IGR vs SCHM
CBRE Global Real Estate Income Fund vs Schwab US Mid Cap ETF
Which is better, IGR or SCHM?
SCHM has been ahead.
SCHM has a lower expense ratio. SCHM 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 | SCHM |
|---|---|---|
| Expense Ratio | 3.62% | 0.03%Best |
| AUM | $604M | $14.6B |
| Dividend Yield | 17.98% | 1.31% |
| Holdings | 83 | 495 |
| YTD Return | -5.11% | +12.80%Best |
| 1Y Return | -12.88% | +16.12%Best |
| 3Y Return (annualized) | +8.88% | +16.61%Best |
| 5Y Return (annualized) | -4.53% | +6.70%Best |
| Volatility (annualized) | 23.3% | 17.2%Best |
| Max Drawdown | -62.4% | -42.4%Best |
| $10,000 over 5 years | $7,931 | $13,830Best |
| 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 SCHM 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 SCHM Performance
CBRE Global Real Estate Income Fund (IGR) is an ETF from CBRE Investment Management and Schwab US Mid Cap ETF (SCHM) is an ETF from Charles Schwab Asset Management. Over the past year IGR returned -12.88% while SCHM returned +16.12%. Year to date, IGR is down 5.11% versus a gain of 12.80% for SCHM.
Over three years, IGR compounded at +8.88% per year against +16.61% for SCHM; over five years the annualized figures are -4.53% and +6.70% respectively. Across the full 16-year window we track, SCHM has the edge at +9.89% 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 SCHM. 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 -42.4% for SCHM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IGR charges 3.62% per year while SCHM 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 17.98% against 1.31% for SCHM.
Holdings Overlap
At least 2.7% of SCHM'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.
SCHM and IGR share little of their money.
The two holdings books were reported 95 days apart, IGR as of Jun 30, 2026 and SCHM as of Oct 3, 2026, so some of the difference between them is the time between the two reports rather than the funds.
15 positions in common, counted across the 81 positions we hold weights for in IGR and 502 in SCHM, against full books of 83 and 495.
Top Shared Holdings
| Stock | Weight in IGR | Weight in SCHM | Difference |
|---|---|---|---|
| SUISun Communities Inc. | 4.54% | 0.28% | 4.26% |
| CUBECubesmart | 3.79% | 0.16% | 3.63% |
| EGPEastgroup Properties Inc. Real Estate Investment Trust | 2.79% | 0.22% | 2.57% |
| REXRRexfordindustrialrealty Inc. | 2.77% | 0.17% | 2.60% |
| BRXBrixmor Property Group Inc | 2.65% | 0.17% | 2.48% |
| FRFirst Industrial Realty Trust, Inc | 2.58% | 0.16% | 2.42% |
| REGRegency Centers Corp. | 2.35% | 0.25% | 2.10% |
| UDRUdr Inc. | 2.24% | 0.20% | 2.04% |
| FRTFederal Realty Investment Trust | 1.90% | 0.18% | 1.72% |
| GLPIGaming And Leisure Properties Inc | 1.62% | 0.23% | 1.39% |
You are not choosing between two funds in isolation.
Whichever of IGR and SCHM 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 SCHM?
IGR has an expense ratio of 3.62% while SCHM charges 0.03%. SCHM is the cheaper option, by $359 a year on a $10,000 investment.
Which performed better, IGR or SCHM?
Over the past year IGR returned -12.88% vs +16.12% for SCHM, so SCHM leads on 1-year performance. Over the longest common window we track (16 years), IGR annualized -0.40% vs +9.89% for SCHM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IGR or SCHM?
IGR has been the more volatile fund at 23.3% annualized versus 17.2% for SCHM. Worst drawdown: IGR -62.4% vs SCHM -42.4%.
Should I hold both IGR and SCHM?
IGR and SCHM have a monthly-return correlation of 0.75, 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 SCHM?
At least 2.7% of SCHM's money is in holdings IGR also owns. Our book for IGR is partial, so the real figure is this or higher. They hold 15 positions in common, counted across the 81 positions we hold weights for in IGR and 502 in SCHM.
Which pays a higher dividend, IGR or SCHM?
IGR yields 17.98% while SCHM yields 1.31%, so IGR currently pays the higher dividend yield.
Is SCHM better than IGR?
SCHM has a lower expense ratio. SCHM 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.