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 India Equities fund tracking the NIFTY 50 Equal Weight Index. Both are passively managed. Over the past 10 years, DTRE returned 2.20%/yr vs 7.63%/yr for NFTY. Their 0.29 correlation means their historical movements had little consistent relationship. 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 10.56% return, which is significantly higher than NFTY's -4.28% return. Over the past 10 years, DTRE has underperformed NFTY with an annualized return of 2.20%, while NFTY has yielded a comparatively higher 7.63% 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%
NFTY
- 1D
- 0.84%
- 1M
- 2.61%
- 6M
- -3.38%
- YTD
- -4.28%
- 1Y
- -0.22%
- 3Y*
- 6.73%
- 5Y*
- 5.88%
- 10Y*
- 7.63%
- ALL TIME*
- 6.12%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.28K | $10.95K | $16.10K | |
| $2.51M | $1.71M | $1.63M |
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 | 10.56% | 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 | -4.28% | 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 historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.30 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 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 | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.43 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.01 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | -0.01 | +1.47 |
| Martin ratioReturn relative to average drawdown | 4.91 | -0.03 | +4.94 |
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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 | -9.53% | -12.50% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -16.83% | -9.65% | -7.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 7.00% | -4.15% |
Volatility
DTRE vs. NFTY - Volatility Comparison
First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has a higher volatility of 3.84% compared to First Trust India NIFTY 50 Equal Weight ETF (NFTY) at 3.63%. 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 | 3.84% | 3.63% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 12.22% | -1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 14.87% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.14% | 17.42% | +0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 20.65% | -2.12% |
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 3.62%, more than NFTY's 1.85% 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% |
NFTY First Trust India NIFTY 50 Equal Weight ETF | 1.85% | 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 (3.84%) compared to NFTY (3.63%). In terms of maximum drawdown, DTRE dropped -72.26% vs NFTY's -47.67%.
On 10-year performance, NFTY leads with 7.63% vs 2.20% for DTRE. On fees, DTRE is cheaper at 0.60% per year. On volatility, NFTY has been the lower-risk option at 3.63%. 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 7.63% return vs 2.20%. 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 3.62%, compared with 1.85% for NFTY.
DTRE is categorized as REIT, while NFTY is India 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 (1.02 vs -0.01), 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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