FREL vs. SDIV
Compare and contrast key facts about Fidelity MSCI Real Estate Index ETF (FREL) and Global X SuperDividend ETF (SDIV).
FREL and SDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011. Both FREL and SDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FREL or SDIV.
Correlation
The correlation between FREL and SDIV is 0.68, 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
FREL vs. SDIV - Performance Comparison
Key characteristics
FREL:
0.69
SDIV:
0.36
FREL:
1.05
SDIV:
0.59
FREL:
1.14
SDIV:
1.08
FREL:
0.50
SDIV:
0.13
FREL:
2.36
SDIV:
0.98
FREL:
5.32%
SDIV:
6.17%
FREL:
18.14%
SDIV:
16.87%
FREL:
-42.61%
SDIV:
-56.90%
FREL:
-14.68%
SDIV:
-38.94%
Returns By Period
In the year-to-date period, FREL achieves a -1.49% return, which is significantly lower than SDIV's 1.59% return. Over the past 10 years, FREL has outperformed SDIV with an annualized return of 5.02%, while SDIV has yielded a comparatively lower -3.74% annualized return.
FREL
-1.49%
-3.58%
-7.44%
13.04%
7.68%
5.02%
SDIV
1.59%
-2.69%
-3.16%
5.82%
3.65%
-3.74%
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FREL vs. SDIV - Expense Ratio Comparison
FREL has a 0.08% expense ratio, which is lower than SDIV's 0.58% expense ratio.
Risk-Adjusted Performance
FREL vs. SDIV — Risk-Adjusted Performance Rank
FREL
SDIV
FREL vs. SDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity MSCI Real Estate Index ETF (FREL) and Global X SuperDividend ETF (SDIV). 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
FREL vs. SDIV - Dividend Comparison
FREL's dividend yield for the trailing twelve months is around 3.59%, less than SDIV's 11.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FREL Fidelity MSCI Real Estate Index ETF | 3.59% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% | 0.00% |
SDIV Global X SuperDividend ETF | 11.36% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.74% | 9.22% | 6.66% | 6.95% | 7.33% | 6.45% |
Drawdowns
FREL vs. SDIV - Drawdown Comparison
The maximum FREL drawdown since its inception was -42.61%, smaller than the maximum SDIV drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for FREL and SDIV. For additional features, visit the drawdowns tool.
Volatility
FREL vs. SDIV - Volatility Comparison
The current volatility for Fidelity MSCI Real Estate Index ETF (FREL) is 10.47%, while Global X SuperDividend ETF (SDIV) has a volatility of 11.10%. This indicates that FREL experiences smaller price fluctuations and is considered to be less risky than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.