VGSR vs BGB

Comparison between VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF) and Blackstone Strategic Credit 2027 Term Fund (BGB, ETF).

VGSR vs BGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VGSR(ETF)	BGB(ETF)
Net Assets	$524M	$525M
Expense Ratio	0.45%	N/A
Max Drawdown	19.97%	59.06%
Sharpe Ratio	0.68	-0.69
5Y Beta	0.45	0.36
P/E Ratio	40.13	N/A
Forward P/E	44.57	N/A
PEG Ratio	0.44	N/A
5Y Dividends CAGR	N/A	1.97%
5Y EPS CAGR	8.57%	N/A
Debt to Equity	29.93%	N/A
P/S Ratio	7.61	N/A
P/B Ratio	3.04	N/A

Net Assets

VGSR

$524M

Winner

BGB

$525M

Expense Ratio

VGSR

0.45%

BGB

N/A

Max Drawdown

Winner

VGSR

19.97%

BGB

59.06%

Sharpe Ratio

Winner

VGSR

0.68

BGB

-0.69

5Y Beta

VGSR

0.45

Winner

BGB

0.36

P/E Ratio

VGSR

40.13

BGB

N/A

Forward P/E

VGSR

44.57

BGB

N/A

PEG Ratio

VGSR

0.44

BGB

N/A

5Y Dividends CAGR

VGSR

N/A

BGB

1.97%

5Y EPS CAGR

VGSR

8.57%

BGB

N/A

Debt to Equity

VGSR

29.93%

BGB

N/A

P/S Ratio

VGSR

7.61

BGB

N/A

P/B Ratio

VGSR

3.04

BGB

N/A

VGSR vs BGB - Historical Returns

Returns include dividend reinvestment.

Period	VGSR	BGB
1 month	+2.05%	-0.09%
3 months	+5.34%	+1.92%
6 months	+10.81%	-1.82%
1 year	+12.00%	-1.48%
5 years(CAGR)	N/A	+4.62%
10 years(CAGR)	N/A	+6.13%
Max(CAGR)	+12.38%	+4.29%

Winner

VGSR

+2.05%

BGB

-0.09%

Winner

VGSR

+5.34%

BGB

+1.92%

Winner

VGSR

+10.81%

BGB

-1.82%

Winner

VGSR

+12.00%

BGB

-1.48%

5Y(CAGR)

VGSR

N/A

BGB

+4.62%

10Y(CAGR)

VGSR

N/A

BGB

+6.13%

Max(CAGR)

Winner

VGSR

+12.38%

BGB

+4.29%

VGSR vs BGB - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	VGSR	BGB
2026	+12.93%	-0.82%
2025	+7.16%	+4.61%
2024	+5.33%	+18.76%
2023	+7.01%	+18.13%
2022	N/A	-16.76%
2021	N/A	+15.96%
2020	N/A	-4.21%
2019	N/A	+15.36%
2018	N/A	-5.12%
2017	N/A	+10.17%
2016	N/A	+25.60%
2015	N/A	-10.49%
2014	N/A	-0.52%
2013	N/A	+1.47%
2012	N/A	-6.10%

VGSR vs BGB Drawdown Comparison

The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.

The maximum drawdown for BGB was -44.87%, occurring on Mar 18, 2020. Recovery took 299 trading sessions.

The current VGSR drawdown is -0.72%. The current BGB drawdown is -4.19%.

Rank	VGSR	BGB
#1	-18.32% Sep 16, 2024 - Oct 27, 2025	-44.87% Feb 20, 2020 - Apr 28, 2021
#2	-9.73% Feb 26, 2026 - Apr 17, 2026	-24.89% May 10, 2013 - Dec 6, 2016
#3	-8.51% Dec 14, 2023 - Jul 10, 2024	-21.24% Oct 22, 2021 - Jan 25, 2024
#4	-5.76% Oct 27, 2025 - Feb 6, 2026	-16.36% Oct 1, 2018 - Jul 1, 2019
#5	-3.29% Aug 1, 2024 - Aug 9, 2024	-12.77% Feb 11, 2025 - Jul 1, 2025
#6	-3.20% May 6, 2026 - Jun 10, 2026	-9.06% Aug 29, 2025 - Mar 27, 2026
#7	-3.06% Jul 17, 2024 - Aug 1, 2024	-7.90% Sep 20, 2019 - Jan 10, 2020
#8	-2.48% Apr 17, 2026 - May 6, 2026	-7.63% Oct 9, 2012 - Mar 1, 2013
#9	-2.25% Jun 12, 2026 - Jun 25, 2026	-4.92% Jul 30, 2019 - Sep 18, 2019
#10	-2.20% Jun 26, 2026 - Jul 17, 2026	-3.86% Jul 10, 2024 - Aug 16, 2024
#11	-1.33% Feb 17, 2026 - Feb 26, 2026	-3.24% Dec 9, 2024 - Jan 31, 2025
#12	-0.97% Aug 9, 2024 - Aug 13, 2024	-3.14% May 12, 2017 - Jul 25, 2017
#13	-0.86% Aug 27, 2024 - Aug 30, 2024	-2.89% Oct 13, 2017 - Dec 7, 2017
#14	-0.72% Jul 17, 2026 - Jul 23, 2026	-2.79% Jul 6, 2021 - Aug 5, 2021
#15	-0.44% Sep 5, 2024 - Sep 9, 2024	-2.67% Mar 1, 2017 - Apr 11, 2017

Correlation

Correlation between VGSR and BGB is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2012 - 2026)

VGSR vs BGB dividend yield comparison.

Year	VGSR	BGB
2026	1.63%	3.45%
2025	3.41%	8.58%
2024	3.79%	9.26%
2023	2.64%	10.69%
2022	0.00%	7.35%
2021	0.00%	6.63%
2020	0.00%	8.77%
2019	0.00%	9.30%
2018	0.00%	11.18%
2017	0.00%	7.35%
2016	0.00%	8.76%
2015	0.00%	9.42%
2014	0.00%	7.79%
2013	0.00%	7.89%
2012	0.00%	1.26%