IGR vs QQQ
CBRE Global Real Estate Income Fund vs Invesco QQQ Trust, Series 1
Which is better, IGR or QQQ?
Mid Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y 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 | IGR | QQQ |
|---|---|---|
| Expense Ratio | 3.62% | 0.18%Best |
| AUM | $748M | $486.1B |
| Dividend Yield | 15.29% | 0.44% |
| Holdings | 81 | 107 |
| YTD Return | +13.26% | +17.54%Best |
| 1Y Return | +4.99% | +25.59%Best |
| 3Y Return (annualized) | +10.79% | +24.63%Best |
| 5Y Return (annualized) | -1.64% | +14.18%Best |
| Volatility (annualized) | 28.5% | 18.3%Best |
| Max Drawdown | -90.9% | -53.5%Best |
| $10,000 over 5 years | $9,206 | $19,407Best |
| Fund Family | CBRE Investment Management | Invesco (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Growth |
| Inception | Feb 18, 2004 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Feb 25, 2004 to Sep 4, 2026 (22.5 years).
IGR vs QQQ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IGR vs QQQ Performance
CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year IGR returned +4.99% while QQQ returned +25.59%. Year to date, IGR is up 13.26% versus a gain of 17.54% for QQQ.
Over three years, IGR compounded at +10.79% per year against +24.63% for QQQ; over five years the annualized figures are -1.64% and +14.18% respectively. Across the full 23-year window we track, QQQ has the edge at +14.30% annualized vs -2.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 28.5% compared with 18.3% for QQQ. 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 -90.9% for IGR and -53.5% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGR charges 3.62% per year while QQQ charges 0.18%. On a $10,000 position that is $362 vs $18 annually, a gap of $344 per year that compounds over a long holding period. On income, IGR currently yields 15.29% against 0.44% for QQQ.
Holdings Overlap
We hold position weights for 81 holdings in IGR and 102 in QQQ, totalling 143.8% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 81 positions we hold weights for in IGR and 102 in QQQ, against full books of 81 and 107.
You are not choosing between two funds in isolation.
Whichever of IGR and QQQ 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, IGR or QQQ?
IGR has an expense ratio of 3.62% while QQQ charges 0.18%. QQQ is the cheaper option, by $344 a year on a $10,000 investment.
Which performed better, IGR or QQQ?
Over the past year IGR returned +4.99% vs +25.59% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (23 years), IGR annualized -2.32% vs +14.30% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGR or QQQ?
IGR has been the more volatile fund at 28.5% annualized versus 18.3% for QQQ. Worst drawdown: IGR -90.9% vs QQQ -53.5%.
Should I hold both IGR and QQQ?
IGR and QQQ have a monthly-return correlation of 0.60, 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, IGR or QQQ?
IGR yields 15.29% while QQQ yields 0.44%, so IGR currently pays the higher dividend yield.
Is QQQ better than IGR?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.