DTRE vs VOO

ADTRE

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$31,133SOXX · VOO $17,749

Lowest cost0.03%VOO · $3 on $10k

Most income4.00%DTRE · $400 on $10k

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

Held in common0.6%DTRE and VOO

DTRE

VOO

First Trust Alerian Disruptive Technology Real Estate ETF · $14MVanguard S&P 500 ETF · $1.00T

+8.8%3 years · per year$12,866 · $19,094+24.1%

−1.8%5 years · per year$9,125 · $17,749+12.2%

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

4.00%12-mo yield$400 · $107 on $10k1.07%

−9.6%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins12.7%

1–5VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDTRE · VOO

6.7%PLD0.2%

6.8%EQIX0.2%

7.6%AMT0.1%

6.9%DLR0.1%

Held in common0.6%

End-of-day Nov 3, 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	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
4	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	4.00%	0.0%	+7.4%	+8.1%	+8.8%	−1.8%	−9.6%	$14M

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

All Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.27%	+2.5%	+54.7%	+52.2%	+47.3%	+25.5%	−30.7%	$44.3B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+0.3%	+11.7%	+11.9%	+23.8%	+11.0%	−8.9%	$689.2B
4	ADTRE	First Trust Alerian Disruptive Technology Real Estate ETFRead Desk	0.60%	4.00%	0.0%	+7.4%	+8.1%	+8.8%	−1.8%	−9.6%	$14M

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

Cards for this view

DTRE vs VOO

DTRE

First Trust Alerian Disruptive Technology Real Estate

$9,125

VOO

Vanguard S&P 500

$17,749

MeasureDTREVOO

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield4.00%1.07%

5 years, per year−1.8%+12.2%

3 years, per year+8.8%+24.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y13.6%12.7%

5–1measures won
VOO first

0.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

Overlap: DTRE, VOO, SOXX, VTI

Today

89.0%most shared, VOO and VTI

DTREVOOSOXXVTI

DTRE—0.6%0.0%0.6%

VOO0.6%—18.1%89.0%

SOXX0.0%18.1%—16.3%

VTI0.6%89.0%16.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$340most kept, DTRE

DTRE$400 − $60 = $340

VOO$107 − $3 = $104

VTI$106 − $3 = $103

SOXX$27 − $33 = −$6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee