Compare · 2 funds side by side · dividends reinvested

FREL and USRT

FRELFidelity×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,294USRT · best of the two

02 / 04

FREL and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.3B1.3

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.27%+13.6%+13.9%+15.3%+1.7%−11.6%14.1%$1.4B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FREL 2015 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,901

FREL

USRT

iShares Core U.S. REIT ETF · $4.3B$12,294

$10,000 five years ago, dividends reinvested · they hold 78.9% in common

FRELMeasureUSRT

+13.6%Year to dateJan 1 → Nov 4+18.5%

+13.9%1 yearTotal return+18.4%

+15.3%3 years · per year$10,000 became $15,343 · $16,301+17.7%

+1.7%5 years · per year$10,000 became $10,901 · $12,294+4.2%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

3.27%Trailing 12-mo yield$327 · $264 a year on $10k2.64%

−11.6%Worst dropSmaller is better−12.4%

14.1%VolatilityLower is calmer13.8%

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

2–5USRT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FREL vs USRT: Top 5 Holdings

Today

FREL

32.0%in top 5

USRT

in top 531.4%

FRELStockUSRT

9.7%WELL9.2%

7.3%PLD6.9%

5.4%EQIX6.0%

4.9%AMTnot top 5

4.6%SPG4.8%

not top 5PSA4.5%

Held in common78.9%

End-of-day Nov 4, 2026 · share of each fund

FREL vs USRT Returns, Every Period

FidelityFREL

+1.7%

5 years, per year

USRTiShares

+4.2%

5 years, per year

FRELUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FREL vs USRT

YTD

FidelityFREL

+13.6%

USRTiShares

+18.5%

+13.6%Year to date+18.5%

−11.6%Worst drop · 1Y−12.4%

14.1%Volatility · 1Y13.8%

3.3%Yield2.6%

$1.4BAssets$4.3B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FREL, USRT

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

USRT0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FREL, USRT

3.27%highest, FREL

FundTrailing yieldYield$10k

FREL3.27%$327

USRT2.64%$264

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$319most kept, FREL

FREL$327 − $8 = $319

USRT$264 − $8 = $256

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FREL, USRT

Today

78.9%most shared, FREL and USRT

FRELUSRT

FREL—78.9%

USRT78.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

USRTWorst drop−12.4%13.8% vol

FRELWorst drop−11.6%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FRELUSRT

+13.6%Year to date+18.5%

3.3%Yield2.6%

+13.9%Past year+18.4%

0.08%Fee0.08%

2–1USRT wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026