Compare · 2 funds side by side · dividends reinvested

DTRE and RWR

DTREFirst Trust×RWRSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,973RWR · best of the two

02 / 04

DTRE and RWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.38%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.9B1.4

First Trust Alerian Disruptive Technology Real Estate ETFThematic · Disruptive tech0.60%3.94%+9.1%+9.7%+8.4%−1.6%−9.6%14.0%$15M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DTRE 2007 · RWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Alerian Disruptive Technology Real Estate ETF · $15M$9,208

DTRE

RWR

State Street SPDR Dow Jones REIT ETF · $1.9B$11,973

$10,000 five years ago, dividends reinvested · they hold 19.7% in common

DTREMeasureRWR

+9.1%Year to dateJan 1 → Nov 5+17.8%

+9.7%1 yearTotal return+18.8%

+8.4%3 years · per year$10,000 became $12,726 · $16,229+17.5%

−1.6%5 years · per year$10,000 became $9,208 · $11,973+3.7%

0.60%Expense ratio$60 · $25 a year on $10k · lower is better0.25%

3.94%Trailing 12-mo yield$394 · $338 a year on $10k3.38%

−9.6%Worst dropSmaller is better−12.8%

14.0%VolatilityLower is calmer14.2%

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

3–5RWR 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 RWR: Top 5 Holdings

Today

DTRE

36.9%in top 5

RWR

in top 534.1%

DTREStockRWR

not top 5WELL10.3%

not top 5PLD9.4%

8.7%CCInot top 5

7.6%AMTnot top 5

6.9%DLRnot top 5

6.8%SBACnot top 5

6.8%EQIX4.4%

not top 5PSA5.1%

not top 5SPG4.9%

Held in common19.7%

End-of-day Nov 5, 2026 · share of each fund

DTRE vs RWR Returns, Every Period

First TrustDTRE

−1.6%

5 years, per year

RWRSPDR

+3.7%

5 years, per year

DTRERWRFaded: behind in that period

0–4RWR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: DTRE vs RWR

YTD

First TrustDTRE

+9.1%

RWRSPDR

+17.8%

+9.1%Year to date+17.8%

−9.6%Worst drop · 1Y−12.8%

14.0%Volatility · 1Y14.2%

3.9%Yield3.4%

$14.7MAssets$1.9B

3–1DTRE wins

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

Cost, Income and Risk

Fees: DTRE, RWR

Today

0.25%lowest, RWR

FundExpense ratioFee$10k

RWR0.25%$25

DTRE0.60%$60

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

Yields: DTRE, RWR

3.94%highest, DTRE

FundTrailing yieldYield$10k

DTRE3.94%$394

RWR3.38%$338

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

Income After Fees on $10,000

$334most kept, DTRE

DTRE$394 − $60 = $334

RWR$338 − $25 = $313

KeptFee

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

Overlap: DTRE, RWR

Today

19.7%most shared, DTRE and RWR

DTRERWR

DTRE—19.7%

RWR19.7%—

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

Return vs Bumpiness: 2 ETFs

+18.8%RWR, at 14.2% volatility

DTREWorst drop−9.6%14.0% vol

RWRWorst drop−12.8%14.2% vol

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

Paid More vs Made More

YTD

DTRERWR

+9.1%Year to date+17.8%

3.9%Yield3.4%

+9.7%Past year+18.8%

0.60%Fee0.25%

3–1RWR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026