
The correlation between VGSR and IBIC is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Dec 4, 2023 | 0.06 |
The correlation between VGSR and IBIC shifts across timeframes, from -0.09 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VGSR vs. IBIC — Risk / Return Rank
VGSR
IBIC
VGSR vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vert Global Sustainable Real Estate ETF (VGSR) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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 | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.10 | ||
| Sortino ratioReturn per unit of downside risk | -7.68 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 2.22 | -1.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.18 | 16.56 | -15.39 |
| Martin ratioReturn relative to average drawdown | 3.90 | 58.67 | -54.77 |
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Drawdowns
VGSR vs. IBIC - Drawdown Comparison
The maximum VGSR drawdown since its inception was -18.33%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for VGSR and IBIC.
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Drawdown Indicators
| VGSR | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.33% | -0.90% | -17.43% |
Max Drawdown (1Y)Largest decline over 1 year | -9.74% | -0.27% | -9.47% |
Current DrawdownCurrent decline from peak | -0.87% | -0.08% | -0.79% |
Average DrawdownAverage peak-to-trough decline | -3.89% | -0.10% | -3.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 0.08% | +2.85% |
Volatility
VGSR vs. IBIC - Volatility Comparison
Vert Global Sustainable Real Estate ETF (VGSR) has a higher volatility of 3.74% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that VGSR's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSR | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 0.17% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 0.67% | +9.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.94% | 0.89% | +12.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.07% | 1.56% | +13.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.07% | 1.56% | +13.51% |
VGSR vs. IBIC - Expense Ratio Comparison
VGSR has a 0.45% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
VGSR vs. IBIC - Dividend Comparison
VGSR's dividend yield for the trailing twelve months is around 3.37%, less than IBIC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.58% | 4.43% | 4.65% | 0.83% |
VGSR Vert Global Sustainable Real Estate ETF | 3.37% | 3.41% | 3.79% | 2.64% |
Frequently Asked Questions
VGSR and IBIC have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VGSR has higher volatility (3.74%) compared to IBIC (0.17%). In terms of maximum drawdown, VGSR dropped -18.33% vs IBIC's -0.90%.
On 1-year performance, VGSR leads with 11.42% vs 4.42% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.17%. 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 4.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.45% for VGSR.
IBIC has the higher dividend yield at 3.58%, compared with 3.37% for VGSR.
VGSR is categorized as REIT, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Vert and iShares. Their fees differ too: 0.45% for VGSR and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs 0.89), 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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