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FREL vs O

Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and Realty Income Corp (O, Company).

Both FREL and O are from the Real Estate sector.

5-Year PerformanceO has outperformed FREL, delivering a return of +2.8% compared to +2.6%

FREL vs O - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FREL
$1.40B
Winner
O
$58B
Expense Ratio
FREL
0.08%
O
N/A
Max Drawdown
Winner
FREL
43.46%
O
50.64%
Sharpe Ratio
FREL
0.67
Winner
O
0.72
5Y Beta
FREL
0.52
Winner
O
0.13
Industry
FREL
N/A
O
Reit - Retail
P/E Ratio
Winner
FREL
34.39
O
50.98
Forward P/E
Winner
FREL
32.92
O
38.02
PEG Ratio
FREL
N/A
O
4.19
Dividend Yield
FREL
N/A
O
5.41%
5Y Dividends CAGR
FREL
1.14%
Winner
O
3.51%
5Y EPS CAGR
Winner
FREL
9.52%
O
6.21%
Debt to Equity
FREL
43.06%
Winner
O
0.00%
Free Cash Flow Yield
FREL
N/A
O
7.04%
P/S Ratio
Winner
FREL
5.34
O
9.78
P/B Ratio
FREL
2.66
Winner
O
1.48

FREL vs O - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FREL
+1.24%
O
-3.87%
3M
Winner
FREL
+3.25%
O
-4.88%
6M
Winner
FREL
+9.78%
O
+6.80%
1Y
FREL
+12.39%
Winner
O
+15.02%
5Y(CAGR)
FREL
+2.64%
Winner
O
+2.85%
10Y(CAGR)
Winner
FREL
+6.03%
O
+4.86%
Max(CAGR)
FREL
+5.39%
Winner
O
+12.76%

FREL vs O - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFRELO
2026+10.40%+8.46%
2025+4.07%+13.36%
2024+4.10%-4.03%
2023+11.62%-5.13%
2022-25.63%-6.85%
2021+45.48%+28.78%
2020-3.56%-10.15%
2019+31.79%+23.43%
2018-4.08%+16.75%
2017+8.56%+3.66%
2016+9.36%+16.80%
2015-4.72%+11.26%
2014N/A+34.27%
2013N/A-4.45%
2012N/A+20.80%
2011N/A+6.34%
2010N/A+38.29%
2009N/A+26.00%
2008N/A-1.64%
2007N/A+3.21%
2006N/A+32.46%
2005N/A-8.48%
2004N/A+33.61%
2003N/A+20.64%
2002N/A+27.95%
2001N/A+30.39%
2000N/A+31.81%
1999N/A-7.54%

FREL vs O Drawdown Comparison

The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.

The maximum drawdown for O was -48.39%, occurring on Mar 6, 2009. Recovery took 329 trading sessions.

The current FREL drawdown is -1.37%. The current O drawdown is -8.77%.

RankFRELO
#1-42.57%
Feb 14, 2020 - Apr 15, 2021		-48.39%
Sep 18, 2008 - Jan 8, 2010
#2-34.37%
Dec 31, 2021 - Oct 25, 2023		-48.28%
Feb 21, 2020 - Apr 14, 2022
#3-15.67%
Feb 5, 2015 - Apr 1, 2016		-34.49%
Aug 15, 2022 - Feb 4, 2026
#4-14.14%
Aug 1, 2016 - Sep 18, 2017		-31.37%
May 17, 2013 - Jan 7, 2015
#5-12.75%
Dec 6, 2018 - Jan 30, 2019		-29.65%
Aug 1, 2016 - Dec 6, 2018
#6-12.43%
Dec 18, 2017 - Jun 29, 2018		-28.76%
Nov 13, 2007 - Sep 18, 2008
#7-8.54%
Aug 29, 2018 - Dec 6, 2018		-21.26%
Apr 28, 2011 - Dec 22, 2011
#8-7.53%
Sep 3, 2021 - Oct 28, 2021		-20.50%
Jun 28, 2002 - Dec 11, 2002
#9-5.49%
Nov 24, 2021 - Dec 7, 2021		-20.34%
Feb 7, 2007 - Oct 2, 2007
#10-5.47%
Oct 21, 2019 - Jan 16, 2020		-19.10%
Jan 29, 2015 - Jan 19, 2016
#11-5.38%
May 10, 2016 - Jun 23, 2016		-18.39%
Mar 31, 2004 - Aug 27, 2004
#12-5.11%
Jun 20, 2019 - Jul 10, 2019		-15.90%
Jun 17, 2005 - Mar 16, 2006
#13-4.48%
Apr 30, 2021 - May 26, 2021		-15.60%
Apr 20, 2022 - Jul 29, 2022
#14-4.10%
Apr 12, 2019 - Jun 5, 2019		-13.90%
Apr 29, 2010 - Sep 2, 2010
#15-3.80%
Jul 10, 2019 - Aug 8, 2019		-13.24%
Mar 17, 2006 - Aug 24, 2006

Correlation

Correlation between FREL and O is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

FREL vs O dividend yield comparison.

YearFRELO
20260.85%2.22%
20253.59%6.19%
20243.48%5.37%
20233.73%5.33%
20223.57%4.68%
20212.34%3.87%
20203.77%4.51%
20193.32%3.69%
20185.54%4.19%
20173.27%4.45%
20164.01%4.18%
20153.80%4.41%
20140.00%4.60%
20130.00%5.83%
20120.00%4.42%
20110.00%4.97%
20100.00%5.04%
20090.00%6.59%
20080.00%7.20%
20070.00%5.81%
20060.00%5.23%
20050.00%6.26%
20040.00%4.73%
20030.00%5.92%
20020.00%6.60%
20010.00%7.64%
20000.00%8.70%
19990.00%1.73%

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