FREL vs BSCW
Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and Invesco BulletShares 2032 Corporate Bond ETF (BSCW, ETF).
FREL vs BSCW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FREL
$1.30B
Winner
BSCW
$1.40B
Expense Ratio
Winner
FREL
0.08%
BSCW
0.10%
Max Drawdown
FREL
43.46%
Winner
BSCW
11.22%
Sharpe Ratio
FREL
0.69
Winner
BSCW
0.73
5Y Beta
FREL
0.54
Winner
BSCW
0.08
P/E Ratio
FREL
33.38
BSCW
N/A
Forward P/E
FREL
32.48
BSCW
N/A
5Y Dividends CAGR
FREL
1.14%
BSCW
N/A
5Y EPS CAGR
FREL
9.30%
BSCW
N/A
Debt to Equity
FREL
4.49%
BSCW
N/A
P/S Ratio
FREL
5.39
BSCW
N/A
P/B Ratio
FREL
2.64
BSCW
N/A
FREL vs BSCW - Holdings Comparison
FREL and BSCW have 1 common holdings. Overlap is 0.00%
FREL's top 25 holdings weight is 69.54%. BSCW's top 25 holdings weight is 20.22%.
| Rank | FREL | BSCW |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.52% | META PLATFORMS INC 4.6% (n/a) - 1.43% |
| #2 | PROLOGIS INC (PLD) - 8.41% | VERIZON COMMUNICATIONS INC. 2.355% (n/a) - 1.38% |
| #3 | AMERICAN TOWER CORP (AMT) - 5.78% | n/a (n/a) - 1.32% |
| #4 | EQUINIX INC (EQIX) - 4.71% | ORACLE CORP. 4.8% (n/a) - 1.04% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.24% | META PLATFORMS INC 3.85% (n/a) - 1.03% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.85% | SPRINT CAPITAL CORPORATION 8.75% (n/a) - 0.86% |
| #7 | REALTY INCOME CORP (O) - 3.77% | AMAZON.COM, INC. 3.6% (n/a) - 0.86% |
| #8 | PUBLIC STORAGE (PSA) - 3.08% | ORACLE CORP. 6.25% (n/a) - 0.84% |
| #9 | CBRE GROUP INC CLASS A (CBRE) - 2.72% | AMAZON.COM, INC. 4.7% (n/a) - 0.82% |
| #10 | CROWN CASTLE INC (CCI) - 2.59% | AT&T INC 2.25% (n/a) - 0.79% |
| #11 | VENTAS INC (VTR) - 2.35% | FORD MOTOR COMPANY 3.25% (n/a) - 0.79% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.09% | BLOCK INC 6.5% (n/a) - 0.74% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.05% | THE TORONTO-DOMINION BANK 4.456% (n/a) - 0.71% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.04% | BROADCOM INC 4.3% (n/a) - 0.71% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.65% | HALEON US CAPITAL LLC. 3.625% (n/a) - 0.68% |
| #16 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.43% | HCA INC. 3.625% (n/a) - 0.68% |
| #17 | EQUITY RESIDENTIAL (EQR) - 1.42% | GE HEALTHCARE TECHNOLOGIES INC. 5.905% (n/a) - 0.67% |
| #18 | WEYERHAEUSER CO (WY) - 1.28% | ROGERS COMMUNICATIONS INC. 3.8% (n/a) - 0.66% |
| #19 | COSTAR GROUP INC (CSGP) - 1.25% | BP CAPITAL MARKETS AMERICA, INC. 2.721% (n/a) - 0.66% |
| #20 | SUN COMMUNITIES INC (SUI) - 1.08% | FORD MOTOR COMPANY 6.1% (n/a) - 0.65% |
| #21 | ESSEX PROPERTY TRUST INC (ESS) - 1.07% | BROADCOM INC 4.9% (n/a) - 0.64% |
| #22 | W.P. CAREY INC (WPC) - 1.06% | BRISTOL-MYERS SQUIBB COMPANY 2.95% (n/a) - 0.58% |
| #23 | INVITATION HOMES INC (INVH) - 1.05% | PHILIP MORRIS INTERNATIONAL INC. 5.75% (n/a) - 0.57% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.03% | ALTRIA GROUP, INC. 2.45% (n/a) - 0.56% |
