GQRE vs FLTB

Comparison between FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX FUND (GQRE, ETF) and FIDELITY LIMITED TERM BOND ETF (FLTB, ETF).

5-Year PerformanceGQRE has outperformed FLTB, delivering a return of +2.4% compared to +2.3%

GQRE vs FLTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GQRE(ETF)	FLTB(ETF)
Net Assets	$400M	$401M
Expense Ratio	0.45%	0.25%
Max Drawdown	41.96%	11.00%
Sharpe Ratio	0.77	0.22
5Y Beta	0.51	0.01
P/E Ratio	27.73	N/A
Forward P/E	31.06	N/A
5Y Dividends CAGR	15.97%	32.39%
5Y EPS CAGR	12.20%	N/A
Debt to Equity	100.33%	N/A
P/S Ratio	5.73	N/A
P/B Ratio	2.06	N/A

Net Assets

GQRE

$400M

Winner

FLTB

$401M

Expense Ratio

GQRE

0.45%

Winner

FLTB

0.25%

Max Drawdown

GQRE

41.96%

Winner

FLTB

11.00%

Sharpe Ratio

Winner

GQRE

0.77

FLTB

0.22

5Y Beta

GQRE

0.51

Winner

FLTB

0.01

P/E Ratio

GQRE

27.73

FLTB

N/A

Forward P/E

GQRE

31.06

FLTB

N/A

5Y Dividends CAGR

GQRE

15.97%

Winner

FLTB

32.39%

5Y EPS CAGR

GQRE

12.20%

FLTB

N/A

Debt to Equity

GQRE

100.33%

FLTB

N/A

P/S Ratio

GQRE

5.73

FLTB

N/A

P/B Ratio

GQRE

2.06

FLTB

N/A

GQRE vs FLTB - Historical Returns

Returns include dividend reinvestment.

Period	GQRE	FLTB
1 month	-0.17%	+0.34%
3 months	+7.57%	+0.83%
6 months	+9.88%	+0.86%
1 year	+11.40%	+4.05%
5 years(CAGR)	+2.36%	+2.31%
10 years(CAGR)	+3.76%	+2.45%
Max(CAGR)	+5.07%	+2.41%

GQRE

-0.17%

Winner

FLTB

+0.34%

Winner

GQRE

+7.57%

FLTB

+0.83%

Winner

GQRE

+9.88%

FLTB

+0.86%

Winner

GQRE

+11.40%

FLTB

+4.05%

5Y(CAGR)

Winner

GQRE

+2.36%

FLTB

+2.31%

10Y(CAGR)

Winner

GQRE

+3.76%

FLTB

+2.45%

Max(CAGR)

Winner

GQRE

+5.07%

FLTB

+2.41%

GQRE vs FLTB - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	GQRE	FLTB
2026	+9.03%	+0.72%
2025	+9.14%	+6.52%
2024	+6.12%	+5.22%
2023	+8.66%	+5.83%
2022	-26.71%	-5.69%
2021	+34.88%	-1.20%
2020	-8.27%	+5.47%
2019	+23.52%	+5.93%
2018	-9.20%	+1.24%
2017	+13.16%	+2.10%
2016	+5.11%	+2.11%
2015	+3.67%	+0.83%
2014	+18.32%	-0.07%
2013	-0.95%	N/A

GQRE vs FLTB Drawdown Comparison

The maximum drawdown for GQRE was -41.87%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The current GQRE drawdown is -1.64%. The current FLTB drawdown is -0.26%.

Rank	GQRE	FLTB
#1	-41.87% Feb 14, 2020 - Jun 1, 2021	-9.37% Feb 11, 2021 - Jun 12, 2024
#2	-35.07% Dec 31, 2021 - Feb 17, 2026	-8.20% Mar 5, 2020 - May 29, 2020
#3	-13.48% Aug 29, 2018 - Feb 19, 2019	-1.98% Aug 4, 2016 - May 17, 2017
#4	-12.78% Jul 29, 2016 - Jun 14, 2017	-1.76% Sep 7, 2017 - Dec 18, 2018
#5	-11.51% Feb 5, 2015 - Mar 17, 2016	-1.63% Oct 15, 2015 - Mar 17, 2016
#6	-10.15% Feb 27, 2026 - May 6, 2026	-1.52% Feb 23, 2026 - Mar 26, 2026
#7	-9.50% Jan 26, 2018 - Jul 6, 2018	-1.36% Apr 3, 2025 - Apr 28, 2025
#8	-6.76% Sep 3, 2021 - Oct 28, 2021	-1.19% Apr 27, 2015 - Oct 2, 2015
#9	-6.75% Sep 3, 2014 - Oct 31, 2014	-1.09% Oct 1, 2024 - Jan 27, 2025
#10	-4.97% Jul 10, 2019 - Sep 4, 2019	-1.08% Oct 15, 2014 - Jan 15, 2015
#11	-4.74% Nov 18, 2013 - Feb 18, 2014	-0.96% Feb 2, 2015 - Apr 1, 2015
#12	-4.57% Nov 24, 2021 - Dec 8, 2021	-0.85% Sep 4, 2019 - Oct 2, 2019
#13	-4.13% Jun 23, 2016 - Jun 30, 2016	-0.59% Apr 30, 2025 - May 30, 2025
#14	-4.13% May 10, 2016 - Jun 21, 2016	-0.55% Oct 4, 2019 - Dec 3, 2019
#15	-3.73% Jun 10, 2021 - Jul 12, 2021	-0.51% May 6, 2016 - Jun 3, 2016

Correlation

Correlation between GQRE and FLTB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2013 - 2026)

GQRE vs FLTB dividend yield comparison.

Year	GQRE	FLTB
2026	1.04%	1.80%
2025	4.75%	4.31%
2024	3.77%	4.11%
2023	2.91%	3.20%
2022	2.56%	1.63%
2021	2.36%	0.89%
2020	2.05%	1.56%
2019	4.29%	2.67%
2018	3.22%	2.50%
2017	1.97%	1.78%
2016	4.16%	1.59%
2015	2.32%	1.63%
2014	2.57%	0.35%
2013	0.39%	0.00%