ROUS vs IGR

Comparison between HARTFORD MULTIFACTOR US EQUITY ETF (ROUS, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).

5-Year PerformanceROUS has outperformed IGR, delivering a return of +12.2% compared to -0.2%

ROUS vs IGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROUS(ETF)	IGR(ETF)
Net Assets	$706M	$707M
Expense Ratio	0.19%	N/A
Max Drawdown	35.51%	90.88%
Sharpe Ratio	1.70	0.45
5Y Beta	0.77	0.61
P/E Ratio	21.77	N/A
Forward P/E	17.05	N/A
5Y Dividends CAGR	5.61%	5.39%
5Y EPS CAGR	15.87%	N/A
Debt to Equity	125.28%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	4.00	N/A

Net Assets

ROUS

$706M

Winner

IGR

$707M

Expense Ratio

ROUS

0.19%

IGR

N/A

Max Drawdown

Winner

ROUS

35.51%

IGR

90.88%

Sharpe Ratio

Winner

ROUS

1.70

IGR

0.45

5Y Beta

ROUS

0.77

Winner

IGR

0.61

P/E Ratio

ROUS

21.77

IGR

N/A

Forward P/E

ROUS

17.05

IGR

N/A

5Y Dividends CAGR

Winner

ROUS

5.61%

IGR

5.39%

5Y EPS CAGR

ROUS

15.87%

IGR

N/A

Debt to Equity

ROUS

125.28%

IGR

N/A

P/S Ratio

ROUS

1.59

IGR

N/A

P/B Ratio

ROUS

4.00

IGR

N/A

ROUS vs IGR - Historical Returns

Returns include dividend reinvestment.

Period	ROUS	IGR
1 month	+2.75%	+0.22%
3 months	+3.76%	+3.08%
6 months	+11.92%	+2.15%
1 year	+24.46%	+9.06%
5 years(CAGR)	+12.24%	-0.21%
10 years(CAGR)	+12.79%	+4.69%
Max(CAGR)	+11.13%	+5.00%

Winner

ROUS

+2.75%

IGR

+0.22%

Winner

ROUS

+3.76%

IGR

+3.08%

Winner

ROUS

+11.92%

IGR

+2.15%

Winner

ROUS

+24.46%

IGR

+9.06%

5Y(CAGR)

Winner

ROUS

+12.24%

IGR

-0.21%

10Y(CAGR)

Winner

ROUS

+12.79%

IGR

+4.69%

Max(CAGR)

Winner

ROUS

+11.13%

IGR

+5.00%

ROUS vs IGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	ROUS	IGR
2026	+17.67%	+17.36%
2025	+15.43%	+5.54%
2024	+18.00%	+0.51%
2023	+14.99%	+5.89%
2022	-9.33%	-35.42%
2021	+29.26%	+57.03%
2020	+6.33%	-5.27%
2019	+23.32%	+40.56%
2018	-9.89%	-15.50%
2017	+22.59%	+16.07%
2016	+13.65%	+5.06%
2015	-3.15%	-9.35%
2014	N/A	+20.54%
2013	N/A	-7.17%
2012	N/A	+36.46%
2011	N/A	-6.85%
2010	N/A	+30.16%
2009	N/A	+68.60%
2008	N/A	-68.50%
2007	N/A	-29.63%
2006	N/A	+74.71%
2005	N/A	+19.84%
2004	N/A	+6.49%

ROUS vs IGR Drawdown Comparison

The maximum drawdown for ROUS was -35.51%, occurring on Mar 23, 2020. Recovery took 201 trading sessions.

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

The current ROUS drawdown is -1.58%. The current IGR drawdown is -12.08%.

Rank	ROUS	IGR
#1	-35.51% Feb 14, 2020 - Dec 1, 2020	-87.09% Dec 29, 2006 - Sep 26, 2019
#2	-21.19% Aug 29, 2018 - Nov 8, 2019	-54.29% Feb 18, 2020 - Mar 26, 2021
#3	-18.91% Dec 29, 2021 - Dec 1, 2023	-50.87% Dec 31, 2021 - Oct 27, 2023
#4	-16.52% Mar 24, 2015 - Nov 14, 2016	-25.36% Mar 5, 2004 - Dec 2, 2004
#5	-15.81% Nov 26, 2024 - Jun 30, 2025	-10.92% May 10, 2006 - Jul 25, 2006
#6	-9.82% Jan 29, 2018 - Aug 20, 2018	-10.76% Sep 3, 2021 - Nov 8, 2021
#7	-5.97% Feb 27, 2026 - Apr 9, 2026	-10.29% Aug 3, 2005 - Dec 8, 2005
#8	-5.40% Mar 28, 2024 - Jun 18, 2024	-8.84% Apr 6, 2006 - May 10, 2006
#9	-5.29% Jul 16, 2024 - Aug 19, 2024	-8.51% Nov 1, 2006 - Nov 29, 2006
#10	-5.21% Sep 2, 2021 - Oct 21, 2021	-8.39% Mar 4, 2005 - Apr 27, 2005
#11	-4.77% Nov 16, 2021 - Dec 15, 2021	-6.68% Dec 31, 2004 - Feb 15, 2005
#12	-4.71% Oct 27, 2025 - Nov 28, 2025	-4.60% Nov 12, 2021 - Dec 7, 2021
#13	-4.18% Feb 12, 2021 - Mar 11, 2021	-4.57% Jan 9, 2006 - Feb 2, 2006
#14	-3.83% Aug 30, 2024 - Sep 19, 2024	-4.45% Apr 29, 2021 - May 20, 2021
#15	-3.64% May 7, 2021 - Jun 11, 2021	-3.96% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between ROUS and IGR is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2004 - 2026)

ROUS vs IGR dividend yield comparison.

Year	ROUS	IGR
2026	0.57%	10.32%
2025	1.52%	16.44%
2024	1.62%	14.97%
2023	1.91%	13.26%
2022	1.88%	12.22%
2021	1.38%	6.13%
2020	2.01%	8.72%
2019	2.12%	7.48%
2018	1.89%	9.74%
2017	1.54%	7.58%
2016	1.97%	8.84%
2015	1.62%	7.46%
2014	0.00%	6.01%
2013	0.00%	6.82%
2012	0.00%	6.57%
2011	0.00%	7.89%
2010	0.00%	6.97%
2009	0.00%	8.48%
2008	0.00%	31.16%
2007	0.00%	23.28%
2006	0.00%	13.70%
2005	0.00%	9.49%
2004	0.00%	4.93%