FREL vs REET
Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and ISHARES GLOBAL REIT ETF (REET, ETF).
Both FREL and REET are from the Real Estate sector.
5-Year PerformanceFREL has outperformed REET, delivering a return of +2.6% compared to +2.5%
FREL vs REET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FREL
$1.40B
Winner
REET
$4.80B
Expense Ratio
Winner
FREL
0.08%
REET
0.14%
Max Drawdown
Winner
FREL
43.46%
REET
44.61%
Sharpe Ratio
FREL
0.67
Winner
REET
0.81
5Y Beta
Winner
FREL
0.52
REET
0.52
P/E Ratio
Winner
FREL
34.39
REET
36.94
Forward P/E
Winner
FREL
32.92
REET
40.09
5Y Dividends CAGR
FREL
1.14%
Winner
REET
10.55%
5Y EPS CAGR
FREL
9.52%
Winner
REET
9.90%
Debt to Equity
Winner
FREL
43.06%
REET
43.27%
P/S Ratio
Winner
FREL
5.34
REET
8.08
P/B Ratio
FREL
2.66
Winner
REET
2.62
FREL vs REET - Holdings Comparison
FREL and REET have 69 common holdings. Overlap is 57.06%
FREL's top 25 holdings weight is 69.30%. REET's top 25 holdings weight is 54.96%.
| Rank | FREL | REET |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 8.55% | WELLTOWER INC (WELL) - 8.26% |
| #2 | PROLOGIS INC (PLD) - 8.40% | PROLOGIS INC (PLD) - 7.52% |
| #3 | AMERICAN TOWER CORP (AMT) - 5.31% | EQUINIX INC (EQIX) - 5.87% |
| #4 | EQUINIX INC (EQIX) - 4.75% | SIMON PROPERTY GROUP INC (SPG) - 3.68% |
| #5 | SIMON PROPERTY GROUP INC (SPG) - 4.31% | DIGITAL REALTY TRUST INC (DLR) - 3.67% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 4.12% | REALTY INCOME CORP (O) - 3.16% |
| #7 | REALTY INCOME CORP (O) - 3.56% | PUBLIC STORAGE (PSA) - 2.68% |
| #8 | PUBLIC STORAGE (PSA) - 3.07% | GOODMAN GROUP (n/a) - 2.38% |
| #9 | VENTAS INC (VTR) - 2.57% | VENTAS INC (VTR) - 2.30% |
| #10 | CROWN CASTLE INC (CCI) - 2.53% | IRON MOUNTAIN INC (IRM) - 2.06% |
| #11 | CBRE GROUP INC CLASS A (CBRE) - 2.47% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.72% |
| #12 | IRON MOUNTAIN INC (IRM) - 2.45% | EXTRA SPACE STORAGE INC (EXR) - 1.68% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 1.98% | AVALONBAY COMMUNITIES INC (AVB) - 1.47% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% | EQUITY RESIDENTIAL (EQR) - 1.39% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.71% | INVITATION HOMES INC (INVH) - 1.00% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.49% | ESSEX PROPERTY TRUST INC (ESS) - 0.98% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.41% | W.P. CAREY INC (WPC) - 0.90% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.16% | KIMCO REALTY CORP (KIM) - 0.90% |
| #19 | INVITATION HOMES INC (INVH) - 1.13% | SUN COMMUNITIES INC (SUI) - 0.87% |
| #20 | WEYERHAEUSER CO (WY) - 1.13% | HOST HOTELS & RESORTS INC (HST) - 0.85% |
| #21 | KIMCO REALTY CORP (KIM) - 1.08% | NIPPON BUILDING FUND INC (n/a) - 0.34% |
| #22 | W.P. CAREY INC (WPC) - 1.07% | MACERICH CO (MAC) - 0.34% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.06% | KITE REALTY GROUP TRUST (KRG) - 0.32% |
| #24 | SUN COMMUNITIES INC (SUI) - 1.02% | VORNADO REALTY TRUST (VNO) - 0.31% |
| #25 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 0.99% | LONDONMETRIC PROPERTY PLC (n/a) - 0.31% |
| Total Holdings | 130 | 317 |
FREL vs REET - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FREL
+1.24%
REET
-0.04%
3M
Winner
FREL
+3.25%
REET
+2.38%
6M
Winner
FREL
+9.78%
REET
+9.73%
1Y
FREL
+12.39%
Winner
REET
+13.52%
5Y(CAGR)
Winner
FREL
+2.64%
REET
+2.49%
10Y(CAGR)
Winner
FREL
+6.03%
REET
+4.15%
Max(CAGR)
Winner
FREL
+5.39%
REET
+4.56%
FREL vs REET - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | FREL | REET |
|---|---|---|
| 2026 | +10.40% | +9.13% |
| 2025 | +4.07% | +8.74% |
| 2024 | +4.10% | +2.06% |
| 2023 | +11.62% | +10.56% |
| 2022 | -25.63% | -23.62% |
| 2021 | +45.48% | +36.24% |
| 2020 | -3.56% | -9.57% |
| 2019 | +31.79% | +25.90% |
| 2018 | -4.08% | -5.11% |
| 2017 | +8.56% | +7.49% |
| 2016 | +9.36% | +7.10% |
| 2015 | -4.72% | +0.19% |
| 2014 | N/A | +5.22% |
FREL vs REET Drawdown Comparison
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.
