CGR.TO vs. NGRIX
Compare and contrast key facts about iShares Global Real Estate Index ETF (CGR.TO) and Neuberger Berman Global Real Estate Fund (NGRIX).
CGR.TO is a passively managed fund by iShares that tracks the performance of the Morningstar DM REIT NR CAD. It was launched on Aug 26, 2008. NGRIX is managed by Neuberger Berman. It was launched on Dec 29, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGR.TO or NGRIX.
Key characteristics
| CGR.TO | NGRIX |
|---|
Correlation
The correlation between CGR.TO and NGRIX is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CGR.TO vs. NGRIX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CGR.TO vs. NGRIX - Expense Ratio Comparison
CGR.TO has a 0.72% expense ratio, which is lower than NGRIX's 1.00% expense ratio.
Risk-Adjusted Performance
CGR.TO vs. NGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Real Estate Index ETF (CGR.TO) and Neuberger Berman Global Real Estate Fund (NGRIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CGR.TO vs. NGRIX - Dividend Comparison
CGR.TO's dividend yield for the trailing twelve months is around 2.39%, while NGRIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGR.TO iShares Global Real Estate Index ETF | 2.39% | 2.59% | 2.40% | 1.70% | 2.22% | 2.10% | 2.54% | 4.25% | 2.83% | 2.97% | 2.65% | 1.82% |
NGRIX Neuberger Berman Global Real Estate Fund | 0.00% | 2.48% | 7.08% | 7.01% | 1.49% | 4.73% | 3.82% | 2.67% | 3.92% | 1.79% | 0.00% | 0.00% |
Drawdowns
CGR.TO vs. NGRIX - Drawdown Comparison
Volatility
CGR.TO vs. NGRIX - Volatility Comparison
iShares Global Real Estate Index ETF (CGR.TO) has a higher volatility of 4.16% compared to Neuberger Berman Global Real Estate Fund (NGRIX) at 0.00%. This indicates that CGR.TO's price experiences larger fluctuations and is considered to be riskier than NGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.