DTRE vs VXUS

DTRE vs VXUS

Which is better, DTRE or VXUS?

Mid Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDTREVXUS
Expense Ratio0.60%0.05%Best
AUM$15M$158.1B
Dividend Yield3.62%2.59%
Holdings368,747
YTD Return+8.36%+16.15%Best
1Y Return+11.72%+27.58%Best
3Y Return (annualized)+4.39%+20.48%Best
5Y Return (annualized)-2.57%+9.09%Best
Volatility (annualized)16.8%15.0%Best
Max Drawdown-43.1%-39.9%Best
$10,000 over 5 years$8,779$15,450Best
Fund FamilyFirst Trust Portfolios (US)Vanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionAug 27, 2007Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 4, 2026 (15.6 years).

DTRE vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.6 years both funds cover.

DTRE vs VXUS Performance

First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) is an ETF from First Trust Portfolios (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year DTRE returned +11.72% while VXUS returned +27.58%. Year to date, DTRE is up 8.36% versus a gain of 16.15% for VXUS.

Over three years, DTRE compounded at +4.39% per year against +20.48% for VXUS; over five years the annualized figures are -2.57% and +9.09% respectively. Across the full 16-year window we track, VXUS has the edge at +4.93% annualized vs +1.88%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DTRE has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -43.1% for DTRE and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

DTRE charges 0.60% per year while VXUS charges 0.05%. On a $10,000 position that is $60 vs $5 annually, a gap of $55 per year that compounds over a long holding period. On income, DTRE currently yields 3.62% against 2.59% for VXUS.

Holdings Overlap

DTRE already in VXUS21.1%

At least 21.1% of DTRE's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

DTRE and VXUS share little of their money.

11 positions in common, counted across the 30 positions we hold weights for in DTRE and 8,092 in VXUS, against full books of 36 and 8,747.

Top Shared Holdings

StockWeight in DTREWeight in VXUSDifference
SGRO:LNSegro Plc Sgro4.94%0.04%4.90%
EGPEastgroup Properties Inc4.37%0.00%4.37%
LMPL:LNLondonmetric Property Plc2.32%0.01%2.31%
BBOXT:LNTritax Big Box REIT plc1.90%0.01%1.89%
3281:JPGlp J-reit1.73%0.01%1.72%
WDP:BRWarehouses De Pauw Cva1.42%0.01%1.41%
FLT:AUFrasers Logistics & Commercial Trust1.14%0.00%1.14%
3283:JPNippon Prologis Reit Inc1.04%0.01%1.03%
3249:TKIndustrial & Infrastructure Fund Investment Corporation0.79%0.00%0.79%
3471:TKMitsui Fudosan Logistics Park Inc0.77%0.00%0.77%

21.1% of DTRE is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

DTREVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DTRE or VXUS?

DTRE has an expense ratio of 0.60% while VXUS charges 0.05%. VXUS is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, DTRE or VXUS?

Over the past year DTRE returned +11.72% vs +27.58% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), DTRE annualized +1.88% vs +4.93% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, DTRE or VXUS?

DTRE has been the more volatile fund at 16.8% annualized versus 15.0% for VXUS. Worst drawdown: DTRE -43.1% vs VXUS -39.9%.

Should I hold both DTRE and VXUS?

DTRE and VXUS have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between DTRE and VXUS?

At least 21.1% of DTRE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 11 positions in common, counted across the 30 positions we hold weights for in DTRE and 8,092 in VXUS.

Which pays a higher dividend, DTRE or VXUS?

DTRE yields 3.62% while VXUS yields 2.59%, so DTRE currently pays the higher dividend yield.

Is VXUS better than DTRE?

VXUS has a lower expense ratio. VXUS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.