FREL vs SCHH

Both FREL and SCHH are ETFs. FREL has a higher 5-year return than SCHH (1.6% vs -1.75%). FREL has a higher expense ratio than SCHH (0.08% vs 0.07%). Below is the comparison between FREL and SCHH.

FREL SCHH
Segment Equity: U.S. Real Estate Equity: U.S. Real Estate
Issuer Fidelity Charles Schwab
Net Assets $805.32M $4.19B
Expense Ratio 0.08% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.16% 3.72%
Underlying Index MSCI USA IMI Real Estate Index Dow Jones U.S. Select REIT Index
YTD Return -25.51% -31.81%
1-Year Return -18.83% -28.14%
3-Year Return -0.64% -5.36%
5-Year Return 1.60% -1.75%
10-Year Return N/A N/A

FREL description

The Fund seeks nvestment returns that correspond 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 underlying index represents the performance of the real estate sector in the U.S. equity market.

FREL performance & returns

YTD Return -25.51%
1-Month Return -8.01%
3-Month Return -30.57%
1-Year Return -18.83%
3-Year Return -0.64%
5-Year Return 1.60%
10-Year Return N/A
FREL expense ratio is 0.08%.

FREL holdings

Top 10 Holdings (43.43% of Total Assets)

Name Symbol % Assets
American Tower Corp AMT 9.92%
Crown Castle International Corp CCI 6.17%
Prologis Inc PLD 6.08%
Equinix Inc EQIX 4.81%
Digital Realty Trust Inc DLR 3.75%
Public Storage PSA 3.21%
SBA Communications Corp SBAC 3.15%
Equity Residential EQR 2.34%
AvalonBay Communities Inc AVB 2.1%
Welltower Inc WELL 1.9%

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SCHH description

The Fund seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Select REIT Index. The underlying index is a float-adjusted market capitalization weighted index comprised of real estate investment trusts.

SCHH performance & returns

YTD Return -31.81%
1-Month Return -9.59%
3-Month Return -35.29%
1-Year Return -28.14%
3-Year Return -5.36%
5-Year Return -1.75%
10-Year Return N/A
SCHH expense ratio is 0.07%.

SCHH holdings

Top 10 Holdings (46.01% of Total Assets)

Name Symbol % Assets
Prologis Inc PLD 11.12%
Digital Realty Trust Inc DLR 6.7%
Public Storage PSA 5.41%
Equity Residential EQR 4.01%
AvalonBay Communities Inc AVB 3.83%
Welltower Inc WELL 3.6%
Simon Property Group Inc SPG 3.25%
Essex Property Trust Inc ESS 2.87%
Extra Space Storage Inc EXR 2.62%
Boston Properties Inc BXP 2.6%

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