DTRE vs. UCON
Compare and contrast key facts about First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and First Trust TCW Unconstrained Plus Bond ETF (UCON).
DTRE and UCON are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DTRE is a passively managed fund by First Trust that tracks the performance of the Alerian Disruptive Technology Real Estate Index - Benchmark TR Net. It was launched on Aug 27, 2007. UCON is an actively managed fund by First Trust. It was launched on Jun 4, 2018.
Performance
DTRE vs. UCON - Performance Comparison
Loading graphics...
DTRE vs. UCON - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | -0.67% | 8.32% | -9.71% | 13.89% | -26.53% | 27.43% | -8.81% | 21.84% | -4.97% |
UCON First Trust TCW Unconstrained Plus Bond ETF | -0.44% | 7.00% | 4.69% | 7.72% | -5.72% | 1.02% | 6.54% | 7.39% | 1.11% |
Returns By Period
In the year-to-date period, DTRE achieves a -0.67% return, which is significantly lower than UCON's -0.44% return.
DTRE
- 1D
- 0.33%
- 1M
- -7.42%
- YTD
- -0.67%
- 6M
- 0.77%
- 1Y
- 2.23%
- 3Y*
- 2.28%
- 5Y*
- -0.79%
- 10Y*
- 1.89%
UCON
- 1D
- 0.08%
- 1M
- -1.27%
- YTD
- -0.44%
- 6M
- 0.59%
- 1Y
- 4.86%
- 3Y*
- 5.76%
- 5Y*
- 2.67%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DTRE vs. UCON - Expense Ratio Comparison
DTRE has a 0.60% expense ratio, which is lower than UCON's 0.86% expense ratio.
Return for Risk
DTRE vs. UCON — Risk / Return Rank
DTRE
UCON
DTRE vs. UCON - 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 TCW Unconstrained Plus Bond ETF (UCON). 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.
| DTRE | UCON | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 1.67 | -1.52 |
Sortino ratioReturn per unit of downside risk | 0.30 | 2.36 | -2.05 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.31 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 2.00 | -1.79 |
Martin ratioReturn relative to average drawdown | 0.72 | 8.70 | -7.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DTRE | UCON | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 1.67 | -1.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.70 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.08 | 0.62 | -0.53 |
Correlation
The correlation between DTRE and UCON is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DTRE vs. UCON - Dividend Comparison
DTRE's dividend yield for the trailing twelve months is around 3.62%, less than UCON's 4.66% yield.
| 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% |
UCON First Trust TCW Unconstrained Plus Bond ETF | 4.66% | 4.63% | 4.95% | 4.75% | 3.12% | 2.20% | 3.14% | 3.25% | 1.76% | 0.00% | 0.00% | 0.00% |
Drawdowns
DTRE vs. UCON - Drawdown Comparison
The maximum DTRE drawdown since its inception was -72.26%, which is greater than UCON's maximum drawdown of -15.31%. Use the drawdown chart below to compare losses from any high point for DTRE and UCON.
Loading graphics...
Drawdown Indicators
| DTRE | UCON | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -15.31% | -56.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.06% | -2.45% | -9.61% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -9.60% | -25.02% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | — | — |
Current DrawdownCurrent decline from peak | -18.71% | -1.62% | -17.09% |
Average DrawdownAverage peak-to-trough decline | -16.94% | -1.50% | -15.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 0.56% | +2.85% |
Volatility
DTRE vs. UCON - Volatility Comparison
First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has a higher volatility of 4.37% compared to First Trust TCW Unconstrained Plus Bond ETF (UCON) at 1.55%. This indicates that DTRE's price experiences larger fluctuations and is considered to be riskier than UCON based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DTRE | UCON | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 1.55% | +2.82% |
Volatility (6M)Calculated over the trailing 6-month period | 8.89% | 2.07% | +6.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.40% | 2.92% | +12.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.15% | 3.84% | +14.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.47% | 5.94% | +12.53% |