NGRIX vs. CGR.TO
Compare and contrast key facts about Neuberger Berman Global Real Estate Fund (NGRIX) and iShares Global Real Estate Index ETF (CGR.TO).
NGRIX is managed by Neuberger Berman. It was launched on Dec 29, 2014. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGRIX or CGR.TO.
Key characteristics
| NGRIX | CGR.TO |
|---|
Correlation
The correlation between NGRIX and CGR.TO 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
NGRIX vs. CGR.TO - 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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NGRIX vs. CGR.TO - Expense Ratio Comparison
NGRIX has a 1.00% expense ratio, which is higher than CGR.TO's 0.72% expense ratio.
Risk-Adjusted Performance
NGRIX vs. CGR.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Global Real Estate Fund (NGRIX) and iShares Global Real Estate Index ETF (CGR.TO). 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
NGRIX vs. CGR.TO - Dividend Comparison
NGRIX has not paid dividends to shareholders, while CGR.TO's dividend yield for the trailing twelve months is around 2.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
CGR.TO iShares Global Real Estate Index ETF | 2.40% | 2.59% | 2.40% | 1.70% | 2.22% | 2.10% | 2.54% | 4.25% | 2.83% | 2.97% | 2.65% | 1.82% |
Drawdowns
NGRIX vs. CGR.TO - Drawdown Comparison
Volatility
NGRIX vs. CGR.TO - Volatility Comparison
The current volatility for Neuberger Berman Global Real Estate Fund (NGRIX) is 0.00%, while iShares Global Real Estate Index ETF (CGR.TO) has a volatility of 4.07%. This indicates that NGRIX experiences smaller price fluctuations and is considered to be less risky than CGR.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.