FIREX vs. VNQ

In the year-to-date period, FIREX achieves a 11.15% return, which is significantly higher than VNQ's 1.12% return. Over the past 10 years, FIREX has underperformed VNQ with an annualized return of 2.70%, while VNQ has yielded a comparatively higher 5.32% annualized return.

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FIREX has a 0.95% expense ratio, which is higher than VNQ's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and Vanguard Real Estate ETF (VNQ). 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.

The current FIREX Sharpe Ratio is 0.35, which is lower than the VNQ Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of FIREX and VNQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIREX's dividend yield for the trailing twelve months is around 4.74%, more than VNQ's 4.07% yield.

The maximum FIREX drawdown since its inception was -71.40%, roughly equal to the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for FIREX and VNQ. For additional features, visit the drawdowns tool.