Compare · 3 funds side by side · dividends reinvested

DTRE, REIX and RWR

DTREFirst Trust×REIXNY Life Investments×RWRSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,554RWR · best of the three

02 / 04

DTRE, REIX and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.43%+14.5%+15.4%+16.7%+2.9%−12.8%13.9%$1.8B1.4

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

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.67%[…][…][…][…][…][…]$35M3.0

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 · REIX 2023 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

DTRE

REIX

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

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

DTREMeasureREIX

+7.4%Year to dateJan 1 → Nov 3[…]

+8.1%1 yearTotal return[…]

+8.8%3 years · per year$10,000 became $12,866 · […][…]

−1.8%5 years · per year$10,000 became $9,125 · […][…]

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

4.00%Trailing 12-mo yield$400 · $267 a year on $10k2.67%

−9.6%Worst dropSmaller is better[…]

13.6%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 3, 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

36.7%in top 5

REIX

in top 517.1%

DTREStockREIX

8.7%CCInot top 5

7.6%AMT2.0%

6.9%DLRnot top 5

6.8%SBACnot top 5

6.8%EQIX3.9%

not top 5WELL6.6%

not top 5WEC2.6%

not top 5WMB2.0%

Held in common12.0%

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

DTRE vs REIX Returns, Every Period

First TrustDTRE

+8.1%

past year

REIXNY Life Investments

[…]

past year

Returns […]

DTREREIXFaded: behind in that period

0–0Level

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

Thematic vs Sector: DTRE vs RWR

YTD

First TrustDTRE

+7.4%

RWRSPDR

+14.5%

+7.4%Year to date+14.5%

−9.6%Worst drop · 1Y−12.8%

13.6%Volatility · 1Y13.9%

4.0%Yield3.4%

$14.2MAssets$1.8B

3–1DTRE wins

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

Cost, Income and Risk

Fees: DTRE, REIX, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

DTRE0.60%$60

REIX0.65%$65

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

Yields: DTRE, REIX, RWR

4.00%highest, DTRE

FundTrailing yieldYield$10k

DTRE4.00%$400

RWR3.43%$343

REIX2.67%$267

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

Income After Fees on $10,000

$340most kept, DTRE

DTRE$400 − $60 = $340

RWR$343 − $25 = $318

REIX$267 − $65 = $202

KeptFee

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

Overlap: DTRE, REIX, RWR

Today

28.4%most shared, REIX and RWR

DTREREIXRWR

DTRE—12.0%20.1%

REIX12.0%—28.4%

RWR20.1%28.4%—

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

Return vs Bumpiness: 3 ETFs

+15.4%RWR, at 13.9% volatility

DTREWorst drop−9.6%13.6% vol

RWRWorst drop−12.8%13.9% vol

REIXWorst drop[…][…]

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

Paid More vs Made More

YTD

DTRERWR

+7.4%Year to date+14.5%

4.0%Yield3.4%

+8.1%Past year+15.4%

0.60%Fee0.25%

3–1RWR wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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