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USRT vs FREL

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

USRT

iShares Core U.S. REIT ETF

iShares

Annual cost

0.08%

Fund size

$3.8B

FREL

Fidelity MSCI Real Estate Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.4B

Key differences

  • Over the last 3 years, USRT has delivered higher annualized returns.
  • USRT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USRTFREL
Annual cost (TER)0.08%0.08%
Fund size (AUM)$3.8B$1.4B
Since20072015
Dividend yield2.65%3.28%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.9%+14.9%
CAGR 3Y+13.1%+10.4%
CAGR 5Y+6.4%+3.5%
Sharpe 3Y0.600.47
Volatility 1Y13.23%13.15%
Max drawdown-44.38%-42.61%

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

Similar to USRT and FREL