IGR vs NBET
CBRE Global Real Estate Income Fund vs Neuberger Berman Energy Transition & Infrastructure ETF
Which is better, IGR or NBET?
NBET has been ahead.
NBET has a lower expense ratio. NBET led over 1Y, 3Y 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 | NBET |
|---|---|---|
| Expense Ratio | 3.62% | 0.65%Best |
| AUM | $604M | $54M |
| Dividend Yield | 17.98% | 2.57% |
| Holdings | 83 | 34 |
| YTD Return | -5.11% | +26.43%Best |
| 1Y Return | -12.88% | +32.21%Best |
| 3Y Return (annualized) | +8.88% | +25.73%Best |
| 5Y Return (annualized) | -4.53% | - |
| Volatility (annualized) | 31.3% | 19.2%Best |
| Max Drawdown | -48.6% | -18.7%Best |
| $10,000 over 4.5 years | $7,705 | $17,743Best |
| Fund Family | CBRE Investment Management | Neuberger Berman ETF Trust |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Feb 18, 2004 | Apr 6, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Apr 7, 2022 to Oct 14, 2026 (4.5 years).
IGR vs NBET 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 4.5 years both funds cover.
IGR vs NBET Performance
CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management and Neuberger Berman Energy Transition & Infrastructure ETF (NBET) is an ETF from Neuberger Berman ETF Trust. Over the past year IGR returned -12.88% while NBET returned +32.21%. Year to date, IGR is down 5.11% versus a gain of 26.43% for NBET.
Over three years, IGR compounded at +8.88% per year against +25.73% for NBET.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 31.3% compared with 19.2% for NBET. 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 -48.6% for IGR and -18.7% for NBET. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IGR charges 3.62% per year while NBET charges 0.65%. On a $10,000 position that is $362 vs $65 annually, a gap of $297 per year that compounds over a long holding period. On income, IGR currently yields 17.98% against 2.57% for NBET.
Holdings Overlap
We hold position weights for 81 holdings in IGR and 31 in NBET, totalling 143.8% and 100.0% 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 93 days apart, IGR as of Jun 30, 2026 and NBET as of Oct 1, 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 31 in NBET, against full books of 83 and 34.
You are not choosing between two funds in isolation.
Whichever of IGR and NBET 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 NBET?
IGR has an expense ratio of 3.62% while NBET charges 0.65%. NBET is the cheaper option, by $297 a year on a $10,000 investment.
Which performed better, IGR or NBET?
Over the past year IGR returned -12.88% vs +32.21% for NBET, so NBET leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGR or NBET?
IGR has been the more volatile fund at 31.3% annualized versus 19.2% for NBET. Worst drawdown: IGR -48.6% vs NBET -18.7%.
Should I hold both IGR and NBET?
IGR and NBET have a monthly-return correlation of 0.63, 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 NBET?
IGR yields 17.98% while NBET yields 2.57%, so IGR currently pays the higher dividend yield.
Is NBET better than IGR?
NBET has a lower expense ratio. NBET led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.