Compare · 2 funds side by side · dividends reinvested

FREL and RWR

FRELFidelity×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

FREL and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.8B1.3

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.33%+11.6%+11.7%+13.9%+1.1%−11.6%14.2%$1.4B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FREL 2015 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,568

FREL

RWR

State Street SPDR Dow Jones REIT ETF · $1.8B$11,973

$10,000 five years ago, dividends reinvested · they hold 71.7% in common

FRELMeasureRWR

+11.6%Year to dateJan 1 → Nov 5+17.8%

+11.7%1 yearTotal return+18.8%

+13.9%3 years · per year$10,000 became $14,795 · $16,229+17.5%

+1.1%5 years · per year$10,000 became $10,568 · $11,973+3.7%

0.08%Expense ratio$8 · $25 a year on $10k · lower is better0.25%

3.33%Trailing 12-mo yield$333 · $334 a year on $10k3.34%

−11.6%Worst dropSmaller is better−12.8%

14.2%VolatilityLower is calmer14.2%

FRELRWR Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5RWR wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FREL vs RWR: Top 5 Holdings

Today

FREL

32.0%in top 5

RWR

in top 534.1%

FRELStockRWR

9.7%WELL10.3%

7.2%PLD9.4%

5.5%EQIX4.4%

not top 5PSA5.1%

4.9%AMTnot top 5

4.6%SPG4.9%

Held in common71.7%

End-of-day Nov 5, 2026 · share of each fund

FREL vs RWR Returns, Every Period

FidelityFREL

+1.1%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

FRELRWRFaded: behind in that period

0–4RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FREL vs RWR

YTD

FidelityFREL

+11.6%

RWRSPDR

+17.8%

+11.6%Year to date+17.8%

−11.6%Worst drop · 1Y−12.8%

14.2%Volatility · 1Y14.2%

3.3%Yield3.3%

$1.4BAssets$1.8B

1–1level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FREL, RWR

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

RWR0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FREL, RWR

3.34%highest, RWR

FundTrailing yieldYield$10k

RWR3.34%$334

FREL3.33%$333

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, FREL

FREL$333 − $8 = $325

RWR$334 − $25 = $309

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FREL, RWR

Today

71.7%most shared, FREL and RWR

FRELRWR

FREL—71.7%

RWR71.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

RWRWorst drop−12.8%14.2% vol

FRELWorst drop−11.6%14.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRFREL

+17.8%Year to date+11.6%

3.3%Yield3.3%

+18.8%Past year+11.7%

0.25%Fee0.08%

2–1RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026