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IGR vs SPY

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed IGR, delivering a return of +13.3% compared to -1.0%

IGR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGR
$710M
Winner
SPY
$735B
Expense Ratio
IGR
N/A
SPY
0.09%
Max Drawdown
IGR
90.88%
Winner
SPY
56.47%
Sharpe Ratio
IGR
0.06
Winner
SPY
1.62
5Y Beta
Winner
IGR
0.63
SPY
1.00
P/E Ratio
IGR
N/A
SPY
28.99
Forward P/E
IGR
N/A
SPY
22.37
5Y Dividends CAGR
IGR
5.39%
Winner
SPY
5.43%
5Y EPS CAGR
IGR
N/A
SPY
26.05%
Debt to Equity
IGR
N/A
SPY
32.40%
P/S Ratio
IGR
N/A
SPY
3.74
P/B Ratio
IGR
N/A
SPY
5.61

IGR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
IGR
-2.99%
Winner
SPY
+1.90%
3M
IGR
-2.49%
Winner
SPY
+8.55%
6M
Winner
IGR
+10.74%
SPY
+8.18%
1Y
IGR
+2.85%
Winner
SPY
+25.79%
5Y(CAGR)
IGR
-0.96%
Winner
SPY
+13.32%
10Y(CAGR)
IGR
+4.91%
Winner
SPY
+15.19%
Max(CAGR)
IGR
+4.76%
Winner
SPY
+8.47%

IGR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIGRSPY
2026+10.20%+8.26%
2025+5.54%+18.00%
2024+0.51%+25.59%
2023+5.89%+26.72%
2022-35.42%-18.64%
2021+57.03%+30.52%
2020-5.27%+17.28%
2019+40.56%+31.09%
2018-15.50%-5.24%
2017+16.07%+20.78%
2016+5.06%+13.59%
2015-9.35%+1.31%
2014+20.54%+14.56%
2013-7.17%+29.00%
2012+36.46%+14.17%
2011-6.85%+0.85%
2010+30.16%+13.14%
2009+68.60%+22.67%
2008-68.50%-36.25%
2007-29.63%+5.32%
2006+74.71%+13.85%
2005+19.84%+5.32%
2004+6.49%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

IGR vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current IGR drawdown is -17.44%. The current SPY drawdown is -2.90%.

RankIGRSPY
#1-87.09%
Dec 29, 2006 - Sep 26, 2019		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-54.29%
Feb 18, 2020 - Mar 26, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-50.87%
Dec 31, 2021 - Oct 27, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-25.36%
Mar 5, 2004 - Dec 2, 2004		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-10.92%
May 10, 2006 - Jul 25, 2006		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-10.76%
Sep 3, 2021 - Nov 8, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.29%
Aug 3, 2005 - Dec 8, 2005		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-8.84%
Apr 6, 2006 - May 10, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.51%
Nov 1, 2006 - Nov 29, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.39%
Mar 4, 2005 - Apr 27, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.68%
Dec 31, 2004 - Feb 15, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.60%
Nov 12, 2021 - Dec 7, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.57%
Jan 9, 2006 - Feb 2, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.45%
Apr 29, 2021 - May 20, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.96%
Jun 14, 2021 - Jul 12, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between IGR and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

IGR vs SPY dividend yield comparison.

YearIGRSPY
20266.61%0.24%
202516.44%1.07%
202414.97%1.21%
202313.26%1.40%
202212.22%1.65%
20216.13%1.20%
20208.72%1.52%
20197.48%1.75%
20189.74%2.04%
20177.58%1.80%
20168.84%2.03%
20157.46%2.06%
20146.01%1.87%
20136.82%1.81%
20126.57%2.18%
20117.89%2.05%
20106.97%1.80%
20098.48%1.95%
200831.16%3.02%
200723.28%1.85%
200613.70%1.73%
20059.49%1.73%
20044.93%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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