VGSR vs. IVV
Compare and contrast key facts about Vert Global Sustainable Real Estate ETF (VGSR) and iShares Core S&P 500 ETF (IVV).
VGSR and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VGSR is an actively managed fund by Vert. It was launched on Oct 31, 2017. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGSR or IVV.
Correlation
The correlation between VGSR and IVV is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VGSR vs. IVV - Performance Comparison
Key characteristics
VGSR:
1.01
IVV:
1.92
VGSR:
1.46
IVV:
2.58
VGSR:
1.18
IVV:
1.35
VGSR:
1.26
IVV:
2.89
VGSR:
3.38
IVV:
11.99
VGSR:
4.49%
IVV:
2.03%
VGSR:
14.87%
IVV:
12.68%
VGSR:
-12.10%
IVV:
-55.25%
VGSR:
-6.53%
IVV:
0.00%
Returns By Period
In the year-to-date period, VGSR achieves a 2.96% return, which is significantly lower than IVV's 4.38% return.
VGSR
2.96%
2.46%
0.95%
13.03%
N/A
N/A
IVV
4.38%
2.37%
10.19%
24.09%
14.50%
13.27%
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VGSR vs. IVV - Expense Ratio Comparison
VGSR has a 0.45% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
VGSR vs. IVV — Risk-Adjusted Performance Rank
VGSR
IVV
VGSR vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vert Global Sustainable Real Estate ETF (VGSR) and iShares Core S&P 500 ETF (IVV). 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. IVV - Dividend Comparison
VGSR's dividend yield for the trailing twelve months is around 3.69%, more than IVV's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSR Vert Global Sustainable Real Estate ETF | 3.69% | 3.79% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
VGSR vs. IVV - Drawdown Comparison
The maximum VGSR drawdown since its inception was -12.10%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VGSR and IVV. For additional features, visit the drawdowns tool.
Volatility
VGSR vs. IVV - Volatility Comparison
Vert Global Sustainable Real Estate ETF (VGSR) has a higher volatility of 3.60% compared to iShares Core S&P 500 ETF (IVV) at 3.10%. This indicates that VGSR's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.