FREL vs. IYR ETF Comparison
Comparison of Fidelity MSCI Real Estate Index ETF (FREL) to iShares U.S. Real Estate ETF (IYR)
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
$29.13
Average Daily Volume
168,084
Number of Holdings
*
140
* may have additional holdings in another (foreign) market
IYR
iShares U.S. Real Estate ETF
IYR Description
The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$100.36
Average Daily Volume
5,386,246
Number of Holdings
*
64
* may have additional holdings in another (foreign) market
Performance
| Period | FREL | IYR |
|---|---|---|
| 30 Days | -0.24% | -0.55% |
| 60 Days | -1.75% | -2.05% |
| 90 Days | 2.47% | 1.93% |
| 12 Months | 26.25% | 25.16% |
56 Overlapping Holdings
| Symbol | Grade | Weight in FREL | Weight in IYR | Overlap | |
|---|---|---|---|---|---|
| ADC | B | 0.51% | 0.57% | 0.51% | |
| AMH | D | 0.82% | 0.89% | 0.82% | |
| AMT | D | 6.08% | 6.8% | 6.08% | |
| ARE | D | 1.14% | 1.23% | 1.14% | |
| AVB | B | 2.16% | 2.44% | 2.16% | |
| BRX | A | 0.58% | 0.65% | 0.58% | |
| BXP | D | 0.79% | 0.86% | 0.79% | |
| CBRE | B | 2.71% | 2.94% | 2.71% | |
| CCI | D | 2.99% | 3.38% | 2.99% | |
| COLD | D | 0.4% | 0.43% | 0.4% | |
| CPT | B | 0.86% | 0.96% | 0.86% | |
| CSGP | D | 2.05% | 2.19% | 2.05% | |
| CUBE | D | 0.72% | 0.82% | 0.72% | |
| CUZ | B | 0.32% | 0.35% | 0.32% | |
| DLR | B | 3.77% | 4.14% | 3.77% | |
| DOC | D | 1.01% | 1.1% | 1.01% | |
| EGP | F | 0.56% | 0.63% | 0.56% | |
| ELS | C | 0.85% | 0.99% | 0.85% | |
| EQIX | A | 5.7% | 6.31% | 5.7% | |
| EQR | B | 1.66% | 1.88% | 1.66% | |
| ESS | B | 1.3% | 1.45% | 1.3% | |
| EXR | D | 2.32% | 2.61% | 2.32% | |
| FR | C | 0.47% | 0.52% | 0.47% | |
| FRT | B | 0.56% | 0.64% | 0.56% | |
| GLPI | C | 0.89% | 1.01% | 0.89% | |
| HHH | B | 0.18% | 0.18% | 0.18% | |
| HST | C | 0.82% | 0.91% | 0.82% | |
| INVH | D | 1.37% | 1.44% | 1.37% | |
| IRM | D | 2.22% | 2.52% | 2.22% | |
| JLL | D | 0.84% | 0.93% | 0.84% | |
| KIM | A | 1.12% | 1.26% | 1.12% | |
| KRC | C | 0.29% | 0.31% | 0.29% | |
| LAMR | D | 0.75% | 0.83% | 0.75% | |
| MAA | B | 1.23% | 1.38% | 1.23% | |
| NNN | D | 0.51% | 0.58% | 0.51% | |
| O | D | 3.23% | 3.69% | 3.23% | |
| OHI | C | 0.65% | 0.77% | 0.65% | |
| PCH | D | 0.22% | 0.23% | 0.22% | |
| PLD | D | 7.1% | 7.78% | 7.1% | |
| PSA | D | 3.51% | 3.95% | 3.51% | |
| REG | B | 0.86% | 0.9% | 0.86% | |
| REXR | F | 0.61% | 0.69% | 0.61% | |
| RYN | D | 0.28% | 0.3% | 0.28% | |
| SBAC | D | 1.58% | 1.78% | 1.58% | |
| SBRA | C | 0.29% | 0.32% | 0.29% | |
| SPG | B | 3.89% | 4.14% | 3.89% | |
| STAG | F | 0.45% | 0.5% | 0.45% | |
| SUI | D | 1.03% | 1.1% | 1.03% | |
