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FREL vs IYR

Fidelity MSCI Real Estate Index ETF vs iShares U.S. Real Estate ETF

FREL

Fidelity MSCI Real Estate Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.4B

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

Key differences

  • FREL costs 0.30% less per year.
  • IYR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRELIYR
Annual cost (TER)0.08%0.38%
Fund size (AUM)$1.4B$4.1B
Since20152000
Dividend yield3.28%2.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.9%+13.7%
CAGR 3Y+10.4%+10.1%
CAGR 5Y+3.5%+3.7%
Sharpe 3Y0.470.45
Volatility 1Y13.15%13.13%
Max drawdown-42.61%-42.32%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FREL and IYR