The current FREL drawdown is -1.37%. The current REET drawdown is -1.59%.
| Rank | FREL | REET |
|---|---|---|
| #1 | -42.57% Feb 14, 2020 - Apr 15, 2021 | -44.59% Feb 14, 2020 - Jun 1, 2021 |
| #2 | -34.37% Dec 31, 2021 - Oct 25, 2023 | -32.06% Dec 31, 2021 - Feb 13, 2026 |
| #3 | -15.67% Feb 5, 2015 - Apr 1, 2016 | -15.78% Jan 26, 2015 - Apr 19, 2016 |
| #4 | -14.14% Aug 1, 2016 - Sep 18, 2017 | -14.35% Jul 29, 2016 - Aug 3, 2018 |
| #5 | -12.75% Dec 6, 2018 - Jan 30, 2019 | -10.88% Aug 29, 2018 - Jan 29, 2019 |
| #6 | -12.43% Dec 18, 2017 - Jun 29, 2018 | -9.05% Feb 26, 2026 - Apr 17, 2026 |
| #7 | -8.54% Aug 29, 2018 - Dec 6, 2018 | -7.38% Sep 3, 2021 - Nov 3, 2021 |
| #8 | -7.53% Sep 3, 2021 - Oct 28, 2021 | -7.32% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -5.49% Nov 24, 2021 - Dec 7, 2021 | -5.26% May 10, 2016 - Jun 23, 2016 |
| #10 | -5.47% Oct 21, 2019 - Jan 16, 2020 | -5.13% Oct 24, 2019 - Jan 21, 2020 |
| #11 | -5.38% May 10, 2016 - Jun 23, 2016 | -5.13% Nov 24, 2021 - Dec 8, 2021 |
| #12 | -5.11% Jun 20, 2019 - Jul 10, 2019 | -4.06% Jun 14, 2021 - Jul 12, 2021 |
| #13 | -4.48% Apr 30, 2021 - May 26, 2021 | -4.00% Jul 10, 2019 - Sep 3, 2019 |
| #14 | -4.10% Apr 12, 2019 - Jun 5, 2019 | -3.61% Jun 23, 2016 - Jun 29, 2016 |
| #15 | -3.80% Jul 10, 2019 - Aug 8, 2019 | -3.47% Jul 23, 2014 - Aug 18, 2014 |
Correlation
Correlation between FREL and REET is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2014 - 2026)
FREL vs REET dividend yield comparison.
| Year | FREL | REET |
|---|---|---|
| 2026 | 0.85% | 0.47% |
| 2025 | 3.59% | 3.67% |
| 2024 | 3.48% | 3.64% |
| 2023 | 3.73% | 3.27% |
| 2022 | 3.57% | 2.43% |
| 2021 | 2.34% | 3.18% |
| 2020 | 3.77% | 2.65% |
| 2019 | 3.32% | 5.25% |
| 2018 | 5.54% | 5.73% |
| 2017 | 3.27% | 3.84% |
| 2016 | 4.01% | 5.37% |
| 2015 | 3.80% | 3.56% |
| 2014 | 0.00% | 1.71% |
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