Compare · 2 funds side by side · dividends reinvested

FREL and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,775XLRE · best of the two

02 / 04

FREL and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.30%+10.8%+10.5%+14.4%+1.5%−11.1%14.2%$8.3B1.3

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.37%+10.2%+10.2%+14.4%+0.9%−11.6%13.8%$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 3, 2026 · returns include dividends · since: FREL 2015 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Real Estate Index ETF · $1.4B$10,483

FREL

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$10,775

$10,000 five years ago, dividends reinvested · they hold 70.3% in common

FRELMeasureXLRE

+10.2%Year to dateJan 1 → Nov 3+10.8%

+10.2%1 yearTotal return+10.5%

+14.4%3 years · per year$10,000 became $14,959 · $14,961+14.4%

+0.9%5 years · per year$10,000 became $10,483 · $10,775+1.5%

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

3.37%Trailing 12-mo yield$337 · $330 a year on $10k3.30%

−11.6%Worst dropSmaller is better−11.1%

13.8%VolatilityLower is calmer14.2%

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

2–4XLRE wins

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

More Ways to See the Pairs

FREL vs XLRE: Top 5 Holdings

Today

FREL

31.8%in top 5

XLRE

in top 537.0%

FRELStockXLRE

9.7%WELL11.3%

7.3%PLD8.2%

5.3%EQIX6.9%

4.8%AMT5.8%

not top 5PSA4.9%

4.6%SPGnot top 5

Held in common70.3%

End-of-day Nov 3, 2026 · share of each fund

FREL vs XLRE Returns, Every Period

FidelityFREL

+0.9%

5 years, per year

XLRESPDR

+1.5%

5 years, per year

FRELXLREFaded: behind in that period

0–3XLRE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FREL vs XLRE

YTD

FidelityFREL

+10.2%

XLRESPDR

+10.8%

+10.2%Year to date+10.8%

−11.6%Worst drop · 1Y−11.1%

13.8%Volatility · 1Y14.2%

3.4%Yield3.3%

$1.4BAssets$8.3B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FREL, XLRE

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

XLRE0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FREL, XLRE

3.37%highest, FREL

FundTrailing yieldYield$10k

FREL3.37%$337

XLRE3.30%$330

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$329most kept, FREL

FREL$337 − $8 = $329

XLRE$330 − $8 = $322

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FREL, XLRE

Today

70.3%most shared, FREL and XLRE

FRELXLRE

FREL—70.3%

XLRE70.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.5%XLRE, at 14.2% volatility

FRELWorst drop−11.6%13.8% vol

XLREWorst drop−11.1%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FRELXLRE

+10.2%Year to date+10.8%

3.4%Yield3.3%

+10.2%Past year+10.5%

0.08%Fee0.08%

2–1XLRE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026