REET vs CGDG
Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF).
REET vs CGDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REET
$4.40B
Winner
CGDG
$4.50B
Expense Ratio
Winner
REET
0.14%
CGDG
0.47%
Max Drawdown
REET
44.61%
Winner
CGDG
10.91%
Sharpe Ratio
REET
1.00
Winner
CGDG
1.36
5Y Beta
Winner
REET
0.53
CGDG
0.64
P/E Ratio
REET
33.80
Winner
CGDG
24.58
Forward P/E
REET
40.83
Winner
CGDG
18.69
PEG Ratio
REET
N/A
CGDG
0.71
5Y Dividends CAGR
REET
10.55%
CGDG
N/A
5Y EPS CAGR
REET
10.59%
Winner
CGDG
12.60%
Debt to Equity
REET
46.93%
CGDG
N/A
P/S Ratio
REET
8.40
Winner
CGDG
2.08
P/B Ratio
Winner
REET
2.57
CGDG
3.55
REET vs CGDG - Holdings Comparison
REET and CGDG have 3 common holdings. Overlap is 2.74%
REET's top 25 holdings weight is 54.45%. CGDG's top 25 holdings weight is 44.36%.
| Rank | REET | CGDG |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.14% | n/a (TSM) - 3.65% |
| #2 | PROLOGIS INC (PLD) - 7.32% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.64% |
| #3 | EQUINIX INC (EQIX) - 6.01% | BROADCOM INC (AVGO) - 3.50% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 3.81% | ASTRAZENECA PLC (AZN:XLON) - 2.90% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 3.68% | TOTALENERGIES SE (TTE:XPAR) - 2.33% |
| #6 | REALTY INCOME CORP (O) - 3.24% | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.03% |
| #7 | PUBLIC STORAGE (PSA) - 2.72% | WELLTOWER INC (WELL) - 2.02% |
| #8 | GOODMAN GROUP (n/a) - 2.37% | MARUBENI CORP (n/a) - 1.74% |
| #9 | VENTAS INC (VTR) - 2.24% | IBERDROLA SA (n/a) - 1.74% |
| #10 | IRON MOUNTAIN INC (IRM) - 1.87% | ONEOK INC (OKE) - 1.57% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.71% | CONOCOPHILLIPS (COP) - 1.55% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 1.66% | RTX CORP (RTX) - 1.44% |
| #13 | AVALONBAY COMMUNITIES INC (AVB) - 1.40% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.40% |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.33% | DBS GROUP HOLDINGS LTD (n/a) - 1.32% |
| #15 | INVITATION HOMES INC (INVH) - 0.94% | ABBVIE INC (ABBV) - 1.32% |
| #16 | ESSEX PROPERTY TRUST INC (ESS) - 0.92% | NESTLE SA (n/a) - 1.31% |
| #17 | KIMCO REALTY CORP (KIM) - 0.90% | EXXON MOBIL CORP (XOM) - 1.30% |
| #18 | W.P. CAREY INC (WPC) - 0.88% | KONINKLIJKE KPN NV (n/a) - 1.30% |
| #19 | SUN COMMUNITIES INC (SUI) - 0.88% | TRUIST FINANCIAL CORP (TFC) - 1.28% |
| #20 | n/a (n/a) - 0.83% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.27% |
| #21 | LAND SECURITIES GROUP PLC (n/a) - 0.34% | BARRICK MINING CORP (n/a) - 1.23% |
| #22 | LONDONMETRIC PROPERTY PLC (n/a) - 0.33% | LINDE PLC (LIN) - 1.14% |
| #23 | KITE REALTY GROUP TRUST (KRG) - 0.32% | MITSUBISHI CORP (n/a) - 1.13% |
| #24 | MACERICH CO (MAC) - 0.31% | ZURICH INSURANCE GROUP AG (n/a) - 1.13% |
| #25 | BRITISH LAND CO PLC (n/a) - 0.30% | CENTERPOINT ENERGY INC (CNP) - 1.12% |
