DTCR vs DTRE

ADTCR

BDTRE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · DTCR $15,486

Lowest cost0.35%SMH · $35 on $10k

Most income3.98%DTRE · $398 on $10k

Smallest drop−9.6%DTRE · worst fall in 1Y

Held in common34.7%DTCR and DTRE

DTCR

DTRE

Global X - Data Center & Digital Infrastructure ETF · $1.9BFirst Trust Alerian Disruptive Technology Real Estate ETF · $15M

+27.2%3 years · per year$20,571 · $12,514+7.8%

+9.1%5 years · per year$15,486 · $9,175−1.7%

0.50%Expense ratio$50 · $60 on $10k · lower wins0.60%

1.00%12-mo yield$100 · $398 on $10k3.98%

−23.5%Worst dropSmaller wins−9.6%

26.8%VolatilityLower wins14.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDTCR · DTRE

11.4%CCI8.7%

15.1%AMT7.7%

13.8%DLR6.6%

13.5%EQIX6.5%

Held in common34.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk	0.50%	1.00%	+0.5%	+18.3%	+13.8%	+27.2%	+9.1%	−23.5%	$1.9B
3	BDTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	3.98%	−1.2%	+7.9%	+8.1%	+7.8%	−1.7%	−9.6%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	ADTCR	Global X - Data Center & Digital Infrastructure ETFRead Desk	0.50%	1.00%	+0.5%	+18.3%	+13.8%	+27.2%	+9.1%	−23.5%	$1.9B
3	BDTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	3.98%	−1.2%	+7.9%	+8.1%	+7.8%	−1.7%	−9.6%	$15M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DTCR vs DTRE

DTCR

Global X - Data Center & Digital Infrastructure

$15,486

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,175

MeasureDTCRDTRE

Fee0.50%0.60%

Cost on $10k a year$50$60

Yield1.00%3.98%

5 years, per year+9.1%−1.7%

3 years, per year+27.2%+7.8%

Worst drop · 1Y−23.5%−9.6%

Volatility · 1Y26.8%14.1%

3–3measures won
level

34.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DTCR, DTRE, SMH

Today

34.7%most shared, DTCR and DTRE

DTCRDTRESMH

DTCR—34.7%11.6%

DTRE34.7%—0.0%

SMH11.6%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$338most kept, DTRE

DTRE$398 − $60 = $338

DTCR$100 − $50 = $50

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee