IGR vs SCHD
CBRE Global Real Estate Income Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | IGR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 3.62% | 0.06% | |
| AUM | $748M | $108.7B | |
| Dividend Yield | 15.29% | 3.13% | |
| Holdings | 81 | 104 | |
| YTD Return | +17.56% | +26.54% | |
| 1Y Return | +11.19% | +30.90% | |
| 3Y Return (annualized) | +10.89% | +16.29% | |
| 5Y Return (annualized) | -0.68% | +9.65% | |
| Volatility (annualized) | 28.5% | 13.6% | |
| Max Drawdown | -90.9% | -33.4% | |
| Fund Family | CBRE Investment Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Feb 18, 2004 | Oct 20, 2011 |
IGR vs SCHD Performance
CBRE Global Real Estate Income Fund (IGR) is a ETF from CBRE Investment Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year IGR returned +11.19% while SCHD returned +30.90%. Year to date, IGR is up 17.56% versus a gain of 26.54% for SCHD.
Over three years, IGR compounded at +10.89% per year against +16.29% for SCHD; over five years the annualized figures are -0.68% and +9.65% respectively. Across the full 15-year window we track, SCHD has the edge at +11.51% annualized vs -2.16%. 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 13.6% for SCHD. 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGR charges 3.62% per year while SCHD charges 0.06%. On a $10,000 position that is $362 vs $6 annually, a gap of $356 per year that compounds over a long holding period. On income, IGR currently yields 15.29% against 3.13% for SCHD.
Holdings Overlap
IGR and SCHD share 0 holdings out of 178 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IGR or SCHD?
IGR has an expense ratio of 3.62% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $356 per year of difference.
Which performed better, IGR or SCHD?
Over the past year IGR returned +11.19% vs +30.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (15 years), IGR annualized -2.16% vs +11.51% for SCHD. Past performance does not guarantee future results.
Which is riskier, IGR or SCHD?
IGR has been the more volatile fund at 28.5% annualized versus 13.6% for SCHD. Worst drawdown: IGR -90.9% vs SCHD -33.4%.
Should I hold both IGR and SCHD?
IGR and SCHD have a monthly-return correlation of 0.70, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGR and SCHD?
IGR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 178 unique securities.
Which pays a higher dividend, IGR or SCHD?
IGR yields 15.29% while SCHD yields 3.13%, so IGR currently pays the higher dividend yield.
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