DTRE vs. RDVY

Last updated Aug 5, 2026

DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) and RDVY (First Trust Rising Dividend Achievers ETF) are both exchange-traded funds - DTRE is a REIT fund tracking the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net, while RDVY is a Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index. Both are passively managed. Over the past 10 years, DTRE returned 2.20%/yr vs 16.28%/yr for RDVY. Their 0.54 correlation means they have sometimes moved together and sometimes differently. DTRE charges 0.60%/yr vs 0.47%/yr for RDVY.

Performance

DTRE vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and First Trust Rising Dividend Achievers ETF (RDVY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DTRE achieves a 10.56% return, which is significantly lower than RDVY's 20.30% return. Over the past 10 years, DTRE has underperformed RDVY with an annualized return of 2.20%, while RDVY has yielded a comparatively higher 16.28% 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%

RDVY

• 1D: 1.77%
• 1M: 3.82%
• 6M: 15.85%
• YTD: 20.30%
• 1Y: 31.93%
• 3Y*: 21.10%
• 5Y*: 13.33%
• 10Y*: 16.28%
• ALL TIME*: 13.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DTRE First Trust Alerian Disruptive Technology Real Estate ETF	$9.28K	$10.95K	$16.10K
RDVY First Trust Rising Dividend Achievers ETF	$89.60M	$82.66M	$85.30M

DTRE vs. RDVY - 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%
RDVY First Trust Rising Dividend Achievers ETF	20.30%	18.90%	16.41%	20.38%	-13.27%	31.14%	13.47%	37.71%	-9.92%	22.75%

Correlation

The correlation between DTRE and RDVY is 0.34, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.34
Correlation (3Y) Balances recent behavior with more history.	0.50
Correlation (5Y) Shows whether the relationship held over a longer period.	0.58
Correlation (10Y) Provides a long-term view across more market conditions.	0.55
Correlation (All Time) Calculated using the full available price history since Jan 7, 2014	0.54

The correlation between DTRE and RDVY shifts across timeframes, from 0.34 (1 year) to 0.58 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

DTRE vs. RDVY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DTRE

DTRE Risk / Return Rank: 37
DTRE Sharpe Ratio Rank: 36
DTRE Sortino Ratio Rank: 36
DTRE Omega Ratio Rank: 35
DTRE Calmar Ratio Rank: 37
DTRE Martin Ratio Rank: 41

RDVY

RDVY Risk / Return Rank: 85
RDVY Sharpe Ratio Rank: 85
RDVY Sortino Ratio Rank: 85
RDVY Omega Ratio Rank: 81
RDVY Calmar Ratio Rank: 85
RDVY Martin Ratio Rank: 88

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DTRE vs. RDVY - 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 Rising Dividend Achievers ETF (RDVY). 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	RDVY	Difference
Sharpe ratio: Return per unit of total volatility	1.02	2.19	-1.18
Sortino ratio: Return per unit of downside risk	1.52	3.11	-1.59
Omega ratio: Gain probability vs. loss probability	1.19	1.38	-0.19
Calmar ratio: Return relative to maximum drawdown	1.46	3.55	-2.09
Martin ratio: Return relative to average drawdown	4.91	14.89	-9.98

DTRE vs. RDVY - Sharpe Ratio Comparison

The current DTRE Sharpe Ratio is 1.02, which is lower than the RDVY Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of DTRE and RDVY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DTRE vs. RDVY - Drawdown Comparison

The maximum DTRE drawdown since its inception was -72.26%, which is greater than RDVY's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for DTRE and RDVY.

Drawdown Indicators

	DTRE	RDVY	Difference
Max Drawdown Largest peak-to-trough decline	-72.26%	-40.60%	-31.66%
Max Drawdown (1Y) Largest decline over 1 year	-9.61%	-9.04%	-0.57%
Max Drawdown (3Y) Largest decline over 3 years	-20.65%	-19.11%	-1.54%
Max Drawdown (5Y) Largest decline over 5 years	-34.62%	-25.32%	-9.30%
Max Drawdown (10Y) Largest decline over 10 years	-42.79%	-40.60%	-2.19%
Current Drawdown Current decline from peak	-9.53%	0.00%	-9.53%
Average Drawdown Average peak-to-trough decline	-16.83%	-4.95%	-11.88%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.85%	2.15%	+0.70%

Volatility

DTRE vs. RDVY - Volatility Comparison

First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and First Trust Rising Dividend Achievers ETF (RDVY) have volatilities of 3.84% and 3.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DTRE	RDVY	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.84%	3.91%	-0.07%
Volatility (6M) Calculated over the trailing 6-month period	10.90%	11.47%	-0.57%
Volatility (1Y) Calculated over the trailing 1-year period	13.79%	14.70%	-0.91%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.14%	18.94%	-0.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.53%	21.04%	-2.51%

DTRE vs. RDVY - Expense Ratio Comparison

DTRE has a 0.60% expense ratio, which is higher than RDVY's 0.47% expense ratio.

Dividends

DTRE vs. RDVY - Dividend Comparison

DTRE's dividend yield for the trailing twelve months is around 3.62%, more than RDVY's 0.81% 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%
RDVY First Trust Rising Dividend Achievers ETF	0.81%	1.11%	1.64%	2.09%	2.21%	1.04%	1.53%	1.55%	1.68%	1.25%	2.07%	2.14%

Frequently Asked Questions

Can I hold both DTRE and RDVY in my portfolio?

DTRE and RDVY have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DTRE or RDVY?

RDVY has higher volatility (3.91%) compared to DTRE (3.84%). In terms of maximum drawdown, DTRE dropped -72.26% vs RDVY's -40.60%.

Which ETF is better, DTRE or RDVY?

On 10-year performance, RDVY leads with 16.28% vs 2.20% for DTRE. On fees, RDVY is cheaper at 0.47% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DTRE or RDVY?

Over the 10-year period, RDVY has performed better with a 16.28% return vs 2.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DTRE or RDVY?

RDVY is cheaper with a 0.47% expense ratio, compared with 0.60% for DTRE.

Which ETF pays a higher dividend yield, DTRE or RDVY?

DTRE has the higher dividend yield at 3.62%, compared with 0.81% for RDVY.

What is the main difference between DTRE and RDVY?

DTRE is categorized as REIT, while RDVY is Dividend. DTRE tracks Alerian Disruptive Technology Real Estate Index - Benchmark TR Net, while RDVY tracks Nasdaq US Rising Dividend Achievers Index. Their fees differ too: 0.60% for DTRE and 0.47% for RDVY.

Which has better risk-adjusted returns?

RDVY currently has the higher Sharpe Ratio (2.19 vs 1.02), 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.