FRIRX vs. VNQ
Compare and contrast key facts about Fidelity Advisor Real Estate Income Fund Class I (FRIRX) and Vanguard Real Estate ETF (VNQ).
FRIRX is managed by Fidelity. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FRIRX or VNQ.
Correlation
The correlation between FRIRX and VNQ is 0.60, 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
FRIRX vs. VNQ - Performance Comparison
Key characteristics
FRIRX:
1.57
VNQ:
0.70
FRIRX:
2.06
VNQ:
1.05
FRIRX:
1.31
VNQ:
1.14
FRIRX:
0.99
VNQ:
0.51
FRIRX:
6.04
VNQ:
2.38
FRIRX:
1.57%
VNQ:
5.31%
FRIRX:
6.05%
VNQ:
18.16%
FRIRX:
-34.50%
VNQ:
-73.07%
FRIRX:
-2.93%
VNQ:
-14.68%
Returns By Period
In the year-to-date period, FRIRX achieves a 0.51% return, which is significantly higher than VNQ's -1.32% return. Over the past 10 years, FRIRX has underperformed VNQ with an annualized return of 4.57%, while VNQ has yielded a comparatively higher 5.09% annualized return.
FRIRX
0.51%
-1.97%
-0.79%
9.76%
7.96%
4.57%
VNQ
-1.32%
-3.01%
-7.30%
13.04%
6.81%
5.09%
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FRIRX vs. VNQ - Expense Ratio Comparison
FRIRX has a 0.71% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
FRIRX vs. VNQ — Risk-Adjusted Performance Rank
FRIRX
VNQ
FRIRX vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) 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.
Dividends
FRIRX vs. VNQ - Dividend Comparison
FRIRX's dividend yield for the trailing twelve months is around 3.71%, less than VNQ's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRIRX Fidelity Advisor Real Estate Income Fund Class I | 3.71% | 4.68% | 5.01% | 6.08% | 1.48% | 4.80% | 5.70% | 6.36% | 5.51% | 5.05% | 6.76% | 10.28% |
VNQ Vanguard Real Estate ETF | 4.18% | 3.85% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
FRIRX vs. VNQ - Drawdown Comparison
The maximum FRIRX drawdown since its inception was -34.50%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for FRIRX and VNQ. For additional features, visit the drawdowns tool.
Volatility
FRIRX vs. VNQ - Volatility Comparison
The current volatility for Fidelity Advisor Real Estate Income Fund Class I (FRIRX) is 3.74%, while Vanguard Real Estate ETF (VNQ) has a volatility of 10.36%. This indicates that FRIRX experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.