IGR vs XCHG

Comparison between CBRE Global Real Estate Income Fund (IGR, ETF) and AB US EQUITY ETF (XCHG, ETF).

IGR vs XCHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGR(ETF)	XCHG(ETF)
Net Assets	$692M	$692M
Expense Ratio	N/A	0.50%
Max Drawdown	90.88%	9.84%
Sharpe Ratio	0.40	0.79
5Y Beta	0.63	0.92
P/E Ratio	N/A	27.02
Forward P/E	N/A	21.51
PEG Ratio	N/A	0.50
5Y Dividends CAGR	5.39%	N/A
5Y EPS CAGR	N/A	26.67%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.46

Net Assets

IGR

$692M

Winner

XCHG

$692M

Expense Ratio

IGR

N/A

XCHG

0.50%

Max Drawdown

IGR

90.88%

Winner

XCHG

9.84%

Sharpe Ratio

IGR

0.40

Winner

XCHG

0.79

5Y Beta

Winner

IGR

0.63

XCHG

0.92

P/E Ratio

IGR

N/A

XCHG

27.02

Forward P/E

IGR

N/A

XCHG

21.51

PEG Ratio

IGR

N/A

XCHG

0.50

5Y Dividends CAGR

IGR

5.39%

XCHG

N/A

5Y EPS CAGR

IGR

N/A

XCHG

26.67%

P/S Ratio

IGR

N/A

XCHG

3.69

P/B Ratio

IGR

N/A

XCHG

5.46

IGR vs XCHG - Historical Returns

Returns include dividend reinvestment.

Period	IGR	XCHG
1 month	+3.53%	+1.87%
3 months	+1.09%	+2.92%
6 months	+6.38%	+5.46%
1 year	+5.89%	N/A
5 years(CAGR)	-0.68%	N/A
10 years(CAGR)	+4.52%	N/A
Max(CAGR)	+4.91%	+11.88%

Winner

IGR

+3.53%

XCHG

+1.87%

IGR

+1.09%

Winner

XCHG

+2.92%

Winner

IGR

+6.38%

XCHG

+5.46%

IGR

+5.89%

XCHG

N/A

5Y(CAGR)

IGR

-0.68%

XCHG

N/A

10Y(CAGR)

IGR

+4.52%

XCHG

N/A

Max(CAGR)

IGR

+4.91%

Winner

XCHG

+11.88%

IGR vs XCHG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IGR	XCHG
2026	+14.60%	+6.59%
2025	+5.54%	+0.30%
2024	+0.51%	N/A
2023	+5.89%	N/A
2022	-35.42%	N/A
2021	+57.03%	N/A
2020	-5.27%	N/A
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 XCHG Drawdown Comparison

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

The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current IGR drawdown is -14.14%. The current XCHG drawdown is -2.00%.

Rank	IGR	XCHG
#1	-87.09% Dec 29, 2006 - Sep 26, 2019	-9.66% Jan 12, 2026 - Apr 15, 2026
#2	-54.29% Feb 18, 2020 - Mar 26, 2021	-3.69% Jun 4, 2026 - Jul 10, 2026
#3	-50.87% Dec 31, 2021 - Oct 27, 2023	-2.00% Jul 15, 2026 - Jul 23, 2026
#4	-25.36% Mar 5, 2004 - Dec 2, 2004	-1.75% May 14, 2026 - May 28, 2026
#5	-10.92% May 10, 2006 - Jul 25, 2006	-1.30% Dec 15, 2025 - Dec 22, 2025
#6	-10.76% Sep 3, 2021 - Nov 8, 2021	-1.14% Dec 24, 2025 - Jan 6, 2026
#7	-10.29% Aug 3, 2005 - Dec 8, 2005	-0.77% Apr 17, 2026 - Apr 22, 2026
#8	-8.84% Apr 6, 2006 - May 10, 2006	-0.73% Jun 1, 2026 - Jun 4, 2026
#9	-8.51% Nov 1, 2006 - Nov 29, 2006	-0.65% May 6, 2026 - May 14, 2026
#10	-8.39% Mar 4, 2005 - Apr 27, 2005	-0.62% Jul 10, 2026 - Jul 15, 2026
#11	-6.68% Dec 31, 2004 - Feb 15, 2005	-0.51% Apr 27, 2026 - Apr 30, 2026
#12	-4.60% Nov 12, 2021 - Dec 7, 2021	-0.48% May 1, 2026 - May 5, 2026
#13	-4.57% Jan 9, 2006 - Feb 2, 2006	-0.44% Jan 6, 2026 - Jan 9, 2026
#14	-4.45% Apr 29, 2021 - May 20, 2021	-0.40% Apr 22, 2026 - Apr 24, 2026
#15	-3.96% Jun 14, 2021 - Jul 12, 2021	-0.07% Apr 15, 2026 - Apr 17, 2026

Correlation

Correlation between IGR and XCHG is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2004 - 2026)

IGR vs XCHG dividend yield comparison.

Year	IGR	XCHG
2026	9.13%	0.32%
2025	16.44%	0.05%
2024	14.97%	0.00%
2023	13.26%	0.00%
2022	12.22%	0.00%
2021	6.13%	0.00%
2020	8.72%	0.00%
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%