VGSR vs SGDM
Comparison between VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF) and Sprott Gold Miners ETF (SGDM, ETF).
VGSR vs SGDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VGSR
$547M
SGDM
$546M
Expense Ratio
Winner
VGSR
0.45%
SGDM
0.46%
Max Drawdown
Winner
VGSR
19.97%
SGDM
55.72%
Sharpe Ratio
VGSR
0.82
Winner
SGDM
1.28
5Y Beta
Winner
VGSR
0.43
SGDM
0.72
P/E Ratio
VGSR
41.64
SGDM
N/A
Forward P/E
VGSR
43.81
SGDM
N/A
PEG Ratio
VGSR
0.27
SGDM
N/A
5Y Dividends CAGR
VGSR
N/A
SGDM
36.06%
5Y EPS CAGR
VGSR
13.23%
SGDM
N/A
Debt to Equity
VGSR
36.87%
SGDM
N/A
P/S Ratio
VGSR
7.39
SGDM
N/A
P/B Ratio
VGSR
2.89
SGDM
N/A
VGSR vs SGDM - Holdings Comparison
VGSR and SGDM have 1 common holdings. Overlap is -0.02%
VGSR's top 25 holdings weight is 67.41%. SGDM's top 25 holdings weight is 94.36%.
| Rank | VGSR | SGDM |
|---|---|---|
| #1 | EQUINIX INC (EQIX) - 5.67% | AGNICO EAGLE MINES LTD (n/a) - 8.86% |
| #2 | SIMON PROPERTY GROUP INC (SPG) - 5.41% | BARRICK MINING CORP (n/a) - 7.77% |
| #3 | WELLTOWER INC (WELL) - 5.18% | NEWMONT CORP (NEM) - 7.08% |
| #4 | PROLOGIS INC (PLD) - 4.63% | WHEATON PRECIOUS METALS CORP (n/a) - 6.80% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.55% | FRANCO-NEVADA CORP (n/a) - 5.86% |
| #6 | AMERICAN TOWER CORP (AMT) - 4.24% | KINROSS GOLD CORP (n/a) - 4.64% |
| #7 | GOODMAN GROUP (n/a) - 4.23% | COEUR MINING INC (CDE) - 3.86% |
| #8 | VENTAS INC (VTR) - 4.20% | LUNDIN GOLD INC (LUGDF) - 3.41% |
| #9 | IRON MOUNTAIN INC (IRM) - 3.63% | ENDEAVOUR MINING PLC (n/a) - 3.29% |
| #10 | EXTRA SPACE STORAGE INC (EXR) - 2.97% | IAMGOLD CORP (n/a) - 3.16% |
| #11 | AVALONBAY COMMUNITIES INC (AVB) - 2.53% | HARMONY GOLD MINING CO LTD ADR (HMY) - 3.11% |
| #12 | EQUITY RESIDENTIAL (EQR) - 2.27% | ALAMOS GOLD INC CLASS A (AGI) - 3.09% |
| #13 | ESSEX PROPERTY TRUST INC (ESS) - 1.77% | SSR MINING INC (SSRM) - 3.03% |
| #14 | KIMCO REALTY CORP (KIM) - 1.64% | DISCOVERY SILVER CORP (n/a) - 3.01% |
| #15 | HOST HOTELS & RESORTS INC (HST) - 1.57% | DPM METALS INC (n/a) - 2.98% |
| #16 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.51% | TRIPLE FLAG PRECIOUS METALS CORP (TFPM) - 2.96% |
| #17 | SEGRO PLC (n/a) - 1.45% | OCEANAGOLD CORP (OGC) - 2.70% |
| #18 | HEALTHPEAK PROPERTIES INC (DOC) - 1.41% | CENTERRA GOLD INC (n/a) - 2.62% |
| #19 | SCENTRE GROUP (n/a) - 1.37% | TOREX GOLD RESOURCES INC (n/a) - 2.61% |
| #20 | n/a (n/a) - 1.35% | OR ROYALTIES INC (OR) - 2.51% |
| #21 | REGENCY CENTERS CORP (REG) - 1.30% | WESDOME GOLD MINES LTD (WDOFF) - 2.49% |
| #22 | UDR INC (UDR) - 1.19% | FORTUNA MINING CORP (n/a) - 2.40% |
| #23 | CAPITALAND INTEGRATED COMMERCIAL TRUST (n/a) - 1.14% | ORLA MINING LTD (n/a) - 2.34% |
| #24 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.12% | GALIANO GOLD INC (GAU) - 2.16% |
| #25 | CAMDEN PROPERTY TRUST (CPT) - 1.08% | ANGLOGOLD ASHANTI PLC (AU) - 1.62% |
| Total Holdings | 155 | 51 |
VGSR vs SGDM - Historical Returns
Returns include dividend reinvestment.
