Compare · 2 funds side by side · dividends reinvested

DTRE and REIX

DTREFirst Trust×REIXNY Life Investments×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,377DTRE · best of the two

02 / 03

DTRE and REIX, 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%$14M1.0

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.61%[…][…][…][…][…][…]$35M2.0

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 · REIX 2023

Head to Head

Swap sides Versus in desk

Head to Head

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

DTRE

REIX

NYLIM CBRE Real Estate & Infrastructure ETF · $35M[…]

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

DTREMeasureREIX

+9.9%Year to dateJan 1 → Nov 4[…]

+10.3%1 yearTotal return[…]

+9.2%3 years · per year$10,000 became $13,013 · […][…]

−1.3%5 years · per year$10,000 became $9,377 · […][…]

0.60%Expense ratio$60 · $65 a year on $10k · lower is better0.65%

3.91%Trailing 12-mo yield$391 · $261 a year on $10k2.61%

−9.6%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

2–0DTRE 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 REIX: Top 5 Holdings

Today

DTRE

36.3%in top 5

REIX

in top 517.2%

DTREStockREIX

8.4%CCInot top 5

7.5%AMT2.0%

6.9%DLRnot top 5

6.7%EQIX4.0%

6.7%PLDnot top 5

not top 5WELL6.7%

not top 5WEC2.6%

not top 5WMB2.0%

Held in common12.0%

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

DTRE vs REIX Returns, Every Period

First TrustDTRE

+10.3%

past year

REIXNY Life Investments

[…]

past year

Returns […]

DTREREIXFaded: behind in that period

0–0Level

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

DTRE vs REIX

YTD

First TrustDTRE

+9.9%

REIXNY Life Investments

[…]

+9.9%Year to date[…]

−9.6%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

3.9%Yield2.6%

$14.2MAssets$34.7M

1–0DTRE wins

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

Cost, Income and Risk

Fees: DTRE, REIX

Today

0.60%lowest, DTRE

FundExpense ratioFee$10k

DTRE0.60%$60

REIX0.65%$65

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

Yields: DTRE, REIX

3.91%highest, DTRE

FundTrailing yieldYield$10k

DTRE3.91%$391

REIX2.61%$261

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

Income After Fees on $10,000

$331most kept, DTRE

DTRE$391 − $60 = $331

REIX$261 − $65 = $196

KeptFee

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

Overlap: DTRE, REIX

Today

12.0%most shared, DTRE and REIX

DTREREIX

DTRE—12.0%

REIX12.0%—

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

REIXWorst drop[…][…]

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

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