FREL vs UYLD
Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and ANGEL OAK ULTRASHORT INCOME ETF (UYLD, ETF).
FREL vs UYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FREL
$1.50B
Winner
UYLD
$1.60B
Expense Ratio
Winner
FREL
0.08%
UYLD
0.35%
Max Drawdown
FREL
43.46%
Winner
UYLD
0.99%
Sharpe Ratio
FREL
0.65
Winner
UYLD
1.39
5Y Beta
FREL
0.48
Winner
UYLD
0.01
P/E Ratio
FREL
35.51
UYLD
N/A
Forward P/E
FREL
33.76
UYLD
N/A
5Y Dividends CAGR
FREL
2.88%
UYLD
N/A
5Y EPS CAGR
FREL
10.35%
UYLD
N/A
Debt to Equity
FREL
53.39%
UYLD
N/A
P/S Ratio
FREL
5.40
UYLD
N/A
P/B Ratio
FREL
2.65
UYLD
N/A
FREL vs UYLD - Historical Returns
Returns include dividend reinvestment.
1M
FREL
-1.12%
Winner
UYLD
+0.43%
3M
Winner
FREL
+2.81%
UYLD
+1.43%
6M
Winner
FREL
+5.75%
UYLD
+2.23%
1Y
Winner
FREL
+12.78%
UYLD
+4.81%
5Y(CAGR)
FREL
+2.26%
UYLD
N/A
10Y(CAGR)
FREL
+5.65%
UYLD
N/A
Max(CAGR)
FREL
+5.53%
Winner
UYLD
+5.86%
FREL vs UYLD - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FREL | UYLD |
|---|---|---|
| 2026 | +13.30% | +2.91% |
| 2025 | +4.07% | +5.39% |
| 2024 | +4.10% | +6.02% |
| 2023 | +11.62% | +6.76% |
| 2022 | -25.63% | +1.12% |
| 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 UYLD Drawdown Comparison
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The maximum drawdown for UYLD was -0.54%, occurring on Jan 2, 2025. Recovery took 25 trading sessions.
The current FREL drawdown is -2.49%.
| Rank | FREL | UYLD |
|---|---|---|
| #1 | -42.57% Feb 14, 2020 - Apr 15, 2021 | -0.54% Dec 30, 2024 - Feb 6, 2025 |
| #2 | -34.37% Dec 31, 2021 - Jun 12, 2026 | -0.41% Nov 10, 2022 - Dec 5, 2022 |
| #3 | -15.67% Feb 5, 2015 - Apr 1, 2016 | -0.35% Apr 6, 2023 - May 3, 2023 |
| #4 | -14.14% Aug 1, 2016 - Sep 18, 2017 | -0.27% May 4, 2023 - May 31, 2023 |
| #5 | -12.75% Dec 6, 2018 - Jan 30, 2019 | -0.27% Jan 27, 2023 - Feb 22, 2023 |
| #6 | -12.43% Dec 18, 2017 - Jun 29, 2018 | -0.24% Mar 27, 2023 - Apr 4, 2023 |
| #7 | -8.54% Aug 29, 2018 - Dec 6, 2018 | -0.19% Apr 3, 2025 - Apr 22, 2025 |
| #8 | -7.53% Sep 3, 2021 - Oct 28, 2021 | -0.18% Dec 21, 2022 - Jan 3, 2023 |
| #9 | -5.49% Nov 24, 2021 - Dec 7, 2021 | -0.17% Mar 15, 2023 - Mar 24, 2023 |
| #10 | -5.47% Oct 21, 2019 - Jan 16, 2020 | -0.15% Dec 14, 2022 - Dec 21, 2022 |
| #11 | -5.38% May 10, 2016 - Jun 23, 2016 | -0.14% Oct 30, 2023 - Nov 3, 2023 |
| #12 | -5.11% Jun 20, 2019 - Jul 10, 2019 | -0.14% Jan 3, 2023 - Jan 6, 2023 |
| #13 | -4.48% Apr 30, 2021 - May 26, 2021 | -0.14% Jun 14, 2024 - Jun 21, 2024 |
| #14 | -4.48% Jul 28, 2026 - Aug 11, 2026 | -0.14% Aug 2, 2024 - Aug 12, 2024 |
| #15 | -4.10% Apr 12, 2019 - Jun 5, 2019 | -0.14% Mar 9, 2026 - Mar 31, 2026 |
Correlation
Correlation between FREL and UYLD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2026)
FREL vs UYLD dividend yield comparison.
| Year | FREL | UYLD |
|---|---|---|
| 2026 | 1.75% | 2.87% |
| 2025 | 3.59% | 5.07% |
| 2024 | 3.48% | 4.97% |
| 2023 | 3.73% | 5.92% |
| 2022 | 3.57% | 0.75% |
| 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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