CGDG vs REET
Comparison between CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).
CGDG vs REET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CGDG
$4.90B
REET
$4.80B
Expense Ratio
CGDG
0.47%
Winner
REET
0.14%
Max Drawdown
Winner
CGDG
10.91%
REET
44.61%
Sharpe Ratio
Winner
CGDG
1.47
REET
0.98
5Y Beta
CGDG
0.64
Winner
REET
0.53
P/E Ratio
Winner
CGDG
24.58
REET
34.37
Forward P/E
Winner
CGDG
18.45
REET
41.04
PEG Ratio
CGDG
0.73
REET
N/A
5Y Dividends CAGR
CGDG
N/A
REET
10.55%
5Y EPS CAGR
Winner
CGDG
12.60%
REET
10.39%
Debt to Equity
CGDG
N/A
REET
39.20%
P/S Ratio
Winner
CGDG
2.12
REET
8.34
P/B Ratio
CGDG
3.60
Winner
REET
2.58
CGDG vs REET - Holdings Comparison
CGDG and REET have 3 common holdings. Overlap is 2.74%
CGDG's top 25 holdings weight is 44.36%. REET's top 25 holdings weight is 54.86%.
| Rank | CGDG | REET |
|---|---|---|
| #1 | n/a (TSM) - 3.65% | WELLTOWER INC (WELL) - 8.37% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.64% | PROLOGIS INC (PLD) - 7.22% |
| #3 | BROADCOM INC (AVGO) - 3.50% | EQUINIX INC (EQIX) - 5.94% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 2.90% | DIGITAL REALTY TRUST INC (DLR) - 3.83% |
| #5 | TOTALENERGIES SE (TTE:XPAR) - 2.33% | SIMON PROPERTY GROUP INC (SPG) - 3.66% |
| #6 | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.03% | REALTY INCOME CORP (O) - 3.26% |
| #7 | WELLTOWER INC (WELL) - 2.02% | PUBLIC STORAGE (PSA) - 2.62% |
| #8 | MARUBENI CORP (n/a) - 1.74% | GOODMAN GROUP (n/a) - 2.39% |
| #9 | IBERDROLA SA (n/a) - 1.74% | VENTAS INC (VTR) - 2.30% |
| #10 | ONEOK INC (OKE) - 1.57% | IRON MOUNTAIN INC (IRM) - 2.11% |
| #11 | CONOCOPHILLIPS (COP) - 1.55% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.71% |
| #12 | RTX CORP (RTX) - 1.44% | EXTRA SPACE STORAGE INC (EXR) - 1.65% |
| #13 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.40% | AVALONBAY COMMUNITIES INC (AVB) - 1.45% |
| #14 | DBS GROUP HOLDINGS LTD (n/a) - 1.32% | EQUITY RESIDENTIAL (EQR) - 1.39% |
| #15 | ABBVIE INC (ABBV) - 1.32% | INVITATION HOMES INC (INVH) - 0.98% |
| #16 | NESTLE SA (n/a) - 1.31% | ESSEX PROPERTY TRUST INC (ESS) - 0.95% |
| #17 | EXXON MOBIL CORP (XOM) - 1.30% | W.P. CAREY INC (WPC) - 0.88% |
| #18 | KONINKLIJKE KPN NV (n/a) - 1.30% | KIMCO REALTY CORP (KIM) - 0.88% |
| #19 | TRUIST FINANCIAL CORP (TFC) - 1.28% | SUN COMMUNITIES INC (SUI) - 0.86% |
| #20 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.27% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.84% |
| #21 | BARRICK MINING CORP (n/a) - 1.23% | LAND SECURITIES GROUP PLC (n/a) - 0.33% |
| #22 | LINDE PLC (LIN) - 1.14% | LONDONMETRIC PROPERTY PLC (n/a) - 0.32% |
| #23 | MITSUBISHI CORP (n/a) - 1.13% | KITE REALTY GROUP TRUST (KRG) - 0.32% |
| #24 | ZURICH INSURANCE GROUP AG (n/a) - 1.13% | MACERICH CO (MAC) - 0.31% |
| #25 | CENTERPOINT ENERGY INC (CNP) - 1.12% | BRITISH LAND CO PLC (n/a) - 0.29% |
| Total Holdings | 108 | 314 |
CGDG vs REET - Historical Returns
Returns include dividend reinvestment.
