FREL vs. IQSM ETF Comparison
Comparison of Fidelity MSCI Real Estate Index ETF (FREL) to IQ Candriam ESG U.S. Mid Cap Equity ETF (IQSM)
FREL
Fidelity MSCI Real Estate Index ETF
FREL Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Real Estate Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Real Estate Index, which represents the performance of the real estate sector in the U.S. equity market. The fund may or may not hold all of the securities in the MSCI USA IMI Real Estate Index.
Grade (RS Rating)
Last Trade
$28.91
Average Daily Volume
168,611
Number of Holdings
*
140
* may have additional holdings in another (foreign) market
IQSM
IQ Candriam ESG U.S. Mid Cap Equity ETF
IQSM Description
IQ Candriam ESG U.S. Mid Cap Equity ETF is an exchange traded fund launched by New York Life Investment Management LLC. The fund is managed by IndexIQ Advisors LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the IQ Candriam ESG U.S. Mid Cap Equity Index, by using full replication technique. IQ Candriam ESG U.S. Mid Cap Equity ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.29
Average Daily Volume
13,747
Number of Holdings
*
214
* may have additional holdings in another (foreign) market
Performance
| Period | FREL | IQSM |
|---|---|---|
| 30 Days | -0.21% | 4.29% |
| 60 Days | -1.57% | 5.32% |
| 90 Days | 1.70% | 6.64% |
| 12 Months | 25.30% | 27.71% |
18 Overlapping Holdings
| Symbol | Grade | Weight in FREL | Weight in IQSM | Overlap | |
|---|---|---|---|---|---|
| ADC | A | 0.51% | 0.36% | 0.36% | |
| AMH | C | 0.82% | 0.6% | 0.6% | |
| BRX | A | 0.58% | 0.41% | 0.41% | |
| CPT | B | 0.86% | 0.61% | 0.61% | |
| CUBE | C | 0.72% | 0.51% | 0.51% | |
| ELS | C | 0.85% | 0.61% | 0.61% | |
| FR | D | 0.47% | 0.33% | 0.33% | |
| FRT | B | 0.56% | 0.4% | 0.4% | |
| HST | C | 0.82% | 0.59% | 0.59% | |
| JLL | D | 0.84% | 0.6% | 0.6% | |
| KIM | A | 1.12% | 0.78% | 0.78% | |
| OHI | C | 0.65% | 0.47% | 0.47% | |
| REG | A | 0.86% | 0.59% | 0.59% | |
| REXR | F | 0.61% | 0.43% | 0.43% | |
| STAG | D | 0.45% | 0.31% | 0.31% | |
| UDR | B | 0.93% | 0.65% | 0.65% | |
| WPC | C | 0.8% | 0.57% | 0.57% | |
| Z | A | 0.79% | 0.55% | 0.55% |
FREL Overweight 122 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLD | F | 7.1% | |
| AMT | C | 6.08% | |
| EQIX | A | 5.7% | |
| WELL | A | 5.08% | |
| SPG | A | 3.89% | |
| DLR | B | 3.77% | |
| PSA | C | 3.51% | |
| O | C | 3.23% | |
| CCI | C | 2.99% | |
| CBRE | B | 2.71% | |
| EXR | C | 2.32% | |
| IRM | C | 2.22% | |
| VICI | C | 2.18% | |
| AVB | B | 2.16% | |
| CSGP | D | 2.05% | |
| VTR | B | 1.72% | |
| EQR | C | 1.66% | |
| SBAC | D | 1.58% | |
| WY | F | 1.5% | |
| INVH | D | 1.37% | |
| ESS | B | 1.3% | |
