FLTB vs GQRE

Comparison between FIDELITY LIMITED TERM BOND ETF (FLTB, ETF) and FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND (GQRE, ETF).

5-Year PerformanceGQRE has outperformed FLTB, delivering a return of +2.4% compared to +2.3%

FLTB vs GQRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLTB(ETF)	GQRE(ETF)
Net Assets	$401M	$400M
Expense Ratio	0.25%	0.45%
Max Drawdown	11.00%	41.96%
Sharpe Ratio	0.22	0.77
5Y Beta	0.01	0.51
P/E Ratio	N/A	27.73
Forward P/E	N/A	31.06
5Y Dividends CAGR	32.39%	15.97%
5Y EPS CAGR	N/A	12.20%
Debt to Equity	N/A	100.33%
P/S Ratio	N/A	5.73
P/B Ratio	N/A	2.06

Net Assets

Winner

FLTB

$401M

GQRE

$400M

Expense Ratio

Winner

FLTB

0.25%

GQRE

0.45%

Max Drawdown

Winner

FLTB

11.00%

GQRE

41.96%

Sharpe Ratio

FLTB

0.22

Winner

GQRE

0.77

5Y Beta

Winner

FLTB

0.01

GQRE

0.51

P/E Ratio

FLTB

N/A

GQRE

27.73

Forward P/E

FLTB

N/A

GQRE

31.06

5Y Dividends CAGR

Winner

FLTB

32.39%

GQRE

15.97%

5Y EPS CAGR

FLTB

N/A

GQRE

12.20%

Debt to Equity

FLTB

N/A

GQRE

100.33%

P/S Ratio

FLTB

N/A

GQRE

5.73

P/B Ratio

FLTB

N/A

GQRE

2.06

FLTB vs GQRE - Historical Returns

Returns include dividend reinvestment.

Period	FLTB	GQRE
1 month	+0.34%	-0.17%
3 months	+0.83%	+7.57%
6 months	+0.86%	+9.88%
1 year	+4.05%	+11.40%
5 years(CAGR)	+2.31%	+2.36%
10 years(CAGR)	+2.45%	+3.76%
Max(CAGR)	+2.41%	+5.07%

Winner

FLTB

+0.34%

GQRE

-0.17%

FLTB

+0.83%

Winner

GQRE

+7.57%

FLTB

+0.86%

Winner

GQRE

+9.88%

FLTB

+4.05%

Winner

GQRE

+11.40%

5Y(CAGR)

FLTB

+2.31%

Winner

GQRE

+2.36%

10Y(CAGR)

FLTB

+2.45%

Winner

GQRE

+3.76%

Max(CAGR)

FLTB

+2.41%

Winner

GQRE

+5.07%

FLTB vs GQRE - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	FLTB	GQRE
2026	+0.72%	+9.03%
2025	+6.52%	+9.14%
2024	+5.22%	+6.12%
2023	+5.83%	+8.66%
2022	-5.69%	-26.71%
2021	-1.20%	+34.88%
2020	+5.47%	-8.27%
2019	+5.93%	+23.52%
2018	+1.24%	-9.20%
2017	+2.10%	+13.16%
2016	+2.11%	+5.11%
2015	+0.83%	+3.67%
2014	-0.07%	+18.32%
2013	N/A	-0.95%

FLTB vs GQRE Drawdown Comparison

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The maximum drawdown for GQRE was -41.87%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The current FLTB drawdown is -0.26%. The current GQRE drawdown is -1.64%.

Rank	FLTB	GQRE
#1	-9.37% Feb 11, 2021 - Jun 12, 2024	-41.87% Feb 14, 2020 - Jun 1, 2021
#2	-8.20% Mar 5, 2020 - May 29, 2020	-35.07% Dec 31, 2021 - Feb 17, 2026
#3	-1.98% Aug 4, 2016 - May 17, 2017	-13.48% Aug 29, 2018 - Feb 19, 2019
#4	-1.76% Sep 7, 2017 - Dec 18, 2018	-12.78% Jul 29, 2016 - Jun 14, 2017
#5	-1.63% Oct 15, 2015 - Mar 17, 2016	-11.51% Feb 5, 2015 - Mar 17, 2016
#6	-1.52% Feb 23, 2026 - Mar 26, 2026	-10.15% Feb 27, 2026 - May 6, 2026
#7	-1.36% Apr 3, 2025 - Apr 28, 2025	-9.50% Jan 26, 2018 - Jul 6, 2018
#8	-1.19% Apr 27, 2015 - Oct 2, 2015	-6.76% Sep 3, 2021 - Oct 28, 2021
#9	-1.09% Oct 1, 2024 - Jan 27, 2025	-6.75% Sep 3, 2014 - Oct 31, 2014
#10	-1.08% Oct 15, 2014 - Jan 15, 2015	-4.97% Jul 10, 2019 - Sep 4, 2019
#11	-0.96% Feb 2, 2015 - Apr 1, 2015	-4.74% Nov 18, 2013 - Feb 18, 2014
#12	-0.85% Sep 4, 2019 - Oct 2, 2019	-4.57% Nov 24, 2021 - Dec 8, 2021
#13	-0.59% Apr 30, 2025 - May 30, 2025	-4.13% Jun 23, 2016 - Jun 30, 2016
#14	-0.55% Oct 4, 2019 - Dec 3, 2019	-4.13% May 10, 2016 - Jun 21, 2016
#15	-0.51% May 6, 2016 - Jun 3, 2016	-3.73% Jun 10, 2021 - Jul 12, 2021

Correlation

Correlation between FLTB and GQRE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2013 - 2026)

FLTB vs GQRE dividend yield comparison.

Year	FLTB	GQRE
2026	1.80%	1.04%
2025	4.31%	4.75%
2024	4.11%	3.77%
2023	3.20%	2.91%
2022	1.63%	2.56%
2021	0.89%	2.36%
2020	1.56%	2.05%
2019	2.67%	4.29%
2018	2.50%	3.22%
2017	1.78%	1.97%
2016	1.59%	4.16%
2015	1.63%	2.32%
2014	0.35%	2.57%
2013	0.00%	0.39%