IGR vs UYG

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).

5-Year PerformanceUYG has outperformed IGR, delivering a return of +12.1% compared to -1.2%

IGR vs UYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	UYG(ETF)
Net Assets	$696M	$693M
Max Drawdown	90.88%	97.97%
Sharpe Ratio	0.01	0.29
5Y Beta	0.63	1.57
P/E Ratio	N/A	15.19
Forward P/E	N/A	15.72
5Y Dividends CAGR	3.71%	104.43%
5Y EPS CAGR	N/A	11.58%
Debt to Equity	N/A	71.44%

Net Assets

Winner

IGR

$696M

UYG

$693M

Max Drawdown

Winner

IGR

90.88%

UYG

97.97%

Sharpe Ratio

IGR

0.01

Winner

UYG

0.29

5Y Beta

Winner

IGR

0.63

UYG

1.57

P/E Ratio

IGR

N/A

UYG

15.19

Forward P/E

IGR

N/A

UYG

15.72

5Y Dividends CAGR

IGR

3.71%

Winner

UYG

104.43%

5Y EPS CAGR

IGR

N/A

UYG

11.58%

Debt to Equity

IGR

N/A

UYG

71.44%

IGR vs UYG - Historical Returns

Returns include dividend reinvestment.

Period	IGR	UYG
1 month	-3.85%	+7.18%
3 months	+6.06%	+17.49%
6 months	+12.80%	-7.86%
1 year	-0.39%	+6.36%
5 years(CAGR)	-1.16%	+12.14%
10 years(CAGR)	+4.63%	+17.65%
Max(CAGR)	+4.71%	+0.13%

IGR

-3.85%

Winner

UYG

+7.18%

IGR

+6.06%

Winner

UYG

+17.49%

Winner

IGR

+12.80%

UYG

-7.86%

IGR

-0.39%

Winner

UYG

+6.36%

5Y(CAGR)

IGR

-1.16%

Winner

UYG

+12.14%

10Y(CAGR)

IGR

+4.63%

Winner

UYG

+17.65%

Max(CAGR)

Winner

IGR

+4.71%

UYG

+0.13%

IGR vs UYG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	UYG
2026	+9.46%	-6.40%
2025	+5.54%	+20.40%
2024	+0.51%	+54.90%
2023	+5.89%	+21.56%
2022	-35.42%	-33.20%
2021	+57.03%	+81.39%
2020	-5.27%	-21.03%
2019	+40.56%	+65.80%
2018	-15.50%	-22.31%
2017	+16.07%	+37.19%
2016	+5.06%	+36.51%
2015	-9.35%	-4.45%
2014	+20.54%	+28.88%
2013	-7.17%	+65.28%
2012	+36.46%	+47.82%
2011	-6.85%	-35.32%
2010	+30.16%	+13.99%
2009	+68.60%	-6.37%
2008	-68.50%	-84.55%
2007	-29.63%	-40.73%
2006	+74.71%	N/A
2005	+19.84%	N/A
2004	+6.49%	N/A

IGR vs UYG Drawdown Comparison

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

The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.

The current IGR drawdown is -17.99%. The current UYG drawdown is -11.21%.

Rank	IGR	UYG
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-97.90% Feb 20, 2007 - Jan 30, 2025
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-30.35% Feb 18, 2025 - Jul 3, 2025
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-28.91% Jan 6, 2026 - Mar 27, 2026
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-11.82% Sep 29, 2025 - Dec 11, 2025
#5	-10.92% May 10, 2006 - Jul 25, 2006	-7.58% Jul 25, 2025 - Aug 22, 2025
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-6.00% Jul 3, 2025 - Jul 25, 2025
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-3.72% Sep 4, 2025 - Sep 19, 2025
#8	-8.84% Apr 6, 2006 - May 10, 2006	-3.28% Dec 24, 2025 - Jan 5, 2026
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-3.19% Feb 8, 2007 - Feb 14, 2007
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-3.15% Feb 6, 2025 - Feb 18, 2025
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-2.39% Jan 30, 2025 - Feb 6, 2025
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-2.09% Sep 19, 2025 - Sep 29, 2025
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-1.92% Dec 15, 2025 - Dec 22, 2025
#14	-4.45% Apr 29, 2021 - May 20, 2021	-1.86% Aug 29, 2025 - Sep 4, 2025
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-1.10% Aug 22, 2025 - Aug 26, 2025

Correlation

Correlation between IGR and UYG is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2004 - 2026)

IGR vs UYG dividend yield comparison.

Year	IGR	UYG
2026	8.09%	0.24%
2025	16.44%	11.72%
2024	14.97%	0.51%
2023	13.26%	0.79%
2022	12.22%	0.77%
2021	6.13%	9.39%
2020	8.72%	0.66%
2019	7.48%	0.90%
2018	9.74%	1.28%
2017	7.58%	0.56%
2016	8.84%	0.76%
2015	7.46%	0.72%
2014	6.01%	0.57%
2013	6.82%	0.29%
2012	6.57%	0.86%
2011	7.89%	0.33%
2010	6.97%	0.12%
2009	8.48%	0.69%
2008	31.16%	5.45%
2007	23.28%	2.45%
2006	13.70%	0.00%
2005	9.49%	0.00%
2004	4.93%	0.00%