IGR vs BSJS

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF (BSJS, ETF).

5-Year PerformanceBSJS has outperformed IGR, delivering a return of +3.3% compared to -0.7%

IGR vs BSJS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	BSJS(ETF)
Net Assets	$696M	$693M
Expense Ratio	N/A	0.42%
Max Drawdown	90.88%	22.50%
Sharpe Ratio	0.01	0.88
5Y Beta	0.63	0.19
5Y Dividends CAGR	3.71%	20.54%

Net Assets

Winner

IGR

$696M

BSJS

$693M

Expense Ratio

IGR

N/A

BSJS

0.42%

Max Drawdown

IGR

90.88%

Winner

BSJS

22.50%

Sharpe Ratio

IGR

0.01

Winner

BSJS

0.88

5Y Beta

IGR

0.63

Winner

BSJS

0.19

5Y Dividends CAGR

IGR

3.71%

Winner

BSJS

20.54%

IGR vs BSJS - Historical Returns

Returns include dividend reinvestment.

Period	IGR	BSJS
1 month	-0.90%	+0.74%
3 months	+3.50%	+1.99%
6 months	+12.51%	+2.08%
1 year	+1.69%	+6.28%
5 years(CAGR)	-0.71%	+3.28%
10 years(CAGR)	+4.92%	N/A
Max(CAGR)	+4.76%	+3.74%

IGR

-0.90%

Winner

BSJS

+0.74%

Winner

IGR

+3.50%

BSJS

+1.99%

Winner

IGR

+12.51%

BSJS

+2.08%

IGR

+1.69%

Winner

BSJS

+6.28%

5Y(CAGR)

IGR

-0.71%

Winner

BSJS

+3.28%

10Y(CAGR)

IGR

+4.92%

BSJS

N/A

Max(CAGR)

Winner

IGR

+4.76%

BSJS

+3.74%

IGR vs BSJS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	BSJS
2026	+10.45%	+1.86%
2025	+5.54%	+7.51%
2024	+0.51%	+7.66%
2023	+5.89%	+11.99%
2022	-35.42%	-13.41%
2021	+57.03%	+3.40%
2020	-5.27%	+4.05%
2019	+40.56%	N/A
2018	-15.50%	N/A
2017	+16.07%	N/A
2016	+5.06%	N/A
2015	-9.35%	N/A
2014	+20.54%	N/A
2013	-7.17%	N/A
2012	+36.46%	N/A
2011	-6.85%	N/A
2010	+30.16%	N/A
2009	+68.60%	N/A
2008	-68.50%	N/A
2007	-29.63%	N/A
2006	+74.71%	N/A
2005	+19.84%	N/A
2004	+6.49%	N/A

IGR vs BSJS Drawdown Comparison

The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.

The maximum drawdown for BSJS was -17.72%, occurring on Sep 27, 2022. Recovery took 633 trading sessions.

The current IGR drawdown is -17.25%. The current BSJS drawdown is -0.05%.

Rank	IGR	BSJS
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-17.72% Dec 27, 2021 - Jul 5, 2024
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-4.44% Mar 4, 2025 - May 12, 2025
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-3.01% Feb 12, 2021 - Jun 9, 2021
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-2.54% Sep 16, 2021 - Dec 23, 2021
#5	-10.92% May 10, 2006 - Jul 25, 2006	-2.22% Sep 16, 2020 - Oct 7, 2020
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-2.15% Oct 13, 2020 - Nov 5, 2020
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-1.64% Feb 23, 2026 - Apr 9, 2026
#8	-8.84% Apr 6, 2006 - May 10, 2006	-1.63% Dec 4, 2024 - Jan 17, 2025
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-1.25% Sep 30, 2024 - Nov 7, 2024
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-1.17% Jul 7, 2021 - Aug 25, 2021
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-0.84% Oct 2, 2025 - Oct 20, 2025
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-0.73% Jul 31, 2024 - Aug 13, 2024
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-0.69% Aug 13, 2025 - Aug 26, 2025
#14	-4.45% Apr 29, 2021 - May 20, 2021	-0.69% May 19, 2025 - May 27, 2025
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-0.68% Jan 21, 2025 - Jan 24, 2025

Correlation

Correlation between IGR and BSJS is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2004 - 2026)

IGR vs BSJS dividend yield comparison.

Year	IGR	BSJS
2026	8.02%	2.48%
2025	16.44%	6.49%
2024	14.97%	7.04%
2023	13.26%	6.75%
2022	12.22%	5.82%
2021	6.13%	4.86%
2020	8.72%	0.75%
2019	7.48%	0.00%
2018	9.74%	0.00%
2017	7.58%	0.00%
2016	8.84%	0.00%
2015	7.46%	0.00%
2014	6.01%	0.00%
2013	6.82%	0.00%
2012	6.57%	0.00%
2011	7.89%	0.00%
2010	6.97%	0.00%
2009	8.48%	0.00%
2008	31.16%	0.00%
2007	23.28%	0.00%
2006	13.70%	0.00%
2005	9.49%	0.00%
2004	4.93%	0.00%