1M
CGDG
+0.13%
Winner
REET
+3.28%
3M
CGDG
-0.55%
Winner
REET
+3.05%
6M
CGDG
+5.57%
Winner
REET
+9.58%
1Y
Winner
CGDG
+19.64%
REET
+15.51%
5Y(CAGR)
CGDG
N/A
REET
+4.07%
10Y(CAGR)
CGDG
N/A
REET
+4.16%
Max(CAGR)
Winner
CGDG
+18.92%
REET
+4.65%
CGDG vs REET - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | CGDG | REET |
|---|---|---|
| 2026 | +4.10% | +10.01% |
| 2025 | +23.32% | +8.74% |
| 2024 | +12.23% | +2.06% |
| 2023 | +9.54% | +10.56% |
| 2022 | N/A | -23.62% |
| 2021 | N/A | +36.24% |
| 2020 | N/A | -9.57% |
| 2019 | N/A | +25.90% |
| 2018 | N/A | -5.11% |
| 2017 | N/A | +7.49% |
| 2016 | N/A | +7.10% |
| 2015 | N/A | +0.19% |
| 2014 | N/A | +5.22% |
CGDG vs REET Drawdown Comparison
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The current CGDG drawdown is -1.36%. The current REET drawdown is -0.69%.
| Rank | CGDG | REET |
|---|---|---|
| #1 | -10.52% Feb 13, 2025 - May 2, 2025 | -44.59% Feb 14, 2020 - Jun 1, 2021 |
| #2 | -7.72% Feb 25, 2026 - Mar 20, 2026 | -32.06% Dec 31, 2021 - Feb 13, 2026 |
| #3 | -5.54% Oct 14, 2024 - Feb 5, 2025 | -15.78% Jan 26, 2015 - Apr 19, 2016 |
| #4 | -4.89% Mar 28, 2024 - May 9, 2024 | -14.35% Jul 29, 2016 - Aug 3, 2018 |
| #5 | -4.64% Jul 16, 2024 - Aug 15, 2024 | -10.88% Aug 29, 2018 - Jan 29, 2019 |
| #6 | -4.44% Oct 11, 2023 - Nov 3, 2023 | -9.05% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -3.90% Nov 12, 2025 - Nov 28, 2025 | -7.38% Sep 3, 2021 - Nov 3, 2021 |
| #8 | -3.47% Jul 23, 2025 - Aug 22, 2025 | -7.32% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -2.96% Aug 30, 2024 - Sep 16, 2024 | -5.26% May 10, 2016 - Jun 23, 2016 |
| #10 | -2.83% Oct 6, 2025 - Oct 20, 2025 | -5.13% Oct 24, 2019 - Jan 21, 2020 |
| #11 | -2.77% May 17, 2024 - Jul 11, 2024 | -5.13% Nov 24, 2021 - Dec 8, 2021 |
| #12 | -2.49% Sep 28, 2023 - Oct 10, 2023 | -4.06% Jun 14, 2021 - Jul 12, 2021 |
| #13 | -2.46% Dec 28, 2023 - Jan 29, 2024 | -4.00% Jul 10, 2019 - Sep 3, 2019 |
| #14 | -2.09% Oct 27, 2025 - Nov 11, 2025 | -3.61% Jun 23, 2016 - Jun 29, 2016 |
| #15 | -1.85% Jun 12, 2025 - Jun 26, 2025 | -3.47% Jul 23, 2014 - Aug 18, 2014 |
Correlation
Correlation between CGDG and REET is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2014 - 2026)
CGDG vs REET dividend yield comparison.
| Year | CGDG | REET |
|---|---|---|
| 2026 | 0.37% | 0.47% |
| 2025 | 1.95% | 3.67% |
| 2024 | 2.15% | 3.64% |
| 2023 | 0.39% | 3.27% |
| 2022 | 0.00% | 2.43% |
| 2021 | 0.00% | 3.18% |
| 2020 | 0.00% | 2.65% |
| 2019 | 0.00% | 5.25% |
| 2018 | 0.00% | 5.73% |
| 2017 | 0.00% | 3.84% |
| 2016 | 0.00% | 5.37% |
| 2015 | 0.00% | 3.56% |
| 2014 | 0.00% | 1.71% |
Select Stocks to Compare
Popular: CGDG vs SPYREET vs SPY
More Comparisons
Compare with similar stocks