IQRA vs. DTRE
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 10.61%/yr vs 4.74%/yr for DTRE. Their correlation of 0.83 means they have usually moved in the same direction. IQRA charges 0.65%/yr vs 0.60%/yr for DTRE.
Performance
IQRA vs. DTRE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IQRA having a 10.58% return and DTRE slightly lower at 10.36%.
IQRA
- 1D
- -0.39%
- 1M
- 0.61%
- 6M
- 7.07%
- YTD
- 10.58%
- 1Y
- 15.50%
- 3Y*
- 10.61%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 9.73%
DTRE
- 1D
- -1.08%
- 1M
- 2.69%
- 6M
- 8.30%
- YTD
- 10.36%
- 1Y
- 14.26%
- 3Y*
- 4.74%
- 5Y*
- -0.89%
- 10Y*
- 2.14%
- ALL TIME*
- 2.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.12K | $9.07K | $15.15K | |
| $2.55K | $1.67K | $1.07K |
IQRA vs. DTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IQRA IQ CBRE Real Assets ETF | 10.58% | 12.42% | 5.58% | 2.80% |
DTRE First Trust Alerian Disruptive Technology Real Estate ETF | 10.36% | 8.32% | -9.71% | 10.87% |
Correlation
The correlation between IQRA and DTRE is 0.77, 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. | 0.77 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
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 0.77 to 0.83 - a consistent structural relationship.
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Return for Risk
IQRA vs. DTRE — Risk / Return Rank
IQRA
DTRE
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 ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.46 | +0.52 |
| Martin ratioReturn relative to average drawdown | 6.42 | 4.90 | +1.52 |
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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.
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Drawdown Indicators
| IQRA | DTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 | -12.59% | -20.65% | +8.06% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.62% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.79% | — |
Current DrawdownCurrent decline from peak | -1.88% | -9.69% | +7.81% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -16.84% | +13.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.85% | -0.39% |
Volatility
IQRA vs. DTRE - Volatility Comparison
The current volatility for IQ CBRE Real Assets ETF (IQRA) is 2.83%, while First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) has a volatility of 3.89%. 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.
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Volatility by Period
| IQRA | DTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 3.89% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 8.93% | 10.94% | -2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.86% | 13.83% | -2.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.77% | 18.14% | -5.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.77% | 18.53% | -5.76% |
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 2.64%, less than DTRE's 3.63% yield.
| Position | 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% |
IQRA IQ CBRE Real Assets ETF | 2.64% | 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
IQRA and DTRE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DTRE has higher volatility (3.89%) compared to IQRA (2.83%). In terms of maximum drawdown, IQRA dropped -15.70% vs DTRE's -72.26%.
On 3-year performance, IQRA leads with 10.61% vs 4.74% for DTRE. On fees, DTRE is cheaper at 0.60% per year. On volatility, IQRA has been the lower-risk option at 2.83%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, IQRA has performed better with a 10.61% return vs 4.74%. 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 0.65% for IQRA.
DTRE has the higher dividend yield at 3.63%, compared with 2.64% for IQRA.
They also come from different issuers: IndexIQ and First Trust. Their fees differ too: 0.65% for IQRA and 0.60% for DTRE.
IQRA currently has the higher Sharpe Ratio (1.46 vs 1.01), 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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