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VGSR
+0.16 · +1.51%
$10.71 · NASDAQ

Vert Global Sustainable Real Estate ETF (VGSR) ETF Analysis | Global Real Estate

Vert Asset Management · USA
AUM:$495.7M
#– of – in Global Real Estate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is VGSR?

The fund is an actively managed ETF that seeks to provide exposure to a broad portfolio of sustainable real estate companies. It invests in the securities of U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
VGSR returned 10.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 44.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$495.7M
Expense Ratio0.45%
Dividend Yield3.31%
Holdings50
Inception DateOct 2017
Domicile–
Distribution–
Index–
ProviderVert Asset Management
Beta1.12
CategoryGlobal Real Estate
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.4%
1Y
+9.4%
3Y
+32.0%
5Y
+32.0%
OpenBook InsightIf you had invested £10,000 in VGSR 5 years ago, it would have grown to £13,204 — a gain of £3,204.

Annual Returns

Calendar year performance

VGSR delivered positive returns in 4 of the last 4 calendar years.
YearVGSR
2026 YTD+9.6%
2025+7.2%
2024+5.4%
2023+7.0%
CAGR 3yr+6.5%
4/4 positive yearsAvg return: +7.3%Worst year: +5.4% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
10.5%
Low
Momentum
-2.3%
30-day change
Support Level
11.33
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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