REZ vs FDMO
Comparison between ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF) and FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF).
5-Year PerformanceFDMO has outperformed REZ, delivering a return of +15.4% compared to +4.6%
REZ vs FDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
REZ
$843M
FDMO
$842M
Expense Ratio
REZ
0.48%
Winner
FDMO
0.15%
Max Drawdown
REZ
70.29%
Winner
FDMO
34.17%
Sharpe Ratio
REZ
0.63
Winner
FDMO
1.31
5Y Beta
Winner
REZ
0.39
FDMO
1.17
P/E Ratio
REZ
40.07
Winner
FDMO
33.19
Forward P/E
REZ
41.69
Winner
FDMO
23.22
PEG Ratio
REZ
N/A
FDMO
0.42
5Y Dividends CAGR
REZ
0.88%
Winner
FDMO
9.85%
5Y EPS CAGR
REZ
6.24%
Winner
FDMO
28.97%
Debt to Equity
REZ
50.53%
Winner
FDMO
30.24%
P/S Ratio
REZ
7.96
Winner
FDMO
4.44
P/B Ratio
Winner
REZ
2.60
FDMO
5.94
REZ vs FDMO - Holdings Comparison
REZ and FDMO have 5 common holdings. Overlap is 0.18%
REZ's top 25 holdings weight is 96.45%. FDMO's top 25 holdings weight is 58.45%.
| Rank | REZ | FDMO |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 23.06% | NVIDIA CORP (NVDA) - 8.79% |
| #2 | PUBLIC STORAGE (PSA) - 8.81% | APPLE INC (AAPL) - 7.38% |
| #3 | VENTAS INC (VTR) - 7.54% | ALPHABET INC CLASS A (GOOGL) - 6.19% |
| #4 | EXTRA SPACE STORAGE INC (EXR) - 5.51% | AMAZON.COM INC (AMZN) - 3.80% |
| #5 | EQUITY RESIDENTIAL (EQR) - 4.60% | BROADCOM INC (AVGO) - 3.74% |
| #6 | AVALONBAY COMMUNITIES INC (AVB) - 4.55% | MICRON TECHNOLOGY INC (MU) - 2.40% |
| #7 | INVITATION HOMES INC (INVH) - 3.81% | META PLATFORMS INC CLASS A (META) - 2.22% |
| #8 | ESSEX PROPERTY TRUST INC (ESS) - 3.75% | TESLA INC (TSLA) - 1.79% |
| #9 | SUN COMMUNITIES INC (SUI) - 3.33% | ELI LILLY AND CO (LLY) - 1.75% |
| #10 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.25% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.73% |
| #11 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.01% | JPMORGAN CHASE & CO (JPM) - 1.58% |
| #12 | HEALTHPEAK PROPERTIES INC (DOC) - 2.91% | LAM RESEARCH CORP (LRCX) - 1.48% |
| #13 | UDR INC (UDR) - 2.67% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.47% |
| #14 | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.60% | APPLIED MATERIALS INC (AMAT) - 1.43% |
| #15 | CAMDEN PROPERTY TRUST (CPT) - 2.41% | JOHNSON & JOHNSON (JNJ) - 1.33% |
| #16 | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.35% | KLA CORP (KLAC) - 1.26% |
| #17 | CARETRUST REIT INC (CTRE) - 1.95% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.25% |
| #18 | CUBESMART (CUBE) - 1.93% | WESTERN DIGITAL CORP (WDC) - 1.20% |
| #19 | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.89% | CORNING INC (GLW) - 1.20% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.76% | EXXON MOBIL CORP (XOM) - 1.18% |
| #21 | HEALTHCARE REALTY TRUST INC (HR) - 1.42% | COHERENT CORP (COHR) - 1.13% |
| #22 | SABRA HEALTH CARE REIT INC (SBRA) - 1.09% | WALMART INC (WMT) - 1.09% |
| #23 | INDEPENDENCE REALTY TRUST INC (IRT) - 0.85% | CIENA CORP (CIEN) - 1.07% |
| #24 | NATIONAL HEALTH INVESTORS INC (NHI) - 0.76% | LUMENTUM HOLDINGS INC (LITE) - 1.01% |
| #25 | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.64% | n/a (n/a) - 0.98% |
| Total Holdings | 42 | 139 |
REZ vs FDMO - Historical Returns
Returns include dividend reinvestment.
