FREL vs DIVB
Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and ISHARES CORE DIVIDEND ETF (DIVB, ETF).
5-Year PerformanceDIVB has outperformed FREL, delivering a return of +11.9% compared to +2.6%
FREL vs DIVB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FREL
$1.40B
DIVB
$1.40B
Expense Ratio
FREL
0.08%
Winner
DIVB
0.05%
Max Drawdown
FREL
43.46%
Winner
DIVB
36.93%
Sharpe Ratio
FREL
0.67
Winner
DIVB
1.93
5Y Beta
Winner
FREL
0.52
DIVB
0.68
P/E Ratio
FREL
34.39
Winner
DIVB
19.51
Forward P/E
FREL
32.92
Winner
DIVB
15.46
PEG Ratio
FREL
N/A
DIVB
0.21
5Y Dividends CAGR
FREL
1.14%
Winner
DIVB
19.25%
5Y EPS CAGR
Winner
FREL
9.52%
DIVB
7.24%
Debt to Equity
FREL
43.06%
Winner
DIVB
24.37%
P/S Ratio
FREL
5.34
Winner
DIVB
1.88
P/B Ratio
Winner
FREL
2.66
DIVB
3.00
FREL vs DIVB - Holdings Comparison
FREL and DIVB have 48 common holdings. Overlap is 3.29%
FREL's top 25 holdings weight is 69.30%. DIVB's top 25 holdings weight is 50.57%.
| Rank | FREL | DIVB |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.55% | CISCO SYSTEMS INC (CSCO) - 6.34% |
| #2 | PROLOGIS INC (PLD) - 8.40% | QUALCOMM INC (QCOM) - 5.63% |
| #3 | AMERICAN TOWER CORP (AMT) - 5.31% | EXXON MOBIL CORP (XOM) - 3.85% |
| #4 | EQUINIX INC (EQIX) - 4.75% | JPMORGAN CHASE & CO (JPM) - 3.18% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.31% | TEXAS INSTRUMENTS INC (TXN) - 2.78% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.12% | n/a (DELL) - 2.73% |
| #7 | REALTY INCOME CORP (O) - 3.56% | ACCENTURE PLC CLASS A (ACN) - 2.00% |
| #8 | PUBLIC STORAGE (PSA) - 3.07% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.95% |
| #9 | VENTAS INC (VTR) - 2.57% | UNITEDHEALTH GROUP INC (UNH) - 1.91% |
| #10 | CROWN CASTLE INC (CCI) - 2.53% | BANK OF AMERICA CORP (BAC) - 1.76% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.47% | WELLS FARGO & CO (WFC) - 1.74% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.45% | PROCTER & GAMBLE CO (PG) - 1.53% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 1.98% | VERIZON COMMUNICATIONS INC (VZ) - 1.52% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% | JOHNSON & JOHNSON (JNJ) - 1.40% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.71% | ANALOG DEVICES INC (ADI) - 1.32% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.49% | AT&T INC (T) - 1.27% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.41% | THE GOLDMAN SACHS GROUP INC (GS) - 1.25% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.16% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.23% |
| #19 | INVITATION HOMES INC (INVH) - 1.13% | ABBVIE INC (ABBV) - 1.08% |
| #20 | WEYERHAEUSER CO (WY) - 1.13% | CITIGROUP INC (C) - 1.06% |
| #21 | KIMCO REALTY CORP (KIM) - 1.08% | MERCK & CO INC (MRK) - 1.03% |
| #22 | W.P. CAREY INC (WPC) - 1.07% | ALTRIA GROUP INC (MO) - 1.03% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.06% | n/a (FIS) - 1.01% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.02% | CATERPILLAR INC (CAT) - 0.99% |
| #25 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.99% | CONOCOPHILLIPS (COP) - 0.98% |
| Total Holdings | 130 | 405 |
FREL vs DIVB - Historical Returns
Returns include dividend reinvestment.