| #25 | KIMCO REALTY CORP (KIM) - 1.02% | SYNOPSYS INC 5% (n/a) - 0.55% |
| Total Holdings | 132 | 317 |
FREL vs BSCW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FREL
+4.97%
BSCW
+0.15%
3M
Winner
FREL
+5.32%
BSCW
-0.12%
6M
Winner
FREL
+9.00%
BSCW
+1.40%
1Y
Winner
FREL
+13.21%
BSCW
+7.22%
5Y(CAGR)
FREL
+3.42%
BSCW
N/A
10Y(CAGR)
FREL
+5.78%
BSCW
N/A
Max(CAGR)
FREL
+5.41%
Winner
BSCW
+5.77%
FREL vs BSCW - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FREL | BSCW |
|---|---|---|
| 2026 | +10.17% | +0.53% |
| 2025 | +4.07% | +8.95% |
| 2024 | +4.10% | +2.79% |
| 2023 | +11.62% | +8.39% |
| 2022 | -25.63% | +0.31% |
| 2021 | +45.48% | N/A |
| 2020 | -3.56% | N/A |
| 2019 | +31.79% | N/A |
| 2018 | -4.08% | N/A |
| 2017 | +8.56% | N/A |
| 2016 | +9.36% | N/A |
| 2015 | -4.72% | N/A |
FREL vs BSCW Drawdown Comparison
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The maximum drawdown for BSCW was -8.31%, occurring on Oct 19, 2023. Recovery took 212 trading sessions.
The current FREL drawdown is -1.57%. The current BSCW drawdown is -1.06%.
| Rank | FREL | BSCW |
|---|---|---|
| #1 | -42.57% Feb 14, 2020 - Apr 15, 2021 | -8.31% Feb 2, 2023 - Dec 6, 2023 |
| #2 | -34.37% Dec 31, 2021 - Oct 25, 2023 | -7.49% Sep 9, 2022 - Nov 16, 2022 |
| #3 | -15.67% Feb 5, 2015 - Apr 1, 2016 | -4.69% Sep 16, 2024 - Jun 4, 2025 |
| #4 | -14.14% Aug 1, 2016 - Sep 18, 2017 | -4.24% Dec 27, 2023 - Jul 5, 2024 |
| #5 | -12.75% Dec 6, 2018 - Jan 30, 2019 | -3.84% Dec 14, 2022 - Jan 12, 2023 |
| #6 | -12.43% Dec 18, 2017 - Jun 29, 2018 | -2.81% Feb 27, 2026 - Mar 26, 2026 |
| #7 | -8.54% Aug 29, 2018 - Dec 6, 2018 | -1.19% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -7.53% Sep 3, 2021 - Oct 28, 2021 | -1.18% Aug 2, 2024 - Aug 14, 2024 |
| #9 | -5.49% Nov 24, 2021 - Dec 7, 2021 | -1.04% Nov 25, 2022 - Nov 30, 2022 |
| #10 | -5.47% Oct 21, 2019 - Jan 16, 2020 | -1.00% Dec 7, 2022 - Dec 14, 2022 |
| #11 | -5.38% May 10, 2016 - Jun 23, 2016 | -0.99% Jan 18, 2023 - Feb 1, 2023 |
| #12 | -5.11% Jun 20, 2019 - Jul 10, 2019 | -0.92% Jul 12, 2024 - Jul 30, 2024 |
| #13 | -4.48% Apr 30, 2021 - May 26, 2021 | -0.89% Sep 15, 2025 - Oct 14, 2025 |
| #14 | -4.10% Apr 12, 2019 - Jun 5, 2019 | -0.83% Jun 4, 2025 - Jun 12, 2025 |
| #15 | -3.80% Jul 10, 2019 - Aug 8, 2019 | -0.78% Jun 30, 2025 - Jul 21, 2025 |
Correlation
Correlation between FREL and BSCW is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2015 - 2026)
FREL vs BSCW dividend yield comparison.
| Year | FREL | BSCW |
|---|---|---|
| 2026 | 0.85% | 1.55% |
| 2025 | 3.59% | 4.81% |
| 2024 | 3.48% | 5.06% |
| 2023 | 3.73% | 4.80% |
| 2022 | 3.57% | 1.12% |
| 2021 | 2.34% | 0.00% |
| 2020 | 3.77% | 0.00% |
| 2019 | 3.32% | 0.00% |
| 2018 | 5.54% | 0.00% |
| 2017 | 3.27% | 0.00% |
| 2016 | 4.01% | 0.00% |
| 2015 | 3.80% | 0.00% |
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