DTRE vs. USRT

Last updated Apr 1, 2026

Compare and contrast key facts about First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and iShares Core U.S. REIT ETF (USRT).

DTRE and USRT 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. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. Both DTRE and USRT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

DTRE vs. USRT - 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 iShares Core U.S. REIT ETF (USRT). The values are adjusted to include any dividend payments, if applicable.

DTRE vs. USRT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DTRE First Trust Alerian Disruptive Technology Real Estate ETF	-0.99%	8.32%	-9.71%	13.89%	-26.53%	27.43%	-8.81%	21.84%	-4.96%	10.88%
USRT iShares Core U.S. REIT ETF	4.27%	2.44%	8.58%	13.64%	-24.43%	43.26%	-8.06%	25.98%	-4.67%	5.27%

Returns By Period

In the year-to-date period, DTRE achieves a -0.99% return, which is significantly lower than USRT's 4.27% return. Over the past 10 years, DTRE has underperformed USRT with an annualized return of 1.85%, while USRT has yielded a comparatively higher 5.42% annualized return.

DTRE

• 1D: 1.36%
• 1M: -8.14%
• YTD: -0.99%
• 6M: 1.25%
• 1Y: 2.13%
• 3Y*: 2.16%
• 5Y*: -0.85%
• 10Y*: 1.85%

USRT

• 1D: 1.42%
• 1M: -6.02%
• YTD: 4.27%
• 6M: 2.38%
• 1Y: 5.82%
• 3Y*: 8.72%
• 5Y*: 5.12%
• 10Y*: 5.42%

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

DTRE vs. USRT - Expense Ratio Comparison

DTRE has a 0.60% expense ratio, which is higher than USRT's 0.08% expense ratio.

DTRE

First Trust Alerian Disruptive Technology Real Estate ETF

USRT

iShares Core U.S. REIT ETF

Return for Risk

DTRE vs. USRT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DTRE

DTRE Risk / Return Rank: 15
DTRE Sharpe Ratio Rank: 15
DTRE Sortino Ratio Rank: 14
DTRE Omega Ratio Rank: 14
DTRE Calmar Ratio Rank: 16
DTRE Martin Ratio Rank: 18

USRT

USRT Risk / Return Rank: 25
USRT Sharpe Ratio Rank: 23
USRT Sortino Ratio Rank: 23
USRT Omega Ratio Rank: 23
USRT Calmar Ratio Rank: 26
USRT Martin Ratio Rank: 29

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTRE vs. USRT - 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 iShares Core U.S. REIT ETF (USRT). 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	USRT	Difference
Sharpe ratio Return per unit of total volatility	0.14	0.35	-0.21
Sortino ratio Return per unit of downside risk	0.29	0.59	-0.30
Omega ratio Gain probability vs. loss probability	1.04	1.08	-0.04
Calmar ratio Return relative to maximum drawdown	0.25	0.53	-0.28
Martin ratio Return relative to average drawdown	0.90	2.23	-1.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DTRE vs. USRT - Sharpe Ratio Comparison

The current DTRE Sharpe Ratio is 0.14, which is lower than the USRT Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of DTRE and USRT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	DTRE	USRT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.14	0.35	-0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.05	0.27	-0.32
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.10	0.26	-0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.08	0.17	-0.09

Correlation

The correlation between DTRE and USRT is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

DTRE vs. USRT - Dividend Comparison

DTRE's dividend yield for the trailing twelve months is around 3.63%, more than USRT's 2.89% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTRE First Trust Alerian Disruptive Technology Real Estate ETF	3.63%	3.42%	3.75%	2.56%	2.49%	2.64%	0.79%	4.97%	3.38%	3.07%	4.16%	1.74%
USRT iShares Core U.S. REIT ETF	2.89%	3.07%	2.85%	3.18%	3.46%	2.27%	3.12%	3.34%	5.66%	3.44%	3.98%	3.59%

Drawdowns

DTRE vs. USRT - Drawdown Comparison

The maximum DTRE drawdown since its inception was -72.26%, roughly equal to the maximum USRT drawdown of -69.91%. Use the drawdown chart below to compare losses from any high point for DTRE and USRT.

Drawdown Indicators

	DTRE	USRT	Difference
Max Drawdown Largest peak-to-trough decline	-72.26%	-69.91%	-2.35%
Max Drawdown (1Y) Largest decline over 1 year	-12.06%	-12.95%	+0.89%
Max Drawdown (5Y) Largest decline over 5 years	-34.62%	-31.03%	-3.59%
Max Drawdown (10Y) Largest decline over 10 years	-42.79%	-44.38%	+1.59%
Current Drawdown Current decline from peak	-18.97%	-6.38%	-12.59%
Average Drawdown Average peak-to-trough decline	-16.94%	-13.08%	-3.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.37%	3.09%	+0.28%

Volatility

DTRE vs. USRT - Volatility Comparison

First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) and iShares Core U.S. REIT ETF (USRT) have volatilities of 4.46% and 4.44%, 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	USRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.46%	4.44%	+0.02%
Volatility (6M) Calculated over the trailing 6-month period	8.89%	9.21%	-0.32%
Volatility (1Y) Calculated over the trailing 1-year period	15.43%	16.84%	-1.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.16%	18.92%	-0.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.47%	21.28%	-2.81%