Compare · 2 funds side by side · dividends reinvested

DTRE and IGV

DTREFirst Trust×IGViShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,032IGV · best of the two

02 / 04

DTRE and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Alerian Disruptive Technology Real Estate ETFThematic · Disruptive tech0.60%3.91%+9.9%+10.3%+9.2%−1.3%−9.6%13.8%$14M1.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.0%−10.5%+15.8%+3.8%−35.5%32.7%$12.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DTRE 2007 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Alerian Disruptive Technology Real Estate ETF · $14M$9,377

DTRE

IGV

iShares Expanded Tech-Software Sector ETF · $12.8B$12,032

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

DTREMeasureIGV

+9.9%Year to dateJan 1 → Nov 4−2.0%

+10.3%1 yearTotal return−10.5%

+9.2%3 years · per year$10,000 became $13,013 · $15,526+15.8%

−1.3%5 years · per year$10,000 became $9,377 · $12,032+3.8%

0.60%Expense ratio$60 · $38 a year on $10k · lower is better0.38%

3.91%Trailing 12-mo yield$391 · $2 a year on $10k0.02%

−9.6%Worst dropSmaller is better−35.5%

13.8%VolatilityLower is calmer32.7%

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

5–3DTRE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DTRE vs IGV: Top 5 Holdings

Today

DTRE

36.3%in top 5

IGV

in top 541.6%

DTREStockIGV

not top 5MSFT8.9%

not top 5PANW8.8%

not top 5PLTR8.7%

not top 5CRWD8.5%

8.4%CCInot top 5

7.5%AMTnot top 5

6.9%DLRnot top 5

6.7%EQIXnot top 5

6.7%PLDnot top 5

not top 5ORCL6.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DTRE vs IGV Returns, Every Period

First TrustDTRE

−1.3%

5 years, per year

IGViShares

+3.8%

5 years, per year

DTREIGVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DTRE vs IGV

YTD

First TrustDTRE

+9.9%

IGViShares

−2.0%

+9.9%Year to date−2.0%

−9.6%Worst drop · 1Y−35.5%

13.8%Volatility · 1Y32.7%

3.9%Yield0.0%

$14.2MAssets$12.8B

4–0DTRE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DTRE, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

DTRE0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DTRE, IGV

3.91%highest, DTRE

FundTrailing yieldYield$10k

DTRE3.91%$391

IGV0.02%$2

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$331most kept, DTRE

DTRE$391 − $60 = $331

IGV$2 − $38 = −$36

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DTRE, IGV

Today

0.0%most shared, DTRE and IGV

DTREIGV

DTRE—0.0%

IGV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%DTRE, at 13.8% volatility

DTREWorst drop−9.6%13.8% vol

IGVWorst drop−35.5%32.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DTREIGV

+9.9%Year to date−2.0%

3.9%Yield0.0%

+10.3%Past year−10.5%

0.60%Fee0.38%

3–1DTRE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026