IDUP.L vs. DTRE.L
IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) and DTRE.L (First Trust Alerian Disruptive Technology Real Estate UCITS ETF Dist) are both REIT funds - IDUP.L tracks the iShares US Property Yield UCITS ETF USD (Dist) while DTRE.L tracks the FTSE EPRA Nareit Global TR USD. Both are passively managed. Over the past 3 years, IDUP.L returned 9.47%/yr vs 1064.63%/yr for DTRE.L. A 0.79 correlation means they provide meaningful diversification when combined. IDUP.L charges 0.40%/yr vs 0.60%/yr for DTRE.L.
Performance
IDUP.L vs. DTRE.L - Performance Comparison
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Different Trading Currencies
IDUP.L is traded in USD, while DTRE.L is traded in GBp. To make them comparable, the DTRE.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IDUP.L achieves a 16.04% return, which is significantly higher than DTRE.L's 7.70% return.
IDUP.L
- 1D
- 0.00%
- 1M
- -0.06%
- 6M
- 14.44%
- YTD
- 16.04%
- 1Y
- 18.31%
- 3Y*
- 9.47%
- 5Y*
- 3.24%
- 10Y*
- 4.11%
DTRE.L
- 1D
- 0.07%
- 1M
- -0.29%
- 6M
- 6.12%
- YTD
- 7.70%
- 1Y
- 10.60%
- 3Y*
- 1,064.63%
- 5Y*
- —
- 10Y*
- —
IDUP.L vs. DTRE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 16.04% | 2.23% | 4.73% | 13.04% | -22.75% |
DTRE.L First Trust Alerian Disruptive Technology Real Estate UCITS ETF Dist | 7.70% | 10,674.55% | 122.13% | 4,095.20% | -97.64% |
Correlation
The correlation between IDUP.L and DTRE.L is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2022 | 0.79 |
The correlation between IDUP.L and DTRE.L has been stable across timeframes, ranging from 0.79 to 0.84 - a consistent structural relationship.
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Return for Risk
IDUP.L vs. DTRE.L — Risk / Return Rank
IDUP.L
DTRE.L
IDUP.L vs. DTRE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) and First Trust Alerian Disruptive Technology Real Estate UCITS ETF Dist (DTRE.L). 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.
| IDUP.L | DTRE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.66 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.13 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.05 | +1.44 |
| Martin ratioReturn relative to average drawdown | 6.81 | 3.33 | +3.49 |
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Drawdowns
IDUP.L vs. DTRE.L - Drawdown Comparison
The maximum IDUP.L drawdown since its inception was -75.24%, smaller than the maximum DTRE.L drawdown of -99.38%. Use the drawdown chart below to compare losses from any high point for IDUP.L and DTRE.L.
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Drawdown Indicators
| IDUP.L | DTRE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.24% | -99.38% | +24.14% |
Max Drawdown (1Y)Largest decline over 1 year | -7.41% | -9.80% | +2.39% |
Max Drawdown (3Y)Largest decline over 3 years | -20.33% | -99.14% | +78.81% |
Max Drawdown (5Y)Largest decline over 5 years | -33.70% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -45.62% | — | — |
Current DrawdownCurrent decline from peak | -1.41% | -1.45% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -42.27% | +26.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 3.09% | -0.39% |
Volatility
IDUP.L vs. DTRE.L - Volatility Comparison
The current volatility for iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) is 3.92%, while First Trust Alerian Disruptive Technology Real Estate UCITS ETF Dist (DTRE.L) has a volatility of 4.54%. This indicates that IDUP.L experiences smaller price fluctuations and is considered to be less risky than DTRE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDUP.L | DTRE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.92% | 4.54% | -0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 9.76% | 10.67% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.96% | 13.49% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.37% | 10,602.31% | -10,583.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.35% | 10,602.31% | -10,581.96% |
IDUP.L vs. DTRE.L - Expense Ratio Comparison
IDUP.L has a 0.40% expense ratio, which is lower than DTRE.L's 0.60% expense ratio.
Dividends
IDUP.L vs. DTRE.L - Dividend Comparison
IDUP.L's dividend yield for the trailing twelve months is around 2.90%, more than DTRE.L's 2.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTRE.L First Trust Alerian Disruptive Technology Real Estate UCITS ETF Dist | 2.60% | 2.74% | 242.43% | 219.96% | 116.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 2.90% | 3.20% | 3.09% | 3.13% | 3.84% | 2.13% | 3.22% | 3.10% | 4.60% | 3.17% | 3.55% | 2.98% |
Frequently Asked Questions
IDUP.L and DTRE.L have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDUP.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDUP.L is cheaper with a 0.40% expense ratio, compared with 0.60% for DTRE.L.
IDUP.L tracks iShares US Property Yield UCITS ETF USD (Dist), while DTRE.L tracks FTSE EPRA Nareit Global TR USD. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.40% for IDUP.L and 0.60% for DTRE.L.
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