IGR vs VUSE

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).

5-Year PerformanceVUSE has outperformed IGR, delivering a return of +11.5% compared to -0.7%

IGR vs VUSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	VUSE(ETF)
Net Assets	$692M	$690M
Expense Ratio	N/A	0.50%
Max Drawdown	90.88%	45.51%
Sharpe Ratio	0.40	0.75
5Y Beta	0.63	0.94
P/E Ratio	N/A	26.80
Forward P/E	N/A	20.15
5Y Dividends CAGR	5.39%	-7.60%
5Y EPS CAGR	N/A	27.13%
Debt to Equity	N/A	86.55%
P/S Ratio	N/A	4.44
P/B Ratio	N/A	7.87

Net Assets

Winner

IGR

$692M

VUSE

$690M

Expense Ratio

IGR

N/A

VUSE

0.50%

Max Drawdown

IGR

90.88%

Winner

VUSE

45.51%

Sharpe Ratio

IGR

0.40

Winner

VUSE

0.75

5Y Beta

Winner

IGR

0.63

VUSE

0.94

P/E Ratio

IGR

N/A

VUSE

26.80

Forward P/E

IGR

N/A

VUSE

20.15

5Y Dividends CAGR

Winner

IGR

5.39%

VUSE

-7.60%

5Y EPS CAGR

IGR

N/A

VUSE

27.13%

Debt to Equity

IGR

N/A

VUSE

86.55%

P/S Ratio

IGR

N/A

VUSE

4.44

P/B Ratio

IGR

N/A

VUSE

7.87

IGR vs VUSE - Historical Returns

Returns include dividend reinvestment.

Period	IGR	VUSE
1 month	+3.53%	-0.51%
3 months	+1.09%	+3.92%
6 months	+6.38%	+6.10%
1 year	+5.89%	+11.38%
5 years(CAGR)	-0.68%	+11.49%
10 years(CAGR)	+4.52%	+11.68%
Max(CAGR)	+4.91%	+9.98%

Winner

IGR

+3.53%

VUSE

-0.51%

IGR

+1.09%

Winner

VUSE

+3.92%

Winner

IGR

+6.38%

VUSE

+6.10%

IGR

+5.89%

Winner

VUSE

+11.38%

5Y(CAGR)

IGR

-0.68%

Winner

VUSE

+11.49%

10Y(CAGR)

IGR

+4.52%

Winner

VUSE

+11.68%

Max(CAGR)

IGR

+4.91%

Winner

VUSE

+9.98%

IGR vs VUSE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	VUSE
2026	+14.60%	+6.96%
2025	+5.54%	+13.18%
2024	+0.51%	+17.02%
2023	+5.89%	+24.78%
2022	-35.42%	-9.94%
2021	+57.03%	+37.02%
2020	-5.27%	+6.32%
2019	+40.56%	+19.64%
2018	-15.50%	-16.11%
2017	+16.07%	+15.59%
2016	+5.06%	+20.66%
2015	-9.35%	-5.69%
2014	+20.54%	+8.33%
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 VUSE Drawdown Comparison

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

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The current IGR drawdown is -14.14%. The current VUSE drawdown is -3.25%.

Rank	IGR	VUSE
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-43.92% Aug 29, 2018 - Dec 4, 2020
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-21.34% Jan 4, 2022 - Jun 13, 2023
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-20.42% Jun 23, 2015 - Nov 14, 2016
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-18.92% Feb 13, 2025 - Jun 30, 2025
#5	-10.92% May 10, 2006 - Jul 25, 2006	-10.13% Jan 26, 2018 - Aug 21, 2018
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-9.28% Jan 12, 2026 - Apr 17, 2026
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-9.19% Jun 8, 2021 - Nov 3, 2021
#8	-8.84% Apr 6, 2006 - May 10, 2006	-9.04% Jul 31, 2023 - Dec 11, 2023
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-8.96% Sep 2, 2014 - Nov 21, 2014
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-8.09% Jul 16, 2024 - Sep 19, 2024
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-7.63% Nov 15, 2021 - Jan 4, 2022
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-6.76% Oct 27, 2025 - Jan 12, 2026
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-6.25% Jan 22, 2014 - Feb 27, 2014
#14	-4.45% Apr 29, 2021 - May 20, 2021	-6.06% Dec 6, 2024 - Feb 6, 2025
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-5.70% Mar 28, 2024 - Jul 2, 2024

Correlation

Correlation between IGR and VUSE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2004 - 2026)

IGR vs VUSE dividend yield comparison.

Year	IGR	VUSE
2026	9.13%	0.20%
2025	16.44%	0.47%
2024	14.97%	0.84%
2023	13.26%	1.15%
2022	12.22%	1.57%
2021	6.13%	1.16%
2020	8.72%	1.33%
2019	7.48%	1.61%
2018	9.74%	1.55%
2017	7.58%	1.16%
2016	8.84%	1.25%
2015	7.46%	1.73%
2014	6.01%	1.29%
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%