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FREL vs REM

Fidelity MSCI Real Estate Index ETF vs iShares Mortgage Real Estate Capped ETF

FREL

Fidelity MSCI Real Estate Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.4B

REM

iShares Mortgage Real Estate Capped ETF

iShares

Annual cost

0.48%

Fund size

$580M

Key differences

  • FREL costs 0.40% less per year.
  • REM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FRELREM
Annual cost (TER)0.08%0.48%
Fund size (AUM)$1.4B$580M
Since20152007
Dividend yield3.28%8.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+14.9%+14.5%
CAGR 3Y+10.4%+10.2%
CAGR 5Y+3.5%-1.7%
Sharpe 3Y0.470.40
Volatility 1Y13.15%16.86%
Max drawdown-42.61%-68.52%

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

Similar to FREL and REM