FNF vs. FREL
Compare and contrast key facts about Fidelity National Financial, Inc. (FNF) and Fidelity MSCI Real Estate Index ETF (FREL).
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.
Performance
FNF vs. FREL - Performance Comparison
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FNF vs. FREL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FNF Fidelity National Financial, Inc. | -14.11% | 4.35% | 14.02% | 42.18% | -21.64% | 38.04% | -10.34% | 48.75% | -17.22% | 65.53% |
FREL Fidelity MSCI Real Estate Index ETF | 0.98% | 3.09% | 5.05% | 11.74% | -26.21% | 40.46% | -4.99% | 28.78% | -4.52% | 8.86% |
Returns By Period
In the year-to-date period, FNF achieves a -14.11% return, which is significantly lower than FREL's 0.98% return. Over the past 10 years, FNF has outperformed FREL with an annualized return of 11.36%, while FREL has yielded a comparatively lower 5.16% annualized return.
FNF
- 1D
- 1.49%
- 1M
- -11.33%
- YTD
- -14.11%
- 6M
- -18.88%
- 1Y
- -23.28%
- 3Y*
- 15.58%
- 5Y*
- 8.09%
- 10Y*
- 11.36%
FREL
- 1D
- 1.43%
- 1M
- -6.56%
- YTD
- 0.98%
- 6M
- -1.57%
- 1Y
- 1.45%
- 3Y*
- 6.30%
- 5Y*
- 2.68%
- 10Y*
- 5.16%
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Return for Risk
FNF vs. FREL — Risk / Return Rank
FNF
FREL
FNF vs. FREL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity National Financial, Inc. (FNF) 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.
| FNF | FREL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.82 | 0.09 | -0.91 |
Sortino ratioReturn per unit of downside risk | -1.00 | 0.24 | -1.24 |
Omega ratioGain probability vs. loss probability | 0.87 | 1.03 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.76 | 0.20 | -0.96 |
Martin ratioReturn relative to average drawdown | -1.61 | 0.77 | -2.38 |
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
| FNF | FREL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | 0.09 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.14 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.25 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.23 | +0.03 |
Correlation
The correlation between FNF and FREL is 0.51, 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
FNF vs. FREL - Dividend Comparison
FNF's dividend yield for the trailing twelve months is around 4.32%, more than FREL's 3.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNF Fidelity National Financial, Inc. | 4.32% | 3.60% | 3.46% | 3.59% | 4.57% | 2.99% | 3.45% | 2.78% | 3.82% | 37.01% | 2.59% | 2.31% |
FREL Fidelity MSCI Real Estate Index ETF | 3.56% | 3.59% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% |
Drawdowns
FNF vs. FREL - Drawdown Comparison
The maximum FNF drawdown since its inception was -72.49%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for FNF and FREL.
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Drawdown Indicators
| FNF | FREL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.49% | -42.61% | -29.88% |
Max Drawdown (1Y)Largest decline over 1 year | -30.06% | -12.42% | -17.64% |
Max Drawdown (5Y)Largest decline over 5 years | -36.69% | -34.40% | -2.29% |
Max Drawdown (10Y)Largest decline over 10 years | -56.21% | -42.61% | -13.60% |
Current DrawdownCurrent decline from peak | -25.02% | -9.83% | -15.19% |
Average DrawdownAverage peak-to-trough decline | -17.09% | -10.05% | -7.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.16% | 3.19% | +10.97% |
Volatility
FNF vs. FREL - Volatility Comparison
Fidelity National Financial, Inc. (FNF) has a higher volatility of 10.26% compared to Fidelity MSCI Real Estate Index ETF (FREL) at 4.55%. This indicates that FNF's price experiences larger fluctuations and is considered to be riskier than FREL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FNF | FREL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 4.55% | +5.71% |
Volatility (6M)Calculated over the trailing 6-month period | 19.53% | 9.29% | +10.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.52% | 16.41% | +12.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.91% | 18.85% | +7.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.05% | 20.67% | +7.38% |