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REAI vs FREL

Intelligent Real Estate ETF vs Fidelity MSCI Real Estate Index ETF

REAI

Intelligent Real Estate ETF

Annual cost

0.59%

Fund size

$1M

FREL

Fidelity MSCI Real Estate Index ETF

Annual cost

0.08%

Fund size

$1.4B

Key differences

Both REAI and FREL are equity ETFs. REAI charges 0.59% a year and FREL 0.08%. The main difference: REAI follows a active selection strategy; FREL uses index tracking.

  • REAI follows a active selection strategy; FREL uses index tracking.
  • FREL costs 0.51% less per year.
  • FREL is much larger than REAI. Larger funds are usually more liquid and less likely to close.
  • FREL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

REAIFREL
Annual cost (TER)0.59%0.08%
Fund size (AUM)$1M$1.4B
Since20232015
Dividend yield3.21%3.30%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.8%+13.4%
CAGR 3YN/A+9.9%
CAGR 5YN/A+2.6%
Sharpe 3YN/A0.43
Volatility 1Y15.47%13.54%
Max drawdown-22.28%-42.61%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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