FDIS vs. RWR
FDIS (Fidelity MSCI Consumer Discretionary Index ETF) and RWR (SPDR Dow Jones REIT ETF) are both exchange-traded funds - FDIS is a Consumer Discretionary Equities fund tracking the MSCI USA IMI Consumer Discretionary Index, while RWR is a REIT fund tracking the Dow Jones U.S. Select REIT Index. Both are passively managed. Over the past 10 years, FDIS returned 13.98%/yr vs 5.69%/yr for RWR. At a 0.49 correlation, their price movements are largely independent. FDIS charges 0.08%/yr vs 0.25%/yr for RWR.
Performance
FDIS vs. RWR - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FDIS achieves a 0.01% return, which is significantly lower than RWR's 16.67% return. Over the past 10 years, FDIS has outperformed RWR with an annualized return of 13.98%, while RWR has yielded a comparatively lower 5.69% annualized return.
FDIS
- 1D
- 0.20%
- 1M
- 2.10%
- YTD
- 0.01%
- 6M
- -1.14%
- 1Y
- 12.39%
- 3Y*
- 13.37%
- 5Y*
- 6.04%
- 10Y*
- 13.98%
RWR
- 1D
- 0.93%
- 1M
- 5.40%
- YTD
- 16.67%
- 6M
- 16.81%
- 1Y
- 21.00%
- 3Y*
- 12.26%
- 5Y*
- 4.59%
- 10Y*
- 5.69%
FDIS vs. RWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.01% | 5.67% | 24.43% | 40.48% | -35.23% | 24.25% | 49.50% | 27.44% | -0.88% | 22.96% |
RWR SPDR Dow Jones REIT ETF | 16.67% | 3.20% | 7.74% | 13.76% | -26.09% | 45.47% | -11.40% | 22.71% | -4.47% | 3.47% |
Correlation
The correlation between FDIS and RWR is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.45 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.53 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.48 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2013 | 0.49 |
The correlation between FDIS and RWR shifts across timeframes, from 0.35 (1 year) to 0.53 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FDIS vs. RWR — Risk / Return Rank
FDIS
RWR
FDIS vs. RWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Consumer Discretionary Index ETF (FDIS) and SPDR Dow Jones REIT ETF (RWR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDIS | RWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | 2.49 | -1.76 |
| Martin ratioReturn relative to average drawdown | 2.24 | 8.47 | -6.23 |
Loading charts...
Drawdowns
FDIS vs. RWR - Drawdown Comparison
The maximum FDIS drawdown since its inception was -39.16%, smaller than the maximum RWR drawdown of -74.92%. Use the drawdown chart below to compare losses from any high point for FDIS and RWR.
Loading charts...
Drawdown Indicators
| FDIS | RWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.16% | -74.92% | +35.76% |
Max Drawdown (1Y)Largest decline over 1 year | -15.50% | -8.04% | -7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -27.43% | -18.85% | -8.58% |
Max Drawdown (5Y)Largest decline over 5 years | -39.16% | -32.58% | -6.58% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | -44.39% | +5.23% |
Current DrawdownCurrent decline from peak | -4.58% | 0.00% | -4.58% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -13.09% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.01% | 2.36% | +2.65% |
Volatility
FDIS vs. RWR - Volatility Comparison
Fidelity MSCI Consumer Discretionary Index ETF (FDIS) has a higher volatility of 6.19% compared to SPDR Dow Jones REIT ETF (RWR) at 4.93%. This indicates that FDIS's price experiences larger fluctuations and is considered to be riskier than RWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FDIS | RWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 4.93% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 9.94% | +3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.52% | 13.72% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.92% | 19.04% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.32% | 21.52% | +0.80% |
FDIS vs. RWR - Expense Ratio Comparison
FDIS has a 0.08% expense ratio, which is lower than RWR's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
FDIS vs. RWR - Dividend Comparison
FDIS's dividend yield for the trailing twelve months is around 0.73%, less than RWR's 3.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIS Fidelity MSCI Consumer Discretionary Index ETF | 0.73% | 0.75% | 0.69% | 0.78% | 1.00% | 0.58% | 0.59% | 1.14% | 1.29% | 1.00% | 1.62% | 1.25% |
RWR SPDR Dow Jones REIT ETF | 3.27% | 3.78% | 3.76% | 3.75% | 3.81% | 2.79% | 3.73% | 3.36% | 4.19% | 3.05% | 4.39% | 3.17% |
Frequently Asked Questions
FDIS and RWR have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDIS has higher volatility (6.19%) compared to RWR (4.93%). In terms of maximum drawdown, FDIS dropped -39.16% vs RWR's -74.92%.
On 10-year performance, FDIS leads with 13.98% vs 5.69% for RWR. On fees, FDIS is cheaper at 0.08% per year. On volatility, RWR has been the lower-risk option at 4.93%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, FDIS has performed better with a 13.98% return vs 5.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FDIS is cheaper with a 0.08% expense ratio, compared with 0.25% for RWR.
RWR has the higher dividend yield at 3.27%, compared with 0.73% for FDIS.
FDIS is categorized as Consumer Discretionary Equities, while RWR is REIT. FDIS tracks MSCI USA IMI Consumer Discretionary Index, while RWR tracks Dow Jones U.S. Select REIT Index. They also come from different issuers: Fidelity and State Street. Their fees differ too: 0.08% for FDIS and 0.25% for RWR.
RWR currently has the higher Sharpe Ratio (1.46 vs 0.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FDIS and RWR
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer