FBTC vs IYR

Fidelity Wise Origin Bitcoin Fund vs iShares US Real Estate ETF

Quick take
  • • FBTC has the lower expense ratio at 0.25% vs 0.37% for IYR.
  • • IYR pays a higher dividend yield (2.39%).

Side-by-side metrics

MetricFBTCIYR
Expense ratio
Annual fee. Lower is better.
0.25%0.37%
Dividend yield
Trailing 12-month yield.
0.00%2.39%
AUM
Assets under management — bigger funds are typically more liquid.
$13.47B$4.03B
YTD return
-14.71%11.57%
1-year return
——
3-year return
Annualized.
——
5-year return
Annualized.
——
10-year return
Annualized.
——
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.000.92
P/E ratio
—26.29
Last price
$64.69$102.52
Inception
——
Issuer
FidelityiShares

FBTC top holdings

Holdings data unavailable for FBTC.

IYR top holdings

Top holdings · IYR
WELLWelltower Inc10.05%
PLDPrologis Inc8.75%
AMTAmerican Tower Corp4.99%
SPGSimon Property Group Inc4.76%
EQIXEquinix Inc4.57%
DLRDigital Realty Trust Inc4.52%
PSAPublic Storage4.20%
ORealty Income Corp4.14%
VMRKVivmark Residential3.43%
VTRVentas Inc3.34%
Sector breakdown · IYR
Real Estate99.5%
Communication Services0.5%

About FBTC

FBTC (Fidelity Wise Origin Bitcoin Fund) is Spot Bitcoin ETF from Fidelity. Managed by Fidelity, the fund carries $13.5B in assets under management, an expense ratio of 0.25%.

About IYR

IYR (iShares US Real Estate ETF) is US real estate companies and REITs. Managed by iShares, the fund carries $4.0B in assets under management, an expense ratio of 0.37%, a dividend yield of 2.39%. Its largest holding is Welltower Inc (WELL), which represents 10.0% of the portfolio. Real Estate is the fund's largest sector exposure at 99.5%.