IYR vs FSEC
Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC, ETF).
5-Year PerformanceIYR has outperformed FSEC, delivering a return of +2.2% compared to +0.4%
IYR vs FSEC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IYR vs FSEC - Historical Returns
Returns include dividend reinvestment.
IYR vs FSEC - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYR | FSEC |
|---|---|---|
| 2026 | +11.33% | +1.01% |
| 2025 | +4.26% | +8.06% |
| 2024 | +3.50% | +2.68% |
| 2023 | +11.73% | +4.77% |
| 2022 | -24.93% | -12.33% |
| 2021 | +43.60% | -0.50% |
| 2020 | -4.21% | N/A |
| 2019 | +31.02% | N/A |
| 2018 | -3.81% | N/A |
| 2017 | +8.90% | N/A |
| 2016 | +8.08% | N/A |
| 2015 | +0.39% | N/A |
| 2014 | +26.89% | N/A |
| 2013 | -0.46% | N/A |
| 2012 | +17.48% | N/A |
| 2011 | +3.90% | N/A |
| 2010 | +26.88% | N/A |
| 2009 | +34.13% | N/A |
| 2008 | -39.37% | N/A |
| 2007 | -18.62% | N/A |
| 2006 | +31.33% | N/A |
| 2005 | +10.31% | N/A |
| 2004 | +30.53% | N/A |
| 2003 | +35.37% | N/A |
| 2002 | +2.87% | N/A |
| 2001 | +11.51% | N/A |
| 2000 | +12.29% | N/A |
IYR vs FSEC Drawdown Comparison
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The maximum drawdown for FSEC was -17.97%, occurring on Oct 24, 2022. Recovery took 1054 trading sessions.
The current IYR drawdown is -0.77%. The current FSEC drawdown is -1.15%.
| Rank | IYR | FSEC |
|---|---|---|
| #1 | -74.11% Feb 7, 2007 - Apr 10, 2013 | -17.97% Aug 3, 2021 - Oct 14, 2025 |
| #2 | -42.32% Feb 14, 2020 - Apr 20, 2021 | -2.53% Feb 27, 2026 - May 19, 2026 |
| #3 | -33.72% Dec 31, 2021 - Jun 12, 2026 | -1.23% Oct 14, 2025 - Jan 9, 2026 |
| #4 | -18.84% Apr 1, 2004 - Aug 31, 2004 | -0.74% Apr 30, 2021 - Jul 19, 2021 |
| #5 | -18.54% May 21, 2013 - Jun 5, 2014 | -0.63% Mar 4, 2021 - Apr 15, 2021 |
| #6 | -18.38% Apr 12, 2002 - May 20, 2003 | -0.56% Jan 9, 2026 - Jan 27, 2026 |
| #7 | -17.09% Jan 26, 2015 - May 6, 2016 | -0.38% Feb 13, 2026 - Feb 27, 2026 |
| #8 | -14.25% Aug 1, 2016 - Sep 11, 2017 | -0.36% Jan 27, 2026 - Feb 5, 2026 |
| #9 | -13.93% Aug 21, 2001 - Mar 4, 2002 | -0.29% Apr 22, 2021 - Apr 30, 2021 |
| #10 | -12.64% Dec 6, 2018 - Jan 30, 2019 | -0.16% Feb 5, 2026 - Feb 10, 2026 |
| #11 | -12.50% Aug 2, 2005 - Jan 6, 2006 | -0.13% Jul 20, 2021 - Jul 27, 2021 |
| #12 | -12.49% Dec 18, 2017 - Jun 29, 2018 | -0.11% Feb 10, 2026 - Feb 12, 2026 |
| #13 | -9.61% Mar 17, 2006 - Jul 19, 2006 | -0.04% Apr 15, 2021 - Apr 19, 2021 |
| #14 | -9.01% Dec 30, 2004 - May 18, 2005 | -0.04% Jul 27, 2021 - Jul 29, 2021 |
| #15 | -8.39% Aug 20, 2018 - Dec 6, 2018 | N/A |
Correlation
Correlation between IYR and FSEC is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
IYR vs FSEC dividend yield comparison.
| Year | IYR | FSEC |
|---|---|---|
| 2026 | 0.76% | 1.89% |
| 2025 | 2.48% | 4.22% |
| 2024 | 2.57% | 3.22% |
| 2023 | 2.75% | 3.41% |
| 2022 | 2.92% | 2.21% |
| 2021 | 2.06% | 0.96% |
| 2020 | 2.58% | 0.00% |
| 2019 | 3.05% | 0.00% |
| 2018 | 3.53% | 0.00% |
| 2017 | 3.73% | 0.00% |
| 2016 | 4.41% | 0.00% |
| 2015 | 3.92% | 0.00% |
| 2014 | 3.66% | 0.00% |
| 2013 | 3.78% | 0.00% |
| 2012 | 3.71% | 0.00% |
| 2011 | 3.83% | 0.00% |
| 2010 | 3.52% | 0.00% |
| 2009 | 4.21% | 0.00% |
| 2008 | 8.26% | 0.00% |
| 2007 | 4.40% | 0.00% |
| 2006 | 3.46% | 0.00% |
| 2005 | 4.38% | 0.00% |
| 2004 | 4.23% | 0.00% |
| 2003 | 4.70% | 0.00% |
| 2002 | 6.95% | 0.00% |
| 2001 | 5.01% | 0.00% |
| 2000 | 3.37% | 0.00% |
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