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FREL vs. CMDT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FREL vs. CMDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity MSCI Real Estate Index ETF (FREL) and PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FREL achieves a 8.97% return, which is significantly lower than CMDT's 15.54% return.


FREL

1D
-0.04%
1M
0.34%
YTD
8.97%
6M
9.40%
1Y
10.32%
3Y*
8.65%
5Y*
2.50%
10Y*
5.72%

CMDT

1D
-0.25%
1M
-9.16%
YTD
15.54%
6M
17.61%
1Y
21.69%
3Y*
12.77%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FREL vs. CMDT - Yearly Performance Comparison


2026 (YTD)202520242023
FREL
Fidelity MSCI Real Estate Index ETF
8.97%3.09%5.05%11.12%
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
15.54%12.78%6.93%5.37%

Correlation

The correlation between FREL and CMDT is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.08

Correlation (3Y)
Calculated over the trailing 3-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since May 10, 2023

0.00

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Return for Risk

FREL vs. CMDT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FREL
FREL Risk / Return Rank: 2424
Overall Rank
FREL Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
FREL Sortino Ratio Rank: 2020
Sortino Ratio Rank
FREL Omega Ratio Rank: 2121
Omega Ratio Rank
FREL Calmar Ratio Rank: 2626
Calmar Ratio Rank
FREL Martin Ratio Rank: 2929
Martin Ratio Rank

CMDT
CMDT Risk / Return Rank: 5353
Overall Rank
CMDT Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
CMDT Sortino Ratio Rank: 5353
Sortino Ratio Rank
CMDT Omega Ratio Rank: 4949
Omega Ratio Rank
CMDT Calmar Ratio Rank: 4949
Calmar Ratio Rank
CMDT Martin Ratio Rank: 6060
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FREL vs. CMDT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Real Estate Index ETF (FREL) and PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT). 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.


FRELCMDTDifference
Sharpe ratioReturn per unit of total volatility

-0.98

Sortino ratioReturn per unit of downside risk

-1.30

Omega ratioGain probability vs. loss probability

1.14

1.30

-0.16

Calmar ratioReturn relative to maximum drawdown

1.23

2.30

-1.08

Martin ratioReturn relative to average drawdown

3.84

9.95

-6.11

FREL vs. CMDT - Sharpe Ratio Comparison

The current FREL Sharpe Ratio is 0.75, which is lower than the CMDT Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of FREL and CMDT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FREL vs. CMDT - Drawdown Comparison

The maximum FREL drawdown since its inception was -42.61%, which is greater than CMDT's maximum drawdown of -9.69%. Use the drawdown chart below to compare losses from any high point for FREL and CMDT.


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Drawdown Indicators


FRELCMDTDifference

Max Drawdown

Largest peak-to-trough decline

-42.61%

-9.69%

-32.92%

Max Drawdown (1Y)

Largest decline over 1 year

-8.45%

-9.46%

+1.01%

Max Drawdown (3Y)

Largest decline over 3 years

-17.54%

-9.69%

-7.85%

Max Drawdown (5Y)

Largest decline over 5 years

-34.40%

Max Drawdown (10Y)

Largest decline over 10 years

-42.61%

Current Drawdown

Current decline from peak

-3.05%

-9.46%

+6.41%

Average Drawdown

Average peak-to-trough decline

-9.92%

-2.75%

-7.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.69%

2.19%

+0.50%

Volatility

FREL vs. CMDT - Volatility Comparison

Fidelity MSCI Real Estate Index ETF (FREL) has a higher volatility of 5.03% compared to PIMCO Commodity Strategy Active Exchange-Traded Fund (CMDT) at 3.30%. This indicates that FREL's price experiences larger fluctuations and is considered to be riskier than CMDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRELCMDTDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.03%

3.30%

+1.73%

Volatility (6M)

Calculated over the trailing 6-month period

10.11%

10.50%

-0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

13.74%

12.57%

+1.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.90%

12.23%

+6.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.71%

12.23%

+8.48%

FREL vs. CMDT - Expense Ratio Comparison

FREL has a 0.08% expense ratio, which is lower than CMDT's 0.65% expense ratio.


Dividends

FREL vs. CMDT - Dividend Comparison

FREL's dividend yield for the trailing twelve months is around 4.28%, more than CMDT's 2.62% yield.


PositionTTM20252024202320222021202020192018201720162015
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
2.62%3.04%8.80%2.71%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FREL
Fidelity MSCI Real Estate Index ETF
4.28%3.59%3.48%3.73%3.57%2.34%3.77%3.32%5.54%3.27%4.01%3.80%

Frequently Asked Questions


FREL and CMDT have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FREL has higher volatility (5.03%) compared to CMDT (3.30%). In terms of maximum drawdown, FREL dropped -42.61% vs CMDT's -9.69%.

On 3-year performance, CMDT leads with 12.77% vs 8.65% for FREL. On fees, FREL is cheaper at 0.08% per year. On volatility, CMDT has been the lower-risk option at 3.30%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, CMDT has performed better with a 12.77% return vs 8.65%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FREL is cheaper with a 0.08% expense ratio, compared with 0.65% for CMDT.

FREL has the higher dividend yield at 4.28%, compared with 2.62% for CMDT.

FREL is categorized as REIT, while CMDT is Commodities. FREL tracks MSCI USA IMI Real Estate Index, while CMDT tracks Bloomberg Roll Select Commodity Total Return Index. They also come from different issuers: Fidelity and PIMCO. Their fees differ too: 0.08% for FREL and 0.65% for CMDT.

CMDT currently has the higher Sharpe Ratio (1.73 vs 0.75), 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.

Portfolio Optimizer

Find the right allocation for FREL and CMDT

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