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Compare BMO Global REIT Fund Active ETF Series (BGRT) vs iShares Global Real Estate Index ETF (CGR) to find the best fit for your portfolio. BGRT provides Real Estate and Health Care exposures, while CGR is primarily weighted in Real Estate. When evaluating costs, BGRT features a management fee (MER) of 1.02%, compared to 0.65% for CGR. Performance-wise, BGRT has returned 11.34% year-to-date with +$0 M in net flows, whereas CGR is at 11.2% with +$19 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
BGRT
CGR
| AuM | $0.87 M | $284.41 M |
| Management Fees | 1.02% | 0.65% |
| Exp. ratio | 1.01% | 0.72% |
| Tracking Difference | - | - |
Historical performance and flows
As of June 11, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | BGRT | +2.44% | +6.68% | +11.34% | +10.54% | - |
CGR | +0.70% | +5.02% | +11.20% | +12.04% | +36.90% | |
| Flows | BGRT | +$0 M | +$0 M | +$0 M | -$50 M | - |
CGR | +$3 M | +$6 M | +$19 M | +$45 M | +$38 M |
BGRT vs CGR exposure
Countries
BGRT
USA
62.30%
Canada
27.96%
Other
9.74%
CGR
USA
66.02%
Japan
10.17%
Other
23.82%
Sectors
BGRT
Real Estate
90.59%
Other
9.41%
CGR
Real Estate
99.67%
As of June 11, 2026
Top 10 Holdings
BGRT
VENTAS REIT
6.24%
PROLOGIS REIT
5.98%
CHARTWELL RETIREMENT RESIDENCES
5.80%
EQUINIX INC COMMON STOCK REIT
5.05%
KIMCO REALTY REIT
3.85%
FLAGSHIP CMNTIES REIT
3.78%
DIGITAL REALTY REIT
3.47%
AVALONBAY COMMUNITIES REIT
3.38%
PUBLIC STORAGE REIT
3.29%
WELLTOWER INC
3.29%
CGR
EQUINIX INC COMMON STOCK REIT
4.85%
DIGITAL REALTY REIT
4.45%
WELLTOWER INC
4.22%
AMERICAN TOWER CL A REIT
4.06%
PROLOGIS REIT
3.94%
SIMON PROPERTY GROUP REIT
3.88%
REALTY INCOME REIT
3.86%
PUBLIC STORAGE REIT
3.67%
GOODMAN GROUP CF
3.34%
VENTAS REIT
3.17%
Diversification
BGRT
Total weight of top 10 holdings out of 339 total
44.13%
CGR
Total weight of top 10 holdings out of 75 total
39.45%
Characteristics
Compare
BGRT
CGR
| Provider | BMO | iShares |
| Management | Actively managed | Passively managed |
| Benchmark | - | Cohen & Steers Global Realty Majors Total Return Index - USD |
| Replication Method | Direct (Physical) | |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 3.78% | 2.27% |
| Meets ESG criteria | No | No |
| Inception Date | June 26, 2023 | August 26, 2008 |
Frequently asked questions about BGRT and CGR
Which ETF has performed better year to date: BGRT or CGR?
As of June 11, 2026, BGRT has returned 11.34% year to date, while CGR has returned 11.20%. BGRT is ahead on YTD performance.
Which ETF is larger by assets under management: BGRT or CGR?
As of June 11, 2026, BGRT manages $0.87 M in assets, while CGR manages $284.41 M. CGR is the larger fund by AUM.
How are BGRT and CGR managed?
BGRT is actively managed by BMO. It does not track an index. CGR is passively managed by iShares. It tracks the Cohen & Steers Global Realty Majors Total Return Index - USD benchmark.
What sectors do BGRT and CGR emphasize?
BGRT is most exposed to Real Estate and Health Care. CGR is most exposed to Real Estate.
Which ETF is attracting more investor flows: BGRT or CGR?
Year to date, BGRT has seen +$0.00 M in net flows, compared with +$18.98 M for CGR. CGR has attracted more net investor money so far.
How do the fees of BGRT and CGR compare?
BGRT has an expense ratio of 1.01%, while CGR has an expense ratio of 0.72%.
What are the top holdings of BGRT and CGR?
BGRT's largest holdings include VENTAS REIT, PROLOGIS REIT, and CHARTWELL RETIREMENT RESIDENCES. CGR's top holdings include EQUINIX INC COMMON STOCK REIT, DIGITAL REALTY REIT, and WELLTOWER INC.
Which ETF is more diversified: BGRT or CGR?
BGRT holds 307 securities, while CGR holds 75. On holdings count, BGRT is the more diversified portfolio.
Recent articles about BGRT and CGR
Build Canada Homes: A Boost for Real Estate ETFs?
The Canadian government's $26B prefab housing plan and a U.S. tariff ruling have injected optimism into real estate markets, with analysts anticipating gains for REITs and construction-focused funds.
Posted on 6/2/2025 by ETF Market Canada inReal Estate
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