Compare · 3 funds side by side · dividends reinvested

DTRE, SOXX and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,061SOXX · best of the three

Story of the three · IncomeMost incomeDTRE · 3.94% · $394 a year on $10k

Story of the three · RiskSmallest drop

DTRE, SOXX and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.6

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.3%+49.9%+41.3%+22.9%−39.5%49.8%$37.5B1.9

First Trust Alerian Disruptive Technology Real Estate ETFThematic · Disruptive tech0.60%3.94%+9.1%+8.9%+6.2%−1.5%−9.6%14.2%$14M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: DTRE 2007 · SOXX 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Alerian Disruptive Technology Real Estate ETF · $14M$9,256

DTRE

SOXX

iShares Semiconductor ETF · $37.5B$28,061

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

DTRE

More Ways to See the Pairs

DTRE vs SOXX: Top 5 Holdings

Today

DTRE

36.0%in top 5

SOXX

in top 538.6%

DTREStockSOXX

not top 5AMD10.0%

8.4%CCInot top 5

not top 5AVGO8.0%

not top 5NVDA7.5%

7.4%AMTnot top 5

Cost, Income and Risk

Fees: DTRE, SOXX, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SOXX0.33%$33

DTRE0.60%$60

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

Yields: DTRE, SOXX, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

Measure

SOXX

+9.1%Year to dateJan 1 → Nov 10+46.3%

+8.9%1 yearTotal return+49.9%

+6.2%3 years · per year$10,000 became $11,980 · $28,239+41.3%

−1.5%5 years · per year$10,000 became $9,256 · $28,061+22.9%

0.60%Expense ratio$60 · $33 a year on $10k · lower is better0.33%

3.94%Trailing 12-mo yield$394 · $28 a year on $10k0.28%

−9.6%Worst dropSmaller is better−39.5%

14.2%VolatilityLower is calmer49.8%

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

3–5SOXX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MU7.1%

6.8%EQIXnot top 5

6.7%DLRnot top 5

6.7%SBACnot top 5

not top 5INTC6.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DTRE vs SOXX Returns, Every Period

5Y

First TrustDTRE

−1.5%

5 years, per year

SOXXiShares

+22.9%

5 years, per year

DTRESOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Core: DTRE vs IVV

YTD

First TrustDTRE

+9.1%

IVViShares

+10.9%

+9.1%Year to date+10.9%

−9.6%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y13.8%

3.9%Yield1.1%

$14.4MAssets$875B

3–1IVV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.94%highest, DTRE

FundTrailing yieldYield$10k

DTRE3.94%$394

IVV1.11%$111

SOXX0.28%$28

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$334most kept, DTRE

DTRE$394 − $60 = $334

IVV$111 − $3 = $108

SOXX$28 − $33 = −$5

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DTRE, SOXX, IVV

Today

14.7%most shared, SOXX and IVV

DTRESOXXIVV

DTRE—0.0%0.7%

SOXX0.0%—14.7%

IVV0.7%14.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+49.9%SOXX, at 49.8% volatility

IVVWorst drop−8.9%13.8% vol

DTREWorst drop−9.6%14.2% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DTRESOXX

+9.1%Year to date+46.3%

3.9%Yield0.3%

+8.9%Past year+49.9%

0.60%Fee0.33%

3–1SOXX wins

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

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DTRE, SOXX and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three