| MAA | B | 1.23% | |
| ARE | F | 1.14% | |
| SUI | C | 1.03% | |
| DOC | C | 1.01% | |
| GLPI | C | 0.89% | |
| BXP | C | 0.79% | |
| LAMR | C | 0.75% | |
| EGP | D | 0.56% | |
| NNN | C | 0.51% | |
| VNO | C | 0.46% | |
| RHP | B | 0.43% | |
| TRNO | F | 0.4% | |
| COLD | D | 0.4% | |
| KRG | B | 0.4% | |
| EPRT | B | 0.37% | |
| SLG | B | 0.34% | |
| CUZ | B | 0.32% | |
| IRT | A | 0.32% | |
| PECO | A | 0.31% | |
| SBRA | C | 0.29% | |
| KRC | B | 0.29% | |
| CTRE | C | 0.28% | |
| RYN | D | 0.28% | |
| MAC | B | 0.28% | |
| SKT | A | 0.26% | |
| APLE | B | 0.24% | |
| EPR | C | 0.23% | |
| HIW | C | 0.23% | |
| NHI | D | 0.23% | |
| PK | C | 0.22% | |
| NSA | C | 0.22% | |
| PCH | F | 0.22% | |
| CDP | C | 0.22% | |
| BNL | D | 0.21% | |
| DEI | B | 0.2% | |
| UE | B | 0.19% | |
| LXP | D | 0.19% | |
| AKR | B | 0.18% | |
| HHH | B | 0.18% | |
| FCPT | C | 0.18% | |
| MPW | F | 0.17% | |
| OUT | A | 0.17% | |
| COMP | B | 0.17% | |
| CWK | C | 0.16% | |
| ROIC | A | 0.15% | |
| IVT | A | 0.15% | |
| NMRK | C | 0.15% | |
| EQC | B | 0.14% | |
| SHO | D | 0.13% | |
| DRH | B | 0.13% | |
| JOE | F | 0.12% | |
| XHR | B | 0.11% | |
| GTY | A | 0.11% | |
| LTC | B | 0.11% | |
| ELME | D | 0.1% | |
| ESRT | C | 0.1% | |
| PEB | D | 0.1% | |
| RLJ | C | 0.1% | |
| GNL | F | 0.1% | |
| PDM | D | 0.09% | |
| UNIT | B | 0.09% | |
| VRE | B | 0.09% | |
| JBGS | F | 0.09% | |
| ALEX | B | 0.09% | |
| UMH | B | 0.09% | |
| AAT | B | 0.09% | |
| NTST | C | 0.08% | |
| KW | C | 0.08% | |
| DEA | D | 0.08% | |
| OPEN | F | 0.07% | |
| AIV | C | 0.07% | |
| NXRT | B | 0.07% | |
| CSR | B | 0.07% | |
| RDFN | D | 0.07% | |
| MMI | C | 0.07% | |
| EXPI | D | 0.07% | |
| AHH | D | 0.06% | |
| PGRE | F | 0.06% | |
| PLYM | F | 0.06% | |
| BDN | C | 0.06% | |
| INN | D | 0.05% | |
| FOR | F | 0.05% | |
| WSR | A | 0.05% | |
| GOOD | B | 0.05% | |
| FPI | B | 0.04% | |
| ALX | D | 0.04% | |
| UHT | D | 0.04% | |
| GMRE | F | 0.04% | |
| OLP | B | 0.04% | |
| LAND | F | 0.03% | |
| FRPH | B | 0.03% | |
| DHC | F | 0.03% | |
| SVC | F | 0.03% | |
| CLDT | B | 0.03% | |
| PKST | F | 0.03% | |
| BFS | C | 0.03% | |
| HPP | F | 0.03% | |
| CHCT | C | 0.03% | |
| TRC | F | 0.02% | |
| RMR | F | 0.02% | |
| CBL | B | 0.02% |
FREL Underweight 196 Positions Relative to IQSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -1.12% | |
| PKG | A | -1.0% | |
| YUMC | C | -0.86% | |
| KEY | B | -0.85% | |
| PNR | A | -0.84% | |
| BURL | B | -0.84% | |
| NTNX | B | -0.83% | |
| RPM | A | -0.83% | |
| MANH | D | -0.82% | |
| MAS | D | -0.82% | |
| OC | A | -0.81% | |
| XPO | B | -0.81% | |
| GEN | B | -0.79% | |
| DOCU | B | -0.77% | |
| TOL | B | -0.76% | |
| TWLO | A | -0.76% | |
