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VGSR - ETF AI Analysis

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VGSR

Vert Global Sustainable Real Estate ETF (VGSR)

Rating:65Neutral
Price Target:
VGSR’s rating reflects a solid but not outstanding profile, driven by several strong real estate holdings with good financial performance and growth prospects. Key contributors like Welltower and Prologis support the fund’s quality through robust earnings and strategic positioning, while weaker names such as Goodman Group and Iron Mountain, which face bearish technical trends, high leverage, or valuation concerns, weigh on the overall score. The main risk factor is the fund’s concentration in real estate, which can amplify sector-specific issues like overvaluation, leverage, and sensitivity to economic cycles.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Leading Real Estate Holdings
Many of the largest positions, including major real estate and data center companies, have delivered strong year-to-date results that support the fund’s overall performance.
Global Diversification
While most assets are in the U.S., the fund also invests across several other countries, helping spread risk across different real estate markets.
Negative Factors
High Sector Concentration
With the vast majority of assets in real estate, the ETF is heavily exposed to downturns in that single sector.
Mixed Performance Among Top Holdings
A few key holdings have shown weak or negative year-to-date performance, which could drag on the fund if that trend continues.
Moderate Expense Ratio
The fund’s fee is not extremely high but is meaningfully above the cheapest broad market ETFs, slightly reducing net returns over time.

VGSR vs. SPDR S&P 500 ETF (SPY)

VGSR Summary

The Vert Global Sustainable Real Estate ETF (VGSR) invests in real estate companies around the world that aim to be more environmentally and socially responsible, rather than tracking a traditional index. It focuses mainly on U.S. real estate but also holds firms from countries like Australia, Japan, and the UK. Well-known holdings include Prologis and Equinix, which own warehouses and data centers. Someone might invest in VGSR to get diversified exposure to real estate while supporting sustainable businesses. A key risk is that real estate values and this ETF’s price can go up and down with interest rates and the overall property market.
How much will it cost me?The Vert Global Sustainable Real Estate ETF (VGSR) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on sustainable real estate investments, requiring more research and oversight to meet ESG criteria.
What would affect this ETF?VGSR could benefit from increasing global demand for sustainable real estate and ESG-focused investments, as well as growth in sectors like healthcare and technology that rely on properties managed by top holdings such as Welltower and Digital Realty. However, rising interest rates or economic slowdowns could negatively impact the real estate sector by increasing borrowing costs and reducing property values, which may affect the ETF's performance. Additionally, regulatory changes or challenges in implementing sustainability standards could pose risks to its niche focus.

VGSR Top 10 Holdings

VGSR is leaning heavily into global real estate, with a clear tilt toward data centers, logistics, and healthcare properties rather than traditional office towers. Iron Mountain and Equinix have been key engines of recent strength, helped by steady demand for digital infrastructure, while Welltower, Ventas, and Prologis add rising momentum from senior housing and modern warehouses. On the flip side, American Tower and Australia’s Goodman Group are dragging the fund, with more mixed, lagging performance. Overall, it’s a globally diversified, sustainability-focused real estate play, but not without a few weak links.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Simon Property5.45%$30.18M$76.76B42.40%
70
Outperform
Equinix5.33%$29.52M$102.06B26.47%
73
Outperform
Welltower5.28%$29.24M$171.94B44.90%
77
Outperform
Digital Realty4.95%$27.43M$71.48B6.14%
69
Neutral
Prologis4.85%$26.86M$140.06B34.09%
76
Outperform
American Tower4.55%$25.19M$79.90B-14.12%
71
Outperform
Ventas4.48%$24.80M$48.83B46.99%
68
Neutral
Goodman Group3.89%$21.52MAU$60.48B-8.27%
54
Neutral
Iron Mountain3.49%$19.34M$37.40B23.28%
55
Neutral
Extra Space Storage3.00%$16.62M$33.59B2.35%
66
Neutral

VGSR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
11.38
Positive
100DMA
11.07
Positive
200DMA
10.74
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VGSR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 11.56, equal to the 50-day MA of 11.38, and equal to the 200-day MA of 10.74, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VGSR.

VGSR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$553.01M0.45%
65
Neutral
$887.84M0.17%
66
Neutral
$734.74M0.75%
71
Outperform
$558.67M0.95%
67
Neutral
$512.58M0.70%
67
Neutral
$167.30M1.00%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VGSR
Vert Global Sustainable Real Estate ETF
11.74
1.83
18.47%
AVRE
Avantis Real Estate ETF
VOLT
Tema Electrification ETF
EIPX
FT Energy Income Partners Strategy ETF
CSRE
Cohen & Steers Real Estate Active ETF
LPRE
Long Pond Real Estate Select ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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