DTRE vs REIX

ADTRE

BREIX

Measures won2–0DTRE wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · CIBR $17,242

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 common11.5%DTRE and REIX

DTRE

REIX

First Trust Alerian Disruptive Technology Real Estate ETF · $14MNYLIM CBRE Real Estate & Infrastructure ETF · $36M

+7.8%3 years · per year$12,514 · […][…]

−1.7%5 years · per year$9,175 · […][…]

0.60%Expense ratio$60 · $65 on $10k · lower wins0.65%

3.98%12-mo yield$398 · $266 on $10k2.66%

−9.6%Worst dropSmaller wins[…]

14.1%VolatilityLower wins[…]

2–0DTRE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDTRE · REIX

6.5%EQIX3.9%

7.7%AMT2.0%

6.6%PLD1.6%

6.6%DLR1.3%

Held in common11.5%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	ADTRE	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%	$14M
4	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.66%	−0.7%	new	new	new	new	[…]	$36M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$15.8B
3	ADTRE	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%	$14M
4	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.66%	−0.7%	new	new	new	new	[…]	$36M

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

DTRE vs REIX

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,175

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

MeasureDTREREIX

Fee0.60%0.65%

Cost on $10k a year$60$65

Yield3.98%2.66%

5 years, per year−1.7%[…]

3 years, per year+7.8%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y14.1%[…]

2–0measures won
DTRE first

11.5%

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

$39.1BAssets$60.7B

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DTRE, REIX, CIBR, SMH

Today

11.5%most shared, DTRE and REIX

DTREREIXCIBRSMH

DTRE—11.5%0.0%0.0%

REIX11.5%—0.0%0.0%

CIBR0.0%0.0%—5.9%

SMH0.0%0.0%5.9%—

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

REIX$266 − $65 = $201

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

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