BGRT
BMO Global REIT Fund Active ETF Series

Full BGRT fund page
VS
CGRE
CI Global REIT Private Pool ETF

Full CGRE fund page

Compare BMO Global REIT Fund Active ETF Series (BGRT) vs CI Global REIT Private Pool ETF (CGRE) to find the best fit for your portfolio. BGRT and CGRE provide the same top sector exposures: Real Estate and Health Care. When evaluating costs, BGRT features a management fee (MER) of 1.02%, compared to 0.7% for CGRE. Performance-wise, BGRT has returned 11.34% year-to-date with +$0 M in net flows, whereas CGRE is at 10.32% with +$3 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.

NAV Performance and Flows

-2.0-1.00.01.02.0%May 11May 19May 26Jun 2Jun 9

Key Data

Historical performance and flows

As of June 11, 2026
1M3MYTD1Y3Y
Perf.
BGRT
+2.44%+6.68%+11.34%+10.54%-
CGRE
+2.28%+6.88%+10.32%+11.20%+27.53%
Flows
BGRT
+$0 M+$0 M+$0 M-$50 M-
CGRE
+$3 M+$3 M+$3 M-$1 M-$43 M

BGRT vs CGRE exposure

Countries

BGRT
USA
62.30%
Canada
27.96%
Other
9.74%
CGRE
USA
62.12%
Canada
11.99%
United Kingdom
8.28%
Other
17.61%

Sectors

BGRT
Real Estate
90.59%
Other
9.41%
CGRE
Real Estate
87.47%
Other
8.09%
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%
CGRE
EQUINIX INC COMMON STOCK REIT
5.38%
PROLOGIS REIT
4.59%
WELLTOWER INC
4.55%
CHARTWELL RETIREMENT RESIDENCES
4.44%
VENTAS REIT
3.84%
BRIXMOR PROPERTY GROUP REIT
3.08%
MITSUI FUDOSAN
2.49%
REALTY INCOME REIT
2.45%
EQUITY LIFESTYLE PROPERTIES REIT
2.45%
HOST HOTELS & RESORTS REIT
2.44%

Diversification

BGRT
Total weight of top 10 holdings out of 339 total
44.13%
CGRE
Total weight of top 10 holdings out of 54 total
35.71%

Characteristics

Compare
BGRT
CGRE
ProviderBMOCI
ManagementActively managedActively managed
Benchmark--
Replication Method
Asset ClassEquityEquity
Dividend PolicyDistributingDistributing
Trailing 12m distribution yield3.78%4.58%
Meets ESG criteriaNoNo
Inception DateJune 26, 2023May 26, 2020

Frequently asked questions about BGRT and CGRE

Which ETF has performed better year to date: BGRT or CGRE?
As of June 11, 2026, BGRT has returned 11.34% year to date, while CGRE has returned 10.32%. BGRT is ahead on YTD performance.
Which ETF is larger by assets under management: BGRT or CGRE?
As of June 11, 2026, BGRT manages $0.87 M in assets, while CGRE manages $45.67 M. CGRE is the larger fund by AUM.
How are BGRT and CGRE managed?
BGRT is actively managed by BMO. It does not track an index. CGRE is actively managed by CI. It does not track an index.
What sectors do BGRT and CGRE emphasize?
BGRT is most exposed to Real Estate and Health Care. CGRE is most exposed to Real Estate and Health Care.
Which ETF is attracting more investor flows: BGRT or CGRE?
Year to date, BGRT has seen +$0.00 M in net flows, compared with +$2.76 M for CGRE. CGRE has attracted more net investor money so far.
How do the fees of BGRT and CGRE compare?
BGRT has an expense ratio of 1.01%, while CGRE has an expense ratio of 0.91%.
What are the top holdings of BGRT and CGRE?
BGRT's largest holdings include VENTAS REIT, PROLOGIS REIT, and CHARTWELL RETIREMENT RESIDENCES. CGRE's top holdings include EQUINIX INC COMMON STOCK REIT and PROLOGIS REIT.
Which ETF is more diversified: BGRT or CGRE?
BGRT holds 307 securities, while CGRE holds 49. On holdings count, BGRT is the more diversified portfolio.

Recent articles about BGRT and CGRE

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