Compare · 3 funds side by side · dividends reinvested

DTRE, REIX and SMH

DTREFirst Trust×REIXNY Life Investments×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

DTRE, REIX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.5

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%$14M1.6

NYLIM CBRE Real Estate & Infrastructure ETFThematic · Infrastructure0.65%2.61%[…][…][…][…][…][…]$36M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DTRE 2007 · REIX 2023 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Alerian Disruptive Technology Real Estate ETF · $14M$9,208

DTRE

REIX

NYLIM CBRE Real Estate & Infrastructure ETF · $36M[…]

$10,000 five years ago, dividends reinvested · they hold 12.2% in common

DTREMeasureREIX

+9.9%Year to dateJan 1 → Nov 5[…]

+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 5, 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

36.9%in top 5

REIX

in top 517.4%

DTREStockREIX

8.7%CCInot top 5

7.6%AMT2.0%

6.9%DLRnot top 5

6.8%SBACnot top 5

6.8%EQIX4.1%

not top 5WELL6.8%

not top 5WEC2.6%

not top 5XEL1.9%

Held in common12.2%

End-of-day Nov 5, 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 5, 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$36.2M

1–0DTRE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DTRE, REIX, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

DTRE0.60%$60

REIX0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DTRE, REIX, SMH

3.91%highest, DTRE

FundTrailing yieldYield$10k

DTRE3.91%$391

REIX2.61%$261

SMH0.22%$22

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$331most kept, DTRE

DTRE$391 − $60 = $331

REIX$261 − $65 = $196

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DTRE, REIX, SMH

Today

12.2%most shared, DTRE and REIX

DTREREIXSMH

DTRE—12.2%0.0%

REIX12.2%—0.0%

SMH0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

DTREWorst drop−9.6%13.8% vol

SMHWorst drop−24.6%41.2% vol

REIXWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DTRESMH

+9.9%Year to date+40.0%

3.9%Yield0.2%

+10.3%Past year+38.2%

0.60%Fee0.35%

3–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026