DTRE vs IVV

ADTRE

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · DTRE $9,256

Lowest cost0.03%IVV · $3 on $10k

Most income3.94%DTRE · $394 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.7%DTRE and IVV

First Trust Alerian Disruptive Technology Real Estate ETF · $14MiShares Core S&P 500 ETF · $875B

+6.2%3 years · per year$11,980 · $17,934+21.5%

−1.5%5 years · per year$9,256 · $17,414+11.7%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

3.94%12-mo yield$394 · $111 on $10k1.11%

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

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk		0.60%	3.94%	−1.1%	+9.1%	+8.9%	+6.2%	−1.5%	−9.6%	$14M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk		0.60%	3.94%	−1.1%	+9.1%	+8.9%	+6.2%	−1.5%	−9.6%	$14M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,256

IVV

iShares Core S&P 500

$17,414

Loading…