DTRE vs IGV

ADTRE

BIGV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$39,579SMH · IGV $11,824

Lowest cost0.35%SMH · $35 on $10k

Most income4.00%DTRE · $400 on $10k

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

Held in common0.0%DTRE and IGV

DTRE

IGV

First Trust Alerian Disruptive Technology Real Estate ETF · $14MiShares Expanded Tech-Software Sector ETF · $12.8B

+8.8%3 years · per year$12,866 · $15,595+16.0%

−1.8%5 years · per year$9,125 · $11,824+3.4%

0.60%Expense ratio$60 · $38 on $10k · lower wins0.38%

4.00%12-mo yield$400 · $2 on $10k0.02%

−9.6%Worst dropSmaller wins−35.5%

13.6%VolatilityLower wins32.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDTRE · IGV

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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
3	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

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk	0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
3	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

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 IGV

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,125

IGV

iShares Expanded Tech-Software Sector

$11,825

MeasureDTREIGV

Fee0.60%0.38%

Cost on $10k a year$60$38

Yield4.00%0.02%

5 years, per year−1.8%+3.4%

3 years, per year+8.8%+16.0%

Worst drop · 1Y−9.6%−35.5%

Volatility · 1Y13.6%32.7%

3–3measures won
level

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

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

Overlap: DTRE, IGV, SMH

Today

4.6%most shared, IGV and SMH

DTREIGVSMH

DTRE—0.0%0.0%

IGV0.0%—4.6%

SMH0.0%4.6%—

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

SMH$21 − $35 = −$14

IGV$2 − $38 = −$36

KeptFee

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