Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DTRE (First Trust Exchange-Traded Fund II – First Trust Alerian Disruptive Technology Real Estate ETF) 9.52% 9.80% 5.91% -1.15% 2.77% 4.36% NA
Data as of 06/12/2026, Common starting date is 08/30/2007
More Performance Analytics Comparison
Name Start Date End Date
DTRE (First Trust Exchange-Traded Fund II – First Trust Alerian Disruptive Technology Real Estate ETF) 08/30/2007 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 1.27 9.80 5.91 -1.15 2.77 4.36 NA 9.52 8.33 -9.72 13.60 -26.53 27.43 -8.81 21.82 -4.95 10.89 3.18 -0.66 15.27 2.48 28.53 -6.59 19.52 32.82 -46.35 -3.57
Sharpe Ratio NA 0.52 0.16 -0.21 0.06 NA NA 1.31 0.35 -0.83 0.51 -1.19 2.03 -0.25 2.16 -0.54 1.14 0.20 -0.04 1.47 0.17 2.17 -0.24 0.85 0.73 -0.91 -0.42
Standard Deviation(%) NA 13.75 16.61 18.09 18.67 NA NA 15.27 15.65 15.98 19.86 23.57 13.53 36.44 9.41 11.85 9.04 15.14 16.43 10.40 14.26 13.21 27.21 22.88 45.09 51.69 30.82
Draw Down(%) NA 9.61 20.65 34.62 42.79 NA NA 9.61 13.32 15.64 20.54 34.62 6.69 42.79 4.49 9.97 5.04 13.51 14.75 7.74 16.19 9.32 24.15 14.78 40.81 63.01 19.02
Yield(%) 0.00 3.47 3.09 2.36 3.01 3.59 2.43 0.17 3.60 3.26 2.56 1.80 3.34 0.72 5.84 3.11 3.28 4.20 1.69 3.68 2.79 5.18 2.07 4.38 7.46 1.72 1.66
Data as of 06/12/2026, Common starting date is 08/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DTRE (First Trust Exchange-Traded Fund II – First Trust Alerian Disruptive Technology Real Estate ETF) -10.46%
Sep 2007 – Sep 2010
-3.32%
Oct 2007 – Oct 2012
1.15%
Jan 2015 – Jan 2025
0.84%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DTRE (First Trust Exchange-Traded Fund II – First Trust Alerian Disruptive Technology Real Estate ETF) 33.81%
Feb 2009 – Feb 2012
24.24%
Feb 2009 – Feb 2014
14.67%
Feb 2009 – Feb 2019
9.65%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return