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Upturn AI SWOT - About
Vert Global Sustainable Real Estate ETF (VGSR)
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Upturn Advisory Summary
03/27/2025: VGSR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.32% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 66564 | Beta 1.18 | 52 Weeks Range 8.73 - 11.18 | Updated Date 03/27/2025 |
52 Weeks Range 8.73 - 11.18 | Updated Date 03/27/2025 |
Upturn AI SWOT
Vert Global Sustainable Real Estate ETF
ETF Overview
Overview
The Vert Global Sustainable Real Estate ETF (VGSR) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the Solactive Vert Global Sustainable Real Estate Index. It focuses on global real estate companies committed to sustainability, targeting companies with strong environmental, social, and governance (ESG) practices.
Reputation and Reliability
Vert Asset Management is a smaller, specialized ETF issuer. Their reputation is building around ESG-focused investing.
Management Expertise
Vert Asset Management focuses on sustainable investing, bringing expertise in both real estate and ESG factors.
Investment Objective
Goal
To track the performance of the Solactive Vert Global Sustainable Real Estate Index, reflecting the performance of companies committed to sustainability within the real estate sector globally.
Investment Approach and Strategy
Strategy: The ETF tracks the Solactive Vert Global Sustainable Real Estate Index, a rules-based index selecting companies demonstrating sustainable practices.
Composition The ETF holds stocks of global real estate companies adhering to ESG criteria. The portfolio is diversified across various real estate sub-sectors and geographic regions.
Market Position
Market Share: VGSR holds a smaller market share compared to larger, more established real estate ETFs.
Total Net Assets (AUM): 13520000
Competitors
Key Competitors
- REM
- IYR
- VNQ
Competitive Landscape
The ETF industry for real estate is highly competitive, dominated by larger ETFs like VNQ and IYR. VGSR differentiates itself through its ESG focus, which can appeal to socially responsible investors. However, its smaller size and AUM mean it faces liquidity challenges compared to its competitors.
Financial Performance
Historical Performance: Performance data needs to be collected from financial sources.
Benchmark Comparison: Performance data needs to be collected from financial sources to compare against the Solactive Vert Global Sustainable Real Estate Index.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
VGSR's average trading volume is relatively low, which could impact execution prices.
Bid-Ask Spread
The bid-ask spread for VGSR can be wider than more liquid ETFs, increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates and GDP growth, real estate sector trends, and investor sentiment towards ESG investing influence VGSR.
Growth Trajectory
VGSR's growth depends on increasing investor interest in sustainable investing and the performance of its underlying holdings.
Moat and Competitive Advantages
Competitive Edge
VGSR's primary advantage lies in its focused approach on sustainable real estate companies. This ESG emphasis attracts investors seeking to align their investments with environmental and social values. This niche focus allows VGSR to stand out in a crowded real estate ETF market. However, it also limits its appeal to investors who prioritize pure financial returns without considering ESG factors.
Risk Analysis
Volatility
VGSR's volatility is influenced by the volatility of the global real estate market and ESG-related factors.
Market Risk
VGSR is exposed to risks inherent in the real estate sector, including interest rate risk, property valuation risk, and macroeconomic risks.
Investor Profile
Ideal Investor Profile
The ideal investor is interested in sustainable investing and seeks exposure to the global real estate market through an ESG lens. This investor is comfortable with potentially lower liquidity and willing to accept the risks associated with a niche investment strategy.
Market Risk
VGSR is more suitable for long-term investors who prioritize ESG factors and are comfortable with potentially lower liquidity.
Summary
The Vert Global Sustainable Real Estate ETF provides exposure to global real estate companies committed to sustainability. VGSR offers a niche investment strategy targeting ESG-conscious investors. Its expense ratio of 0.75% is relatively high. VGSR's smaller size and lower liquidity could pose challenges for some investors.
Similar Companies
- REM
- REET
- VNQI
- IYR
Sources and Disclaimers
Data Sources:
- Vert Asset Management
- Solactive
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is based on publicly available information and may be approximate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vert Global Sustainable Real Estate ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to provide exposure to a broad portfolio of sustainable real estate companies. It invests in the securities of U.S. and non-U.S. companies with a focus on REITs or other pooled investment vehicles or companies that manage a portfolio of income producing real estate or real estate-related loans and that the advisor considers to be similar to REITs because of the way they are treated by tax authorities or because of the way they are required to conduct their business.
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