FORH vs IGR
Formidable ETF vs CBRE Global Real Estate Income Fund
Which is better, FORH or IGR?
Each has led over a different period.
FORH has a lower expense ratio. FORH led over 5Y and the full window, IGR over 1Y and 3Y.
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 | FORH | IGR |
|---|---|---|
| Expense Ratio | 1.19%Best | 3.62% |
| AUM | $19M | $604M |
| Dividend Yield | 1.86% | 17.98% |
| Holdings | 129 | 83 |
| YTD Return | -2.55%Best | -5.11% |
| 1Y Return | -13.00% | -12.88%Best |
| 3Y Return (annualized) | +3.48% | +8.88%Best |
| 5Y Return (annualized) | +0.76%Best | -4.53% |
| Volatility (annualized) | 13.2%Best | 30.1% |
| Max Drawdown | -20.7%Best | -50.9% |
| $10,000 over 5 years | $10,386Best | $7,931 |
| Fund Family | Formidable Funds | CBRE Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Apr 29, 2021 | Feb 18, 2004 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Apr 30, 2021 to Oct 14, 2026 (5.5 years).
FORH vs IGR 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 5.5 years both funds cover.
FORH vs IGR Performance
Formidable ETF (FORH) is an ETF from Formidable Funds and CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management. Over the past year FORH returned -13.00% while IGR returned -12.88%. Year to date, FORH is down 2.55% versus a loss of 5.11% for IGR.
Over three years, FORH compounded at +3.48% per year against +8.88% for IGR; over five years the annualized figures are +0.76% and -4.53% respectively. Across the full 6-year window we track, FORH has the edge at +0.57% annualized vs -2.33%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 30.1% compared with 13.2% for FORH. 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 -20.7% for FORH and -50.9% for IGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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
FORH charges 1.19% per year while IGR charges 3.62%. On a $10,000 position that is $119 vs $362 annually, a gap of $243 per year that compounds over a long holding period. On income, FORH currently yields 1.86% against 17.98% for IGR.
Holdings Overlap
We hold position weights for 38 holdings in FORH and 81 in IGR, totalling 83.6% and 143.8% 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 77 days apart, FORH as of Sep 15, 2026 and IGR as of Jun 30, 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 38 positions we hold weights for in FORH and 81 in IGR, against full books of 129 and 83.
You are not choosing between two funds in isolation.
Whichever of FORH and IGR 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, FORH or IGR?
FORH has an expense ratio of 1.19% while IGR charges 3.62%. FORH is the cheaper option, by $243 a year on a $10,000 investment.
Which performed better, FORH or IGR?
Over the past year FORH returned -13.00% vs -12.88% for IGR, so IGR leads on 1-year performance. Over the longest common window we track (6 years), FORH annualized +0.57% vs -2.33% for IGR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FORH or IGR?
IGR has been the more volatile fund at 30.1% annualized versus 13.2% for FORH. Worst drawdown: FORH -20.7% vs IGR -50.9%.
Should I hold both FORH and IGR?
FORH and IGR have a monthly-return correlation of 0.71, 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, FORH or IGR?
FORH yields 1.86% while IGR yields 17.98%, so IGR currently pays the higher dividend yield.
Is IGR better than FORH?
FORH has a lower expense ratio. FORH led over 5Y and the full window, IGR over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.