| EQH | C | -0.75% | |
| UTHR | C | -0.75% | |
| FIX | A | -0.74% | |
| FLEX | B | -0.72% | |
| USFD | A | -0.72% | |
| GWRE | A | -0.72% | |
| RGA | A | -0.72% | |
| GGG | B | -0.71% | |
| ACM | B | -0.7% | |
| SAIA | B | -0.69% | |
| EWBC | A | -0.69% | |
| FFIV | B | -0.68% | |
| DT | D | -0.68% | |
| SFM | A | -0.68% | |
| POOL | C | -0.66% | |
| EPAM | B | -0.66% | |
| UNM | A | -0.65% | |
| RNR | C | -0.64% | |
| TPR | B | -0.63% | |
| CHRW | B | -0.62% | |
| ITT | A | -0.6% | |
| JKHY | D | -0.6% | |
| NBIX | C | -0.59% | |
| KMX | B | -0.59% | |
| JNPR | D | -0.58% | |
| NVT | B | -0.58% | |
| FTI | A | -0.58% | |
| ALB | B | -0.57% | |
| PAYC | B | -0.56% | |
| RRX | B | -0.55% | |
| SJM | D | -0.55% | |
| DAY | B | -0.55% | |
| BLD | D | -0.55% | |
| BJ | A | -0.55% | |
| LW | C | -0.55% | |
| AIZ | A | -0.54% | |
| DKS | D | -0.54% | |
| CG | B | -0.54% | |
| NCLH | B | -0.54% | |
| TECH | F | -0.54% | |
| INSM | C | -0.54% | |
| ATR | B | -0.54% | |
| SF | B | -0.54% | |
| NWSA | A | -0.53% | |
| IPG | D | -0.53% | |
| TTEK | F | -0.52% | |
| CTLT | C | -0.51% | |
| FND | D | -0.51% | |
| PRI | B | -0.5% | |
| WTRG | B | -0.5% | |
| CRL | D | -0.48% | |
| EHC | B | -0.48% | |
| LAD | A | -0.48% | |
| AYI | B | -0.48% | |
| GL | C | -0.47% | |
| ALLY | C | -0.47% | |
| LKQ | F | -0.47% | |
| INGR | C | -0.47% | |
| MKTX | D | -0.47% | |
| WAL | B | -0.47% | |
| SRPT | F | -0.46% | |
| ARMK | B | -0.46% | |
| QGEN | D | -0.46% | |
| WCC | B | -0.46% | |
| PCVX | D | -0.46% | |
| GLOB | B | -0.46% | |
| DTM | A | -0.46% | |
| EXAS | D | -0.45% | |
| ORI | A | -0.45% | |
| BRBR | A | -0.45% | |
| FBIN | D | -0.45% | |
| FN | C | -0.44% | |
| DCI | B | -0.44% | |
| ROKU | D | -0.44% | |
| TFX | F | -0.43% | |
| PCTY | C | -0.43% | |
| AXTA | B | -0.43% | |
| EXEL | B | -0.43% | |
| WMS | F | -0.42% | |
| SNX | D | -0.42% | |
| KNX | C | -0.42% | |
| AOS | F | -0.42% | |
| RVMD | C | -0.42% | |
| RL | C | -0.41% | |
| TTC | C | -0.41% | |
| ITCI | C | -0.41% | |
| PEN | B | -0.41% | |
| GPK | C | -0.41% | |
| MTZ | B | -0.41% | |
| CHE | D | -0.4% | |
| PLNT | A | -0.4% | |
| MOS | F | -0.4% | |
| DVA | C | -0.4% | |
| X | B | -0.39% | |
| HAS | D | -0.39% | |
| HRB | D | -0.39% | |
| VOYA | B | -0.39% | |
| NYT | D | -0.39% | |
| ONTO | F | -0.38% | |
| WH | B | -0.37% | |
| TREX | C | -0.37% | |
| HSIC | C | -0.37% | |
| MEDP | D | -0.37% | |
| RHI | C | -0.37% | |
| JAZZ | B | -0.36% | |
| ESTC | C | -0.36% | |
| KEX | B | -0.36% | |
| AA | A | -0.35% | |
| OLED | F | -0.35% | |
| RIVN | F | -0.35% | |
| APG | B | -0.35% | |
| G | B | -0.35% | |
| MHK | D | -0.35% | |
| RGEN | D | -0.35% | |
| ANF | F | -0.34% | |
| GNTX | C | -0.34% | |
| WEX | D | -0.34% | |
