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$12,000USRT · 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%2.69%+16.2%+16.0%+16.0%+3.7%−12.4%13.9%$4.3B1.3

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.34%+11.1%+11.1%+13.6%+1.2%−11.6%14.3%$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 6, 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$10,633

FREL

USRT

iShares Core U.S. REIT ETF · $4.3B$12,000

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

FRELMeasureUSRT

+11.1%Year to dateJan 1 → Nov 6+16.2%

+11.1%1 yearTotal return+16.0%

+13.6%3 years · per year$10,000 became $14,643 · $15,602+16.0%

+1.2%5 years · per year$10,000 became $10,633 · $12,000+3.7%

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

3.34%Trailing 12-mo yield$334 · $269 a year on $10k2.69%

−11.6%Worst dropSmaller is better−12.4%

14.3%VolatilityLower is calmer13.9%

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

2–5USRT wins

End-of-day Nov 6, 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

31.9%in top 5

USRT

in top 531.4%

FRELStockUSRT

9.8%WELL9.3%

7.2%PLD6.8%

5.3%EQIX5.9%

4.9%AMTnot top 5

4.7%SPG4.8%

not top 5PSA4.6%

Held in common78.9%

End-of-day Nov 6, 2026 · share of each fund

FREL vs USRT Returns, Every Period

FidelityFREL

+1.2%

5 years, per year

USRTiShares

+3.7%

5 years, per year

FRELUSRTFaded: behind in that period

0–4USRT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FREL vs USRT

YTD

FidelityFREL

+11.1%

USRTiShares

+16.2%

+11.1%Year to date+16.2%

−11.6%Worst drop · 1Y−12.4%

14.3%Volatility · 1Y13.9%

3.3%Yield2.7%

$1.4BAssets$4.3B

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: FREL, USRT

3.34%highest, FREL

FundTrailing yieldYield$10k

FREL3.34%$334

USRT2.69%$269

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$326most kept, FREL

FREL$334 − $8 = $326

USRT$269 − $8 = $261

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%USRT, at 13.9% volatility

USRTWorst drop−12.4%13.9% vol

FRELWorst drop−11.6%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FRELUSRT

+11.1%Year to date+16.2%

3.3%Yield2.7%

+11.1%Past year+16.0%

0.08%Fee0.08%

2–1USRT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026