| Total Holdings | 315 | 108 |
REET vs CGDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REET
+4.38%
CGDG
+0.14%
3M
Winner
REET
+4.34%
CGDG
-0.69%
6M
Winner
REET
+9.57%
CGDG
+7.05%
1Y
REET
+16.97%
Winner
CGDG
+19.75%
5Y(CAGR)
REET
+3.33%
CGDG
N/A
10Y(CAGR)
REET
+4.02%
CGDG
N/A
Max(CAGR)
REET
+4.66%
Winner
CGDG
+18.75%
REET vs CGDG - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | REET | CGDG |
|---|---|---|
| 2026 | +10.09% | +3.51% |
| 2025 | +8.74% | +23.32% |
| 2024 | +2.06% | +12.23% |
| 2023 | +10.56% | +9.54% |
| 2022 | -23.62% | N/A |
| 2021 | +36.24% | N/A |
| 2020 | -9.57% | N/A |
| 2019 | +25.90% | N/A |
| 2018 | -5.11% | N/A |
| 2017 | +7.49% | N/A |
| 2016 | +7.10% | N/A |
| 2015 | +0.19% | N/A |
| 2014 | +5.22% | N/A |
REET vs CGDG Drawdown Comparison
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current REET drawdown is -0.62%. The current CGDG drawdown is -1.92%.
| Rank | REET | CGDG |
|---|---|---|
| #1 | -44.59% Feb 14, 2020 - Jun 1, 2021 | -10.52% Feb 13, 2025 - May 2, 2025 |
| #2 | -32.06% Dec 31, 2021 - Feb 13, 2026 | -7.72% Feb 25, 2026 - Mar 20, 2026 |
| #3 | -15.78% Jan 26, 2015 - Apr 19, 2016 | -5.54% Oct 14, 2024 - Feb 5, 2025 |
| #4 | -14.35% Jul 29, 2016 - Aug 3, 2018 | -4.89% Mar 28, 2024 - May 9, 2024 |
| #5 | -10.88% Aug 29, 2018 - Jan 29, 2019 | -4.64% Jul 16, 2024 - Aug 15, 2024 |
| #6 | -9.05% Feb 26, 2026 - Apr 17, 2026 | -4.44% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -7.38% Sep 3, 2021 - Nov 3, 2021 | -3.90% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -7.32% Sep 5, 2014 - Nov 3, 2014 | -3.47% Jul 23, 2025 - Aug 22, 2025 |
| #9 | -5.26% May 10, 2016 - Jun 23, 2016 | -2.96% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -5.13% Oct 24, 2019 - Jan 21, 2020 | -2.83% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -5.13% Nov 24, 2021 - Dec 8, 2021 | -2.77% May 17, 2024 - Jul 11, 2024 |
| #12 | -4.06% Jun 14, 2021 - Jul 12, 2021 | -2.49% Sep 28, 2023 - Oct 10, 2023 |
| #13 | -4.00% Jul 10, 2019 - Sep 3, 2019 | -2.46% Dec 28, 2023 - Jan 29, 2024 |
| #14 | -3.61% Jun 23, 2016 - Jun 29, 2016 | -2.09% Oct 27, 2025 - Nov 11, 2025 |
| #15 | -3.47% Jul 23, 2014 - Aug 18, 2014 | -1.85% Jun 12, 2025 - Jun 26, 2025 |
Correlation
Correlation between REET and CGDG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2014 - 2026)
REET vs CGDG dividend yield comparison.
| Year | REET | CGDG |
|---|---|---|
| 2026 | 0.47% | 0.37% |
| 2025 | 3.67% | 1.95% |
| 2024 | 3.64% | 2.15% |
| 2023 | 3.27% | 0.39% |
| 2022 | 2.43% | 0.00% |
| 2021 | 3.18% | 0.00% |
| 2020 | 2.65% | 0.00% |
| 2019 | 5.25% | 0.00% |
| 2018 | 5.73% | 0.00% |
| 2017 | 3.84% | 0.00% |
| 2016 | 5.37% | 0.00% |
| 2015 | 3.56% | 0.00% |
| 2014 | 1.71% | 0.00% |
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