CLOZ vs IGR
Comparison between ELDRIDGE BBB-B CLO ETF (CLOZ, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).
CLOZ vs IGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CLOZ
$692M
IGR
$692M
Expense Ratio
CLOZ
0.50%
IGR
N/A
Max Drawdown
Winner
CLOZ
6.72%
IGR
90.88%
Sharpe Ratio
Winner
CLOZ
0.56
IGR
0.40
5Y Beta
Winner
CLOZ
0.15
IGR
0.63
5Y Dividends CAGR
CLOZ
N/A
IGR
5.39%
CLOZ vs IGR - Historical Returns
Returns include dividend reinvestment.
1M
CLOZ
+1.10%
Winner
IGR
+3.53%
3M
Winner
CLOZ
+2.34%
IGR
+1.09%
6M
CLOZ
+2.02%
Winner
IGR
+6.38%
1Y
CLOZ
+5.87%
Winner
IGR
+5.89%
5Y(CAGR)
CLOZ
N/A
IGR
-0.68%
10Y(CAGR)
CLOZ
N/A
IGR
+4.52%
Max(CAGR)
Winner
CLOZ
+10.24%
IGR
+4.91%
CLOZ vs IGR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CLOZ | IGR |
|---|---|---|
| 2026 | +3.13% | +14.60% |
| 2025 | +5.89% | +5.54% |
| 2024 | +11.34% | +0.51% |
| 2023 | +14.91% | +5.89% |
| 2022 | N/A | -35.42% |
| 2021 | N/A | +57.03% |
| 2020 | N/A | -5.27% |
| 2019 | N/A | +40.56% |
| 2018 | N/A | -15.50% |
| 2017 | N/A | +16.07% |
| 2016 | N/A | +5.06% |
| 2015 | N/A | -9.35% |
| 2014 | N/A | +20.54% |
| 2013 | N/A | -7.17% |
| 2012 | N/A | +36.46% |
| 2011 | N/A | -6.85% |
| 2010 | N/A | +30.16% |
| 2009 | N/A | +68.60% |
| 2008 | N/A | -68.50% |
| 2007 | N/A | -29.63% |
| 2006 | N/A | +74.71% |
| 2005 | N/A | +19.84% |
| 2004 | N/A | +6.49% |
CLOZ vs IGR Drawdown Comparison
The maximum drawdown for CLOZ was -5.32%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.
The current IGR drawdown is -14.14%.
| Rank | CLOZ | IGR |
|---|---|---|
| #1 | -5.32% Feb 19, 2025 - May 14, 2025 | -87.09% Dec 29, 2006 - Sep 26, 2019 |
| #2 | -3.90% Feb 3, 2026 - Apr 28, 2026 | -54.29% Feb 18, 2020 - Mar 26, 2021 |
| #3 | -2.69% Feb 23, 2023 - Apr 10, 2023 | -50.87% Dec 31, 2021 - Oct 27, 2023 |
| #4 | -1.38% Jul 29, 2024 - Aug 22, 2024 | -25.36% Mar 5, 2004 - Dec 2, 2004 |
| #5 | -1.12% Oct 8, 2025 - Nov 26, 2025 | -10.92% May 10, 2006 - Jul 25, 2006 |
| #6 | -0.63% Jun 1, 2026 - Jun 26, 2026 | -10.76% Sep 3, 2021 - Nov 8, 2021 |
| #7 | -0.59% May 1, 2023 - May 26, 2023 | -10.29% Aug 3, 2005 - Dec 8, 2005 |
| #8 | -0.56% Dec 20, 2023 - Jan 2, 2024 | -8.84% Apr 6, 2006 - May 10, 2006 |
| #9 | -0.43% May 29, 2025 - Jun 18, 2025 | -8.51% Nov 1, 2006 - Nov 29, 2006 |
| #10 | -0.41% Jan 2, 2024 - Jan 10, 2024 | -8.39% Mar 4, 2005 - Apr 27, 2005 |
| #11 | -0.41% Jun 23, 2025 - Jul 3, 2025 | -6.68% Dec 31, 2004 - Feb 15, 2005 |
| #12 | -0.41% Sep 26, 2023 - Oct 17, 2023 | -4.60% Nov 12, 2021 - Dec 7, 2021 |
| #13 | -0.38% Sep 23, 2024 - Oct 16, 2024 | -4.57% Jan 9, 2006 - Feb 2, 2006 |
| #14 | -0.37% Sep 17, 2025 - Oct 3, 2025 | -4.45% Apr 29, 2021 - May 20, 2021 |
| #15 | -0.34% Oct 17, 2023 - Nov 9, 2023 | -3.96% Jun 14, 2021 - Jul 12, 2021 |
Correlation
Correlation between CLOZ and IGR is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2004 - 2026)
CLOZ vs IGR dividend yield comparison.
| Year | CLOZ | IGR |
|---|---|---|
| 2026 | 3.47% | 9.13% |
| 2025 | 7.63% | 16.44% |
| 2024 | 9.09% | 14.97% |
| 2023 | 8.81% | 13.26% |
| 2022 | 0.00% | 12.22% |
| 2021 | 0.00% | 6.13% |
| 2020 | 0.00% | 8.72% |
| 2019 | 0.00% | 7.48% |
| 2018 | 0.00% | 9.74% |
| 2017 | 0.00% | 7.58% |
| 2016 | 0.00% | 8.84% |
| 2015 | 0.00% | 7.46% |
| 2014 | 0.00% | 6.01% |
| 2013 | 0.00% | 6.82% |
| 2012 | 0.00% | 6.57% |
| 2011 | 0.00% | 7.89% |
| 2010 | 0.00% | 6.97% |
| 2009 | 0.00% | 8.48% |
| 2008 | 0.00% | 31.16% |
| 2007 | 0.00% | 23.28% |
| 2006 | 0.00% | 13.70% |
| 2005 | 0.00% | 9.49% |
| 2004 | 0.00% | 4.93% |
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