Compare · 3 funds side by side · dividends reinvested

DTRE, IGV and VOO

DTREFirst Trust×IGViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

DTRE, IGV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.1

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%$14M2.3

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−2.8%−11.1%+16.0%+3.4%−35.5%32.7%$12.8B2.6

Rank among the three1st → 3rdFee, 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 · IGV 2001 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DTRE

IGV

iShares Expanded Tech-Software Sector ETF · $12.8B$11,824

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

DTREMeasureIGV

+7.4%Year to dateJan 1 → Nov 3−2.8%

+8.1%1 yearTotal return−11.1%

+8.8%3 years · per year$10,000 became $12,866 · $15,595+16.0%

−1.8%5 years · per year$10,000 became $9,125 · $11,824+3.4%

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

4.00%Trailing 12-mo yield$400 · $2 a year on $10k0.02%

−9.6%Worst dropSmaller is better−35.5%

13.6%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 3, 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

36.7%in top 5

IGV

in top 542.2%

DTREStockIGV

not top 5PANW9.1%

not top 5PLTR9.0%

not top 5MSFT8.8%

8.7%CCInot top 5

not top 5CRWD8.6%

7.6%AMTnot top 5

6.9%DLRnot top 5

6.8%SBACnot top 5

6.8%EQIXnot top 5

not top 5ORCL6.7%

Held in common0.0%

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

DTRE vs IGV Returns, Every Period

First TrustDTRE

−1.8%

5 years, per year

IGViShares

+3.4%

5 years, per year

DTREIGVFaded: behind in that period

2–2Level

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

Thematic vs Core: DTRE vs VOO

YTD

First TrustDTRE

+7.4%

VOOVanguard

+11.5%

+7.4%Year to date+11.5%

−9.6%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.7%

4.0%Yield1.1%

$14.2MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: DTRE, IGV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IGV0.38%$38

DTRE0.60%$60

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

Yields: DTRE, IGV, VOO

4.00%highest, DTRE

FundTrailing yieldYield$10k

DTRE4.00%$400

VOO1.07%$107

IGV0.02%$2

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

Income After Fees on $10,000

$340most kept, DTRE

DTRE$400 − $60 = $340

VOO$107 − $3 = $104

IGV$2 − $38 = −$36

KeptFee

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

Overlap: DTRE, IGV, VOO

Today

9.5%most shared, IGV and VOO

DTREIGVVOO

DTRE—0.0%0.6%

IGV0.0%—9.5%

VOO0.6%9.5%—

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

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

DTREWorst drop−9.6%13.6% vol

IGVWorst drop−35.5%32.7% vol

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

Paid More vs Made More

YTD

DTREVOO

+7.4%Year to date+11.5%

4.0%Yield1.1%

+8.1%Past year+11.9%

0.60%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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