Investment Test Drive

FREL Fidelity® MSCI Real Estate ETF

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Fund FREL Fidelity® MSCI Real Estate ETF USRT iShares Core US REIT  
Similarity
?
100% 98%
Annual Fees
?
$8.87
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$50,055.28 $50,115.43
Est. savings over 30 yrs +$60.15
Return
As of 11/30/16
1 YR RETURN 4.36%
3 YR --
5 YR --
10 YR --
1 YR RETURN 5.35%
3 YR 11.52%
5 YR 10.81%
10 YR --
Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the MSCI USA IMI Real Estate Index. The fund invests at least 80% of assets in securities included in the fund's underlying index. The fund's underlying index is the MSCI USA IMI Real Estate Index, which represents the performance of the real estate sector in the U.S. equity market. The fund may or may not hold all of the securities in the MSCI USA IMI Real Estate Index. The fund is non-diversified.
The investment seeks to track the investment results of the FTSE NAREIT Equity REITs Index composed of U.S. real estate equities. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of U.S. listed equity real estate investment trusts ("REITs"), excluding infrastructure REITs, mortgage REITs, and timber REITs. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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