FRI vs DIM
Comparison between FIRST TRUST S&P REIT INDEX FUND (FRI, ETF) and WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF).
5-Year PerformanceDIM has outperformed FRI, delivering a return of +7.8% compared to +4.9%
FRI vs DIM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FRI
$165M
DIM
$165M
Expense Ratio
Winner
FRI
0.50%
DIM
0.58%
Max Drawdown
FRI
73.28%
Winner
DIM
64.74%
Sharpe Ratio
FRI
1.00
Winner
DIM
1.08
5Y Beta
Winner
FRI
0.54
DIM
0.62
P/E Ratio
FRI
36.54
DIM
N/A
Forward P/E
FRI
35.96
DIM
N/A
5Y Dividends CAGR
FRI
3.24%
Winner
DIM
11.55%
5Y EPS CAGR
FRI
8.57%
DIM
N/A
Debt to Equity
FRI
44.85%
DIM
N/A
P/S Ratio
FRI
7.34
DIM
N/A
P/B Ratio
FRI
2.40
DIM
N/A
FRI vs DIM - Holdings Comparison
FRI and DIM have 1 common holdings. Overlap is 0.00%
FRI's top 25 holdings weight is 73.31%. DIM's top 25 holdings weight is 17.26%.
| Rank | FRI | DIM |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.25% | AIB GROUP PLC (n/a) - 1.34% |
| #2 | PROLOGIS INC (PLD) - 10.12% | WH GROUP LTD SHS UNITARY 144A/REG S (n/a) - 0.94% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.66% | TENARIS SA (n/a) - 0.90% |
| #4 | EQUINIX INC (EQIX) - 4.64% | BANCA MEDIOLANUM (n/a) - 0.85% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.56% | ADMIRAL GROUP PLC (n/a) - 0.78% |
| #6 | REALTY INCOME CORP (O) - 4.26% | NN GROUP NV (n/a) - 0.76% |
| #7 | MORGAN STANLEY INSTL LQUDTY TRS INSTL (MISXX) - 3.67% | KONINKLIJKE KPN NV (n/a) - 0.74% |
| #8 | PUBLIC STORAGE (PSA) - 3.60% | FORTUM OYJ (n/a) - 0.71% |
| #9 | VENTAS INC (VTR) - 3.12% | BANK OF IRELAND GROUP PLC (n/a) - 0.71% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.79% | TRATON SE (n/a) - 0.70% |
| #11 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.32% | ASTELLAS PHARMA INC (n/a) - 0.70% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 2.27% | AMUNDI SA (n/a) - 0.70% |
| #13 | AVALONBAY COMMUNITIES INC (AVB) - 1.96% | BOUYGUES (n/a) - 0.66% |
| #14 | EQUITY RESIDENTIAL (EQR) - 1.70% | TELIA COMPANY AB (n/a) - 0.65% |
| #15 | ESSEX PROPERTY TRUST INC (ESS) - 1.33% | CK ASSET HOLDINGS LTD (n/a) - 0.60% |
| #16 | INVITATION HOMES INC (INVH) - 1.23% | HELVETIA BALOISE HOLDING AG (n/a) - 0.60% |
| #17 | W.P. CAREY INC (WPC) - 1.22% | n/a (n/a) - 0.59% |
| #18 | KIMCO REALTY CORP (KIM) - 1.21% | MAPFRE SA (n/a) - 0.56% |
| #19 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.14% | CK INFRASTRUCTURE HOLDINGS LTD (n/a) - 0.55% |
| #20 | SUN COMMUNITIES INC (SUI) - 1.11% | CATHAY PACIFIC AIRWAYS LTD (n/a) - 0.55% |
| #21 | HOST HOTELS & RESORTS INC (HST) - 1.07% | KLEPIERRE (n/a) - 0.55% |
| #22 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.06% | AGEAS SA/ NV (n/a) - 0.54% |
| #23 | HEALTHPEAK PROPERTIES INC (DOC) - 1.02% | n/a (n/a) - 0.53% |
| #24 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 1.01% | POWER ASSETS HOLDINGS LTD (n/a) - 0.53% |
| #25 | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.99% | SINGAPORE AIRLINES LTD (n/a) - 0.52% |
| Total Holdings | 131 | 596 |
FRI vs DIM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FRI
+1.37%
DIM
-1.65%
3M
Winner
FRI
+4.56%
DIM
+0.95%
6M
Winner
FRI
+13.63%
DIM
+8.33%
1Y
FRI
+17.57%
Winner
DIM
+18.48%
5Y(CAGR)
FRI
+4.87%
Winner
DIM
+7.75%
10Y(CAGR)
FRI
+5.94%
Winner
DIM
+7.69%
Max(CAGR)
FRI
+5.12%
Winner
DIM
+6.14%
FRI vs DIM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FRI | DIM |
|---|---|---|
| 2026 | +14.27% | +4.90% |
| 2025 | +3.67% | +37.95% |
| 2024 | +6.78% | +4.74% |
| 2023 | +13.52% | +14.80% |
| 2022 | -24.21% | -14.45% |
| 2021 | +47.78% | +9.38% |
| 2020 | -6.50% | -1.25% |
| 2019 | +26.83% | +20.25% |
| 2018 | -3.95% | -15.85% |
| 2017 | +3.50% | +27.34% |
| 2016 | +9.19% | +4.88% |
| 2015 | +0.47% | +2.70% |
| 2014 | +30.00% | -0.75% |
| 2013 | +0.53% | +19.61% |
| 2012 | +16.38% | +17.68% |
| 2011 | +6.31% | -14.32% |
| 2010 | +28.60% | +8.60% |
| 2009 | +30.64% | +32.54% |
| 2008 | -38.19% | -41.12% |
| 2007 | -19.25% | +7.23% |
| 2006 | N/A | +27.13% |
FRI vs DIM Drawdown Comparison
The maximum drawdown for FRI was -71.97%, occurring on Mar 6, 2009. Recovery took 1284 trading sessions.
