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FSIG vs FREL

Comparison between FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF (FSIG, ETF) and FIDELITY MSCI REAL ESTATE INDEX ETF (FREL, ETF).

5-Year PerformanceFSIG has outperformed FREL, delivering a return of +2.8% compared to +2.3%

FSIG vs FREL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FSIG
$1.50B
FREL
$1.50B
Expense Ratio
FSIG
0.44%
Winner
FREL
0.08%
Max Drawdown
Winner
FSIG
9.03%
FREL
43.46%
Sharpe Ratio
FSIG
-0.40
Winner
FREL
0.65
5Y Beta
Winner
FSIG
0.04
FREL
0.48
P/E Ratio
FSIG
N/A
FREL
35.51
Forward P/E
FSIG
N/A
FREL
33.76
5Y Dividends CAGR
FSIG
N/A
FREL
2.88%
5Y EPS CAGR
FSIG
N/A
FREL
10.35%
Debt to Equity
FSIG
N/A
FREL
53.39%
P/S Ratio
FSIG
N/A
FREL
5.40
P/B Ratio
FSIG
N/A
FREL
2.65

FSIG vs FREL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FSIG
+0.33%
FREL
-1.12%
3M
FSIG
+0.73%
Winner
FREL
+2.81%
6M
FSIG
+0.25%
Winner
FREL
+5.75%
1Y
FSIG
+3.13%
Winner
FREL
+12.78%
5Y(CAGR)
Winner
FSIG
+2.77%
FREL
+2.26%
10Y(CAGR)
FSIG
N/A
FREL
+5.65%
Max(CAGR)
FSIG
+2.77%
Winner
FREL
+5.53%

FSIG vs FREL - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearFSIGFREL
2026+0.88%+13.30%
2025+6.65%+4.07%
2024+4.43%+4.10%
2023+6.02%+11.62%
2022-4.23%-25.63%
2021+0.02%+45.48%
2020N/A-3.56%
2019N/A+31.79%
2018N/A-4.08%
2017N/A+8.56%
2016N/A+9.36%
2015N/A-4.72%

FSIG vs FREL Drawdown Comparison

The maximum drawdown for FSIG was -6.88%, occurring on Oct 20, 2022. Recovery took 510 trading sessions.

The maximum drawdown for FREL was -42.57%, occurring on Mar 23, 2020. Recovery took 293 trading sessions.

The current FSIG drawdown is -0.09%. The current FREL drawdown is -2.49%.

RankFSIGFREL
#1-6.88%
Nov 19, 2021 - Dec 1, 2023
-42.57%
Feb 14, 2020 - Apr 15, 2021
#2-1.55%
Feb 23, 2026 - Jun 25, 2026
-34.37%
Dec 31, 2021 - Jun 12, 2026
#3-1.51%
Sep 24, 2024 - Feb 21, 2025
-15.67%
Feb 5, 2015 - Apr 1, 2016
#4-1.32%
Feb 1, 2024 - May 21, 2024
-14.14%
Aug 1, 2016 - Sep 18, 2017
#5-1.26%
Apr 3, 2025 - Apr 24, 2025
-12.75%
Dec 6, 2018 - Jan 30, 2019
#6-0.62%
Jun 26, 2026 - Aug 5, 2026
-12.43%
Dec 18, 2017 - Jun 29, 2018
#7-0.58%
Dec 27, 2023 - Jan 12, 2024
-8.54%
Aug 29, 2018 - Dec 6, 2018
#8-0.57%
Jan 12, 2024 - Jan 31, 2024
-7.53%
Sep 3, 2021 - Oct 28, 2021
#9-0.50%
Apr 30, 2025 - May 27, 2025
-5.49%
Nov 24, 2021 - Dec 7, 2021
#10-0.47%
Jun 30, 2025 - Jul 21, 2025
-5.47%
Oct 21, 2019 - Jan 16, 2020
#11-0.47%
Oct 27, 2025 - Nov 24, 2025
-5.38%
May 10, 2016 - Jun 23, 2016
#12-0.42%
Aug 2, 2024 - Aug 14, 2024
-5.11%
Jun 20, 2019 - Jul 10, 2019
#13-0.40%
Sep 16, 2025 - Oct 14, 2025
-4.48%
Apr 30, 2021 - May 26, 2021
#14-0.37%
May 21, 2024 - May 31, 2024
-4.48%
Jul 28, 2026 - Aug 11, 2026
#15-0.37%
Jul 5, 2024 - Jul 11, 2024
-4.10%
Apr 12, 2019 - Jun 5, 2019

Correlation

Correlation between FSIG and FREL is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2015 - 2026)

FSIG vs FREL dividend yield comparison.

YearFSIGFREL
20263.09%1.75%
20254.73%3.59%
20244.61%3.48%
20234.42%3.73%
20222.48%3.57%
20210.12%2.34%
20200.00%3.77%
20190.00%3.32%
20180.00%5.54%
20170.00%3.27%
20160.00%4.01%
20150.00%3.80%

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