Compare · 2 funds side by side · dividends reinvested

DTRE and IGM

DTREFirst Trust×IGMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,573IGM · best of the two

02 / 04

DTRE and IGM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.3B1.4

First Trust Alerian Disruptive Technology Real Estate ETFThematic · Disruptive tech0.60%4.00%+7.4%+8.1%+8.8%−1.8%−9.6%13.6%$14M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DTRE 2007 · IGM 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Alerian Disruptive Technology Real Estate ETF · $14M$9,125

DTRE

IGM

iShares Expanded Tech Sector ETF · $10.3B$21,573

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DTREMeasureIGM

+7.4%Year to dateJan 1 → Nov 3+16.6%

+8.1%1 yearTotal return+12.6%

+8.8%3 years · per year$10,000 became $12,866 · $24,754+35.3%

−1.8%5 years · per year$10,000 became $9,125 · $21,573+16.6%

0.60%Expense ratio$60 · $37 a year on $10k · lower is better0.37%

4.00%Trailing 12-mo yield$400 · $15 a year on $10k0.15%

−9.6%Worst dropSmaller is better−15.5%

13.6%VolatilityLower is calmer25.9%

DTREIGM Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5IGM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DTRE vs IGM: Top 5 Holdings

Today

DTRE

36.7%in top 5

IGM

in top 539.4%

DTREStockIGM

not top 5AAPL9.9%

not top 5MSFT9.6%

8.7%CCInot top 5

not top 5NVDA8.3%

7.6%AMTnot top 5

not top 5AVGO7.1%

6.9%DLRnot top 5

6.8%SBACnot top 5

6.8%EQIXnot top 5

not top 5META4.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

DTRE vs IGM Returns, Every Period

First TrustDTRE

−1.8%

5 years, per year

IGMiShares

+16.6%

5 years, per year

DTREIGMFaded: behind in that period

0–4IGM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DTRE vs IGM

YTD

First TrustDTRE

+7.4%

IGMiShares

+16.6%

+7.4%Year to date+16.6%

−9.6%Worst drop · 1Y−15.5%

13.6%Volatility · 1Y25.9%

4.0%Yield0.1%

$14.2MAssets$10.3B

3–1DTRE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DTRE, IGM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

DTRE0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DTRE, IGM

4.00%highest, DTRE

FundTrailing yieldYield$10k

DTRE4.00%$400

IGM0.15%$15

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$340most kept, DTRE

DTRE$400 − $60 = $340

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DTRE, IGM

Today

0.0%most shared, DTRE and IGM

DTREIGM

DTRE—0.0%

IGM0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%IGM, at 25.9% volatility

DTREWorst drop−9.6%13.6% vol

IGMWorst drop−15.5%25.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DTREIGM

+7.4%Year to date+16.6%

4.0%Yield0.1%

+8.1%Past year+12.6%

0.60%Fee0.37%

3–1IGM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026