DTRE vs REIX

ADTRE

BREIX

Measures won2–0DTRE wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · DTRE $9,377

Lowest cost0.35%SMH · $35 on $10k

Most income3.91%DTRE · $391 on $10k

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

Held in common12.0%DTRE and REIX

DTRE

REIX

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

+9.2%3 years · per year$13,013 · […][…]

−1.3%5 years · per year$9,377 · […][…]

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

3.91%12-mo yield$391 · $261 on $10k2.61%

−9.6%Worst dropSmaller wins[…]

13.8%VolatilityLower wins[…]

2–0DTRE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDTRE · REIX

6.7%EQIX4.0%

7.5%AMT2.0%

6.7%PLD1.8%

4.3%EGP1.3%

Held in common12.0%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	3.91%	+2.5%	+9.9%	+10.3%	+9.2%	−1.3%	−9.6%	$14M
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.61%	+2.0%	new	new	new	new	[…]	$36M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	3.91%	+2.5%	+9.9%	+10.3%	+9.2%	−1.3%	−9.6%	$14M
3	BREIX	NYLIM CBRE Real Estate & Infrastructure ETFRead Desk	0.65%	2.61%	+2.0%	new	new	new	new	[…]	$36M

End-of-day Nov 4, 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

$9,377

REIX

NYLIM CBRE Real Estate & Infrastructure

[…]

MeasureDTREREIX

Fee0.60%0.65%

Cost on $10k a year$60$65

Yield3.91%2.61%

5 years, per year−1.3%[…]

3 years, per year+9.2%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y13.8%[…]

2–0measures won
DTRE first

12.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DTRE, REIX, SMH

Today

12.0%most shared, DTRE and REIX

DTREREIXSMH

DTRE—12.0%0.0%

REIX12.0%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$331most kept, DTRE

DTRE$391 − $60 = $331

REIX$261 − $65 = $196

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee