FREI vs SPY

FREI vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricFREISPYWinner
Expense Ratio0.57%0.09%
AUM$21M$814.4B
Dividend Yield0.72%1.01%
Holdings377505
YTD Return+0.72%+12.87%
1Y Return-+21.13%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+12.69%
Volatility (annualized)-15.3%
Max Drawdown-2.3%-56.5%
Fund FamilyFidelity Investments (US)State Street Investment Management
CategoryEquityEquity
InceptionJun 16, 2026Jan 22, 1993

FREI vs SPY Performance

Fidelity Real Estate Income Fund ETF (FREI) is a ETF from Fidelity Investments (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, FREI is up 0.72% versus a gain of 12.87% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.3% for FREI and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

FREI charges 0.57% per year while SPY charges 0.09%. On a $10,000 position that is $57 vs $9 annually, a gap of $48 per year that compounds over a long holding period. On income, FREI currently yields 0.72% against 1.01% for SPY.

Holdings Overlap

1.5%overlap

FREI and SPY share 22 holdings out of 859 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in FREIWeight in SPYDifference
AMT1.80%0.12%1.68%
WELL1.57%0.25%1.32%
EQIX1.53%0.16%1.37%
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Frequently Asked Questions

Which is cheaper, FREI or SPY?

FREI has an expense ratio of 0.57% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

What is the holdings overlap between FREI and SPY?

FREI and SPY share 22 common holdings with a 1.5% weight overlap. Combined, they hold 859 unique securities.

Which pays a higher dividend, FREI or SPY?

FREI yields 0.72% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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