IYR vs CGMS
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).
IYR vs CGMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYR
$4.90B
CGMS
$4.90B
Expense Ratio
Winner
IYR
0.38%
CGMS
0.39%
Max Drawdown
IYR
76.51%
Winner
CGMS
6.62%
Sharpe Ratio
IYR
0.58
Winner
CGMS
0.65
5Y Beta
IYR
0.49
Winner
CGMS
0.14
P/E Ratio
IYR
30.87
CGMS
N/A
Forward P/E
IYR
29.12
CGMS
N/A
PEG Ratio
IYR
0.34
CGMS
N/A
5Y Dividends CAGR
IYR
1.32%
CGMS
N/A
5Y EPS CAGR
IYR
8.00%
CGMS
N/A
Debt to Equity
IYR
34.01%
CGMS
N/A
P/S Ratio
IYR
5.64
CGMS
N/A
P/B Ratio
IYR
2.65
CGMS
N/A
IYR vs CGMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IYR
+0.76%
CGMS
+0.38%
3M
Winner
IYR
+9.98%
CGMS
+2.05%
6M
Winner
IYR
+10.96%
CGMS
+1.60%
1Y
Winner
IYR
+9.95%
CGMS
+5.89%
5Y(CAGR)
IYR
+2.66%
CGMS
N/A
10Y(CAGR)
IYR
+5.63%
CGMS
N/A
Max(CAGR)
Winner
IYR
+9.54%
CGMS
+8.32%
IYR vs CGMS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | CGMS |
|---|---|---|
| 2026 | +10.43% | +1.51% |
| 2025 | +4.26% | +7.67% |
| 2024 | +3.50% | +7.83% |
| 2023 | +11.73% | +11.26% |
| 2022 | -24.93% | +2.61% |
| 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 | +11.57% | N/A |
| 2004 | +36.81% | N/A |
| 2003 | +42.59% | N/A |
| 2002 | +9.75% | N/A |
| 2001 | +17.23% | N/A |
| 2000 | +16.27% | N/A |
IYR vs CGMS Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The current IYR drawdown is -0.83%. The current CGMS drawdown is -0.40%.
| Rank | IYR | CGMS |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -4.08% Feb 28, 2025 - Jun 4, 2025 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -3.79% Feb 2, 2023 - Jul 12, 2023 |
| #3 | -33.72% Dec 31, 2021 - Jun 12, 2026 | -3.63% Jul 13, 2023 - Nov 14, 2023 |
| #4 | -18.84% Apr 1, 2004 - Aug 24, 2004 | -2.47% Feb 19, 2026 - Apr 14, 2026 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -2.35% Dec 13, 2022 - Jan 6, 2023 |
| #6 | -17.09% Jan 26, 2015 - May 6, 2016 | -1.92% Mar 27, 2024 - May 6, 2024 |
| #7 | -16.38% Jun 28, 2002 - Apr 17, 2003 | -1.62% Feb 1, 2024 - Mar 20, 2024 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -1.61% Dec 10, 2024 - Jan 27, 2025 |
| #9 | -13.93% Aug 21, 2001 - Dec 27, 2001 | -1.61% Oct 1, 2024 - Nov 29, 2024 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -1.39% Dec 27, 2023 - Jan 12, 2024 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -1.26% Oct 28, 2022 - Nov 10, 2022 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -1.09% Oct 28, 2025 - Nov 26, 2025 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -1.09% May 6, 2026 - May 28, 2026 |
| #14 | -9.01% Dec 30, 2004 - May 9, 2005 | -0.84% Jul 23, 2024 - Jul 31, 2024 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | -0.81% May 15, 2024 - Jun 3, 2024 |
Correlation
Correlation between IYR and CGMS is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2000 - 2026)
IYR vs CGMS dividend yield comparison.
| Year | IYR | CGMS |
|---|---|---|
| 2026 | 0.76% | 2.27% |
| 2025 | 2.48% | 6.00% |
| 2024 | 2.57% | 5.91% |
| 2023 | 2.75% | 5.84% |
| 2022 | 2.92% | 0.97% |
| 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 | 5.38% | 0.00% |
| 2004 | 8.45% | 0.00% |
| 2003 | 9.40% | 0.00% |
| 2002 | 13.91% | 0.00% |
| 2001 | 10.02% | 0.00% |
| 2000 | 6.75% | 0.00% |
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