XCHG vs IGR

Comparison between AB US EQUITY ETF (XCHG, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).

XCHG vs IGR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCHG(ETF)	IGR(ETF)
Net Assets	$692M	$692M
Expense Ratio	0.50%	N/A
Max Drawdown	9.84%	90.88%
Sharpe Ratio	0.82	0.50
5Y Beta	0.92	0.62
P/E Ratio	27.02	N/A
Forward P/E	21.51	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	N/A	5.39%
5Y EPS CAGR	26.67%	N/A
P/S Ratio	3.69	N/A
P/B Ratio	5.46	N/A

Net Assets

Winner

XCHG

$692M

IGR

$692M

Expense Ratio

XCHG

0.50%

IGR

N/A

Max Drawdown

Winner

XCHG

9.84%

IGR

90.88%

Sharpe Ratio

Winner

XCHG

0.82

IGR

0.50

5Y Beta

XCHG

0.92

Winner

IGR

0.62

P/E Ratio

XCHG

27.02

IGR

N/A

Forward P/E

XCHG

21.51

IGR

N/A

PEG Ratio

XCHG

0.50

IGR

N/A

5Y Dividends CAGR

XCHG

N/A

IGR

5.39%

5Y EPS CAGR

XCHG

26.67%

IGR

N/A

P/S Ratio

XCHG

3.69

IGR

N/A

P/B Ratio

XCHG

5.46

IGR

N/A

XCHG vs IGR - Historical Returns

Returns include dividend reinvestment.

Period	XCHG	IGR
1 month	+2.19%	+7.20%
3 months	+4.86%	+4.17%
6 months	+6.99%	+7.54%
1 year	N/A	+11.06%
5 years(CAGR)	N/A	-0.19%
10 years(CAGR)	N/A	+4.85%
Max(CAGR)	+14.26%	+5.02%

XCHG

+2.19%

Winner

IGR

+7.20%

Winner

XCHG

+4.86%

IGR

+4.17%

XCHG

+6.99%

Winner

IGR

+7.54%

XCHG

N/A

IGR

+11.06%

5Y(CAGR)

XCHG

N/A

IGR

-0.19%

10Y(CAGR)

XCHG

N/A

IGR

+4.85%

Max(CAGR)

Winner

XCHG

+14.26%

IGR

+5.02%

XCHG vs IGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	XCHG	IGR
2026	+7.87%	+17.34%
2025	+0.30%	+5.54%
2024	N/A	+0.51%
2023	N/A	+5.89%
2022	N/A	-35.42%
2021	N/A	+57.03%
2020	N/A	-5.27%
2019	N/A	+40.56%
2018	N/A	-15.50%
2017	N/A	+16.07%
2016	N/A	+5.06%
2015	N/A	-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%

XCHG vs IGR Drawdown Comparison

The maximum drawdown for XCHG was -9.66%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

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

The current XCHG drawdown is -0.82%. The current IGR drawdown is -12.09%.

Rank	XCHG	IGR
#1	-9.66% Jan 12, 2026 - Apr 15, 2026	-87.09% Dec 29, 2006 - Sep 26, 2019
#2	-3.69% Jun 4, 2026 - Jul 10, 2026	-54.29% Feb 18, 2020 - Mar 26, 2021
#3	-1.75% May 14, 2026 - May 28, 2026	-50.87% Dec 31, 2021 - Oct 27, 2023
#4	-1.32% Jul 15, 2026 - Jul 20, 2026	-25.36% Mar 5, 2004 - Dec 2, 2004
#5	-1.30% Dec 15, 2025 - Dec 22, 2025	-10.92% May 10, 2006 - Jul 25, 2006
#6	-1.14% Dec 24, 2025 - Jan 6, 2026	-10.76% Sep 3, 2021 - Nov 8, 2021
#7	-0.77% Apr 17, 2026 - Apr 22, 2026	-10.29% Aug 3, 2005 - Dec 8, 2005
#8	-0.73% Jun 1, 2026 - Jun 4, 2026	-8.84% Apr 6, 2006 - May 10, 2006
#9	-0.65% May 6, 2026 - May 14, 2026	-8.51% Nov 1, 2006 - Nov 29, 2006
#10	-0.62% Jul 10, 2026 - Jul 15, 2026	-8.39% Mar 4, 2005 - Apr 27, 2005
#11	-0.51% Apr 27, 2026 - Apr 30, 2026	-6.68% Dec 31, 2004 - Feb 15, 2005
#12	-0.48% May 1, 2026 - May 5, 2026	-4.60% Nov 12, 2021 - Dec 7, 2021
#13	-0.44% Jan 6, 2026 - Jan 9, 2026	-4.57% Jan 9, 2006 - Feb 2, 2006
#14	-0.40% Apr 22, 2026 - Apr 24, 2026	-4.45% Apr 29, 2021 - May 20, 2021
#15	-0.07% Apr 15, 2026 - Apr 17, 2026	-3.96% Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between XCHG and IGR is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2004 - 2026)

XCHG vs IGR dividend yield comparison.

Year	XCHG	IGR
2026	0.32%	8.92%
2025	0.05%	16.44%
2024	0.00%	14.97%
2023	0.00%	13.26%
2022	0.00%	12.22%
2021	0.00%	6.13%
2020	0.00%	8.72%
2019	0.00%	7.48%
2018	0.00%	9.74%
2017	0.00%	7.58%
2016	0.00%	8.84%
2015	0.00%	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%