IYR vs CGDG
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF).
IYR vs CGDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.90B
Winner
CGDG
$5.10B
Expense Ratio
Winner
IYR
0.38%
CGDG
0.47%
Max Drawdown
IYR
76.51%
Winner
CGDG
10.91%
Sharpe Ratio
IYR
0.46
Winner
CGDG
0.96
5Y Beta
Winner
IYR
0.51
CGDG
0.63
P/E Ratio
IYR
31.67
Winner
CGDG
24.89
Forward P/E
IYR
30.23
Winner
CGDG
19.28
PEG Ratio
Winner
IYR
0.35
CGDG
0.72
5Y Dividends CAGR
IYR
3.34%
CGDG
N/A
5Y EPS CAGR
IYR
8.04%
Winner
CGDG
13.64%
Debt to Equity
IYR
32.75%
CGDG
N/A
P/S Ratio
IYR
5.74
Winner
CGDG
2.01
P/B Ratio
Winner
IYR
2.70
CGDG
3.78
IYR vs CGDG - Holdings Comparison
IYR and CGDG have 3 common holdings. Overlap is 3.04%
IYR's top 25 holdings weight is 76.29%. CGDG's top 25 holdings weight is 44.66%.
| Rank | IYR | CGDG |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 10.08% | BROADCOM INC (AVGO) - 4.49% |
| #2 | PROLOGIS INC (PLD) - 9.37% | n/a (TSM) - 4.01% |
| #3 | EQUINIX INC (EQIX) - 4.78% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.46% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.64% | ASTRAZENECA PLC (AZN:XLON) - 2.69% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.57% | TOTALENERGIES SE (TTE:XPAR) - 2.24% |
| #6 | AMERICAN TOWER CORP (AMT) - 4.33% | WELLTOWER INC (WELL) - 2.11% |
| #7 | REALTY INCOME CORP (O) - 4.13% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.95% |
| #8 | PUBLIC STORAGE (PSA) - 3.55% | MARUBENI CORP (n/a) - 1.79% |
| #9 | VENTAS INC (VTR) - 3.08% | IBERDROLA SA (n/a) - 1.69% |
| #10 | CROWN CASTLE INC (CCI) - 2.93% | n/a (n/a) - 1.55% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.80% | ONEOK INC (OKE) - 1.53% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.75% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.42% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.29% | CONOCOPHILLIPS (COP) - 1.36% |
| #14 | EXTRA SPACE STORAGE INC (EXR) - 2.24% | TRUIST FINANCIAL CORP (TFC) - 1.36% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.93% | DBS GROUP HOLDINGS LTD (n/a) - 1.30% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.68% | NESTLE SA (n/a) - 1.27% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.61% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.27% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.31% | RTX CORP (RTX) - 1.25% |
| #19 | WEYERHAEUSER CO (WY) - 1.25% | ABBVIE INC (ABBV) - 1.22% |
| #20 | INVITATION HOMES INC (INVH) - 1.22% | KONINKLIJKE KPN NV (n/a) - 1.19% |
| #21 | W.P. CAREY INC (WPC) - 1.20% | UNICREDIT SPA (n/a) - 1.14% |
| #22 | KIMCO REALTY CORP (KIM) - 1.20% | LINDE PLC (LIN) - 1.10% |
| #23 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.13% | JPMORGAN CHASE & CO (JPM) - 1.09% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.13% | ENGIE SA (n/a) - 1.09% |
| #25 | SUN COMMUNITIES INC (SUI) - 1.09% | BARRICK MINING CORP (n/a) - 1.09% |
| Total Holdings | 65 | 105 |
IYR vs CGDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYR
+0.70%
CGDG
+0.38%
3M
Winner
IYR
+4.59%
CGDG
+2.20%
6M
Winner
IYR
+11.23%
CGDG
+6.27%
1Y
IYR
+11.46%
Winner
CGDG
+14.86%
5Y(CAGR)
