IGR vs VYM
CBRE Global Real Estate Income Fund vs Vanguard High Dividend Yield ETF
Which is better, IGR or VYM?
Mid Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 3.62% | 0.04%Best |
| AUM | $748M | $81.6B |
| Dividend Yield | 15.29% | 2.24% |
| Holdings | 81 | 613 |
| YTD Return | +13.26% | +14.82%Best |
| 1Y Return | +4.99% | +20.84%Best |
| 3Y Return (annualized) | +10.79% | +18.64%Best |
| 5Y Return (annualized) | -1.64% | +12.28%Best |
| Volatility (annualized) | 29.7% | 14.5%Best |
| Max Drawdown | -90.9% | -58.8%Best |
| $10,000 over 5 years | $9,206 | $17,845Best |
| Fund Family | CBRE Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Value |
| Inception | Feb 18, 2004 | Nov 10, 2006 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 16, 2006 to Sep 4, 2026 (19.8 years).
IGR vs VYM 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 19.8 years both funds cover.
IGR vs VYM Performance
CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year IGR returned +4.99% while VYM returned +20.84%. Year to date, IGR is up 13.26% versus a gain of 14.82% for VYM.
Over three years, IGR compounded at +10.79% per year against +18.64% for VYM; over five years the annualized figures are -1.64% and +12.28% respectively. Across the full 20-year window we track, VYM has the edge at +7.00% annualized vs -4.37%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 29.7% compared with 14.5% for VYM. 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 -58.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGR charges 3.62% per year while VYM charges 0.04%. On a $10,000 position that is $362 vs $4 annually, a gap of $358 per year that compounds over a long holding period. On income, IGR currently yields 15.29% against 2.24% for VYM.
Holdings Overlap
We hold position weights for 81 holdings in IGR and 603 in VYM, totalling 143.8% and 99.5% 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 603 in VYM, against full books of 81 and 613.
You are not choosing between two funds in isolation.
Whichever of IGR and VYM 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 VYM?
IGR has an expense ratio of 3.62% while VYM charges 0.04%. VYM is the cheaper option, by $358 a year on a $10,000 investment.
Which performed better, IGR or VYM?
Over the past year IGR returned +4.99% vs +20.84% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), IGR annualized -4.37% vs +7.00% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGR or VYM?
IGR has been the more volatile fund at 29.7% annualized versus 14.5% for VYM. Worst drawdown: IGR -90.9% vs VYM -58.8%.
Should I hold both IGR and VYM?
IGR and VYM have a monthly-return correlation of 0.74, 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 VYM?
IGR yields 15.29% while VYM yields 2.24%, so IGR currently pays the higher dividend yield.
Is VYM better than IGR?
VYM has a lower expense ratio. VYM 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.