StockComparison Logo
vs

FREL vs QLTA

Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and ISHARES AAA - A RATED CORPORATE BOND ETF (QLTA, ETF).

5-Year PerformanceFREL has outperformed QLTA, delivering a return of +2.6% compared to -0.5%

FREL vs QLTA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FREL
$1.50B
Winner
QLTA
$1.60B
Expense Ratio
Winner
FREL
0.08%
QLTA
0.15%
Max Drawdown
FREL
43.46%
Winner
QLTA
26.32%
Sharpe Ratio
Winner
FREL
0.78
QLTA
-0.13
5Y Beta
FREL
0.50
Winner
QLTA
0.10
P/E Ratio
FREL
34.96
QLTA
N/A
Forward P/E
FREL
33.48
QLTA
N/A
5Y Dividends CAGR
FREL
2.88%
Winner
QLTA
12.34%
5Y EPS CAGR
FREL
9.49%
QLTA
N/A
Debt to Equity
FREL
47.72%
QLTA
N/A
P/S Ratio
FREL
5.31
QLTA
N/A
P/B Ratio
FREL
2.70
QLTA
N/A

FREL vs QLTA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FREL
+4.13%
QLTA
-0.99%
3M
Winner
FREL
+5.59%
QLTA
-1.08%
6M
Winner
FREL
+11.00%
QLTA
-0.80%
1Y
Winner
FREL
+14.29%
QLTA
+2.84%
5Y(CAGR)
Winner
FREL
+2.63%
QLTA
-0.47%
10Y(CAGR)
Winner
FREL
+5.56%
QLTA
+1.72%
Max(CAGR)
Winner
FREL
+5.68%
QLTA
+2.44%

FREL vs QLTA - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearFRELQLTA
2026+14.59%-0.49%
2025+4.07%+7.38%
2024+4.10%+1.84%
2023+11.62%+6.96%
2022-25.63%-14.44%
2021+45.48%-1.97%
2020-3.56%+9.46%
2019+31.79%+12.41%
2018-4.08%-1.81%
2017+8.56%+5.55%
2016+9.36%+4.23%
2015-4.72%+0.13%
2014N/A+6.39%
2013N/A-2.60%
2012N/A+6.22%

FREL vs QLTA Drawdown Comparison

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

The maximum drawdown for QLTA was -22.28%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FREL drawdown is -0.56%. The current QLTA drawdown is -4.28%.

RankFRELQLTA
#1-42.57%
Feb 14, 2020 - Apr 15, 2021
-22.28%
Aug 6, 2020 - Oct 20, 2022
#2-34.37%
Dec 31, 2021 - Jun 12, 2026
-15.24%
Mar 6, 2020 - May 29, 2020
#3-15.67%
Feb 5, 2015 - Apr 1, 2016
-7.06%
May 2, 2013 - May 27, 2014
#4-14.14%
Aug 1, 2016 - Sep 18, 2017
-5.63%
Jul 8, 2016 - Aug 23, 2017
#5-12.75%
Dec 6, 2018 - Jan 30, 2019
-4.40%
Jan 30, 2015 - Mar 15, 2016
#6-12.43%
Dec 18, 2017 - Jun 29, 2018
-4.28%
Dec 29, 2017 - Jan 31, 2019
#7-8.54%
Aug 29, 2018 - Dec 6, 2018
-2.71%
Sep 4, 2019 - Dec 27, 2019
#8-7.53%
Sep 3, 2021 - Oct 28, 2021
-2.24%
Jul 25, 2012 - Sep 24, 2012
#9-5.49%
Nov 24, 2021 - Dec 7, 2021
-2.20%
Dec 6, 2012 - Apr 8, 2013
#10-5.47%
Oct 21, 2019 - Jan 16, 2020
-1.78%
Feb 28, 2012 - May 1, 2012
#11-5.38%
May 10, 2016 - Jun 23, 2016
-1.70%
Aug 27, 2014 - Oct 7, 2014
#12-5.11%
Jun 20, 2019 - Jul 10, 2019
-1.53%
Oct 17, 2014 - Jan 2, 2015
#13-4.48%
Apr 30, 2021 - May 26, 2021
-1.43%
May 5, 2016 - Jun 3, 2016
#14-4.10%
Apr 12, 2019 - Jun 5, 2019
-1.21%
Jul 3, 2019 - Aug 1, 2019
#15-3.80%
Jul 10, 2019 - Aug 8, 2019
-1.06%
Sep 7, 2017 - Dec 13, 2017

Correlation

Correlation between FREL and QLTA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (2012 - 2026)

FREL vs QLTA dividend yield comparison.

YearFRELQLTA
20261.73%2.32%
20253.59%4.33%
20243.48%4.11%
20233.73%3.39%
20223.57%2.79%
20212.34%1.96%
20203.77%2.31%
20193.32%2.99%
20185.54%3.09%
20173.27%2.67%
20164.01%2.59%
20153.80%2.99%
20140.00%2.32%
20130.00%2.14%
20120.00%1.94%

Select Stocks to Compare