KIM vs. FREL
Compare and contrast key facts about Kimco Realty Corporation (KIM) and Fidelity MSCI Real Estate Index ETF (FREL).
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.
Performance
KIM vs. FREL - Performance Comparison
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KIM vs. FREL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KIM Kimco Realty Corporation | 12.09% | -9.26% | 15.02% | 6.05% | -10.80% | 69.48% | -23.94% | 49.75% | -13.26% | -23.67% |
FREL Fidelity MSCI Real Estate Index ETF | 0.98% | 3.09% | 5.05% | 11.74% | -26.21% | 40.46% | -4.99% | 28.78% | -4.52% | 8.86% |
Returns By Period
In the year-to-date period, KIM achieves a 12.09% return, which is significantly higher than FREL's 0.98% return. Over the past 10 years, KIM has underperformed FREL with an annualized return of 2.48%, while FREL has yielded a comparatively higher 5.16% annualized return.
KIM
- 1D
- 0.67%
- 1M
- -3.52%
- YTD
- 12.09%
- 6M
- 5.33%
- 1Y
- 10.89%
- 3Y*
- 9.96%
- 5Y*
- 7.77%
- 10Y*
- 2.48%
FREL
- 1D
- 1.43%
- 1M
- -6.56%
- YTD
- 0.98%
- 6M
- -1.57%
- 1Y
- 1.45%
- 3Y*
- 6.30%
- 5Y*
- 2.68%
- 10Y*
- 5.16%
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Return for Risk
KIM vs. FREL — Risk / Return Rank
KIM
FREL
KIM vs. FREL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kimco Realty Corporation (KIM) and Fidelity MSCI Real Estate Index ETF (FREL). 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.
| KIM | FREL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.09 | +0.40 |
Sortino ratioReturn per unit of downside risk | 0.86 | 0.24 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.03 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.20 | +0.78 |
Martin ratioReturn relative to average drawdown | 2.16 | 0.77 | +1.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KIM | FREL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.09 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.14 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 0.25 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.23 | +0.04 |
Correlation
The correlation between KIM and FREL is 0.76, 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.
Dividends
KIM vs. FREL - Dividend Comparison
KIM's dividend yield for the trailing twelve months is around 4.54%, more than FREL's 3.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KIM Kimco Realty Corporation | 4.54% | 4.98% | 4.14% | 4.79% | 3.97% | 2.76% | 3.60% | 5.41% | 7.65% | 6.01% | 4.11% | 3.68% |
FREL Fidelity MSCI Real Estate Index ETF | 3.56% | 3.59% | 3.48% | 3.73% | 3.57% | 2.34% | 3.77% | 3.32% | 5.54% | 3.27% | 4.01% | 3.80% |
Drawdowns
KIM vs. FREL - Drawdown Comparison
The maximum KIM drawdown since its inception was -85.65%, which is greater than FREL's maximum drawdown of -42.61%. Use the drawdown chart below to compare losses from any high point for KIM and FREL.
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Drawdown Indicators
| KIM | FREL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.65% | -42.61% | -43.04% |
Max Drawdown (1Y)Largest decline over 1 year | -12.82% | -12.42% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -33.61% | -34.40% | +0.79% |
Max Drawdown (10Y)Largest decline over 10 years | -69.52% | -42.61% | -26.91% |
Current DrawdownCurrent decline from peak | -6.64% | -9.83% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -22.93% | -10.05% | -12.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 3.19% | +2.62% |
Volatility
KIM vs. FREL - Volatility Comparison
Kimco Realty Corporation (KIM) and Fidelity MSCI Real Estate Index ETF (FREL) have volatilities of 4.73% and 4.55%, 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.
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Volatility by Period
| KIM | FREL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 4.55% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 12.79% | 9.29% | +3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.36% | 16.41% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 18.85% | +7.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.94% | 20.67% | +13.27% |