1M
FREL
+1.24%
Winner
DIVB
+6.22%
3M
FREL
+3.25%
Winner
DIVB
+11.35%
6M
FREL
+9.78%
Winner
DIVB
+16.14%
1Y
FREL
+12.39%
Winner
DIVB
+28.82%
5Y(CAGR)
FREL
+2.64%
Winner
DIVB
+11.93%
10Y(CAGR)
FREL
+6.03%
Winner
DIVB
+13.75%
Max(CAGR)
FREL
+5.39%
Winner
DIVB
+13.75%
FREL vs DIVB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FREL | DIVB |
|---|---|---|
| 2026 | +10.40% | +15.34% |
| 2025 | +4.07% | +15.36% |
| 2024 | +4.10% | +18.23% |
| 2023 | +11.62% | +13.14% |
| 2022 | -25.63% | -11.09% |
| 2021 | +45.48% | +33.10% |
| 2020 | -3.56% | +9.91% |
| 2019 | +31.79% | +31.71% |
| 2018 | -4.08% | -7.68% |
| 2017 | +8.56% | +5.95% |
| 2016 | +9.36% | N/A |
| 2015 | -4.72% | N/A |
FREL vs DIVB Drawdown Comparison
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The maximum drawdown for DIVB was -36.93%, occurring on Mar 23, 2020. Recovery took 191 trading sessions.
The current FREL drawdown is -1.37%. The current DIVB drawdown is -2.07%.
| Rank | FREL | DIVB |
|---|---|---|
| #1 | -42.57% Feb 14, 2020 - Apr 15, 2021 | -36.93% Feb 14, 2020 - Nov 16, 2020 |
| #2 | -34.37% Dec 31, 2021 - Oct 25, 2023 | -21.07% Jan 12, 2022 - Dec 26, 2023 |
| #3 | -15.67% Feb 5, 2015 - Apr 1, 2016 | -19.20% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -14.14% Aug 1, 2016 - Sep 18, 2017 | -15.45% Feb 19, 2025 - Jun 27, 2025 |
| #5 | -12.75% Dec 6, 2018 - Jan 30, 2019 | -10.68% Jan 26, 2018 - Aug 29, 2018 |
| #6 | -12.43% Dec 18, 2017 - Jun 29, 2018 | -7.43% Apr 29, 2019 - Jul 1, 2019 |
| #7 | -8.54% Aug 29, 2018 - Dec 6, 2018 | -7.38% Nov 26, 2024 - Feb 19, 2025 |
| #8 | -7.53% Sep 3, 2021 - Oct 28, 2021 | -7.12% Jul 29, 2019 - Oct 21, 2019 |
| #9 | -5.49% Nov 24, 2021 - Dec 7, 2021 | -6.83% Feb 11, 2026 - Apr 30, 2026 |
| #10 | -5.47% Oct 21, 2019 - Jan 16, 2020 | -5.35% Mar 28, 2024 - May 15, 2024 |
| #11 | -5.38% May 10, 2016 - Jun 23, 2016 | -5.14% Jul 31, 2024 - Aug 19, 2024 |
| #12 | -5.11% Jun 20, 2019 - Jul 10, 2019 | -4.40% Nov 16, 2021 - Dec 10, 2021 |
| #13 | -4.48% Apr 30, 2021 - May 26, 2021 | -4.36% Jan 17, 2020 - Feb 11, 2020 |
| #14 | -4.10% Apr 12, 2019 - Jun 5, 2019 | -4.24% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -3.80% Jul 10, 2019 - Aug 8, 2019 | -4.17% Aug 30, 2021 - Oct 19, 2021 |
Correlation
Correlation between FREL and DIVB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2015 - 2026)
FREL vs DIVB dividend yield comparison.
| Year | FREL | DIVB |
|---|---|---|
| 2026 | 0.85% | 0.55% |
| 2025 | 3.59% | 2.50% |
| 2024 | 3.48% | 2.61% |
| 2023 | 3.73% | 3.18% |
| 2022 | 3.57% | 2.02% |
| 2021 | 2.34% | 1.63% |
| 2020 | 3.77% | 2.08% |
| 2019 | 3.32% | 2.07% |
| 2018 | 5.54% | 2.52% |
| 2017 | 3.27% | 0.37% |
| 2016 | 4.01% | 0.00% |
| 2015 | 3.80% | 0.00% |
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