StockComparison Logo
vs

FSEC vs IYR

Comparison between FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).

5-Year PerformanceIYR has outperformed FSEC, delivering a return of +2.2% compared to +0.4%

FSEC vs IYR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FSEC
$4.70B
IYR
$4.70B
Expense Ratio
Winner
FSEC
0.36%
IYR
0.38%
Max Drawdown
Winner
FSEC
22.11%
IYR
76.51%
Sharpe Ratio
FSEC
0.44
Winner
IYR
0.52
5Y Beta
Winner
FSEC
0.02
IYR
0.49
P/E Ratio
FSEC
N/A
IYR
31.60
Forward P/E
FSEC
N/A
IYR
29.80
PEG Ratio
FSEC
N/A
IYR
0.36
5Y Dividends CAGR
Winner
FSEC
66.65%
IYR
1.32%
5Y EPS CAGR
FSEC
N/A
IYR
7.79%
Debt to Equity
FSEC
N/A
IYR
36.43%
P/S Ratio
FSEC
N/A
IYR
5.80
P/B Ratio
FSEC
N/A
IYR
2.73

FSEC vs IYR - Historical Returns

Returns include dividend reinvestment.

1M
FSEC
-0.24%
Winner
IYR
+0.73%
3M
FSEC
-0.14%
Winner
IYR
+3.86%
6M
FSEC
+0.64%
Winner
IYR
+7.84%
1Y
FSEC
+6.22%
Winner
IYR
+12.22%
5Y(CAGR)
FSEC
+0.44%
Winner
IYR
+2.22%
10Y(CAGR)
FSEC
N/A
IYR
+5.22%
Max(CAGR)
FSEC
+0.44%
Winner
IYR
+8.46%

FSEC vs IYR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearFSECIYR
2026+1.01%+11.33%
2025+8.06%+4.26%
2024+2.68%+3.50%
2023+4.77%+11.73%
2022-12.33%-24.93%
2021-0.50%+43.60%
2020N/A-4.21%
2019N/A+31.02%
2018N/A-3.81%
2017N/A+8.90%
2016N/A+8.08%
2015N/A+0.39%
2014N/A+26.89%
2013N/A-0.46%
2012N/A+17.48%
2011N/A+3.90%
2010N/A+26.88%
2009N/A+34.13%
2008N/A-39.37%
2007N/A-18.62%
2006N/A+31.33%
2005N/A+10.31%
2004N/A+30.53%
2003N/A+35.37%
2002N/A+2.87%
2001N/A+11.51%
2000N/A+12.29%

FSEC vs IYR Drawdown Comparison

The maximum drawdown for FSEC was -17.97%, occurring on Oct 24, 2022. Recovery took 1054 trading sessions.

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The current FSEC drawdown is -1.15%. The current IYR drawdown is -0.77%.

RankFSECIYR
#1-17.97%
Aug 3, 2021 - Oct 14, 2025
-74.11%
Feb 7, 2007 - Apr 10, 2013
#2-2.53%
Feb 27, 2026 - May 19, 2026
-42.32%
Feb 14, 2020 - Apr 20, 2021
#3-1.23%
Oct 14, 2025 - Jan 9, 2026
-33.72%
Dec 31, 2021 - Jun 12, 2026
#4-0.74%
Apr 30, 2021 - Jul 19, 2021
-18.84%
Apr 1, 2004 - Aug 31, 2004
#5-0.63%
Mar 4, 2021 - Apr 15, 2021
-18.54%
May 21, 2013 - Jun 5, 2014
#6-0.56%
Jan 9, 2026 - Jan 27, 2026
-18.38%
Apr 12, 2002 - May 20, 2003
#7-0.38%
Feb 13, 2026 - Feb 27, 2026
-17.09%
Jan 26, 2015 - May 6, 2016
#8-0.36%
Jan 27, 2026 - Feb 5, 2026
-14.25%
Aug 1, 2016 - Sep 11, 2017
#9-0.29%
Apr 22, 2021 - Apr 30, 2021
-13.93%
Aug 21, 2001 - Mar 4, 2002
#10-0.16%
Feb 5, 2026 - Feb 10, 2026
-12.64%
Dec 6, 2018 - Jan 30, 2019
#11-0.13%
Jul 20, 2021 - Jul 27, 2021
-12.50%
Aug 2, 2005 - Jan 6, 2006
#12-0.11%
Feb 10, 2026 - Feb 12, 2026
-12.49%
Dec 18, 2017 - Jun 29, 2018
#13-0.04%
Apr 15, 2021 - Apr 19, 2021
-9.61%
Mar 17, 2006 - Jul 19, 2006
#14-0.04%
Jul 27, 2021 - Jul 29, 2021
-9.01%
Dec 30, 2004 - May 18, 2005
#15N/A-8.39%
Aug 20, 2018 - Dec 6, 2018

Correlation

Correlation between FSEC and IYR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2000 - 2026)

FSEC vs IYR dividend yield comparison.

YearFSECIYR
20261.89%0.76%
20254.22%2.48%
20243.22%2.57%
20233.41%2.75%
20222.21%2.92%
20210.96%2.06%
20200.00%2.58%
20190.00%3.05%
20180.00%3.53%
20170.00%3.73%
20160.00%4.41%
20150.00%3.92%
20140.00%3.66%
20130.00%3.78%
20120.00%3.71%
20110.00%3.83%
20100.00%3.52%
20090.00%4.21%
20080.00%8.26%
20070.00%4.40%
20060.00%3.46%
20050.00%4.38%
20040.00%4.23%
20030.00%4.70%
20020.00%6.95%
20010.00%5.01%
20000.00%3.37%

Select Stocks to Compare