VGSR vs VOO
Vert Global Sustainable Real Estate ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | VGSR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $543M | $997.4B | |
| Dividend Yield | 3.23% | 1.08% | |
| Holdings | 143 | 509 | |
| YTD Return | +12.48% | +12.68% | |
| 1Y Return | +13.95% | +21.87% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 13.4% | 14.1% | |
| Max Drawdown | -18.3% | -34.3% | |
| Fund Family | Vert Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 31, 2017 | Sep 7, 2010 |
VGSR vs VOO Performance
Vert Global Sustainable Real Estate ETF (VGSR) is a ETF from Vert Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year VGSR returned +13.95% while VOO returned +21.87%. Year to date, VGSR is up 12.48% versus a gain of 12.68% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.4% for VGSR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -18.3% for VGSR and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
VGSR charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, VGSR currently yields 3.23% against 1.08% for VOO.
Holdings Overlap
VGSR and VOO share 22 holdings out of 626 unique holdings combined, representing a 1.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, VGSR or VOO?
VGSR has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, VGSR or VOO?
Over the past year VGSR returned +13.95% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (3 years), VGSR annualized +11.85% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, VGSR or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.4% for VGSR. Worst drawdown: VGSR -18.3% vs VOO -34.3%.
Should I hold both VGSR and VOO?
VGSR and VOO have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between VGSR and VOO?
VGSR and VOO share 22 common holdings with a 1.4% weight overlap. Combined, they hold 626 unique securities.
Which pays a higher dividend, VGSR or VOO?
VGSR yields 3.23% while VOO yields 1.08%, so VGSR currently pays the higher dividend yield.
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