DTRE vs SPY

ADTRE

BSPY

Measures won1–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,493SPY · DTRE $9,373

Lowest cost0.09%SPY · $9 on $10k

Most income3.90%DTRE · $390 on $10k

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

Held in common0.7%DTRE and SPY

DTRE

SPY

First Trust Alerian Disruptive Technology Real Estate ETF · $14MState Street SPDR S&P 500 ETF · $778B

+7.3%3 years · per year$12,348 · $18,118+21.9%

−1.3%5 years · per year$9,373 · $17,493+11.8%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

3.90%12-mo yield$390 · $101 on $10k1.01%

−9.6%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins13.7%

1–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDTRE · SPY

6.5%PLD0.2%

6.7%EQIX0.2%

7.6%AMT0.1%

6.6%DLR0.1%

Held in common0.7%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
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

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 SPY

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,373

SPY

SPDR S&P 500

$17,493

MeasureDTRESPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield3.90%1.01%

5 years, per year−1.3%+11.8%

3 years, per year+7.3%+21.9%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.2%13.7%

5–1measures won
SPY first

0.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM 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%

$122BAssets$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, SPY

Today

0.7%most shared, DTRE and SPY

DTRESPY

DTRE—0.7%

SPY0.7%—

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

SPY$101 − $9 = $92

KeptFee

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