IGR vs. VNQ
Compare and contrast key facts about CBRE Global Real Estate Income Fund (IGR) and Vanguard Real Estate ETF (VNQ).
IGR is managed by CBRE. It was launched on Feb 24, 2004. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Real Estate 25/50 Index. It was launched on Sep 23, 2004.
Performance
IGR vs. VNQ - Performance Comparison
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IGR vs. VNQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGR CBRE Global Real Estate Income Fund | 4.09% | 5.24% | 1.19% | 15.91% | -35.51% | 52.83% | -5.27% | 41.04% | -15.51% | 17.32% |
VNQ Vanguard Real Estate ETF | 1.31% | 3.24% | 4.81% | 11.85% | -26.25% | 40.54% | -4.61% | 28.91% | -6.03% | 4.90% |
Returns By Period
In the year-to-date period, IGR achieves a 4.09% return, which is significantly higher than VNQ's 1.31% return. Over the past 10 years, IGR has outperformed VNQ with an annualized return of 5.26%, while VNQ has yielded a comparatively lower 4.65% annualized return.
IGR
- 1D
- 4.03%
- 1M
- -10.50%
- YTD
- 4.09%
- 6M
- -7.80%
- 1Y
- -1.33%
- 3Y*
- 8.88%
- 5Y*
- 1.74%
- 10Y*
- 5.26%
VNQ
- 1D
- 1.57%
- 1M
- -6.31%
- YTD
- 1.31%
- 6M
- -1.04%
- 1Y
- 1.86%
- 3Y*
- 6.44%
- 5Y*
- 2.79%
- 10Y*
- 4.65%
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IGR vs. VNQ - Expense Ratio Comparison
IGR has a 0.04% expense ratio, which is lower than VNQ's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IGR vs. VNQ — Risk / Return Rank
IGR
VNQ
IGR vs. VNQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CBRE Global Real Estate Income Fund (IGR) and Vanguard Real Estate ETF (VNQ). 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.
| IGR | VNQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.06 | 0.11 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.07 | 0.27 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.04 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.03 | 0.23 | -0.26 |
Martin ratioReturn relative to average drawdown | -0.08 | 0.88 | -0.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGR | VNQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.06 | 0.11 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.15 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.23 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.26 | -0.10 |
Correlation
The correlation between IGR and VNQ is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IGR vs. VNQ - Dividend Comparison
IGR's dividend yield for the trailing twelve months is around 16.40%, more than VNQ's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGR CBRE Global Real Estate Income Fund | 16.40% | 16.44% | 14.97% | 15.38% | 12.22% | 6.13% | 8.72% | 7.48% | 9.74% | 7.58% | 8.84% | 7.46% |
VNQ Vanguard Real Estate ETF | 3.93% | 3.92% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% |
Drawdowns
IGR vs. VNQ - Drawdown Comparison
The maximum IGR drawdown since its inception was -87.17%, which is greater than VNQ's maximum drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for IGR and VNQ.
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Drawdown Indicators
| IGR | VNQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.17% | -73.07% | -14.10% |
Max Drawdown (1Y)Largest decline over 1 year | -16.25% | -12.44% | -3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -47.61% | -34.48% | -13.13% |
Max Drawdown (10Y)Largest decline over 10 years | -54.29% | -42.40% | -11.89% |
Current DrawdownCurrent decline from peak | -17.15% | -9.57% | -7.58% |
Average DrawdownAverage peak-to-trough decline | -24.61% | -13.71% | -10.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.65% | 3.18% | +3.47% |
Volatility
IGR vs. VNQ - Volatility Comparison
CBRE Global Real Estate Income Fund (IGR) has a higher volatility of 8.06% compared to Vanguard Real Estate ETF (VNQ) at 4.52%. This indicates that IGR's price experiences larger fluctuations and is considered to be riskier than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGR | VNQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 4.52% | +3.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.96% | 9.29% | +4.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.04% | 16.33% | +5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.64% | 18.81% | +5.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.39% | 20.71% | +3.68% |