1M
REZ
+1.02%
Winner
FDMO
+1.43%
3M
REZ
+2.07%
Winner
FDMO
+11.85%
6M
REZ
+7.29%
Winner
FDMO
+9.42%
1Y
REZ
+12.69%
Winner
FDMO
+28.29%
5Y(CAGR)
REZ
+4.56%
Winner
FDMO
+15.38%
10Y(CAGR)
REZ
+6.84%
Winner
FDMO
+15.48%
Max(CAGR)
REZ
+7.07%
Winner
FDMO
+15.48%
REZ vs FDMO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | REZ | FDMO |
|---|---|---|
| 2026 | +9.80% | +9.87% |
| 2025 | +5.92% | +21.00% |
| 2024 | +11.32% | +34.43% |
| 2023 | +11.47% | +25.71% |
| 2022 | -27.56% | -19.61% |
| 2021 | +53.51% | +23.81% |
| 2020 | -5.33% | +20.80% |
| 2019 | +28.23% | +25.42% |
| 2018 | +4.66% | -4.72% |
| 2017 | +4.47% | +23.58% |
| 2016 | +4.24% | +1.88% |
| 2015 | +9.49% | N/A |
| 2014 | +35.31% | N/A |
| 2013 | -4.39% | N/A |
| 2012 | +12.79% | N/A |
| 2011 | +14.21% | N/A |
| 2010 | +33.25% | N/A |
| 2009 | +25.83% | N/A |
| 2008 | -23.84% | N/A |
| 2007 | -18.32% | N/A |
REZ vs FDMO Drawdown Comparison
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current REZ drawdown is -1.54%. The current FDMO drawdown is -4.39%.
| Rank | REZ | FDMO |
|---|---|---|
| #1 | -66.88% May 30, 2007 - Apr 28, 2011 | -33.93% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -44.15% Feb 14, 2020 - Apr 20, 2021 | -25.44% Nov 8, 2021 - Dec 27, 2023 |
| #3 | -35.03% Apr 20, 2022 - Feb 13, 2026 | -21.88% Feb 18, 2025 - Jun 24, 2025 |
| #4 | -20.19% Jul 22, 2011 - Jan 25, 2012 | -21.72% Oct 1, 2018 - Jun 10, 2019 |
| #5 | -20.10% May 21, 2013 - Aug 18, 2014 | -12.22% Jan 28, 2026 - Apr 17, 2026 |
| #6 | -17.68% Jun 26, 2017 - Aug 15, 2018 | -12.15% Feb 12, 2021 - Apr 26, 2021 |
| #7 | -15.17% Jul 22, 2016 - Jun 16, 2017 | -10.43% Jan 26, 2018 - Jun 4, 2018 |
| #8 | -13.44% Jan 27, 2015 - Dec 28, 2015 | -10.22% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -12.69% Jan 5, 2016 - Mar 14, 2016 | -9.90% Sep 2, 2020 - Oct 12, 2020 |
| #10 | -10.79% Dec 6, 2018 - Jan 29, 2019 | -8.92% Oct 13, 2020 - Nov 30, 2020 |
| #11 | -10.37% Dec 31, 2021 - Mar 29, 2022 | -7.65% Apr 27, 2021 - Jun 25, 2021 |
| #12 | -10.00% Oct 21, 2019 - Feb 14, 2020 | -7.34% Oct 29, 2025 - Jan 5, 2026 |
| #13 | -8.76% Feb 17, 2026 - Apr 30, 2026 | -6.89% Mar 21, 2024 - May 9, 2024 |
| #14 | -8.22% Sep 5, 2014 - Oct 23, 2014 | -6.70% Jul 15, 2019 - Dec 20, 2019 |
| #15 | -7.79% Aug 17, 2018 - Nov 16, 2018 | -5.58% Sep 3, 2021 - Oct 21, 2021 |
Correlation
Correlation between REZ and FDMO is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
REZ vs FDMO dividend yield comparison.
| Year | REZ | FDMO |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 2.74% | 0.61% |
| 2024 | 2.26% | 0.90% |
| 2023 | 2.94% | 0.87% |
| 2022 | 3.37% | 1.19% |
| 2021 | 1.81% | 0.60% |
| 2020 | 3.17% | 0.77% |
| 2019 | 2.90% | 1.23% |
| 2018 | 3.63% | 1.22% |
| 2017 | 3.57% | 1.09% |
| 2016 | 5.55% | 0.45% |
| 2015 | 3.18% | 0.00% |
| 2014 | 3.13% | 0.00% |
| 2013 | 3.92% | 0.00% |
| 2012 | 3.09% | 0.00% |
| 2011 | 3.12% | 0.00% |
| 2010 | 3.03% | 0.00% |
| 2009 | 3.83% | 0.00% |
| 2008 | 8.89% | 0.00% |
| 2007 | 4.58% | 0.00% |
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