FREI vs SPYM

AFREI

BSPYM

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · SCHD $16,418

Lowest cost0.02%SPYM · $2 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.6%FREI and SPYM

Fidelity Real Estate Income ETF · $51MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.76%Expense ratio$76 · $2 on $10k · lower wins0.02%

1.91%12-mo yield$191 · $102 on $10k1.02%

Cards for this view

FREI

Fidelity Real Estate Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureFREISPYM

Fee0.76%0.02%

Cost on $10k a year$76$2

Yield1.91%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.91%	0.0%	new	new	new	new	[…]	$51M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AFREI	Fidelity Real Estate Income ETFRead Desk	0.76%	1.91%	0.0%	new	new	new	new	[…]	$51M

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