IGR vs VOO
CBRE Global Real Estate Income Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | IGR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 3.62% | 0.03% | |
| AUM | $748M | $997.4B | |
| Dividend Yield | 15.29% | 1.08% | |
| Holdings | 81 | 509 | |
| YTD Return | +17.56% | +14.27% | |
| 1Y Return | +11.19% | +21.79% | |
| 3Y Return (annualized) | +10.89% | +22.19% | |
| 5Y Return (annualized) | -0.68% | +13.28% | |
| Volatility (annualized) | 28.5% | 14.2% | |
| Max Drawdown | -90.9% | -34.3% | |
| Fund Family | CBRE Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 18, 2004 | Sep 7, 2010 |
IGR vs VOO Performance
CBRE Global Real Estate Income Fund (IGR) is a ETF from CBRE Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year IGR returned +11.19% while VOO returned +21.79%. Year to date, IGR is up 17.56% versus a gain of 14.27% for VOO.
Over three years, IGR compounded at +10.89% per year against +22.19% for VOO; over five years the annualized figures are -0.68% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% 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 14.2% for VOO. 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 -34.3% for VOO. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGR charges 3.62% per year while VOO charges 0.03%. On a $10,000 position that is $362 vs $3 annually, a gap of $359 per year that compounds over a long holding period. On income, IGR currently yields 15.29% against 1.08% for VOO.
Holdings Overlap
IGR and VOO share 17 holdings out of 566 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IGR or VOO?
IGR has an expense ratio of 3.62% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $359 per year of difference.
Which performed better, IGR or VOO?
Over the past year IGR returned +11.19% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), IGR annualized -2.16% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, IGR or VOO?
IGR has been the more volatile fund at 28.5% annualized versus 14.2% for VOO. Worst drawdown: IGR -90.9% vs VOO -34.3%.
Should I hold both IGR and VOO?
IGR and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IGR and VOO?
IGR and VOO share 17 common holdings with a 1.3% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, IGR or VOO?
IGR yields 15.29% while VOO yields 1.08%, so IGR currently pays the higher dividend yield.
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