| UDR | B | 0.93% | 1.0% | 0.93% | |
| VICI | C | 2.18% | 2.48% | 2.18% | |
| VNO | B | 0.46% | 0.51% | 0.46% | |
| VTR | C | 1.72% | 1.97% | 1.72% | |
| WELL | A | 5.08% | 4.84% | 4.84% | |
| WPC | D | 0.8% | 0.91% | 0.8% | |
| WY | D | 1.5% | 1.69% | 1.5% | |
| Z | A | 0.79% | 0.82% | 0.79% |
FREL Overweight 84 Positions Relative to IYR
| Symbol | Grade | Weight | |
|---|---|---|---|
| RHP | B | 0.43% | |
| TRNO | F | 0.4% | |
| KRG | B | 0.4% | |
| EPRT | B | 0.37% | |
| SLG | B | 0.34% | |
| IRT | A | 0.32% | |
| PECO | A | 0.31% | |
| CTRE | D | 0.28% | |
| MAC | B | 0.28% | |
| SKT | B | 0.26% | |
| APLE | B | 0.24% | |
| EPR | D | 0.23% | |
| HIW | D | 0.23% | |
| NHI | D | 0.23% | |
| PK | B | 0.22% | |
| NSA | D | 0.22% | |
| CDP | C | 0.22% | |
| BNL | D | 0.21% | |
| DEI | B | 0.2% | |
| UE | C | 0.19% | |
| LXP | D | 0.19% | |
| AKR | B | 0.18% | |
| FCPT | C | 0.18% | |
| MPW | F | 0.17% | |
| OUT | A | 0.17% | |
| COMP | B | 0.17% | |
| CWK | B | 0.16% | |
| ROIC | A | 0.15% | |
| IVT | B | 0.15% | |
| NMRK | B | 0.15% | |
| EQC | B | 0.14% | |
| SHO | C | 0.13% | |
| DRH | B | 0.13% | |
| JOE | F | 0.12% | |
| XHR | B | 0.11% | |
| GTY | B | 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 | D | 0.09% | |
| ALEX | C | 0.09% | |
| UMH | C | 0.09% | |
| AAT | B | 0.09% | |
| NTST | D | 0.08% | |
| KW | B | 0.08% | |
| DEA | D | 0.08% | |
| OPEN | D | 0.07% | |
| AIV | C | 0.07% | |
| NXRT | B | 0.07% | |
| CSR | B | 0.07% | |
| RDFN | D | 0.07% | |
| MMI | B | 0.07% | |
| EXPI | C | 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 | A | 0.03% | |
| DHC | F | 0.03% | |
| SVC | F | 0.03% | |
| CLDT | B | 0.03% | |
| PKST | D | 0.03% | |
| BFS | C | 0.03% | |
| HPP | F | 0.03% | |
| CHCT | C | 0.03% | |
| TRC | F | 0.02% | |
| RMR | F | 0.02% | |
| CBL | A | 0.02% |
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
IYR: Top Represented Industries & Keywords
Industries:
REIT - Residential
REIT - Diversified
REIT - Industrial
REIT - Retail
REIT - Healthcare Facilities
Real Estate Services
REIT - Office
Lumber & Wood Production
Telecom Services
Business Services
REIT - Hotel & Motel
Real Estate - General
Keywords:
Real Estate Investment Trust
S&P 500
Real Estate Market
Retail Properties
Property Management
Dream Office Real Estate Investment Trust
Equity Global Management
Equity Real Estate Investment Trust
Landlord
Mortgage Backed Security
Mortgage Loan
Real Estate Industry
Industrial Properties
Land Law
Property
Real Estate Broker
Real Estate Mortgage Investment Conduit
Real Estate Professionals
Real Estate Properties
Real Estate Services
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