Correlation
The correlation between FARCX and FREL is 0.58, 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.
FARCX vs. FREL
Compare and contrast key facts about Nuveen Real Estate Securities Fund (FARCX) and Fidelity MSCI Real Estate Index ETF (FREL).
FARCX is managed by Nuveen. It was launched on Jun 30, 1995. FREL is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Real Estate Index. It was launched on Feb 2, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FARCX or FREL.
Performance
FARCX vs. FREL - Performance Comparison
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Key characteristics
FARCX:
0.75
FREL:
0.77
FARCX:
1.18
FREL:
1.17
FARCX:
1.16
FREL:
1.16
FARCX:
0.64
FREL:
0.58
FARCX:
2.44
FREL:
2.45
FARCX:
5.73%
FREL:
5.85%
FARCX:
17.56%
FREL:
18.16%
FARCX:
-70.62%
FREL:
-42.61%
FARCX:
-10.33%
FREL:
-13.18%
Returns By Period
In the year-to-date period, FARCX achieves a 0.50% return, which is significantly lower than FREL's 1.12% return. Both investments have delivered pretty close results over the past 10 years, with FARCX having a 5.31% annualized return and FREL not far ahead at 5.40%.
FARCX
0.50%
1.08%
-6.86%
11.01%
1.25%
7.33%
5.31%
FREL
1.12%
0.67%
-7.19%
11.78%
0.34%
6.67%
5.40%
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FARCX vs. FREL - Expense Ratio Comparison
FARCX has a 0.97% expense ratio, which is higher than FREL's 0.08% expense ratio.
Risk-Adjusted Performance
FARCX vs. FREL — Risk-Adjusted Performance Rank
FARCX
FREL
FARCX vs. FREL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Real Estate Securities Fund (FARCX) and Fidelity MSCI Real Estate Index ETF (FREL). 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.
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Dividends
FARCX vs. FREL - Dividend Comparison
FARCX's dividend yield for the trailing twelve months is around 9.28%, more than FREL's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FARCX Nuveen Real Estate Securities Fund | 9.28% | 9.34% | 3.30% | 20.26% | 15.12% | 2.89% | 11.47% | 6.20% | 13.43% | 11.00% | 8.25% | 6.95% |
FREL Fidelity MSCI Real Estate Index ETF | 3.50% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% | 0.00% |
Drawdowns
FARCX vs. FREL - Drawdown Comparison
The maximum FARCX drawdown since its inception was -70.62%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for FARCX and FREL.
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Volatility
FARCX vs. FREL - Volatility Comparison
Nuveen Real Estate Securities Fund (FARCX) and Fidelity MSCI Real Estate Index ETF (FREL) have volatilities of 4.63% and 4.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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