DTRE vs. NFTY
DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) and NFTY (First Trust India NIFTY 50 Equal Weight ETF) are both exchange-traded funds - DTRE is a REIT fund tracking the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net, while NFTY is a Asia Pacific Equities fund tracking the NIFTY 50 Equal Weight Index. Both are passively managed. Over the past 10 years, DTRE returned 2.66%/yr vs 8.46%/yr for NFTY. At a 0.29 correlation, their price movements are largely independent. DTRE charges 0.60%/yr vs 0.80%/yr for NFTY.
Performance
DTRE vs. NFTY - Performance Comparison
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Returns By Period
In the year-to-date period, DTRE achieves a 7.19% return, which is significantly higher than NFTY's -6.42% return. Over the past 10 years, DTRE has underperformed NFTY with an annualized return of 2.66%, while NFTY has yielded a comparatively higher 8.46% annualized return.
DTRE
- 1D
- -0.05%
- 1M
- -1.60%
- YTD
- 7.19%
- 6M
- 7.46%
- 1Y
- 6.53%
- 3Y*
- 6.34%
- 5Y*
- -1.27%
- 10Y*
- 2.66%
NFTY
- 1D
- 0.95%
- 1M
- 1.96%
- YTD
- -6.42%
- 6M
- -6.00%
- 1Y
- -6.40%
- 3Y*
- 6.64%
- 5Y*
- 5.92%
- 10Y*
- 8.46%
DTRE vs. NFTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 7.19% | 8.32% | -9.71% | 13.89% | -26.53% | 27.43% | -8.81% | 21.84% | -4.96% | 10.88% |
NFTY First Trust India NIFTY 50 Equal Weight ETF | -6.42% | 5.47% | 5.18% | 24.00% | -3.46% | 26.83% | 10.04% | 0.58% | -1.51% | 21.78% |
Correlation
The correlation between DTRE and NFTY is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2012 | 0.29 |
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Return for Risk
DTRE vs. NFTY — Risk / Return Rank
DTRE
NFTY
DTRE vs. NFTY - 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 First Trust India NIFTY 50 Equal Weight ETF (NFTY). 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 | NFTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.91 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.94 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | -0.40 | +1.08 |
| Martin ratioReturn relative to average drawdown | 2.05 | -0.97 | +3.03 |
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Drawdowns
DTRE vs. NFTY - Drawdown Comparison
The maximum DTRE drawdown since its inception was -72.26%, which is greater than NFTY's maximum drawdown of -47.67%. Use the drawdown chart below to compare losses from any high point for DTRE and NFTY.
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Drawdown Indicators
| DTRE | NFTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -47.67% | -24.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -16.14% | +6.53% |
Max Drawdown (3Y)Largest decline over 3 years | -20.65% | -21.55% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -21.55% | -13.07% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -47.67% | +4.88% |
Current DrawdownCurrent decline from peak | -12.28% | -14.45% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -16.87% | -9.60% | -7.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 6.58% | -3.34% |
Volatility
DTRE vs. NFTY - Volatility Comparison
First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has a higher volatility of 4.79% compared to First Trust India NIFTY 50 Equal Weight ETF (NFTY) at 4.32%. This indicates that DTRE's price experiences larger fluctuations and is considered to be riskier than NFTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTRE | NFTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 4.32% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 10.61% | 12.64% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.82% | 14.77% | -0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 17.41% | +0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 20.71% | -2.18% |
DTRE vs. NFTY - Expense Ratio Comparison
DTRE has a 0.60% expense ratio, which is lower than NFTY's 0.80% expense ratio.
Dividends
DTRE vs. NFTY - Dividend Comparison
DTRE's dividend yield for the trailing twelve months is around 3.35%, more than NFTY's 1.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 3.35% | 3.42% | 3.75% | 2.56% | 2.49% | 2.64% | 0.79% | 4.97% | 3.38% | 3.07% | 4.16% | 1.74% |
NFTY First Trust India NIFTY 50 Equal Weight ETF | 1.89% | 1.24% | 1.61% | 0.13% | 5.89% | 1.53% | 0.61% | 0.97% | 0.00% | 4.10% | 3.28% | 4.39% |
Frequently Asked Questions
DTRE and NFTY have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTRE has higher volatility (4.79%) compared to NFTY (4.32%). In terms of maximum drawdown, DTRE dropped -72.26% vs NFTY's -47.67%.
On 10-year performance, NFTY leads with 8.46% vs 2.66% for DTRE. On fees, DTRE is cheaper at 0.60% per year. On volatility, NFTY has been the lower-risk option at 4.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, NFTY has performed better with a 8.46% return vs 2.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DTRE is cheaper with a 0.60% expense ratio, compared with 0.80% for NFTY.
DTRE has the higher dividend yield at 3.35%, compared with 1.89% for NFTY.
DTRE is categorized as REIT, while NFTY is Asia Pacific Equities. DTRE tracks Alerian Disruptive Technology Real Estate Index - Benchmark TR Net, while NFTY tracks NIFTY 50 Equal Weight Index. Their fees differ too: 0.60% for DTRE and 0.80% for NFTY.
DTRE currently has the higher Sharpe Ratio (0.47 vs -0.44), 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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