REET vs FSEC

Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and FIDELITY INVESTMENT GRADE SECURITIZED ETF (FSEC, ETF).

5-Year PerformanceREET has outperformed FSEC, delivering a return of +3.3% compared to +0.5%

REET vs FSEC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REET(ETF)	FSEC(ETF)
Net Assets	$4.40B	$4.40B
Expense Ratio	0.14%	0.36%
Max Drawdown	44.61%	22.11%
Sharpe Ratio	1.00	0.56
5Y Beta	0.53	0.01
P/E Ratio	33.80	N/A
Forward P/E	40.83	N/A
5Y Dividends CAGR	10.55%	100.12%
5Y EPS CAGR	10.59%	N/A
Debt to Equity	46.93%	N/A
P/S Ratio	8.40	N/A
P/B Ratio	2.57	N/A

Net Assets

REET

$4.40B

FSEC

$4.40B

Expense Ratio

Winner

REET

0.14%

FSEC

0.36%

Max Drawdown

REET

44.61%

Winner

FSEC

22.11%

Sharpe Ratio

Winner

REET

1.00

FSEC

0.56

5Y Beta

REET

0.53

Winner

FSEC

0.01

P/E Ratio

REET

33.80

FSEC

N/A

Forward P/E

REET

40.83

FSEC

N/A

5Y Dividends CAGR

REET

10.55%

Winner

FSEC

100.12%

5Y EPS CAGR

REET

10.59%

FSEC

N/A

Debt to Equity

REET

46.93%

FSEC

N/A

P/S Ratio

REET

8.40

FSEC

N/A

P/B Ratio

REET

2.57

FSEC

N/A

REET vs FSEC - Historical Returns

Returns include dividend reinvestment.

Period	REET	FSEC
1 month	+4.38%	+0.26%
3 months	+4.34%	+0.54%
6 months	+9.57%	+1.78%
1 year	+16.97%	+7.28%
5 years(CAGR)	+3.33%	+0.52%
10 years(CAGR)	+4.02%	N/A
Max(CAGR)	+4.66%	+0.51%

Winner

REET

+4.38%

FSEC

+0.26%

Winner

REET

+4.34%

FSEC

+0.54%

Winner

REET

+9.57%

FSEC

+1.78%

Winner

REET

+16.97%

FSEC

+7.28%

5Y(CAGR)

Winner

REET

+3.33%

FSEC

+0.52%

10Y(CAGR)

REET

+4.02%

FSEC

N/A

Max(CAGR)

Winner

REET

+4.66%

FSEC

+0.51%

REET vs FSEC - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	REET	FSEC
2026	+10.09%	+1.25%
2025	+8.74%	+8.06%
2024	+2.06%	+2.68%
2023	+10.56%	+4.77%
2022	-23.62%	-12.33%
2021	+36.24%	-0.50%
2020	-9.57%	N/A
2019	+25.90%	N/A
2018	-5.11%	N/A
2017	+7.49%	N/A
2016	+7.10%	N/A
2015	+0.19%	N/A
2014	+5.22%	N/A

REET vs FSEC Drawdown Comparison

The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

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

The current REET drawdown is -0.62%. The current FSEC drawdown is -0.91%.

Rank	REET	FSEC
#1	-44.59% Feb 14, 2020 - Jun 1, 2021	-17.97% Aug 3, 2021 - Oct 14, 2025
#2	-32.06% Dec 31, 2021 - Feb 13, 2026	-2.46% Feb 27, 2026 - Mar 26, 2026
#3	-15.78% Jan 26, 2015 - Apr 19, 2016	-1.23% Oct 14, 2025 - Jan 9, 2026
#4	-14.35% Jul 29, 2016 - Aug 3, 2018	-0.74% Apr 30, 2021 - Jul 19, 2021
#5	-10.88% Aug 29, 2018 - Jan 29, 2019	-0.63% Mar 4, 2021 - Apr 15, 2021
#6	-9.05% Feb 26, 2026 - Apr 17, 2026	-0.56% Jan 9, 2026 - Jan 27, 2026
#7	-7.38% Sep 3, 2021 - Nov 3, 2021	-0.38% Feb 13, 2026 - Feb 27, 2026
#8	-7.32% Sep 5, 2014 - Nov 3, 2014	-0.36% Jan 27, 2026 - Feb 5, 2026
#9	-5.26% May 10, 2016 - Jun 23, 2016	-0.29% Apr 22, 2021 - Apr 30, 2021
#10	-5.13% Oct 24, 2019 - Jan 21, 2020	-0.16% Feb 5, 2026 - Feb 10, 2026
#11	-5.13% Nov 24, 2021 - Dec 8, 2021	-0.13% Jul 20, 2021 - Jul 27, 2021
#12	-4.06% Jun 14, 2021 - Jul 12, 2021	-0.11% Feb 10, 2026 - Feb 12, 2026
#13	-4.00% Jul 10, 2019 - Sep 3, 2019	-0.04% Apr 15, 2021 - Apr 19, 2021
#14	-3.61% Jun 23, 2016 - Jun 29, 2016	-0.04% Jul 27, 2021 - Jul 29, 2021
#15	-3.47% Jul 23, 2014 - Aug 18, 2014	N/A

Correlation

Correlation between REET and FSEC is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2014 - 2026)

REET vs FSEC dividend yield comparison.

Year	REET	FSEC
2026	0.47%	1.25%
2025	3.67%	4.22%
2024	3.64%	3.22%
2023	3.27%	3.41%
2022	2.43%	2.21%
2021	3.18%	0.96%
2020	2.65%	0.00%
2019	5.25%	0.00%
2018	5.73%	0.00%
2017	3.84%	0.00%
2016	5.37%	0.00%
2015	3.56%	0.00%
2014	1.71%	0.00%