FREL vs WCMI
Comparison between FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
FREL vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FREL
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
FREL
0.08%
WCMI
0.85%
Max Drawdown
FREL
43.46%
Winner
WCMI
20.16%
Sharpe Ratio
FREL
0.78
Winner
WCMI
1.00
5Y Beta
Winner
FREL
0.50
WCMI
0.81
P/E Ratio
FREL
34.96
WCMI
N/A
Forward P/E
FREL
33.48
WCMI
N/A
5Y Dividends CAGR
FREL
2.88%
WCMI
N/A
5Y EPS CAGR
FREL
9.49%
WCMI
N/A
Debt to Equity
FREL
47.72%
WCMI
N/A
P/S Ratio
FREL
5.31
WCMI
N/A
P/B Ratio
FREL
2.70
WCMI
N/A
FREL vs WCMI - Holdings Comparison
FREL and WCMI have 1 common holdings. Overlap is 0.00%
FREL's top 25 holdings weight is 67.81%. WCMI's top 25 holdings weight is 76.48%.
| Rank | FREL | WCMI |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 9.04% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 7.20% |
| #2 | PROLOGIS INC (PLD) - 7.61% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 6.48% |
| #3 | EQUINIX INC (EQIX) - 5.28% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 6.46% |
| #4 | SIMON PROPERTY GROUP INC (SPG) - 4.62% | CASH (n/a) - 5.26% |
| #5 | AMERICAN TOWER CORP (AMT) - 3.98% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.66% |
| #6 | DIGITAL REALTY TRUST INC (DLR) - 3.74% | BABCOCK INTERNATIONAL GROUP PLC (n/a) - 3.35% |
| #7 | REALTY INCOME CORP (O) - 3.56% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 3.28% |
| #8 | PUBLIC STORAGE (PSA) - 3.25% | TEVA PHARMACEUTICAL INDUSTRIES LTD ADR (TEVA) - 3.09% |
| #9 | VENTAS INC (VTR) - 2.63% | LOTTOMATICA GROUP SPA (n/a) - 2.96% |
| #10 | CBRE GROUP INC CLASS A (CBRE) - 2.62% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 2.80% |
| #11 | IRON MOUNTAIN INC (IRM) - 2.31% | CONSTELLATION SOFTWARE INC (CNSWF) - 2.67% |
| #12 | CROWN CASTLE INC (CCI) - 2.12% | SOCIETE GENERALE SA (n/a) - 2.66% |
| #13 | EXTRA SPACE STORAGE INC (EXR) - 2.01% | SONY GROUP CORP ADR (SONY) - 2.54% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.81% | JAPAN EXCHANGE GROUP INC (n/a) - 2.15% |
| #15 | AVALONBAY COMMUNITIES INC (AVB) - 1.75% | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (BN) - 2.10% |
| #16 | EQUITY RESIDENTIAL (EQR) - 1.53% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.02% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.26% | MIZUHO FINANCIAL GROUP INC (n/a) - 2.02% |
| #18 | ESSEX PROPERTY TRUST INC (ESS) - 1.22% | UBS GROUP AG REGISTERED SHARES (n/a) - 2.00% |
| #19 | INVITATION HOMES INC (INVH) - 1.16% | KB FINANCIAL GROUP INC (n/a) - 2.00% |
| #20 | WEYERHAEUSER CO (WY) - 1.11% | BAYER AG (n/a) - 1.87% |
| #21 | KIMCO REALTY CORP (KIM) - 1.09% | NOVO NORDISK AS ADR (NVO) - 1.84% |
| #22 | HOST HOTELS & RESORTS INC (HST) - 1.06% | SLB LTD (SLB) - 1.83% |
| #23 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% | WUXI BIOLOGICS (CAYMAN) INC (n/a) - 1.77% |
| #24 | W.P. CAREY INC (WPC) - 1.00% | RENTOKIL INITIAL PLC (n/a) - 1.75% |
| #25 | HEALTHPEAK PROPERTIES INC (DOC) - 0.99% | TESCO PLC (n/a) - 1.72% |
| Total Holdings | 127 | 46 |
FREL vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FREL
+4.13%
WCMI
-2.93%
3M
FREL
+5.59%
Winner
WCMI
+6.19%
6M
Winner
FREL
+11.00%
WCMI
+7.67%
1Y
FREL
+14.29%
Winner
WCMI
+24.40%
5Y(CAGR)
FREL
+2.63%
WCMI
N/A
10Y(CAGR)
FREL
+5.56%
WCMI
N/A
Max(CAGR)
FREL
+5.68%
Winner
WCMI
+21.03%
FREL vs WCMI - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FREL | WCMI |
|---|---|---|
| 2026 | +14.59% | +11.52% |
| 2025 | +4.07% | +30.97% |
| 2024 | +4.10% | -5.05% |
| 2023 | +11.62% | N/A |
| 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 WCMI Drawdown Comparison
The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current FREL drawdown is -0.56%. The current WCMI drawdown is -2.93%.
| Rank | FREL | WCMI |
|---|---|---|
| #1 | -42.57% Feb 14, 2020 - Apr 15, 2021 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -34.37% Dec 31, 2021 - Jun 12, 2026 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -15.67% Feb 5, 2015 - Apr 1, 2016 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -14.14% Aug 1, 2016 - Sep 18, 2017 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -12.75% Dec 6, 2018 - Jan 30, 2019 | -5.50% Jun 22, 2026 - Jul 20, 2026 |
| #6 | -12.43% Dec 18, 2017 - Jun 29, 2018 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -8.54% Aug 29, 2018 - Dec 6, 2018 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -7.53% Sep 3, 2021 - Oct 28, 2021 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -5.49% Nov 24, 2021 - Dec 7, 2021 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -5.47% Oct 21, 2019 - Jan 16, 2020 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -5.38% May 10, 2016 - Jun 23, 2016 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -5.11% Jun 20, 2019 - Jul 10, 2019 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -4.48% Apr 30, 2021 - May 26, 2021 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -4.10% Apr 12, 2019 - Jun 5, 2019 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -3.80% Jul 10, 2019 - Aug 8, 2019 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between FREL and WCMI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2015 - 2026)
FREL vs WCMI dividend yield comparison.
| Year | FREL | WCMI |
|---|---|---|
| 2026 | 1.73% | 0.24% |
| 2025 | 3.59% | 0.78% |
| 2024 | 3.48% | 15.26% |
| 2023 | 3.73% | 0.00% |
| 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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