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DIVS vs. FPRO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DIVS vs. FPRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SmartETFs Dividend Builder ETF (DIVS) and Fidelity Real Estate Investment ETF (FPRO). The values are adjusted to include any dividend payments, if applicable.

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DIVS vs. FPRO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
DIVS
SmartETFs Dividend Builder ETF
-1.33%11.66%12.60%15.98%-8.97%17.52%
FPRO
Fidelity Real Estate Investment ETF
3.28%2.60%5.63%10.93%-25.02%32.20%

Returns By Period

In the year-to-date period, DIVS achieves a -1.33% return, which is significantly lower than FPRO's 3.28% return.


DIVS

1D
1.95%
1M
-8.80%
YTD
-1.33%
6M
-0.62%
1Y
6.86%
3Y*
10.77%
5Y*
8.94%
10Y*

FPRO

1D
1.39%
1M
-5.97%
YTD
3.28%
6M
2.58%
1Y
2.28%
3Y*
6.41%
5Y*
4.08%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DIVS vs. FPRO - Expense Ratio Comparison

DIVS has a 0.65% expense ratio, which is higher than FPRO's 0.59% expense ratio.


Return for Risk

DIVS vs. FPRO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DIVS
DIVS Risk / Return Rank: 2929
Overall Rank
DIVS Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
DIVS Sortino Ratio Rank: 2929
Sortino Ratio Rank
DIVS Omega Ratio Rank: 2828
Omega Ratio Rank
DIVS Calmar Ratio Rank: 2929
Calmar Ratio Rank
DIVS Martin Ratio Rank: 3131
Martin Ratio Rank

FPRO
FPRO Risk / Return Rank: 1717
Overall Rank
FPRO Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
FPRO Sortino Ratio Rank: 1515
Sortino Ratio Rank
FPRO Omega Ratio Rank: 1515
Omega Ratio Rank
FPRO Calmar Ratio Rank: 1818
Calmar Ratio Rank
FPRO Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DIVS vs. FPRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SmartETFs Dividend Builder ETF (DIVS) and Fidelity Real Estate Investment ETF (FPRO). 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.


DIVSFPRODifference

Sharpe ratio

Return per unit of total volatility

0.51

0.14

+0.37

Sortino ratio

Return per unit of downside risk

0.81

0.31

+0.51

Omega ratio

Gain probability vs. loss probability

1.11

1.04

+0.07

Calmar ratio

Return relative to maximum drawdown

0.68

0.26

+0.42

Martin ratio

Return relative to average drawdown

2.58

1.03

+1.55

DIVS vs. FPRO - Sharpe Ratio Comparison

The current DIVS Sharpe Ratio is 0.51, which is higher than the FPRO Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of DIVS and FPRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DIVSFPRODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

0.14

+0.37

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.22

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.29

+0.05

Correlation

The correlation between DIVS and FPRO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

DIVS vs. FPRO - Dividend Comparison

DIVS's dividend yield for the trailing twelve months is around 2.82%, more than FPRO's 2.74% yield.


TTM20252024202320222021
DIVS
SmartETFs Dividend Builder ETF
2.82%2.61%2.66%3.14%5.93%3.76%
FPRO
Fidelity Real Estate Investment ETF
2.74%2.69%2.50%2.83%2.67%1.69%

Drawdowns

DIVS vs. FPRO - Drawdown Comparison

The maximum DIVS drawdown since its inception was -29.55%, smaller than the maximum FPRO drawdown of -32.81%. Use the drawdown chart below to compare losses from any high point for DIVS and FPRO.


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Drawdown Indicators


DIVSFPRODifference

Max Drawdown

Largest peak-to-trough decline

-29.55%

-32.81%

+3.26%

Max Drawdown (1Y)

Largest decline over 1 year

-10.62%

-12.51%

+1.89%

Max Drawdown (5Y)

Largest decline over 5 years

-29.55%

-32.81%

+3.26%

Current Drawdown

Current decline from peak

-8.80%

-6.90%

-1.90%

Average Drawdown

Average peak-to-trough decline

-3.74%

-13.03%

+9.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.78%

3.15%

-0.37%

Volatility

DIVS vs. FPRO - Volatility Comparison

SmartETFs Dividend Builder ETF (DIVS) has a higher volatility of 4.79% compared to Fidelity Real Estate Investment ETF (FPRO) at 4.34%. This indicates that DIVS's price experiences larger fluctuations and is considered to be riskier than FPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DIVSFPRODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.79%

4.34%

+0.45%

Volatility (6M)

Calculated over the trailing 6-month period

7.76%

9.25%

-1.49%

Volatility (1Y)

Calculated over the trailing 1-year period

13.49%

16.46%

-2.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.60%

18.64%

+7.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.58%

18.51%

+8.07%