DTRE vs ARKK

ADTRE

BARKK

Measures won5–1DTRE wins · of 6 · 5Y

$10,000 · 5Y$9,125DTRE · ARKK $6,738

Lowest cost0.60%DTRE · $60 on $10k

Most income4.00%DTRE · $400 on $10k

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

Held in common0.0%DTRE and ARKK

DTRE

ARKK

First Trust Alerian Disruptive Technology Real Estate ETF · $14MARK Innovation ETF · $7.9B

+8.8%3 years · per year$12,866 · $23,554+33.1%

−1.8%5 years · per year$9,125 · $6,738−7.6%

0.60%Expense ratio$60 · $75 on $10k · lower wins0.75%

4.00%12-mo yield$400 · $0 on $10k0.00%

−9.6%Worst dropSmaller wins−28.6%

13.6%VolatilityLower wins37.5%

5–1DTRE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDTRE · ARKK

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk		0.60%	4.00%	0.0%	+7.4%	+8.1%	+8.8%	−1.8%	−9.6%	$14M
2	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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

Both

5Y2 funds

#			Trend
1	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk		0.60%	4.00%	0.0%	+7.4%	+8.1%	+8.8%	−1.8%	−9.6%	$14M
2	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	+1.7%	+4.4%	−9.7%	+33.1%	−7.6%	−28.6%	$7.9B

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

Cards for this view

DTRE vs ARKK

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,125

ARKK

ARK Innovation

$6,738

MeasureDTREARKK

Fee0.60%0.75%

Cost on $10k a year$60$75

Yield4.00%0.00%

5 years, per year−1.8%−7.6%

3 years, per year+8.8%+33.1%

Worst drop · 1Y−9.6%−28.6%

Volatility · 1Y13.6%37.5%

5–1measures won
DTRE first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DTRE, ARKK

Today

0.0%most shared, DTRE and ARKK

DTREARKK

DTRE—0.0%

ARKK0.0%—

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

Income After Fees on $10,000

$340most kept, DTRE

DTRE$400 − $60 = $340

ARKK$0 − $75 = −$75

KeptFee

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