FREL vs INCM
Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and Franklin Income Focus ETF (INCM, ETF).
FREL vs INCM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FREL
$1.40B
Winner
INCM
$1.50B
Expense Ratio
Winner
FREL
0.08%
INCM
0.38%
Max Drawdown
FREL
43.46%
Winner
INCM
8.94%
Sharpe Ratio
FREL
0.67
Winner
INCM
1.94
5Y Beta
FREL
0.52
Winner
INCM
0.32
P/E Ratio
FREL
34.39
INCM
N/A
Forward P/E
FREL
32.92
INCM
N/A
5Y Dividends CAGR
FREL
1.14%
INCM
N/A
5Y EPS CAGR
FREL
9.52%
INCM
N/A
Debt to Equity
FREL
43.06%
INCM
N/A
P/S Ratio
FREL
5.34
INCM
N/A
P/B Ratio
FREL
2.66
INCM
N/A
FREL vs INCM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FREL
+1.24%
INCM
-0.53%
3M
Winner
FREL
+3.25%
INCM
+1.00%
6M
Winner
FREL
+9.78%
INCM
+6.50%
1Y
FREL
+12.39%
Winner
INCM
+15.12%
5Y(CAGR)
FREL
+2.64%
INCM
N/A
10Y(CAGR)
FREL
+6.03%
INCM
N/A
Max(CAGR)
FREL
+5.39%
Winner
INCM
+10.61%
FREL vs INCM - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FREL | INCM |
|---|---|---|
| 2026 | +10.40% | +5.52% |
| 2025 | +4.07% | +12.81% |
| 2024 | +4.10% | +6.50% |
| 2023 | +11.62% | +5.77% |
| 2022 | -25.63% | N/A |
| 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 INCM Drawdown Comparison
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The maximum drawdown for INCM was -7.84%, occurring on Apr 8, 2025. Recovery took 69 trading sessions.
The current FREL drawdown is -1.37%. The current INCM drawdown is -1.26%.
| Rank | FREL | INCM |
|---|---|---|
| #1 | -42.57% Feb 14, 2020 - Apr 15, 2021 | -7.84% Feb 28, 2025 - Jun 9, 2025 |
| #2 | -34.37% Dec 31, 2021 - Oct 25, 2023 | -6.74% Jul 24, 2023 - Dec 1, 2023 |
| #3 | -15.67% Feb 5, 2015 - Apr 1, 2016 | -3.91% Nov 29, 2024 - Feb 19, 2025 |
| #4 | -14.14% Aug 1, 2016 - Sep 18, 2017 | -3.19% Feb 27, 2026 - Apr 17, 2026 |
| #5 | -12.75% Dec 6, 2018 - Jan 30, 2019 | -3.03% Mar 28, 2024 - May 15, 2024 |
| #6 | -12.43% Dec 18, 2017 - Jun 29, 2018 | -2.51% Jan 22, 2024 - Mar 11, 2024 |
| #7 | -8.54% Aug 29, 2018 - Dec 6, 2018 | -2.30% Jan 16, 2024 - Jan 22, 2024 |
| #8 | -7.53% Sep 3, 2021 - Oct 28, 2021 | -1.96% Jul 31, 2024 - Aug 15, 2024 |
| #9 | -5.49% Nov 24, 2021 - Dec 7, 2021 | -1.75% Oct 16, 2024 - Nov 27, 2024 |
| #10 | -5.47% Oct 21, 2019 - Jan 16, 2020 | -1.66% Oct 27, 2025 - Nov 12, 2025 |
| #11 | -5.38% May 10, 2016 - Jun 23, 2016 | -1.30% May 15, 2024 - Jun 5, 2024 |
| #12 | -5.11% Jun 20, 2019 - Jul 10, 2019 | -1.26% May 29, 2026 - Jun 5, 2026 |
| #13 | -4.48% Apr 30, 2021 - May 26, 2021 | -1.22% Nov 12, 2025 - Nov 25, 2025 |
| #14 | -4.10% Apr 12, 2019 - Jun 5, 2019 | -1.14% Jun 15, 2023 - Jul 12, 2023 |
| #15 | -3.80% Jul 10, 2019 - Aug 8, 2019 | -1.09% Jul 17, 2024 - Jul 30, 2024 |
Correlation
Correlation between FREL and INCM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2015 - 2026)
FREL vs INCM dividend yield comparison.
| Year | FREL | INCM |
|---|---|---|
| 2026 | 0.85% | 2.27% |
| 2025 | 3.59% | 4.96% |
| 2024 | 3.48% | 5.06% |
| 2023 | 3.73% | 3.01% |
| 2022 | 3.57% | 0.00% |
| 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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