REIX vs RGLO
NYLIM CBRE Real Estate & Infrastructure ETF vs Russell Investments Global Equity ETF
Which is better, REIX or RGLO?
RGLO has been ahead.
REIX has a lower expense ratio. RGLO led over 1Y and the full window. RGLO is less concentrated, with 26.2% of the fund in its ten largest positions against 26.6%.
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 | REIX | RGLO |
|---|---|---|
| Expense Ratio | 0.45%Best | 0.49% |
| AUM | $7M | $368M |
| Dividend Yield | 2.82% | 0.57% |
| Holdings | 109 | 384 |
| YTD Return | +3.37% | +12.16%Best |
| 1Y Return | +3.74% | +17.93%Best |
| 3Y Return (annualized) | +11.90% | - |
| Volatility (annualized) | 12.6% | 9.9%Best |
| Max Drawdown | -9.8% | -9.6%Best |
| $10,000 over 1.4 years | $10,927 | $13,249Best |
| Top 10 Weight | 26.6% | 26.2%Best |
| Fund Family | IndexIQ Trust | Russell Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 10, 2023 | May 29, 2025 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 30, 2025 to Oct 15, 2026 (1.4 years).
REIX vs RGLO 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 1.4 years both funds cover.
REIX vs RGLO Performance
NYLIM CBRE Real Estate & Infrastructure ETF (REIX) is an ETF from IndexIQ Trust and Russell Investments Global Equity ETF (RGLO) is an ETF from Russell Investments. Over the past year REIX returned +3.74% while RGLO returned +17.93%. Year to date, REIX is up 3.37% versus a gain of 12.16% for RGLO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
REIX has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 9.9% for RGLO. 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 -9.8% for REIX and -9.6% for RGLO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
REIX charges 0.45% per year while RGLO charges 0.49%. On a $10,000 position that is $45 vs $49 annually, a gap of $4 per year that compounds over a long holding period. On income, REIX currently yields 2.82% against 0.57% for RGLO.
Holdings Overlap
8.7% of REIX's money is in holdings RGLO also owns. 0.5% of RGLO's money is in holdings REIX also owns.
REIX and RGLO share little of their money.
3 positions in common, counted across the 107 positions we hold weights for in REIX and 346 in RGLO, against full books of 109 and 384.
What only one of them owns
Our book lists 109 positions for RGLO that do not appear in our book for REIX (51.4% of the fund), and 53 for REIX that do not appear in RGLO (55.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of REIX and RGLO 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, REIX or RGLO?
REIX has an expense ratio of 0.45% while RGLO charges 0.49%. REIX is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, REIX or RGLO?
Over the past year REIX returned +3.74% vs +17.93% for RGLO, so RGLO leads on 1-year performance. Over the longest common window we track (1 years), REIX annualized +6.54% vs +22.26% for RGLO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, REIX or RGLO?
REIX has been the more volatile fund at 12.6% annualized versus 9.9% for RGLO. Worst drawdown: REIX -9.8% vs RGLO -9.6%.
Should I hold both REIX and RGLO?
REIX and RGLO have a monthly-return correlation of 0.52, 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 REIX and RGLO?
8.7% of REIX's money is in holdings RGLO also owns. 0.5% of RGLO's is in holdings REIX also owns. They hold 3 positions in common, counted across the 107 positions we hold weights for in REIX and 346 in RGLO.
Which pays a higher dividend, REIX or RGLO?
REIX yields 2.82% while RGLO yields 0.57%, so REIX currently pays the higher dividend yield.
Is RGLO better than REIX?
REIX has a lower expense ratio. RGLO led over 1Y and the full window. RGLO is less concentrated, with 26.2% of the fund in its ten largest positions against 26.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.