IGR vs OSCV

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and OPUS SMALL CAP VALUE ETF (OSCV, ETF).

5-Year PerformanceOSCV has outperformed IGR, delivering a return of +6.7% compared to -0.2%

IGR vs OSCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	OSCV(ETF)
Net Assets	$707M	$706M
Expense Ratio	N/A	0.79%
Max Drawdown	90.88%	42.84%
Sharpe Ratio	0.45	0.81
5Y Beta	0.61	0.70
P/E Ratio	N/A	18.72
Forward P/E	N/A	16.37
PEG Ratio	N/A	0.04
5Y Dividends CAGR	5.39%	12.76%
5Y EPS CAGR	N/A	11.73%
P/S Ratio	N/A	2.49
P/B Ratio	N/A	2.41

Net Assets

Winner

IGR

$707M

OSCV

$706M

Expense Ratio

IGR

N/A

OSCV

0.79%

Max Drawdown

IGR

90.88%

Winner

OSCV

42.84%

Sharpe Ratio

IGR

0.45

Winner

OSCV

0.81

5Y Beta

Winner

IGR

0.61

OSCV

0.70

P/E Ratio

IGR

N/A

OSCV

18.72

Forward P/E

IGR

N/A

OSCV

16.37

PEG Ratio

IGR

N/A

OSCV

0.04

5Y Dividends CAGR

IGR

5.39%

Winner

OSCV

12.76%

5Y EPS CAGR

IGR

N/A

OSCV

11.73%

P/S Ratio

IGR

N/A

OSCV

2.49

P/B Ratio

IGR

N/A

OSCV

2.41

IGR vs OSCV - Historical Returns

Returns include dividend reinvestment.

Period	IGR	OSCV
1 month	+0.22%	-0.61%
3 months	+3.08%	+4.35%
6 months	+2.15%	+3.49%
1 year	+9.06%	+11.61%
5 years(CAGR)	-0.21%	+6.68%
10 years(CAGR)	+4.69%	+8.04%
Max(CAGR)	+5.00%	+8.04%

Winner

IGR

+0.22%

OSCV

-0.61%

IGR

+3.08%

Winner

OSCV

+4.35%

IGR

+2.15%

Winner

OSCV

+3.49%

IGR

+9.06%

Winner

OSCV

+11.61%

5Y(CAGR)

IGR

-0.21%

Winner

OSCV

+6.68%

10Y(CAGR)

IGR

+4.69%

Winner

OSCV

+8.04%

Max(CAGR)

IGR

+5.00%

Winner

OSCV

+8.04%

IGR vs OSCV - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	OSCV
2026	+17.36%	+14.02%
2025	+5.54%	+2.15%
2024	+0.51%	+11.56%
2023	+5.89%	+10.47%
2022	-35.42%	-12.09%
2021	+57.03%	+29.75%
2020	-5.27%	+5.14%
2019	+40.56%	+28.01%
2018	-15.50%	-13.52%
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 OSCV Drawdown Comparison

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

The maximum drawdown for OSCV was -42.42%, occurring on Mar 18, 2020. Recovery took 226 trading sessions.

The current IGR drawdown is -12.08%. The current OSCV drawdown is -2.22%.

Rank	IGR	OSCV
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-42.42% Jan 16, 2020 - Dec 8, 2020
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-22.92% Nov 25, 2024 - Feb 6, 2026
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-21.21% Jan 4, 2022 - Mar 4, 2024
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-20.17% Aug 29, 2018 - Sep 11, 2019
#5	-10.92% May 10, 2006 - Jul 25, 2006	-7.87% Nov 9, 2021 - Jan 4, 2022
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-7.55% Feb 20, 2026 - Apr 17, 2026
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-7.21% Jun 8, 2021 - Oct 13, 2021
#8	-8.84% Apr 6, 2006 - May 10, 2006	-6.74% Jul 31, 2024 - Sep 19, 2024
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-6.59% Mar 28, 2024 - Jul 15, 2024
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-6.24% Mar 15, 2021 - Apr 16, 2021
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-5.41% Jan 20, 2021 - Feb 8, 2021
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-5.09% May 7, 2021 - Jun 8, 2021
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-3.85% Feb 24, 2021 - Mar 9, 2021
#14	-4.45% Apr 29, 2021 - May 20, 2021	-3.46% Apr 27, 2026 - Jun 24, 2026
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-3.22% Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between IGR and OSCV is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2004 - 2026)

IGR vs OSCV dividend yield comparison.

Year	IGR	OSCV
2026	10.32%	0.41%
2025	16.44%	1.23%
2024	14.97%	1.29%
2023	13.26%	1.55%
2022	12.22%	1.12%
2021	6.13%	1.06%
2020	8.72%	1.11%
2019	7.48%	1.75%
2018	9.74%	0.25%
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%