VGSR vs. USRT
VGSR (Vert Global Sustainable Real Estate ETF) and USRT (iShares Core U.S. REIT ETF) are both REIT funds. VGSR is actively managed, while USRT is passively managed. Over the past year, VGSR returned 10.24% vs 15.26% for USRT. Their correlation of 0.90 suggests significant overlap in exposure. VGSR charges 0.45%/yr vs 0.08%/yr for USRT.
Performance
VGSR vs. USRT - Performance Comparison
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Returns By Period
In the year-to-date period, VGSR achieves a 7.94% return, which is significantly lower than USRT's 12.59% return.
VGSR
- 1D
- -0.31%
- 1M
- 0.03%
- YTD
- 7.94%
- 6M
- 8.11%
- 1Y
- 10.24%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USRT
- 1D
- 0.08%
- 1M
- -0.19%
- YTD
- 12.59%
- 6M
- 11.36%
- 1Y
- 15.26%
- 3Y*
- 11.53%
- 5Y*
- 4.73%
- 10Y*
- 6.21%
VGSR vs. USRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VGSR Vert Global Sustainable Real Estate ETF | 7.94% | 6.31% | 5.59% | 7.01% |
USRT iShares Core U.S. REIT ETF | 12.59% | 2.44% | 8.58% | 6.05% |
Correlation
The correlation between VGSR and USRT is 0.87, 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 | 0.87 |
Correlation (All Time) Calculated using the full available price history since Dec 5, 2023 | 0.90 |
The correlation between VGSR and USRT has been stable across timeframes, ranging from 0.87 to 0.90 - a consistent structural relationship.
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Return for Risk
VGSR vs. USRT — Risk / Return Rank
VGSR
USRT
VGSR vs. USRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vert Global Sustainable Real Estate ETF (VGSR) and iShares Core U.S. REIT ETF (USRT). 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.
| VGSR | USRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.06 | 1.91 | -0.85 |
| Martin ratioReturn relative to average drawdown | 3.51 | 6.15 | -2.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VGSR | USRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.15 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.25 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.18 | +0.55 |
Drawdowns
VGSR vs. USRT - Drawdown Comparison
The maximum VGSR drawdown since its inception was -18.33%, smaller than the maximum USRT drawdown of -69.91%. Use the drawdown chart below to compare losses from any high point for VGSR and USRT.
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Drawdown Indicators
| VGSR | USRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.33% | -69.91% | +51.58% |
Max Drawdown (1Y)Largest decline over 1 year | -9.74% | -8.04% | -1.70% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.70% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.03% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.38% | — |
Current DrawdownCurrent decline from peak | -2.37% | -3.01% | +0.64% |
Average DrawdownAverage peak-to-trough decline | -3.96% | -12.97% | +9.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.49% | +0.44% |
Volatility
VGSR vs. USRT - Volatility Comparison
Vert Global Sustainable Real Estate ETF (VGSR) and iShares Core U.S. REIT ETF (USRT) have volatilities of 3.81% and 3.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSR | USRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 3.92% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 9.25% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.71% | 13.28% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.10% | 18.89% | -3.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.10% | 21.28% | -6.18% |
VGSR vs. USRT - Expense Ratio Comparison
VGSR has a 0.45% expense ratio, which is higher than USRT's 0.08% expense ratio.
Dividends
VGSR vs. USRT - Dividend Comparison
VGSR's dividend yield for the trailing twelve months is around 3.47%, more than USRT's 2.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USRT iShares Core U.S. REIT ETF | 2.67% | 3.07% | 2.85% | 3.18% | 3.46% | 2.27% | 3.12% | 3.34% | 5.66% | 3.44% | 3.98% | 3.59% |
VGSR Vert Global Sustainable Real Estate ETF | 3.47% | 3.41% | 3.79% | 2.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VGSR and USRT have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USRT has higher volatility (3.92%) compared to VGSR (3.81%). In terms of maximum drawdown, VGSR dropped -18.33% vs USRT's -69.91%.
On 1-year performance, USRT leads with 15.26% vs 10.24% for VGSR. On fees, USRT is cheaper at 0.08% per year. On volatility, VGSR has been the lower-risk option at 3.81%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, USRT has performed better with a 15.26% return vs 10.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USRT is cheaper with a 0.08% expense ratio, compared with 0.45% for VGSR.
VGSR has the higher dividend yield at 3.47%, compared with 2.67% for USRT.
They also come from different issuers: Vert and iShares. Their fees differ too: 0.45% for VGSR and 0.08% for USRT.
USRT currently has the higher Sharpe Ratio (1.15 vs 0.81), 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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