REET vs CGMS

Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).

REET vs CGMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REET(ETF)	CGMS(ETF)
Net Assets	$4.40B	$4.50B
Expense Ratio	0.14%	0.39%
Max Drawdown	44.61%	6.62%
Sharpe Ratio	1.00	1.28
5Y Beta	0.53	0.14
P/E Ratio	33.80	N/A
Forward P/E	40.83	N/A
5Y Dividends CAGR	10.55%	N/A
5Y EPS CAGR	10.59%	N/A
Debt to Equity	46.93%	N/A
P/S Ratio	8.40	N/A
P/B Ratio	2.57	N/A

Net Assets

REET

$4.40B

Winner

CGMS

$4.50B

Expense Ratio

Winner

REET

0.14%

CGMS

0.39%

Max Drawdown

REET

44.61%

Winner

CGMS

6.62%

Sharpe Ratio

REET

1.00

Winner

CGMS

1.28

5Y Beta

REET

0.53

Winner

CGMS

0.14

P/E Ratio

REET

33.80

CGMS

N/A

Forward P/E

REET

40.83

CGMS

N/A

5Y Dividends CAGR

REET

10.55%

CGMS

N/A

5Y EPS CAGR

REET

10.59%

CGMS

N/A

Debt to Equity

REET

46.93%

CGMS

N/A

P/S Ratio

REET

8.40

CGMS

N/A

P/B Ratio

REET

2.57

CGMS

N/A

REET vs CGMS - Historical Returns

Returns include dividend reinvestment.

Period	REET	CGMS
1 month	+4.38%	+0.77%
3 months	+4.34%	+0.79%
6 months	+9.57%	+2.79%
1 year	+16.97%	+8.63%
5 years(CAGR)	+3.33%	N/A
10 years(CAGR)	+4.02%	N/A
Max(CAGR)	+4.66%	+8.64%

Winner

REET

+4.38%

CGMS

+0.77%

Winner

REET

+4.34%

CGMS

+0.79%

Winner

REET

+9.57%

CGMS

+2.79%

Winner

REET

+16.97%

CGMS

+8.63%

5Y(CAGR)

REET

+3.33%

CGMS

N/A

10Y(CAGR)

REET

+4.02%

CGMS

N/A

Max(CAGR)

REET

+4.66%

Winner

CGMS

+8.64%

REET vs CGMS - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	REET	CGMS
2026	+10.09%	+1.53%
2025	+8.74%	+7.67%
2024	+2.06%	+7.83%
2023	+10.56%	+11.26%
2022	-23.62%	+2.61%
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 CGMS Drawdown Comparison

The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.

The current REET drawdown is -0.62%.

Rank	REET	CGMS
#1	-44.59% Feb 14, 2020 - Jun 1, 2021	-4.08% Feb 28, 2025 - Jun 4, 2025
#2	-32.06% Dec 31, 2021 - Feb 13, 2026	-3.79% Feb 2, 2023 - Jul 12, 2023
#3	-15.78% Jan 26, 2015 - Apr 19, 2016	-3.63% Jul 13, 2023 - Nov 14, 2023
#4	-14.35% Jul 29, 2016 - Aug 3, 2018	-2.47% Feb 19, 2026 - Apr 14, 2026
#5	-10.88% Aug 29, 2018 - Jan 29, 2019	-2.35% Dec 13, 2022 - Jan 6, 2023
#6	-9.05% Feb 26, 2026 - Apr 17, 2026	-1.92% Mar 27, 2024 - May 6, 2024
#7	-7.38% Sep 3, 2021 - Nov 3, 2021	-1.62% Feb 1, 2024 - Mar 20, 2024
#8	-7.32% Sep 5, 2014 - Nov 3, 2014	-1.61% Dec 10, 2024 - Jan 27, 2025
#9	-5.26% May 10, 2016 - Jun 23, 2016	-1.61% Oct 1, 2024 - Nov 29, 2024
#10	-5.13% Oct 24, 2019 - Jan 21, 2020	-1.39% Dec 27, 2023 - Jan 12, 2024
#11	-5.13% Nov 24, 2021 - Dec 8, 2021	-1.26% Oct 28, 2022 - Nov 10, 2022
#12	-4.06% Jun 14, 2021 - Jul 12, 2021	-1.09% Oct 28, 2025 - Nov 26, 2025
#13	-4.00% Jul 10, 2019 - Sep 3, 2019	-0.84% Jul 23, 2024 - Jul 31, 2024
#14	-3.61% Jun 23, 2016 - Jun 29, 2016	-0.81% May 15, 2024 - Jun 3, 2024
#15	-3.47% Jul 23, 2014 - Aug 18, 2014	-0.79% Sep 15, 2025 - Oct 15, 2025

Correlation

Correlation between REET and CGMS 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 CGMS dividend yield comparison.

Year	REET	CGMS
2026	0.47%	1.73%
2025	3.67%	6.00%
2024	3.64%	5.91%
2023	3.27%	5.84%
2022	2.43%	0.97%
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%