UYG vs IGR

Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).

5-Year PerformanceUYG has outperformed IGR, delivering a return of +12.9% compared to -0.7%

UYG vs IGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UYG(ETF)	IGR(ETF)
Net Assets	$693M	$696M
Max Drawdown	97.97%	90.88%
Sharpe Ratio	0.29	0.01
5Y Beta	1.57	0.63
P/E Ratio	15.19	N/A
Forward P/E	15.72	N/A
5Y Dividends CAGR	104.43%	3.71%
5Y EPS CAGR	11.58%	N/A
Debt to Equity	71.44%	N/A

Net Assets

UYG

$693M

Winner

IGR

$696M

Max Drawdown

UYG

97.97%

Winner

IGR

90.88%

Sharpe Ratio

Winner

UYG

0.29

IGR

0.01

5Y Beta

UYG

1.57

Winner

IGR

0.63

P/E Ratio

UYG

15.19

IGR

N/A

Forward P/E

UYG

15.72

IGR

N/A

5Y Dividends CAGR

Winner

UYG

104.43%

IGR

3.71%

5Y EPS CAGR

UYG

11.58%

IGR

N/A

Debt to Equity

UYG

71.44%

IGR

N/A

UYG vs IGR - Historical Returns

Returns include dividend reinvestment.

Period	UYG	IGR
1 month	+6.64%	-0.90%
3 months	+18.75%	+3.50%
6 months	-5.58%	+12.51%
1 year	+8.27%	+1.69%
5 years(CAGR)	+12.91%	-0.71%
10 years(CAGR)	+18.05%	+4.92%
Max(CAGR)	+0.81%	+4.76%

Winner

UYG

+6.64%

IGR

-0.90%

Winner

UYG

+18.75%

IGR

+3.50%

UYG

-5.58%

Winner

IGR

+12.51%

Winner

UYG

+8.27%

IGR

+1.69%

5Y(CAGR)

Winner

UYG

+12.91%

IGR

-0.71%

10Y(CAGR)

Winner

UYG

+18.05%

IGR

+4.92%

Max(CAGR)

UYG

+0.81%

Winner

IGR

+4.76%

UYG vs IGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	UYG	IGR
2026	-7.40%	+10.45%
2025	+20.40%	+5.54%
2024	+54.90%	+0.51%
2023	+21.56%	+5.89%
2022	-33.20%	-35.42%
2021	+81.39%	+57.03%
2020	-21.03%	-5.27%
2019	+65.80%	+40.56%
2018	-22.15%	-15.50%
2017	+38.89%	+16.07%
2016	+39.01%	+5.06%
2015	-2.76%	-9.35%
2014	+32.96%	+20.54%
2013	+67.98%	-7.17%
2012	+54.75%	+36.46%
2011	-34.23%	-6.85%
2010	+13.98%	+30.16%
2009	-6.78%	+68.60%
2008	-84.66%	-68.50%
2007	-41.14%	-29.63%
2006	N/A	+74.71%
2005	N/A	+19.84%
2004	N/A	+6.49%

UYG vs IGR Drawdown Comparison

The maximum drawdown for UYG was -97.93%, occurring on Mar 6, 2009. Recovery took 4460 trading sessions.

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

The current UYG drawdown is -12.17%. The current IGR drawdown is -17.25%.

Rank	UYG	IGR
#1	-97.93% Feb 20, 2007 - Nov 6, 2024	-87.09% Dec 29, 2006 - Sep 26, 2019
#2	-30.35% Feb 18, 2025 - Jul 3, 2025	-54.29% Feb 18, 2020 - Mar 26, 2021
#3	-28.91% Jan 6, 2026 - Mar 27, 2026	-50.87% Dec 31, 2021 - Oct 27, 2023
#4	-15.20% Nov 29, 2024 - Jan 30, 2025	-25.36% Mar 5, 2004 - Dec 2, 2004
#5	-11.82% Sep 29, 2025 - Dec 11, 2025	-10.92% May 10, 2006 - Jul 25, 2006
#6	-7.58% Jul 25, 2025 - Aug 22, 2025	-10.76% Sep 3, 2021 - Nov 8, 2021
#7	-6.00% Jul 3, 2025 - Jul 25, 2025	-10.29% Aug 3, 2005 - Dec 8, 2005
#8	-3.72% Sep 4, 2025 - Sep 19, 2025	-8.84% Apr 6, 2006 - May 10, 2006
#9	-3.33% Nov 6, 2024 - Nov 11, 2024	-8.51% Nov 1, 2006 - Nov 29, 2006
#10	-3.28% Dec 24, 2025 - Jan 5, 2026	-8.39% Mar 4, 2005 - Apr 27, 2005
#11	-3.19% Feb 8, 2007 - Feb 14, 2007	-6.68% Dec 31, 2004 - Feb 15, 2005
#12	-3.15% Feb 6, 2025 - Feb 18, 2025	-4.60% Nov 12, 2021 - Dec 7, 2021
#13	-2.39% Jan 30, 2025 - Feb 6, 2025	-4.57% Jan 9, 2006 - Feb 2, 2006
#14	-2.09% Sep 19, 2025 - Sep 29, 2025	-4.45% Apr 29, 2021 - May 20, 2021
#15	-1.92% Dec 15, 2025 - Dec 22, 2025	-3.96% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between UYG and IGR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2004 - 2026)

UYG vs IGR dividend yield comparison.

Year	UYG	IGR
2026	0.24%	8.02%
2025	11.72%	16.44%
2024	0.51%	14.97%
2023	0.79%	13.26%
2022	0.77%	12.22%
2021	9.39%	6.13%
2020	0.66%	8.72%
2019	0.90%	7.48%
2018	1.56%	9.74%
2017	1.68%	7.58%
2016	2.27%	8.84%
2015	2.48%	7.46%
2014	3.41%	6.01%
2013	1.72%	6.82%
2012	5.16%	6.57%
2011	2.00%	7.89%
2010	0.10%	6.97%
2009	0.41%	8.48%
2008	3.27%	31.16%
2007	1.47%	23.28%
2006	0.00%	13.70%
2005	0.00%	9.49%
2004	0.00%	4.93%