IYR
+2.36%
CGDG
N/A
10Y(CAGR)
IYR
+5.77%
CGDG
N/A
Max(CAGR)
IYR
+8.46%
Winner
CGDG
+18.26%
IYR vs CGDG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | CGDG |
|---|---|---|
| 2026 | +10.42% | +3.90% |
| 2025 | +4.26% | +23.32% |
| 2024 | +3.50% | +12.23% |
| 2023 | +11.73% | +9.54% |
| 2022 | -24.93% | N/A |
| 2021 | +43.60% | N/A |
| 2020 | -4.21% | N/A |
| 2019 | +31.02% | N/A |
| 2018 | -3.81% | N/A |
| 2017 | +8.90% | N/A |
| 2016 | +8.08% | N/A |
| 2015 | +0.39% | N/A |
| 2014 | +26.89% | N/A |
| 2013 | -0.46% | N/A |
| 2012 | +17.48% | N/A |
| 2011 | +3.90% | N/A |
| 2010 | +26.88% | N/A |
| 2009 | +34.13% | N/A |
| 2008 | -39.37% | N/A |
| 2007 | -18.62% | N/A |
| 2006 | +31.33% | N/A |
| 2005 | +10.31% | N/A |
| 2004 | +30.53% | N/A |
| 2003 | +35.37% | N/A |
| 2002 | +2.87% | N/A |
| 2001 | +11.51% | N/A |
| 2000 | +12.29% | N/A |
IYR vs CGDG Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current IYR drawdown is -0.50%. The current CGDG drawdown is -1.55%.
| Rank | IYR | CGDG |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -10.52% Feb 13, 2025 - May 2, 2025 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -7.72% Feb 25, 2026 - Mar 20, 2026 |
| #3 | -33.72% Dec 31, 2021 - Oct 25, 2023 | -5.54% Oct 14, 2024 - Feb 5, 2025 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -4.89% Mar 28, 2024 - May 9, 2024 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -4.64% Jul 16, 2024 - Aug 15, 2024 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -4.44% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -3.90% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -3.47% Jul 23, 2025 - Aug 22, 2025 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -2.96% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -2.83% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -2.77% May 17, 2024 - Jul 11, 2024 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -2.49% Sep 28, 2023 - Oct 10, 2023 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -2.46% Dec 28, 2023 - Jan 29, 2024 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -2.09% Oct 27, 2025 - Nov 11, 2025 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -1.85% Jun 12, 2025 - Jun 26, 2025 |
Correlation
Correlation between IYR and CGDG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2000 - 2026)
IYR vs CGDG dividend yield comparison.
| Year | IYR | CGDG |
|---|---|---|
| 2026 | 0.27% | 0.37% |
| 2025 | 2.48% | 1.95% |
| 2024 | 2.57% | 2.15% |
| 2023 | 2.75% | 0.39% |
| 2022 | 2.92% | 0.00% |
| 2021 | 2.06% | 0.00% |
| 2020 | 2.58% | 0.00% |
| 2019 | 3.05% | 0.00% |
| 2018 | 3.53% | 0.00% |
| 2017 | 3.73% | 0.00% |
| 2016 | 4.41% | 0.00% |
| 2015 | 3.92% | 0.00% |
| 2014 | 3.66% | 0.00% |
| 2013 | 3.78% | 0.00% |
| 2012 | 3.71% | 0.00% |
| 2011 | 3.83% | 0.00% |
| 2010 | 3.52% | 0.00% |
| 2009 | 4.21% | 0.00% |
| 2008 | 8.26% | 0.00% |
| 2007 | 4.40% | 0.00% |
| 2006 | 3.46% | 0.00% |
| 2005 | 4.38% | 0.00% |
| 2004 | 4.23% | 0.00% |
| 2003 | 4.70% | 0.00% |
| 2002 | 6.95% | 0.00% |
| 2001 | 5.01% | 0.00% |
| 2000 | 3.37% | 0.00% |
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