IVRSX vs. FRESX
Compare and contrast key facts about VY CBRE Real Estate Portfolio (IVRSX) and Fidelity Real Estate Investment Portfolio (FRESX).
IVRSX is managed by Voya. It was launched on Jan 24, 1989. FRESX is managed by Fidelity. It was launched on Nov 17, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVRSX or FRESX.
Correlation
The correlation between IVRSX and FRESX is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IVRSX vs. FRESX - Performance Comparison
Key characteristics
IVRSX:
0.77
FRESX:
0.78
IVRSX:
1.12
FRESX:
1.14
IVRSX:
1.14
FRESX:
1.14
IVRSX:
0.28
FRESX:
0.36
IVRSX:
2.75
FRESX:
2.24
IVRSX:
4.35%
FRESX:
5.47%
IVRSX:
15.37%
FRESX:
15.63%
IVRSX:
-80.82%
FRESX:
-75.98%
IVRSX:
-32.51%
FRESX:
-21.30%
Returns By Period
In the year-to-date period, IVRSX achieves a 1.93% return, which is significantly lower than FRESX's 3.84% return. Over the past 10 years, IVRSX has underperformed FRESX with an annualized return of -0.25%, while FRESX has yielded a comparatively higher 1.77% annualized return.
IVRSX
1.93%
2.43%
-0.34%
9.85%
-4.47%
-0.25%
FRESX
3.84%
3.84%
-0.96%
11.09%
-1.66%
1.77%
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IVRSX vs. FRESX - Expense Ratio Comparison
IVRSX has a 0.93% expense ratio, which is higher than FRESX's 0.71% expense ratio.
Risk-Adjusted Performance
IVRSX vs. FRESX — Risk-Adjusted Performance Rank
IVRSX
FRESX
IVRSX vs. FRESX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VY CBRE Real Estate Portfolio (IVRSX) and Fidelity Real Estate Investment Portfolio (FRESX). 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
IVRSX vs. FRESX - Dividend Comparison
IVRSX's dividend yield for the trailing twelve months is around 2.45%, more than FRESX's 2.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVRSX VY CBRE Real Estate Portfolio | 2.45% | 2.50% | 2.48% | 2.26% | 1.46% | 2.56% | 1.98% | 3.17% | 2.07% | 1.57% | 1.31% | 1.21% |
FRESX Fidelity Real Estate Investment Portfolio | 2.03% | 2.11% | 2.31% | 1.71% | 0.78% | 2.93% | 2.36% | 2.57% | 1.80% | 1.73% | 5.54% | 1.66% |
Drawdowns
IVRSX vs. FRESX - Drawdown Comparison
The maximum IVRSX drawdown since its inception was -80.82%, which is greater than FRESX's maximum drawdown of -75.98%. Use the drawdown chart below to compare losses from any high point for IVRSX and FRESX. For additional features, visit the drawdowns tool.
Volatility
IVRSX vs. FRESX - Volatility Comparison
The current volatility for VY CBRE Real Estate Portfolio (IVRSX) is 4.17%, while Fidelity Real Estate Investment Portfolio (FRESX) has a volatility of 4.44%. This indicates that IVRSX experiences smaller price fluctuations and is considered to be less risky than FRESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.