DTRE vs. REIT
DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) and REIT (ALPS Active REIT ETF) are both REIT funds. DTRE is passively managed, while REIT is actively managed. Over the past 5 years, DTRE returned -0.79%/yr vs 4.48%/yr for REIT. Their correlation of 0.84 means they have usually moved in the same direction. DTRE charges 0.60%/yr vs 0.68%/yr for REIT.
Performance
DTRE vs. REIT - Performance Comparison
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Returns By Period
In the year-to-date period, DTRE achieves a 10.56% return, which is significantly lower than REIT's 19.33% 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%
REIT
- 1D
- -0.66%
- 1M
- 0.35%
- 6M
- 16.95%
- YTD
- 19.33%
- 1Y
- 22.29%
- 3Y*
- 11.35%
- 5Y*
- 4.48%
- 10Y*
- —
- ALL TIME*
- 7.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $9.28K | $10.95K | $16.10K | |
| $512.70K | $386.84K | $332.15K |
DTRE vs. REIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 10.56% | 8.32% | -9.71% | 13.89% | -26.53% | 21.87% |
REIT ALPS Active REIT ETF | 19.33% | -0.55% | 7.11% | 13.74% | -21.23% | 33.02% |
Correlation
The correlation between DTRE and REIT is 0.78, 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. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2021 | 0.84 |
The correlation between DTRE and REIT has been stable across timeframes, ranging from 0.78 to 0.85 - a consistent structural relationship.
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Return for Risk
DTRE vs. REIT — Risk / Return Rank
DTRE
REIT
DTRE vs. REIT - 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 ALPS Active REIT ETF (REIT). 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 | REIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.30 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 3.05 | -1.59 |
| Martin ratioReturn relative to average drawdown | 4.91 | 9.49 | -4.58 |
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Drawdowns
DTRE vs. REIT - Drawdown Comparison
The maximum DTRE drawdown since its inception was -72.26%, which is greater than REIT's maximum drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for DTRE and REIT.
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Drawdown Indicators
| DTRE | REIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -29.30% | -42.96% |
Max Drawdown (1Y)Largest decline over 1 year | -9.61% | -7.35% | -2.26% |
Max Drawdown (3Y)Largest decline over 3 years | -20.65% | -18.19% | -2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -29.30% | -5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | — | — |
Current DrawdownCurrent decline from peak | -9.53% | -3.05% | -6.48% |
Average DrawdownAverage peak-to-trough decline | -16.83% | -10.08% | -6.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.85% | 2.35% | +0.50% |
Volatility
DTRE vs. REIT - Volatility Comparison
The current volatility for First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) is 3.84%, while ALPS Active REIT ETF (REIT) has a volatility of 4.44%. This indicates that DTRE experiences smaller price fluctuations and is considered to be less risky than REIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTRE | REIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 4.44% | -0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 10.43% | +0.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 13.34% | +0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.14% | 18.52% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 18.31% | +0.22% |
DTRE vs. REIT - Expense Ratio Comparison
DTRE has a 0.60% expense ratio, which is lower than REIT's 0.68% expense ratio.
Dividends
DTRE vs. REIT - Dividend Comparison
DTRE's dividend yield for the trailing twelve months is around 3.62%, more than REIT's 2.67% 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% |
REIT ALPS Active REIT ETF | 2.67% | 3.20% | 3.06% | 3.13% | 2.81% | 4.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DTRE and REIT have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REIT has higher volatility (4.44%) compared to DTRE (3.84%). In terms of maximum drawdown, DTRE dropped -72.26% vs REIT's -29.30%.
On 5-year performance, REIT leads with 4.48% vs -0.79% for DTRE. On fees, DTRE is cheaper at 0.60% per year. On volatility, DTRE has been the lower-risk option at 3.84%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, REIT has performed better with a 4.48% return vs -0.79%. 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 0.68% for REIT.
DTRE has the higher dividend yield at 3.62%, compared with 2.67% for REIT.
They also come from different issuers: First Trust and ALPS. Their fees differ too: 0.60% for DTRE and 0.68% for REIT.
REIT currently has the higher Sharpe Ratio (1.68 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.
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