CGMS vs IYR
Comparison between CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
CGMS vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMS
$4.90B
IYR
$4.90B
Expense Ratio
CGMS
0.39%
Winner
IYR
0.38%
Max Drawdown
Winner
CGMS
6.62%
IYR
76.51%
Sharpe Ratio
Winner
CGMS
0.65
IYR
0.58
5Y Beta
Winner
CGMS
0.14
IYR
0.49
P/E Ratio
CGMS
N/A
IYR
30.87
Forward P/E
CGMS
N/A
IYR
29.12
PEG Ratio
CGMS
N/A
IYR
0.34
5Y Dividends CAGR
CGMS
N/A
IYR
1.32%
5Y EPS CAGR
CGMS
N/A
IYR
8.00%
Debt to Equity
CGMS
N/A
IYR
34.01%
P/S Ratio
CGMS
N/A
IYR
5.64
P/B Ratio
CGMS
N/A
IYR
2.65
CGMS vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
CGMS
+0.38%
Winner
IYR
+0.76%
3M
CGMS
+2.05%
Winner
IYR
+9.98%
6M
CGMS
+1.60%
Winner
IYR
+10.96%
1Y
CGMS
+5.89%
Winner
IYR
+9.95%
5Y(CAGR)
CGMS
N/A
IYR
+2.66%
10Y(CAGR)
CGMS
N/A
IYR
+5.63%
Max(CAGR)
CGMS
+8.32%
Winner
IYR
+9.54%
CGMS vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | CGMS | IYR |
|---|---|---|
| 2026 | +1.51% | +10.43% |
| 2025 | +7.67% | +4.26% |
| 2024 | +7.83% | +3.50% |
| 2023 | +11.26% | +11.73% |
| 2022 | +2.61% | -24.93% |
| 2021 | N/A | +43.60% |
| 2020 | N/A | -4.21% |
| 2019 | N/A | +31.02% |
| 2018 | N/A | -3.81% |
| 2017 | N/A | +8.90% |
| 2016 | N/A | +8.08% |
| 2015 | N/A | +0.39% |
| 2014 | N/A | +26.89% |
| 2013 | N/A | -0.46% |
| 2012 | N/A | +17.48% |
| 2011 | N/A | +3.90% |
| 2010 | N/A | +26.88% |
| 2009 | N/A | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +11.57% |
| 2004 | N/A | +36.81% |
| 2003 | N/A | +42.59% |
| 2002 | N/A | +9.75% |
| 2001 | N/A | +17.23% |
| 2000 | N/A | +16.27% |
CGMS vs IYR Drawdown Comparison
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current CGMS drawdown is -0.40%. The current IYR drawdown is -0.83%.
| Rank | CGMS | IYR |
|---|---|---|
| #1 | -4.08% Feb 28, 2025 - Jun 4, 2025 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -3.79% Feb 2, 2023 - Jul 12, 2023 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -3.63% Jul 13, 2023 - Nov 14, 2023 | -33.72% Dec 31, 2021 - Jun 12, 2026 |
| #4 | -2.47% Feb 19, 2026 - Apr 14, 2026 | -18.84% Apr 1, 2004 - Aug 24, 2004 |
| #5 | -2.35% Dec 13, 2022 - Jan 6, 2023 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -1.92% Mar 27, 2024 - May 6, 2024 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #7 | -1.62% Feb 1, 2024 - Mar 20, 2024 | -16.38% Jun 28, 2002 - Apr 17, 2003 |
| #8 | -1.61% Dec 10, 2024 - Jan 27, 2025 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -1.61% Oct 1, 2024 - Nov 29, 2024 | -13.93% Aug 21, 2001 - Dec 27, 2001 |
| #10 | -1.39% Dec 27, 2023 - Jan 12, 2024 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -1.26% Oct 28, 2022 - Nov 10, 2022 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -1.09% Oct 28, 2025 - Nov 26, 2025 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -1.09% May 6, 2026 - May 28, 2026 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -0.84% Jul 23, 2024 - Jul 31, 2024 | -9.01% Dec 30, 2004 - May 9, 2005 |
| #15 | -0.81% May 15, 2024 - Jun 3, 2024 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between CGMS and IYR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
CGMS vs IYR dividend yield comparison.
| Year | CGMS | IYR |
|---|---|---|
| 2026 | 2.27% | 0.76% |
| 2025 | 6.00% | 2.48% |
| 2024 | 5.91% | 2.57% |
| 2023 | 5.84% | 2.75% |
| 2022 | 0.97% | 2.92% |
| 2021 | 0.00% | 2.06% |
| 2020 | 0.00% | 2.58% |
| 2019 | 0.00% | 3.05% |
| 2018 | 0.00% | 3.53% |
| 2017 | 0.00% | 3.73% |
| 2016 | 0.00% | 4.41% |
| 2015 | 0.00% | 3.92% |
| 2014 | 0.00% | 3.66% |
| 2013 | 0.00% | 3.78% |
| 2012 | 0.00% | 3.71% |
| 2011 | 0.00% | 3.83% |
| 2010 | 0.00% | 3.52% |
| 2009 | 0.00% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 5.38% |
| 2004 | 0.00% | 8.45% |
| 2003 | 0.00% | 9.40% |
| 2002 | 0.00% | 13.91% |
| 2001 | 0.00% | 10.02% |
| 2000 | 0.00% | 6.75% |
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