VUSE vs IGR

Comparison between VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).

5-Year PerformanceVUSE has outperformed IGR, delivering a return of +11.8% compared to -0.2%

VUSE vs IGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSE(ETF)	IGR(ETF)
Net Assets	$690M	$692M
Expense Ratio	0.50%	N/A
Max Drawdown	45.51%	90.88%
Sharpe Ratio	0.79	0.50
5Y Beta	0.94	0.62
P/E Ratio	26.80	N/A
Forward P/E	20.17	N/A
5Y Dividends CAGR	-7.60%	5.39%
5Y EPS CAGR	27.13%	N/A
Debt to Equity	86.55%	N/A
P/S Ratio	4.44	N/A
P/B Ratio	7.87	N/A

Net Assets

VUSE

$690M

Winner

IGR

$692M

Expense Ratio

VUSE

0.50%

IGR

N/A

Max Drawdown

Winner

VUSE

45.51%

IGR

90.88%

Sharpe Ratio

Winner

VUSE

0.79

IGR

0.50

5Y Beta

VUSE

0.94

Winner

IGR

0.62

P/E Ratio

VUSE

26.80

IGR

N/A

Forward P/E

VUSE

20.17

IGR

N/A

5Y Dividends CAGR

VUSE

-7.60%

Winner

IGR

5.39%

5Y EPS CAGR

VUSE

27.13%

IGR

N/A

Debt to Equity

VUSE

86.55%

IGR

N/A

P/S Ratio

VUSE

4.44

IGR

N/A

P/B Ratio

VUSE

7.87

IGR

N/A

VUSE vs IGR - Historical Returns

Returns include dividend reinvestment.

Period	VUSE	IGR
1 month	-0.33%	+7.20%
3 months	+5.70%	+4.17%
6 months	+8.46%	+7.54%
1 year	+14.43%	+11.06%
5 years(CAGR)	+11.77%	-0.19%
10 years(CAGR)	+11.97%	+4.85%
Max(CAGR)	+10.15%	+5.02%

VUSE

-0.33%

Winner

IGR

+7.20%

Winner

VUSE

+5.70%

IGR

+4.17%

Winner

VUSE

+8.46%

IGR

+7.54%

Winner

VUSE

+14.43%

IGR

+11.06%

5Y(CAGR)

Winner

VUSE

+11.77%

IGR

-0.19%

10Y(CAGR)

Winner

VUSE

+11.97%

IGR

+4.85%

Max(CAGR)

Winner

VUSE

+10.15%

IGR

+5.02%

VUSE vs IGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VUSE	IGR
2026	+8.93%	+17.34%
2025	+13.18%	+5.54%
2024	+17.02%	+0.51%
2023	+24.78%	+5.89%
2022	-9.94%	-35.42%
2021	+37.02%	+57.03%
2020	+6.32%	-5.27%
2019	+19.64%	+40.56%
2018	-16.11%	-15.50%
2017	+15.59%	+16.07%
2016	+20.66%	+5.06%
2015	-5.69%	-9.35%
2014	+8.33%	+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%

VUSE vs IGR Drawdown Comparison

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

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

The current VUSE drawdown is -1.46%. The current IGR drawdown is -12.09%.

Rank	VUSE	IGR
#1	-43.92% Aug 29, 2018 - Dec 4, 2020	-87.09% Dec 29, 2006 - Sep 26, 2019
#2	-21.34% Jan 4, 2022 - Jun 13, 2023	-54.29% Feb 18, 2020 - Mar 26, 2021
#3	-20.42% Jun 23, 2015 - Nov 14, 2016	-50.87% Dec 31, 2021 - Oct 27, 2023
#4	-18.92% Feb 13, 2025 - Jun 30, 2025	-25.36% Mar 5, 2004 - Dec 2, 2004
#5	-10.13% Jan 26, 2018 - Aug 21, 2018	-10.92% May 10, 2006 - Jul 25, 2006
#6	-9.28% Jan 12, 2026 - Apr 17, 2026	-10.76% Sep 3, 2021 - Nov 8, 2021
#7	-9.19% Jun 8, 2021 - Nov 3, 2021	-10.29% Aug 3, 2005 - Dec 8, 2005
#8	-9.04% Jul 31, 2023 - Dec 11, 2023	-8.84% Apr 6, 2006 - May 10, 2006
#9	-8.96% Sep 2, 2014 - Nov 21, 2014	-8.51% Nov 1, 2006 - Nov 29, 2006
#10	-8.09% Jul 16, 2024 - Sep 19, 2024	-8.39% Mar 4, 2005 - Apr 27, 2005
#11	-7.63% Nov 15, 2021 - Jan 4, 2022	-6.68% Dec 31, 2004 - Feb 15, 2005
#12	-6.76% Oct 27, 2025 - Jan 12, 2026	-4.60% Nov 12, 2021 - Dec 7, 2021
#13	-6.25% Jan 22, 2014 - Feb 27, 2014	-4.57% Jan 9, 2006 - Feb 2, 2006
#14	-6.06% Dec 6, 2024 - Feb 6, 2025	-4.45% Apr 29, 2021 - May 20, 2021
#15	-5.70% Mar 28, 2024 - Jul 2, 2024	-3.96% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between VUSE 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)

VUSE vs IGR dividend yield comparison.

Year	VUSE	IGR
2026	0.20%	8.92%
2025	0.47%	16.44%
2024	0.84%	14.97%
2023	1.15%	13.26%
2022	1.57%	12.22%
2021	1.16%	6.13%
2020	1.33%	8.72%
2019	1.61%	7.48%
2018	1.55%	9.74%
2017	1.16%	7.58%
2016	1.25%	8.84%
2015	1.73%	7.46%
2014	1.29%	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%