FMTM vs IGR
MarketDesk Focused US Momentum ETF vs CBRE Global Real Estate Income Fund
Which is better, FMTM or IGR?
FMTM has been ahead.
FMTM has a lower expense ratio. FMTM led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FMTM | IGR |
|---|---|---|
| Expense Ratio | 0.45%Best | 3.62% |
| AUM | $284M | $604M |
| Dividend Yield | 0.24% | 17.98% |
| Holdings | 86 | 83 |
| YTD Return | +19.82%Best | -5.11% |
| 1Y Return | +33.28%Best | -12.88% |
| 3Y Return (annualized) | - | +8.88% |
| 5Y Return (annualized) | - | -4.53% |
| Volatility (annualized) | 19.8%Best | 22.1% |
| Max Drawdown | -15.4%Best | -20.3% |
| $10,000 over 1.6 years | $15,915Best | $8,927 |
| Fund Family | MarketDesk Indices | CBRE Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Mar 20, 2025 | Feb 18, 2004 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Mar 20, 2025 to Oct 14, 2026 (1.6 years).
FMTM vs IGR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.6 years both funds cover.
FMTM vs IGR Performance
MarketDesk Focused US Momentum ETF (FMTM) is an ETF from MarketDesk Indices and CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management. Over the past year FMTM returned +33.28% while IGR returned -12.88%. Year to date, FMTM is up 19.82% versus a loss of 5.11% for IGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 22.1% compared with 19.8% for FMTM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.4% for FMTM and -20.3% for IGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.
Fees and Cost Over Time
FMTM charges 0.45% per year while IGR charges 3.62%. On a $10,000 position that is $45 vs $362 annually, a gap of $317 per year that compounds over a long holding period. On income, FMTM currently yields 0.24% against 17.98% for IGR.
Holdings Overlap
We hold position weights for 31 holdings in FMTM and 81 in IGR, totalling 100.0% and 143.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 93 days apart, FMTM as of Oct 1, 2026 and IGR as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 31 positions we hold weights for in FMTM and 81 in IGR, against full books of 86 and 83.
You are not choosing between two funds in isolation.
Whichever of FMTM and IGR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FMTM or IGR?
FMTM has an expense ratio of 0.45% while IGR charges 3.62%. FMTM is the cheaper option, by $317 a year on a $10,000 investment.
Which performed better, FMTM or IGR?
Over the past year FMTM returned +33.28% vs -12.88% for IGR, so FMTM leads on 1-year performance. Over the longest common window we track (2 years), FMTM annualized +33.70% vs -6.85% for IGR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FMTM or IGR?
IGR has been the more volatile fund at 22.1% annualized versus 19.8% for FMTM. Worst drawdown: FMTM -15.4% vs IGR -20.3%.
Should I hold both FMTM and IGR?
FMTM and IGR have a monthly-return correlation of 0.50, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, FMTM or IGR?
FMTM yields 0.24% while IGR yields 17.98%, so IGR currently pays the higher dividend yield.
Is IGR better than FMTM?
FMTM has a lower expense ratio. FMTM led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.