DTRE vs REIX

ADTRE

BREIX

Measures won2–0DTRE wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · DTRE $9,373

Lowest cost0.35%SMH · $35 on $10k

Most income3.90%DTRE · $390 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

+7.3%3 years · per year$12,348 · […][…]

−1.3%5 years · per year$9,373 · […][…]

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

3.90%12-mo yield$390 · $262 on $10k2.62%

−9.6%Worst dropSmaller wins[…]

14.2%VolatilityLower wins[…]

2–0DTRE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDTRE · REIX

6.7%EQIX4.0%

7.6%AMT2.0%

6.5%PLD1.6%

6.6%DLR1.3%

Held in common11.5%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	3.90%	+1.9%	+10.3%	+11.1%	+7.3%	−1.3%	−9.6%	$14M
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	3.90%	+1.9%	+10.3%	+11.1%	+7.3%	−1.3%	−9.6%	$14M
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.62%	+1.6%	new	new	new	new	[…]	$36M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 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

$9,373

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

MeasureDTREREIX

Fee0.60%0.65%

Cost on $10k a year$60$65

Yield3.90%2.62%

5 years, per year−1.3%[…]

3 years, per year+7.3%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y14.2%[…]

2–0measures won
DTRE first

11.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DTRE, REIX, DRAM, SMH

Today

11.5%most shared, DTRE and REIX

DTREREIXDRAMSMH

DTRE—11.5%0.0%0.0%

REIX11.5%—0.0%0.0%

DRAM0.0%0.0%—3.1%

SMH0.0%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$330most kept, DTRE

DTRE$390 − $60 = $330

REIX$262 − $65 = $197

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee