IGR vs TPLC
CBRE Global Real Estate Income Fund vs Timothy Plan US Large/Mid Cap Core ETF
Which is better, IGR or TPLC?
TPLC has been ahead.
TPLC has a lower expense ratio. TPLC 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 | TPLC |
|---|---|---|
| Expense Ratio | 3.62% | 0.52%Best |
| AUM | $604M | $311M |
| Dividend Yield | 17.98% | 0.86% |
| Holdings | 83 | 542 |
| YTD Return | -5.11% | +8.72%Best |
| 1Y Return | -12.88% | +9.22%Best |
| 3Y Return (annualized) | +8.88% | +13.58%Best |
| 5Y Return (annualized) | -4.53% | +7.65%Best |
| Volatility (annualized) | 29.6% | 17.1%Best |
| Max Drawdown | -54.6% | -38.1%Best |
| $10,000 over 5 years | $7,931 | $14,457Best |
| Fund Family | CBRE Investment Management | Timothy Plan |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Feb 18, 2004 | May 5, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 1, 2019 to Oct 14, 2026 (7.5 years).
IGR vs TPLC 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 7.5 years both funds cover.
IGR vs TPLC Performance
CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management and Timothy Plan US Large/Mid Cap Core ETF (TPLC) is an ETF from Timothy Plan. Over the past year IGR returned -12.88% while TPLC returned +9.22%. Year to date, IGR is down 5.11% versus a gain of 8.72% for TPLC.
Over three years, IGR compounded at +8.88% per year against +13.58% for TPLC; over five years the annualized figures are -4.53% and +7.65% respectively. Across the full 8-year window we track, TPLC has the edge at +10.40% annualized vs +0.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 29.6% compared with 17.1% for TPLC. 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 -54.6% for IGR and -38.1% for TPLC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGR charges 3.62% per year while TPLC charges 0.52%. On a $10,000 position that is $362 vs $52 annually, a gap of $310 per year that compounds over a long holding period. On income, IGR currently yields 17.98% against 0.86% for TPLC.
Holdings Overlap
We hold position weights for 81 holdings in IGR and 268 in TPLC, totalling 143.8% and 99.8% 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 94 days apart, IGR as of Jun 30, 2026 and TPLC as of Oct 2, 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 81 positions we hold weights for in IGR and 268 in TPLC, against full books of 83 and 542.
You are not choosing between two funds in isolation.
Whichever of IGR and TPLC 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 TPLC?
IGR has an expense ratio of 3.62% while TPLC charges 0.52%. TPLC is the cheaper option, by $310 a year on a $10,000 investment.
Which performed better, IGR or TPLC?
Over the past year IGR returned -12.88% vs +9.22% for TPLC, so TPLC leads on 1-year performance. Over the longest common window we track (8 years), IGR annualized +0.09% vs +10.40% for TPLC. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGR or TPLC?
IGR has been the more volatile fund at 29.6% annualized versus 17.1% for TPLC. Worst drawdown: IGR -54.6% vs TPLC -38.1%.
Should I hold both IGR and TPLC?
IGR and TPLC have a monthly-return correlation of 0.81, 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 TPLC?
IGR yields 17.98% while TPLC yields 0.86%, so IGR currently pays the higher dividend yield.
Is TPLC better than IGR?
TPLC has a lower expense ratio. TPLC 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.