DTRE vs. IFGL
DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) and IFGL (iShares International Developed Real Estate ETF) are both REIT funds - DTRE tracks the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net while IFGL tracks the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index. Both are passively managed. Over the past 10 years, DTRE returned 2.20%/yr vs 1.54%/yr for IFGL. Their 0.73 correlation means they have sometimes moved together and sometimes differently. DTRE charges 0.60%/yr vs 0.48%/yr for IFGL.
Performance
DTRE vs. IFGL - Performance Comparison
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Returns By Period
In the year-to-date period, DTRE achieves a 10.56% return, which is significantly higher than IFGL's 2.18% return. Over the past 10 years, DTRE has outperformed IFGL with an annualized return of 2.20%, while IFGL has yielded a comparatively lower 1.54% annualized return.
DTRE
- 1D
- 0.29%
- 1M
- 2.88%
- 6M
- 8.91%
- YTD
- 10.56%
- 1Y
- 13.95%
- 3Y*
- 5.61%
- 5Y*
- -0.79%
- 10Y*
- 2.20%
- ALL TIME*
- 2.58%
IFGL
- 1D
- 0.79%
- 1M
- 3.01%
- 6M
- -2.39%
- YTD
- 2.18%
- 1Y
- 6.97%
- 3Y*
- 8.50%
- 5Y*
- -2.12%
- 10Y*
- 1.54%
- ALL TIME*
- 0.87%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.28K | $10.95K | $16.10K | |
| $260.00K | $227.94K | $228.60K |
DTRE vs. IFGL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 10.56% | 8.32% | -9.71% | 13.89% | -26.53% | 27.43% | -8.81% | 21.84% | -4.96% | 10.88% |
IFGL iShares International Developed Real Estate ETF | 2.18% | 24.31% | -7.25% | 5.40% | -24.21% | 8.29% | -7.62% | 20.65% | -6.39% | 20.00% |
Correlation
The correlation between DTRE and IFGL is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.61 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Dec 27, 2007 | 0.73 |
The correlation between DTRE and IFGL shifts across timeframes, from 0.61 (1 year) to 0.73 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DTRE vs. IFGL — Risk / Return Rank
DTRE
IFGL
DTRE vs. IFGL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and iShares International Developed Real Estate ETF (IFGL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DTRE | IFGL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.10 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 0.49 | +0.97 |
| Martin ratioReturn relative to average drawdown | 4.91 | 1.12 | +3.79 |
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Drawdowns
DTRE vs. IFGL - Drawdown Comparison
The maximum DTRE drawdown since its inception was -72.26%, roughly equal to the maximum IFGL drawdown of -68.93%. Use the drawdown chart below to compare losses from any high point for DTRE and IFGL.
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Drawdown Indicators
| DTRE | IFGL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -68.93% | -3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -14.38% | +4.77% |
Max Drawdown (3Y)Largest decline over 3 years | -20.65% | -18.77% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -38.00% | +3.38% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -40.38% | -2.41% |
Current DrawdownCurrent decline from peak | -9.53% | -11.15% | +1.62% |
Average DrawdownAverage peak-to-trough decline | -16.83% | -17.28% | +0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 6.22% | -3.37% |
Volatility
DTRE vs. IFGL - Volatility Comparison
First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has a higher volatility of 3.84% compared to iShares International Developed Real Estate ETF (IFGL) at 3.53%. This indicates that DTRE's price experiences larger fluctuations and is considered to be riskier than IFGL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTRE | IFGL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 3.53% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 12.19% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 14.12% | -0.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.14% | 16.40% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 16.41% | +2.12% |
DTRE vs. IFGL - Expense Ratio Comparison
DTRE has a 0.60% expense ratio, which is higher than IFGL's 0.48% expense ratio.
Dividends
DTRE vs. IFGL - Dividend Comparison
DTRE's dividend yield for the trailing twelve months is around 3.62%, less than IFGL's 4.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 3.62% | 3.42% | 3.75% | 2.56% | 2.49% | 2.64% | 0.79% | 4.97% | 3.38% | 3.07% | 4.16% | 1.74% |
IFGL iShares International Developed Real Estate ETF | 4.02% | 3.71% | 4.83% | 1.82% | 2.79% | 3.25% | 2.17% | 7.60% | 4.10% | 4.90% | 7.68% | 3.70% |
Frequently Asked Questions
DTRE and IFGL have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTRE has higher volatility (3.84%) compared to IFGL (3.53%). In terms of maximum drawdown, DTRE dropped -72.26% vs IFGL's -68.93%.
On 10-year performance, DTRE leads with 2.20% vs 1.54% for IFGL. On fees, IFGL is cheaper at 0.48% per year. On volatility, IFGL has been the lower-risk option at 3.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, DTRE has performed better with a 2.20% return vs 1.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IFGL is cheaper with a 0.48% expense ratio, compared with 0.60% for DTRE.
IFGL has the higher dividend yield at 4.02%, compared with 3.62% for DTRE.
DTRE tracks Alerian Disruptive Technology Real Estate Index - Benchmark TR Net, while IFGL tracks FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index. They also come from different issuers: First Trust and iShares. Their fees differ too: 0.60% for DTRE and 0.48% for IFGL.
DTRE currently has the higher Sharpe Ratio (1.02 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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