FPRO vs. VRTPX
Compare and contrast key facts about Fidelity Real Estate Investment ETF (FPRO) and Vanguard Real Estate II Index Fund (VRTPX).
FPRO is an actively managed fund by Fidelity. It was launched on Feb 2, 2021. VRTPX is managed by Vanguard. It was launched on Sep 26, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPRO or VRTPX.
Correlation
The correlation between FPRO and VRTPX is 0.62, 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.
Performance
FPRO vs. VRTPX - Performance Comparison
Key characteristics
FPRO:
0.86
VRTPX:
0.70
FPRO:
1.27
VRTPX:
1.05
FPRO:
1.17
VRTPX:
1.14
FPRO:
0.62
VRTPX:
0.50
FPRO:
2.97
VRTPX:
2.40
FPRO:
5.25%
VRTPX:
5.28%
FPRO:
18.17%
VRTPX:
18.19%
FPRO:
-32.80%
VRTPX:
-42.33%
FPRO:
-12.24%
VRTPX:
-14.93%
Returns By Period
In the year-to-date period, FPRO achieves a -0.11% return, which is significantly higher than VRTPX's -1.36% return.
FPRO
-0.11%
-2.60%
-6.02%
16.26%
N/A
N/A
VRTPX
-1.36%
-3.15%
-7.35%
13.08%
6.91%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FPRO vs. VRTPX - Expense Ratio Comparison
FPRO has a 0.59% expense ratio, which is higher than VRTPX's 0.08% expense ratio.
Risk-Adjusted Performance
FPRO vs. VRTPX — Risk-Adjusted Performance Rank
FPRO
VRTPX
FPRO vs. VRTPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Investment ETF (FPRO) and Vanguard Real Estate II Index Fund (VRTPX). 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.
Dividends
FPRO vs. VRTPX - Dividend Comparison
FPRO's dividend yield for the trailing twelve months is around 2.45%, less than VRTPX's 4.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FPRO Fidelity Real Estate Investment ETF | 2.45% | 2.50% | 2.83% | 2.67% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% |
VRTPX Vanguard Real Estate II Index Fund | 4.08% | 3.81% | 3.98% | 3.99% | 2.58% | 3.92% | 3.49% | 4.77% | 1.32% |
Drawdowns
FPRO vs. VRTPX - Drawdown Comparison
The maximum FPRO drawdown since its inception was -32.80%, smaller than the maximum VRTPX drawdown of -42.33%. Use the drawdown chart below to compare losses from any high point for FPRO and VRTPX. For additional features, visit the drawdowns tool.
Volatility
FPRO vs. VRTPX - Volatility Comparison
Fidelity Real Estate Investment ETF (FPRO) and Vanguard Real Estate II Index Fund (VRTPX) have volatilities of 10.60% and 10.41%, 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.