BIRDX vs. FRINX
Compare and contrast key facts about iShares Developed Real Estate Index Fund (BIRDX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX).
BIRDX is managed by BlackRock. It was launched on Aug 12, 2015. FRINX is managed by Fidelity. It was launched on Apr 14, 2010.
Performance
BIRDX vs. FRINX - Performance Comparison
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BIRDX vs. FRINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIRDX iShares Developed Real Estate Index Fund | 1.72% | 10.27% | 1.49% | 10.38% | -24.68% | 26.90% | -8.24% | 22.33% | -4.80% | 7.56% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 0.33% | 6.87% | 7.61% | 9.01% | -14.79% | 18.64% | -1.36% | 17.52% | -1.93% | 6.00% |
Returns By Period
In the year-to-date period, BIRDX achieves a 1.72% return, which is significantly higher than FRINX's 0.33% return. Over the past 10 years, BIRDX has underperformed FRINX with an annualized return of 3.21%, while FRINX has yielded a comparatively higher 5.05% annualized return.
BIRDX
- 1D
- 1.72%
- 1M
- -8.19%
- YTD
- 1.72%
- 6M
- 0.95%
- 1Y
- 9.53%
- 3Y*
- 7.51%
- 5Y*
- 2.19%
- 10Y*
- 3.21%
FRINX
- 1D
- 0.41%
- 1M
- -2.65%
- YTD
- 0.33%
- 6M
- 1.01%
- 1Y
- 4.31%
- 3Y*
- 7.24%
- 5Y*
- 3.51%
- 10Y*
- 5.05%
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BIRDX vs. FRINX - Expense Ratio Comparison
BIRDX has a 0.19% expense ratio, which is lower than FRINX's 0.98% expense ratio.
Return for Risk
BIRDX vs. FRINX — Risk / Return Rank
BIRDX
FRINX
BIRDX vs. FRINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Developed Real Estate Index Fund (BIRDX) and Fidelity Advisor Real Estate Income Fund Class A (FRINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BIRDX | FRINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.91 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.23 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.09 | -0.14 |
Martin ratioReturn relative to average drawdown | 3.74 | 4.54 | -0.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BIRDX | FRINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.91 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.54 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.17 | 0.53 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.75 | -0.55 |
Correlation
The correlation between BIRDX and FRINX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BIRDX vs. FRINX - Dividend Comparison
BIRDX's dividend yield for the trailing twelve months is around 6.72%, more than FRINX's 4.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIRDX iShares Developed Real Estate Index Fund | 6.72% | 6.84% | 23.69% | 2.99% | 1.24% | 4.18% | 1.91% | 6.67% | 4.18% | 1.70% | 2.24% | 0.00% |
FRINX Fidelity Advisor Real Estate Income Fund Class A | 4.38% | 4.40% | 4.41% | 4.78% | 5.80% | 1.31% | 4.53% | 5.45% | 4.89% | 4.21% | 4.77% | 3.53% |
Drawdowns
BIRDX vs. FRINX - Drawdown Comparison
The maximum BIRDX drawdown since its inception was -43.03%, which is greater than FRINX's maximum drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for BIRDX and FRINX.
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Drawdown Indicators
| BIRDX | FRINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.03% | -34.50% | -8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.81% | -4.28% | -6.53% |
Max Drawdown (5Y)Largest decline over 5 years | -32.54% | -18.30% | -14.24% |
Max Drawdown (10Y)Largest decline over 10 years | -43.03% | -34.50% | -8.53% |
Current DrawdownCurrent decline from peak | -11.17% | -2.72% | -8.45% |
Average DrawdownAverage peak-to-trough decline | -10.94% | -3.41% | -7.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 1.03% | +1.70% |
Volatility
BIRDX vs. FRINX - Volatility Comparison
iShares Developed Real Estate Index Fund (BIRDX) has a higher volatility of 4.71% compared to Fidelity Advisor Real Estate Income Fund Class A (FRINX) at 1.65%. This indicates that BIRDX's price experiences larger fluctuations and is considered to be riskier than FRINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIRDX | FRINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 1.65% | +3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.39% | 2.87% | +5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.29% | 4.92% | +9.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.23% | 6.51% | +12.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.07% | 9.50% | +9.57% |