The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.
The current FRI drawdown is -1.01%. The current DIM drawdown is -4.82%.
| Rank | FRI | DIM |
|---|---|---|
| #1 | -71.97% May 30, 2007 - Jul 2, 2012 | -61.43% Oct 31, 2007 - Oct 18, 2013 |
| #2 | -44.16% Feb 21, 2020 - Apr 21, 2021 | -40.87% Jan 26, 2018 - Mar 12, 2021 |
| #3 | -31.25% Dec 31, 2021 - Feb 6, 2026 | -30.73% Sep 3, 2021 - May 15, 2024 |
| #4 | -18.28% May 21, 2013 - Jun 5, 2014 | -20.59% May 15, 2015 - Mar 16, 2017 |
| #5 | -17.40% Jan 26, 2015 - May 6, 2016 | -14.20% Jul 12, 2007 - Oct 29, 2007 |
| #6 | -17.36% Aug 1, 2016 - Dec 6, 2018 | -13.93% Jul 3, 2014 - Apr 23, 2015 |
| #7 | -13.16% Dec 6, 2018 - Jan 31, 2019 | -12.13% Mar 19, 2025 - Apr 24, 2025 |
| #8 | -9.31% Sep 14, 2012 - Jan 15, 2013 | -10.56% Feb 25, 2026 - Mar 20, 2026 |
| #9 | -7.58% Sep 5, 2014 - Oct 27, 2014 | -9.98% Sep 26, 2024 - Mar 5, 2025 |
| #10 | -7.57% Mar 2, 2026 - Apr 16, 2026 | -8.46% Feb 26, 2007 - Mar 21, 2007 |
| #11 | -7.06% Sep 2, 2021 - Oct 26, 2021 | -6.28% Jul 16, 2024 - Aug 19, 2024 |
| #12 | -6.39% Oct 24, 2019 - Feb 10, 2020 | -6.21% Jan 16, 2014 - Feb 18, 2014 |
| #13 | -5.83% May 9, 2016 - Jun 28, 2016 | -5.35% Jul 3, 2006 - Jul 28, 2006 |
| #14 | -5.74% Nov 24, 2021 - Dec 8, 2021 | -5.23% Jun 14, 2021 - Aug 13, 2021 |
| #15 | -5.66% May 11, 2007 - May 30, 2007 | -4.94% Oct 22, 2013 - Dec 31, 2013 |
Correlation
Correlation between FRI and DIM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
FRI vs DIM dividend yield comparison.
| Year | FRI | DIM |
|---|---|---|
| 2026 | 0.30% | 0.07% |
| 2025 | 2.99% | 3.21% |
| 2024 | 3.33% | 3.58% |
| 2023 | 3.24% | 4.62% |
| 2022 | 2.52% | 3.96% |
| 2021 | 1.44% | 3.65% |
| 2020 | 3.08% | 2.53% |
| 2019 | 2.28% | 3.26% |
| 2018 | 3.21% | 3.28% |
| 2017 | 2.82% | 2.57% |
| 2016 | 3.27% | 2.94% |
| 2015 | 2.66% | 2.81% |
| 2014 | 2.07% | 3.46% |
| 2013 | 3.10% | 3.10% |
| 2012 | 2.27% | 2.95% |
| 2011 | 2.20% | 4.49% |
| 2010 | 2.04% | 2.82% |
| 2009 | 2.34% | 2.60% |
| 2008 | 3.31% | 5.92% |
| 2007 | 2.37% | 2.90% |
| 2006 | 0.00% | 0.59% |
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