Vert Global Sustainable Real Estate ETF (VGSR) Fund Overview
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Beta 1.10: the stock has moved about 10% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerVert Global Sustainable Real Estate ETF (VGSR) trades at $10.63. Vert Global Sustainable Real Estate ETF is an actively managed fund focusing on sustainable real estate companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for VGSR: VGSR does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Vert Global Sustainable Real Estate ETF (VGSR) Financial Services Profile
Vert Global Sustainable Real Estate ETF (VGSR) is an actively managed ETF providing exposure to a diverse portfolio of sustainable real estate companies, including REITs and similar entities, in both U.S. and international markets, focusing on income-producing real estate and related loans within the financial services sector.
What Is the Investment Thesis for VGSR?
Vert Global Sustainable Real Estate ETF presents an investment opportunity centered on the growing demand for sustainable and socially responsible investments. With a market capitalization of $0.50 billion and a beta of 1.10, the fund offers exposure to the real estate sector with a focus on companies adhering to sustainability principles. The fund's actively managed approach allows for strategic allocation to REITs and similar entities, potentially generating returns through income-producing real estate assets. Key value drivers include the increasing investor interest in ESG-focused investments and the potential for long-term capital appreciation in the real estate sector. However, the absence of dividend yield and the inherent risks associated with real estate investments, such as interest rate sensitivity and market volatility, should be considered. The fund's performance will likely be influenced by the overall health of the real estate market and the success of its active management strategy.
Based on FMP financials and quantitative analysis
VGSR Key Highlights
Actively managed ETF focusing on sustainable real estate companies.
- Invests in U.S. and non-U.S. companies, primarily REITs and similar entities.
- Targets companies that manage income-producing real estate or related loans.
- Market capitalization of $0.50 billion.
- Beta of 1.10, indicating moderate volatility relative to the market.
Who Are VGSR's Competitors?
VGSR is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AFLG First Trust Active Factor Large Cap ETF | $45.03 | -0.18% | $676M | — |
| AVSU Avantis Responsible U.S. Equity ETF | $89.27 | -0.48% | $489M | — |
| CAOS Alpha Architect Tail Risk ETF | $91.06 | -0.12% | $427M | — |
| DFVX Dimensional - US Large Cap Vector ETF | $84.53 | -0.40% | $518M | — |
| FLSP Franklin Systematic Style Premia ETF | $28.65 | +0.53% | $1.06B | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.80 | -1.38% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.43 | -0.66% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VGSR's Key Strengths?
Focus on sustainable real estate aligns with growing ESG trend.
- Actively managed approach allows for strategic allocation.
- Diversification across U.S. and non-U.S. markets.
- Targets income-producing real estate assets.
What Are VGSR's Weaknesses?
Absence of dividend yield may deter some investors.
- Relatively small market capitalization compared to larger ETFs.
- Beta of 1.10 indicates moderate volatility.
- Performance is subject to the risks of the real estate market.
What Are the Key Risks for VGSR?
Interest rate hikes could negatively impact real estate values.
- Economic downturns could reduce demand for real estate.
- Increased competition from other ESG-focused ETFs.
- Changes in regulations related to REITs or sustainable investing.
What Are VGSR's Competitive Advantages?
- Expertise in sustainable real estate investing.
- Actively managed approach allows for strategic allocation.
- Focus on ESG principles differentiates the fund from competitors.
What Does VGSR Do?
Vert Global Sustainable Real Estate ETF is an actively managed investment fund designed to provide investors with exposure to a broad spectrum of sustainable real estate companies. The fund strategically allocates its assets to securities of both U.S. and non-U.S. companies, with a particular emphasis on Real Estate Investment Trusts (REITs) and other pooled investment vehicles. These investment vehicles or companies primarily manage portfolios of income-producing real estate assets or real estate-related loans. The fund's advisor considers entities similar to REITs based on their tax treatment or operational requirements. The ETF aims to capture the performance of companies committed to sustainable practices within the real estate sector, offering investors a way to align their investments with environmental, social, and governance (ESG) principles. By focusing on actively managed strategies, the fund seeks to identify and capitalize on opportunities within the sustainable real estate market, adjusting its holdings to reflect changing market conditions and emerging trends. The fund's investment approach involves rigorous analysis of potential investments, considering factors such as financial performance, sustainability practices, and growth prospects. The fund's objective is to deliver long-term capital appreciation while promoting responsible investment in the real estate sector.
What Products and Services Does VGSR Offer?
- Invests in securities of U.S. and non-U.S. companies.
- Focuses on REITs and similar pooled investment vehicles.
- Targets companies managing income-producing real estate.
- Includes companies managing real estate-related loans.
- Emphasizes companies considered similar to REITs by the advisor.
- Actively manages the portfolio to optimize returns.
- Seeks exposure to sustainable real estate companies.
How Does VGSR Make Money?
- Actively manages a portfolio of sustainable real estate companies.
- Generates revenue through management fees charged to investors.
- Invests in REITs and similar entities to generate income and capital appreciation.
What Industry Does VGSR Operate In?
Vert Global Sustainable Real Estate ETF operates within the asset management industry, specifically targeting the intersection of real estate and sustainable investing. The market for sustainable investments is experiencing significant growth, driven by increasing investor awareness and demand for ESG-focused products. The ETF competes with other funds offering exposure to the real estate sector, including those with a sustainability focus. Competitors include AFLG (AFL Global), AVSU (Avantis U.S. Equity ETF), CAOS (Franklin FTSE Australia ETF), DFVX (Simplify US Small Cap PLUS Downside Convexity ETF), and FLSP (Franklin FTSE Saudi Arabia ETF). The fund's success depends on its ability to attract investors seeking both financial returns and positive environmental and social impact.
Who Are VGSR's Key Customers?
- Institutional investors seeking exposure to sustainable real estate.
- Retail investors interested in ESG-focused investments.
- Financial advisors looking for diversified real estate investment options.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
VGSR Financials
Bull Case vs Bear Case
Bull Case
- Focus on sustainable real estate aligns with growing ESG trend.
- Actively managed approach allows for strategic allocation.
- Diversification across U.S. and non-U.S. markets.
- Targets income-producing real estate assets.
Bear Case
- Absence of dividend yield may deter some investors.
- Relatively small market capitalization compared to larger ETFs.
- Beta of 1.10 indicates moderate volatility.
- Performance is subject to the risks of the real estate market.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VGSR Latest News
No recent news available for VGSR.
VGSR Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for VGSR.
Price Targets
Wall Street price target analysis for VGSR.
VGSR MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for VGSR; grades run from A+ (80-100) to F (below 30).
VGSR Financials Stock FAQ
What are the main risks for VGSR?
The main risks for VGSR include interest rate sensitivity, economic downturns, increased competition, and regulatory changes. Rising interest rates can negatively impact real estate values and increase borrowing costs for real estate companies. Economic downturns can reduce demand for real estate, leading to lower occupancy rates and rental income.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on the available source data and may not be exhaustive.
- Investors should conduct their own due diligence before making any investment decisions.