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IYR vs FREL

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

IYR

iShares U.S. Real Estate ETF

iShares

Annual cost

0.38%

Fund size

$4.1B

FREL

Fidelity MSCI Real Estate Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.4B

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

IYRFREL
Annual cost (TER)0.38%0.08%
Fund size (AUM)$4.1B$1.4B
Since20002015
Dividend yield2.19%3.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+14.9%
CAGR 3Y+10.1%+10.4%
CAGR 5Y+3.7%+3.5%
Sharpe 3Y0.450.47
Volatility 1Y13.13%13.15%
Max drawdown-42.32%-42.61%

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

Similar to IYR and FREL