1M
VGSR
-1.75%
Winner
SGDM
+38.32%
3M
VGSR
+3.60%
Winner
SGDM
+22.32%
6M
Winner
VGSR
+4.97%
SGDM
-5.44%
1Y
VGSR
+13.31%
Winner
SGDM
+70.60%
5Y(CAGR)
VGSR
N/A
SGDM
+27.60%
10Y(CAGR)
VGSR
N/A
SGDM
+14.27%
Max(CAGR)
Winner
VGSR
+11.96%
SGDM
+11.85%
VGSR vs SGDM - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | VGSR | SGDM |
|---|---|---|
| 2026 | +12.92% | +24.34% |
| 2025 | +7.16% | +143.79% |
| 2024 | +5.33% | +13.52% |
| 2023 | +7.01% | -0.50% |
| 2022 | N/A | -6.19% |
| 2021 | N/A | -15.07% |
| 2020 | N/A | +22.67% |
| 2019 | N/A | +43.46% |
| 2018 | N/A | -17.44% |
| 2017 | N/A | +5.85% |
| 2016 | N/A | +44.55% |
| 2015 | N/A | -28.18% |
| 2014 | N/A | -27.98% |
VGSR vs SGDM Drawdown Comparison
The maximum drawdown for VGSR was -18.32%, occurring on Apr 8, 2025. Recovery took 279 trading sessions.
The maximum drawdown for SGDM was -54.96%, occurring on Jan 19, 2016. Recovery took 473 trading sessions.
The current VGSR drawdown is -2.12%. The current SGDM drawdown is -9.59%.
| Rank | VGSR | SGDM |
|---|---|---|
| #1 | -18.32% Sep 16, 2024 - Oct 27, 2025 | -54.96% Aug 13, 2014 - Jun 29, 2016 |
| #2 | -9.73% Feb 26, 2026 - Apr 17, 2026 | -49.68% Aug 5, 2020 - Mar 17, 2025 |
| #3 | -8.51% Dec 14, 2023 - Jul 10, 2024 | -49.17% Aug 2, 2016 - Apr 23, 2020 |
| #4 | -5.76% Oct 27, 2025 - Feb 6, 2026 | -38.29% Mar 2, 2026 - Jul 20, 2026 |
| #5 | -3.55% Jul 28, 2026 - Aug 11, 2026 | -18.55% Oct 16, 2025 - Dec 11, 2025 |
| #6 | -3.29% Aug 1, 2024 - Aug 9, 2024 | -17.99% Jan 28, 2026 - Feb 24, 2026 |
| #7 | -3.20% May 6, 2026 - Jun 10, 2026 | -14.10% May 19, 2020 - Jul 7, 2020 |
| #8 | -3.06% Jul 17, 2024 - Aug 1, 2024 | -11.60% Apr 16, 2025 - Jun 2, 2025 |
| #9 | -2.48% Apr 17, 2026 - May 6, 2026 | -9.39% Jul 11, 2016 - Aug 1, 2016 |
| #10 | -2.25% Jun 12, 2026 - Jun 25, 2026 | -8.43% Apr 3, 2025 - Apr 10, 2025 |
| #11 | -2.20% Jun 26, 2026 - Jul 17, 2026 | -6.92% Dec 26, 2025 - Jan 9, 2026 |
| #12 | -1.33% Feb 17, 2026 - Feb 26, 2026 | -6.60% Jun 13, 2025 - Jul 22, 2025 |
| #13 | -0.97% Aug 9, 2024 - Aug 13, 2024 | -5.40% Jul 22, 2025 - Aug 5, 2025 |
| #14 | -0.86% Aug 27, 2024 - Aug 30, 2024 | -5.14% Jul 8, 2020 - Jul 17, 2020 |
| #15 | -0.72% Jul 17, 2026 - Jul 24, 2026 | -4.63% Jul 28, 2014 - Aug 12, 2014 |
Correlation
Correlation between VGSR and SGDM is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2014 - 2026)
VGSR vs SGDM dividend yield comparison.
| Year | VGSR | SGDM |
|---|---|---|
| 2026 | 1.63% | 0.00% |
| 2025 | 3.41% | 1.04% |
| 2024 | 3.79% | 1.04% |
| 2023 | 2.64% | 1.39% |
| 2022 | 0.00% | 1.42% |
| 2021 | 0.00% | 1.33% |
| 2020 | 0.00% | 0.30% |
| 2019 | 0.00% | 0.25% |
| 2018 | 0.00% | 0.50% |
| 2017 | 0.00% | 0.58% |
| 2016 | 0.00% | 0.02% |
| 2015 | 0.00% | 1.47% |
| 2014 | 0.00% | 0.26% |
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