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YYY vs IGR

Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and CBRE Global Real Estate Income Fund (IGR, ETF).

5-Year PerformanceYYY has outperformed IGR, delivering a return of +2.7% compared to -1.0%

YYY vs IGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
YYY
$712M
IGR
$710M
Expense Ratio
YYY
3.23%
IGR
N/A
Max Drawdown
Winner
YYY
59.65%
IGR
90.88%
Sharpe Ratio
Winner
YYY
0.78
IGR
0.06
5Y Beta
Winner
YYY
0.53
IGR
0.63
5Y Dividends CAGR
YYY
0.00%
Winner
IGR
5.39%

YYY vs IGR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
YYY
-1.50%
IGR
-2.99%
3M
Winner
YYY
+1.38%
IGR
-2.49%
6M
YYY
+2.81%
Winner
IGR
+10.74%
1Y
Winner
YYY
+10.54%
IGR
+2.85%
5Y(CAGR)
Winner
YYY
+2.73%
IGR
-0.96%
10Y(CAGR)
Winner
YYY
+5.45%
IGR
+4.91%
Max(CAGR)
Winner
YYY
+5.77%
IGR
+4.76%

YYY vs IGR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearYYYIGR
2026+2.64%+10.20%
2025+12.27%+5.54%
2024+11.16%+0.51%
2023+11.07%+5.89%
2022-22.00%-35.42%
2021+14.86%+57.03%
2020-1.24%-5.27%
2019+20.23%+40.56%
2018-10.11%-15.50%
2017+13.66%+16.07%
2016+16.17%+5.06%
2015-7.94%-9.35%
2014+2.13%+20.54%
2013+11.35%-7.17%
2012+13.80%+36.46%
2011N/A-6.85%
2010N/A+30.16%
2009N/A+68.60%
2008N/A-68.50%
2007N/A-29.63%
2006N/A+74.71%
2005N/A+19.84%
2004N/A+6.49%

YYY vs IGR Drawdown Comparison

The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

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

The current YYY drawdown is -2.68%. The current IGR drawdown is -17.44%.

RankYYYIGR
#1-42.52%
Feb 20, 2020 - Feb 8, 2021
-87.09%
Dec 29, 2006 - Sep 26, 2019
#2-27.96%
Jul 2, 2021 - Sep 24, 2024
-54.29%
Feb 18, 2020 - Mar 26, 2021
#3-26.28%
May 29, 2014 - Mar 1, 2017
-50.87%
Dec 31, 2021 - Oct 27, 2023
#4-14.22%
Oct 2, 2018 - Mar 13, 2019
-25.36%
Mar 5, 2004 - Dec 2, 2004
#5-13.47%
Feb 18, 2025 - Jun 3, 2025
-10.92%
May 10, 2006 - Jul 25, 2006
#6-10.33%
Apr 1, 2013 - Dec 24, 2013
-10.76%
Sep 3, 2021 - Nov 8, 2021
#7-8.85%
Sep 14, 2012 - Dec 19, 2012
-10.29%
Aug 3, 2005 - Dec 8, 2005
#8-8.07%
Feb 18, 2026 - Apr 30, 2026
-8.84%
Apr 6, 2006 - May 10, 2006
#9-6.21%
Jun 21, 2012 - Jul 3, 2012
-8.51%
Nov 1, 2006 - Nov 29, 2006
#10-5.40%
Dec 4, 2024 - Feb 18, 2025
-8.39%
Mar 4, 2005 - Apr 27, 2005
#11-5.04%
Jan 26, 2018 - Oct 2, 2018
-6.68%
Dec 31, 2004 - Feb 15, 2005
#12-4.90%
Dec 19, 2012 - Jan 24, 2013
-4.60%
Nov 12, 2021 - Dec 7, 2021
#13-4.38%
Jan 22, 2014 - Feb 14, 2014
-4.57%
Jan 9, 2006 - Feb 2, 2006
#14-4.19%
Feb 1, 2013 - Mar 20, 2013
-4.45%
Apr 29, 2021 - May 20, 2021
#15-3.81%
May 3, 2019 - Jun 17, 2019
-3.96%
Jun 14, 2021 - Jul 12, 2021

Correlation

Correlation between YYY and IGR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2004 - 2026)

YYY vs IGR dividend yield comparison.

YearYYYIGR
20265.33%6.61%
202512.51%16.44%
202412.50%14.97%
202312.39%13.26%
202212.36%12.22%
20219.08%6.13%
20209.79%8.72%
20199.10%7.48%
20189.73%9.74%
20178.16%7.58%
201610.34%8.84%
201510.77%7.46%
20149.54%6.01%
20135.14%6.82%
20124.47%6.57%
20110.00%7.89%
20100.00%6.97%
20090.00%8.48%
20080.00%31.16%
20070.00%23.28%
20060.00%13.70%
20050.00%9.49%
20040.00%4.93%

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