| GTLS | A | -0.34% | |
| ALV | C | -0.34% | |
| BPOP | C | -0.33% | |
| BEN | C | -0.33% | |
| H | B | -0.33% | |
| CMC | B | -0.33% | |
| AGNC | C | -0.33% | |
| RYAN | A | -0.33% | |
| LSCC | D | -0.33% | |
| CGNX | D | -0.33% | |
| GXO | B | -0.33% | |
| MKSI | C | -0.33% | |
| DINO | D | -0.32% | |
| AZEK | A | -0.32% | |
| LSTR | D | -0.32% | |
| PARA | C | -0.32% | |
| FCN | F | -0.32% | |
| HLNE | B | -0.32% | |
| HALO | F | -0.32% | |
| FAF | A | -0.31% | |
| CFLT | B | -0.31% | |
| DAR | C | -0.31% | |
| MTN | C | -0.31% | |
| AXS | A | -0.31% | |
| ARW | D | -0.3% | |
| WBA | F | -0.3% | |
| ESI | B | -0.3% | |
| NOV | C | -0.3% | |
| MSA | F | -0.3% | |
| LFUS | D | -0.29% | |
| PVH | C | -0.28% | |
| AGCO | D | -0.28% | |
| SUM | B | -0.28% | |
| STWD | C | -0.28% | |
| CHX | C | -0.28% | |
| WFRD | D | -0.28% | |
| CROX | D | -0.28% | |
| SIGI | C | -0.28% | |
| ETSY | D | -0.28% | |
| BPMC | B | -0.28% | |
| VKTX | F | -0.27% | |
| ALTR | B | -0.27% | |
| WTS | B | -0.27% | |
| CLF | F | -0.26% | |
| LEA | F | -0.26% | |
| CRUS | D | -0.26% | |
| PATH | C | -0.26% | |
| POST | C | -0.25% | |
| AM | A | -0.24% | |
| TKR | D | -0.23% | |
| FIVE | F | -0.23% | |
| ST | F | -0.23% | |
| IBP | D | -0.23% | |
| DLB | B | -0.21% | |
| AN | C | -0.21% | |
| GAP | C | -0.21% | |
| ACHC | F | -0.17% | |
| ZG | A | -0.16% | |
| COTY | F | -0.13% | |
| CACC | D | -0.13% | |
| NWS | A | -0.11% | |
| LEVI | F | -0.08% | |
| LCID | F | -0.08% |
FREL: Top Represented Industries & Keywords
Industries:
REIT - Retail
REIT - Diversified
REIT - Office
REIT - Residential
REIT - Industrial
REIT - Healthcare Facilities
REIT - Hotel & Motel
Real Estate Services
Real Estate - General
Lumber & Wood Production
Telecom Services
Business Services
Software - Application
Keywords:
Real Estate Investment Trust
S&P 500
Real Estate Market
Retail Properties
Real Estate Properties
Property Management
Equity Global Management
Property
Equity Real Estate Investment Trust
Real Estate Broker
Shopping Mall
Champion Reit
Dream Office Real Estate Investment Trust
Industrial Properties
Land Law
Property Management Services
Real Estate Services
Residential Real Estate
Assisted Living
Healthcare Facilities
IQSM: Top Represented Industries & Keywords
Industries:
Biotechnology
Software - Application
Diversified Industrials
Building Materials
Engineering & Construction
Software - Infrastructure
Business Services
Packaged Foods
REIT - Residential
REIT - Retail
Asset Management
Auto Parts
Diagnostics & Research
Leisure
Medical Care
Oil & Gas Equipment & Services
REIT - Industrial
Specialty Chemicals
Specialty Retail
Apparel Manufacturing
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