XRT vs IGR
Comparison between STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).
5-Year PerformanceXRT has outperformed IGR, delivering a return of -0.6% compared to -1.2%
XRT vs IGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XRT vs IGR - Historical Returns
Returns include dividend reinvestment.
XRT vs IGR - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | XRT | IGR |
|---|---|---|
| 2026 | +0.03% | +9.46% |
| 2025 | +8.37% | +5.54% |
| 2024 | +11.87% | +0.51% |
| 2023 | +22.39% | +5.89% |
| 2022 | -32.60% | -35.42% |
| 2021 | +44.39% | +57.03% |
| 2020 | +43.03% | -5.27% |
| 2019 | +12.53% | +40.56% |
| 2018 | -9.69% | -15.50% |
| 2017 | +3.67% | +16.07% |
| 2016 | +3.96% | +5.06% |
| 2015 | -8.22% | -9.35% |
| 2014 | +10.68% | +20.54% |
| 2013 | +41.11% | -7.17% |
| 2012 | +20.74% | +36.46% |
| 2011 | +8.95% | -6.85% |
| 2010 | +36.05% | +30.16% |
| 2009 | +70.36% | +68.60% |
| 2008 | -37.25% | -68.50% |
| 2007 | -17.26% | -29.63% |
| 2006 | +9.62% | +74.71% |
| 2005 | N/A | +19.84% |
| 2004 | N/A | +6.49% |
XRT vs IGR Drawdown Comparison
The maximum drawdown for XRT was -65.82%, occurring on Nov 20, 2008. Recovery took 722 trading sessions.
The maximum drawdown for IGR was -87.09%, occurring on Mar 9, 2009. Recovery took 3206 trading sessions.
The current XRT drawdown is -11.40%. The current IGR drawdown is -17.99%.
| Rank | XRT | IGR |
|---|---|---|
| #1 | -65.82% Jun 1, 2007 - Apr 14, 2010 | -87.09% Dec 29, 2006 - Sep 26, 2019 |
| #2 | -47.00% Aug 23, 2018 - Aug 10, 2020 | -54.29% Feb 18, 2020 - Mar 26, 2021 |
| #3 | -44.57% Nov 16, 2021 - Sep 30, 2022 | -50.87% Dec 31, 2021 - Oct 27, 2023 |
| #4 | -24.17% Jul 16, 2015 - Jun 7, 2018 | -25.36% Mar 5, 2004 - Dec 2, 2004 |
| #5 | -22.20% Jul 7, 2011 - Feb 3, 2012 | -10.92% May 10, 2006 - Jul 25, 2006 |
| #6 | -21.95% Apr 26, 2010 - Nov 5, 2010 | -10.76% Sep 3, 2021 - Nov 8, 2021 |
| #7 | -16.54% Jan 27, 2021 - Mar 10, 2021 | -10.29% Aug 3, 2005 - Dec 8, 2005 |
| #8 | -12.36% Nov 27, 2013 - Jul 3, 2014 | -8.84% Apr 6, 2006 - May 10, 2006 |
| #9 | -10.65% Mar 12, 2021 - May 3, 2021 | -8.51% Nov 1, 2006 - Nov 29, 2006 |
| #10 | -10.08% Mar 26, 2012 - Sep 6, 2012 | -8.39% Mar 4, 2005 - Apr 27, 2005 |
| #11 | -9.18% Oct 15, 2020 - Nov 16, 2020 | -6.68% Dec 31, 2004 - Feb 15, 2005 |
| #12 | -9.14% Jul 1, 2021 - Nov 3, 2021 | -4.60% Nov 12, 2021 - Dec 7, 2021 |
| #13 | -9.04% May 12, 2011 - Jul 1, 2011 | -4.57% Jan 9, 2006 - Feb 2, 2006 |
| #14 | -8.66% Sep 2, 2020 - Oct 7, 2020 | -4.45% Apr 29, 2021 - May 20, 2021 |
| #15 | -8.45% Feb 20, 2007 - Apr 9, 2007 | -3.96% Jun 14, 2021 - Jul 12, 2021 |
Correlation
Correlation between XRT and IGR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
XRT vs IGR dividend yield comparison.
| Year | XRT | IGR |
|---|---|---|
| 2026 | 0.47% | 8.09% |
| 2025 | 0.77% | 16.44% |
| 2024 | 1.52% | 14.97% |
| 2023 | 1.40% | 13.26% |
| 2022 | 2.15% | 12.22% |
| 2021 | 1.55% | 6.13% |
| 2020 | 1.01% | 8.72% |
| 2019 | 1.57% | 7.48% |
| 2018 | 1.51% | 9.74% |
| 2017 | 1.52% | 7.58% |
| 2016 | 1.36% | 8.84% |
| 2015 | 1.30% | 7.46% |
| 2014 | 0.74% | 6.01% |
| 2013 | 0.60% | 6.82% |
| 2012 | 1.66% | 6.57% |
| 2011 | 0.95% | 7.89% |
| 2010 | 0.99% | 6.97% |
| 2009 | 1.35% | 8.48% |
| 2008 | 2.60% | 31.16% |
| 2007 | 0.44% | 23.28% |
| 2006 | 0.20% | 13.70% |
| 2005 | 0.00% | 9.49% |
| 2004 | 0.00% | 4.93% |
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