VGSR vs VBND

Comparison between VERT GLOBAL SUSTAINABLE REAL ESTATE ETF (VGSR, ETF) and VIDENT U.S. BOND STRATEGY ETF (VBND, ETF).

VGSR vs VBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VGSR(ETF)	VBND(ETF)
Net Assets	$506M	$506M
Expense Ratio	0.45%	0.41%
Max Drawdown	19.97%	21.99%
Sharpe Ratio	0.65	0.24
5Y Beta	0.47	0.04
P/E Ratio	38.01	N/A
Forward P/E	43.66	N/A
PEG Ratio	0.41	N/A
5Y Dividends CAGR	N/A	17.33%
5Y EPS CAGR	8.89%	N/A
Debt to Equity	27.58%	N/A
P/S Ratio	7.46	N/A
P/B Ratio	2.90	N/A

Net Assets

Winner

VGSR

$506M

VBND

$506M

Expense Ratio

VGSR

0.45%

Winner

VBND

0.41%

Max Drawdown

Winner

VGSR

19.97%

VBND

21.99%

Sharpe Ratio

Winner

VGSR

0.65

VBND

0.24

5Y Beta

VGSR

0.47

Winner

VBND

0.04

P/E Ratio

VGSR

38.01

VBND

N/A

Forward P/E

VGSR

43.66

VBND

N/A

PEG Ratio

VGSR

0.41

VBND

N/A

5Y Dividends CAGR

VGSR

N/A

VBND

17.33%

5Y EPS CAGR

VGSR

8.89%

VBND

N/A

Debt to Equity

VGSR

27.58%

VBND

N/A

P/S Ratio

VGSR

7.46

VBND

N/A

P/B Ratio

VGSR

2.90

VBND

N/A

VGSR vs VBND - Historical Returns

Returns include dividend reinvestment.

Period	VGSR	VBND
1 month	+0.44%	+0.10%
3 months	+3.25%	-0.39%
6 months	+10.06%	+0.65%
1 year	+11.32%	+4.81%
5 years(CAGR)	N/A	+0.34%
10 years(CAGR)	N/A	+1.55%
Max(CAGR)	+11.44%	+1.62%

Winner

VGSR

+0.44%

VBND

+0.10%

Winner

VGSR

+3.25%

VBND

-0.39%

Winner

VGSR

+10.06%

VBND

+0.65%

Winner

VGSR

+11.32%

VBND

+4.81%

5Y(CAGR)

VGSR

N/A

VBND

+0.34%

10Y(CAGR)

VGSR

N/A

VBND

+1.55%

Max(CAGR)

Winner

VGSR

+11.44%

VBND

+1.62%

VGSR vs VBND - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	VGSR	VBND
2026	+8.89%	+0.45%
2025	+7.16%	+6.80%
2024	+5.33%	+1.82%
2023	+7.01%	+7.33%
2022	N/A	-13.63%
2021	N/A	-0.46%
2020	N/A	+5.06%
2019	N/A	+9.45%
2018	N/A	-0.79%
2017	N/A	+2.75%
2016	N/A	+2.13%
2015	N/A	-0.26%
2014	N/A	-0.37%

VGSR vs VBND Drawdown Comparison

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

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

The current VGSR drawdown is -1.24%. The current VBND drawdown is -1.22%.

Rank	VGSR	VBND
#1	-18.32% Sep 16, 2024 - Oct 27, 2025	-18.97% Aug 3, 2021 - Oct 24, 2025
#2	-9.73% Feb 26, 2026 - Apr 17, 2026	-12.08% Mar 6, 2020 - Jul 23, 2020
#3	-8.51% Dec 14, 2023 - Jul 10, 2024	-5.25% Sep 28, 2016 - Sep 5, 2017
#4	-5.76% Oct 27, 2025 - Feb 6, 2026	-4.92% Sep 8, 2017 - Mar 20, 2019
#5	-3.29% Aug 1, 2024 - Aug 9, 2024	-3.66% Jan 26, 2021 - Jul 15, 2021
#6	-3.20% May 6, 2026 - May 15, 2026	-2.97% Apr 17, 2015 - Feb 2, 2016
#7	-3.06% Jul 17, 2024 - Aug 1, 2024	-2.82% Feb 27, 2026 - Mar 27, 2026
#8	-2.48% Apr 17, 2026 - May 6, 2026	-2.01% Jan 30, 2015 - Apr 14, 2015
#9	-1.33% Feb 17, 2026 - Feb 26, 2026	-1.91% Sep 4, 2019 - Jan 3, 2020
#10	-0.97% Aug 9, 2024 - Aug 13, 2024	-1.80% Oct 24, 2025 - Feb 12, 2026
#11	-0.86% Aug 27, 2024 - Aug 30, 2024	-1.64% Aug 4, 2020 - Nov 27, 2020
#12	-0.44% Sep 5, 2024 - Sep 9, 2024	-1.39% Feb 11, 2016 - Mar 31, 2016
#13	-0.41% Dec 4, 2023 - Dec 7, 2023	-1.17% Sep 7, 2016 - Sep 28, 2016
#14	-0.30% Jul 11, 2024 - Jul 15, 2024	-1.12% Oct 16, 2014 - Jan 5, 2015
#15	-0.29% Aug 19, 2024 - Aug 21, 2024	-1.10% Apr 7, 2016 - Jun 3, 2016

Correlation

Correlation between VGSR and VBND is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2014 - 2026)

VGSR vs VBND dividend yield comparison.

Year	VGSR	VBND
2026	0.83%	1.68%
2025	3.41%	4.22%
2024	3.79%	4.41%
2023	2.64%	3.88%
2022	0.00%	2.55%
2021	0.00%	1.56%
2020	0.00%	1.98%
2019	0.00%	3.14%
2018	0.00%	2.82%
2017	0.00%	2.00%
2016	0.00%	3.12%
2015	0.00%	1.49%
2014	0.00%	0.11%