IGR vs SCHH
CBRE Global Real Estate Income Fund vs Schwab US REIT ETF
Which is better, IGR or SCHH?
SCHH has been ahead.
SCHH has a lower expense ratio. SCHH 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 | SCHH |
|---|---|---|
| Expense Ratio | 3.62% | 0.07%Best |
| AUM | $604M | $10.8B |
| Dividend Yield | 17.98% | 3.08% |
| Holdings | 83 | 120 |
| YTD Return | -5.11% | +8.22%Best |
| 1Y Return | -12.88% | +8.03%Best |
| 3Y Return (annualized) | +8.88% | +10.69%Best |
| 5Y Return (annualized) | -4.53% | +1.48%Best |
| Volatility (annualized) | 23.3% | 17.2%Best |
| Max Drawdown | -62.4% | -44.2%Best |
| $10,000 over 5 years | $7,931 | $10,762Best |
| Fund Family | CBRE Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Feb 18, 2004 | Jan 13, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 13, 2011 to Oct 14, 2026 (15.8 years).
IGR vs SCHH 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 15.8 years both funds cover.
IGR vs SCHH Performance
CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year IGR returned -12.88% while SCHH returned +8.03%. Year to date, IGR is down 5.11% versus a gain of 8.22% for SCHH.
Over three years, IGR compounded at +8.88% per year against +10.69% for SCHH; over five years the annualized figures are -4.53% and +1.48% respectively. Across the full 16-year window we track, SCHH has the edge at +4.71% annualized vs -0.40%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IGR has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 17.2% for SCHH. 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 -62.4% for IGR and -44.2% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGR charges 3.62% per year while SCHH charges 0.07%. On a $10,000 position that is $362 vs $7 annually, a gap of $355 per year that compounds over a long holding period. On income, IGR currently yields 17.98% against 3.08% for SCHH.
Holdings Overlap
At least 48.3% of SCHH's money is in holdings IGR also owns.
Only one direction is shown: for IGR, our book for it lists positions totalling 143.8% of the fund, which is what a leveraged book looks like and is not a denominator we can divide by.
The two portfolios partly overlap.
The two holdings books were reported 95 days apart, IGR as of Jun 30, 2026 and SCHH as of Oct 3, 2026, so some of the difference between them is the time between the two reports rather than the funds.
36 positions in common, counted across the 81 positions we hold weights for in IGR and 119 in SCHH, against full books of 83 and 120.
Top Shared Holdings
| Stock | Weight in IGR | Weight in SCHH | Difference |
|---|---|---|---|
| WELLWelltower, Inc. | 11.74% | 10.13% | 1.61% |
| EQIXEquinix Inc. Real Estate Investment Trust | 10.33% | 4.80% | 5.53% |
| AMTAmerican Tower Corporation | 4.94% | 4.48% | 0.46% |
| SPGSimon Property Group Inc | 1.45% | 4.56% | 3.11% |
| SUISun Communities Inc. | 4.54% | 1.01% | 3.53% |
| VTRVentas Inc . | 2.31% | 3.23% | 0.92% |
| EXRExtra Space Storage Inc | 3.34% | 2.11% | 1.23% |
| VICIVici Properties Inc | 3.17% | 1.87% | 1.30% |
| CUBECubesmart | 3.79% | 0.59% | 3.20% |
| IRMIron Mtn Inc New Com Npv | 1.15% | 2.53% | 1.38% |
48.3% of SCHH is already inside IGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IGR or SCHH?
IGR has an expense ratio of 3.62% while SCHH charges 0.07%. SCHH is the cheaper option, by $355 a year on a $10,000 investment.
Which performed better, IGR or SCHH?
Over the past year IGR returned -12.88% vs +8.03% for SCHH, so SCHH leads on 1-year performance. Over the longest common window we track (16 years), IGR annualized -0.40% vs +4.71% for SCHH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGR or SCHH?
IGR has been the more volatile fund at 23.3% annualized versus 17.2% for SCHH. Worst drawdown: IGR -62.4% vs SCHH -44.2%.
Should I hold both IGR and SCHH?
IGR and SCHH have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IGR and SCHH?
At least 48.3% of SCHH's money is in holdings IGR also owns. Our book for IGR is partial, so the real figure is this or higher. They hold 36 positions in common, counted across the 81 positions we hold weights for in IGR and 119 in SCHH.
Which pays a higher dividend, IGR or SCHH?
IGR yields 17.98% while SCHH yields 3.08%, so IGR currently pays the higher dividend yield.
Is SCHH better than IGR?
SCHH has a lower expense ratio. SCHH 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.