IQRA vs. DTRE

Last updated Jun 24, 2026

IQRA (IQ CBRE Real Assets ETF) and DTRE (First Trust Alerian Disruptive Technology Real Estate ETF) are both REIT funds. IQRA is actively managed, while DTRE is passively managed. Over the past 3 years, IQRA returned 11.46%/yr vs 6.36%/yr for DTRE. Their correlation of 0.83 suggests significant overlap in exposure. IQRA charges 0.65%/yr vs 0.60%/yr for DTRE.

Performance

IQRA vs. DTRE - Performance Comparison

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

Returns By Period

In the year-to-date period, IQRA achieves a 8.27% return, which is significantly higher than DTRE's 7.24% return.

IQRA

• 1D: 0.59%
• 1M: -0.63%
• YTD: 8.27%
• 6M: 8.38%
• 1Y: 12.86%
• 3Y*: 11.46%
• 5Y*: —
• 10Y*: —

DTRE

• 1D: 1.03%
• 1M: -1.55%
• YTD: 7.24%
• 6M: 8.24%
• 1Y: 7.12%
• 3Y*: 6.36%
• 5Y*: -1.17%
• 10Y*: 2.67%

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

IQRA vs. DTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IQRA IQ CBRE Real Assets ETF	8.27%	12.42%	5.58%	2.80%
DTRE First Trust Alerian Disruptive Technology Real Estate ETF	7.24%	8.32%	-9.71%	10.87%

Correlation

The correlation between IQRA and DTRE is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (All Time) Calculated using the full available price history since May 10, 2023	0.83

The correlation between IQRA and DTRE has been stable across timeframes, ranging from 0.78 to 0.83 - a consistent structural relationship.

Return for Risk

IQRA vs. DTRE — Risk / Return Rank

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

IQRA

IQRA Risk / Return Rank: 35
IQRA Sharpe Ratio Rank: 36
IQRA Sortino Ratio Rank: 33
IQRA Omega Ratio Rank: 34
IQRA Calmar Ratio Rank: 34
IQRA Martin Ratio Rank: 37

DTRE

DTRE Risk / Return Rank: 17
DTRE Sharpe Ratio Rank: 17
DTRE Sortino Ratio Rank: 16
DTRE Omega Ratio Rank: 16
DTRE Calmar Ratio Rank: 18
DTRE Martin Ratio Rank: 20

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.

IQRA vs. DTRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for IQ CBRE Real Assets ETF (IQRA) and First Trust Alerian Disruptive Technology Real Estate ETF (DTRE). 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.

	IQRA	DTRE	Difference
Sharpe ratio: Return per unit of total volatility	1.20	0.52	+0.68
Sortino ratio: Return per unit of downside risk	1.64	0.82	+0.82
Omega ratio: Gain probability vs. loss probability	1.21	1.10	+0.12
Calmar ratio: Return relative to maximum drawdown	1.61	0.74	+0.87
Martin ratio: Return relative to average drawdown	5.28	2.21	+3.07

IQRA vs. DTRE - Sharpe Ratio Comparison

The current IQRA Sharpe Ratio is 1.20, which is higher than the DTRE Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of IQRA and DTRE, 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

IQRA vs. DTRE - Drawdown Comparison

The maximum IQRA drawdown since its inception was -15.70%, smaller than the maximum DTRE drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for IQRA and DTRE.

Drawdown Indicators

	IQRA	DTRE	Difference
Max Drawdown Largest peak-to-trough decline	-15.70%	-72.26%	+56.56%
Max Drawdown (1Y) Largest decline over 1 year	-8.01%	-9.61%	+1.60%
Max Drawdown (3Y) Largest decline over 3 years	-15.70%	-20.65%	+4.95%
Max Drawdown (5Y) Largest decline over 5 years	—	-34.62%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.79%	—
Current Drawdown Current decline from peak	-2.97%	-12.24%	+9.27%
Average Drawdown Average peak-to-trough decline	-3.15%	-16.87%	+13.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.44%	3.23%	-0.79%

Volatility

IQRA vs. DTRE - Volatility Comparison

The current volatility for IQ CBRE Real Assets ETF (IQRA) is 3.73%, while First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has a volatility of 4.79%. This indicates that IQRA experiences smaller price fluctuations and is considered to be less risky than DTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IQRA	DTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.73%	4.79%	-1.06%
Volatility (6M) Calculated over the trailing 6-month period	8.60%	10.61%	-2.01%
Volatility (1Y) Calculated over the trailing 1-year period	10.83%	13.90%	-3.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.85%	18.11%	-5.26%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.85%	18.53%	-5.68%

IQRA vs. DTRE - Expense Ratio Comparison

IQRA has a 0.65% expense ratio, which is higher than DTRE's 0.60% expense ratio.

Dividends

IQRA vs. DTRE - Dividend Comparison

IQRA's dividend yield for the trailing twelve months is around 2.70%, less than DTRE's 3.35% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DTRE First Trust Alerian Disruptive Technology Real Estate ETF	3.35%	3.42%	3.75%	2.56%	2.49%	2.64%	0.79%	4.97%	3.38%	3.07%	4.16%	1.74%
IQRA IQ CBRE Real Assets ETF	2.70%	2.83%	3.53%	2.14%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IQRA and DTRE in my portfolio?

IQRA and DTRE 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.

Which is riskier, IQRA or DTRE?

DTRE has higher volatility (4.79%) compared to IQRA (3.73%). In terms of maximum drawdown, IQRA dropped -15.70% vs DTRE's -72.26%.

Which ETF is better, IQRA or DTRE?

On 3-year performance, IQRA leads with 11.46% vs 6.36% for DTRE. On fees, DTRE is cheaper at 0.60% per year. On volatility, IQRA has been the lower-risk option at 3.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, IQRA or DTRE?

Over the 3-year period, IQRA has performed better with a 11.46% return vs 6.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IQRA or DTRE?

DTRE is cheaper with a 0.60% expense ratio, compared with 0.65% for IQRA.

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

DTRE has the higher dividend yield at 3.35%, compared with 2.70% for IQRA.

What is the main difference between IQRA and DTRE?

They also come from different issuers: IndexIQ and First Trust. Their fees differ too: 0.65% for IQRA and 0.60% for DTRE.

Which has better risk-adjusted returns?

IQRA currently has the higher Sharpe Ratio (1.20 vs 0.52), 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.