10AJ.DE vs. WTRE.DE
10AJ.DE (Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist) and WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) are both REIT funds - 10AJ.DE tracks the FTSE EPRA/NAREIT Developed while WTRE.DE tracks the CenterSquare New Economy Real Estate. Both are passively managed. Over the past 3 years, 10AJ.DE returned 5.94%/yr vs 16.45%/yr for WTRE.DE. Their correlation of 0.81 suggests significant overlap in exposure. 10AJ.DE charges 0.24%/yr vs 0.45%/yr for WTRE.DE.
Performance
10AJ.DE vs. WTRE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, 10AJ.DE achieves a 7.96% return, which is significantly lower than WTRE.DE's 23.44% return.
10AJ.DE
- 1D
- -0.04%
- 1M
- -2.40%
- YTD
- 7.96%
- 6M
- 7.43%
- 1Y
- 9.54%
- 3Y*
- 5.94%
- 5Y*
- 1.87%
- 10Y*
- —
WTRE.DE
- 1D
- -1.20%
- 1M
- 3.03%
- YTD
- 23.44%
- 6M
- 20.66%
- 1Y
- 42.64%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
10AJ.DE vs. WTRE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 7.96% | -1.85% | 5.52% | 6.85% | -14.89% |
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 23.44% | 17.67% | 0.40% | 10.12% | -17.45% |
Correlation
The correlation between 10AJ.DE and WTRE.DE is 0.52, 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 | 0.52 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.81 |
Over the past year, the correlation between 10AJ.DE and WTRE.DE has dropped to 0.52 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
10AJ.DE vs. WTRE.DE — Risk / Return Rank
10AJ.DE
WTRE.DE
10AJ.DE vs. WTRE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) and WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE). 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.
| 10AJ.DE | WTRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.20 | 3.24 | -2.04 |
| Martin ratioReturn relative to average drawdown | 3.94 | 8.61 | -4.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 10AJ.DE | WTRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 2.23 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.38 | -0.17 |
Drawdowns
10AJ.DE vs. WTRE.DE - Drawdown Comparison
The maximum 10AJ.DE drawdown since its inception was -42.62%, which is greater than WTRE.DE's maximum drawdown of -32.32%. Use the drawdown chart below to compare losses from any high point for 10AJ.DE and WTRE.DE.
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Drawdown Indicators
| 10AJ.DE | WTRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.62% | -32.32% | -10.30% |
Max Drawdown (1Y)Largest decline over 1 year | -7.89% | -13.63% | +5.74% |
Max Drawdown (3Y)Largest decline over 3 years | -20.52% | -23.53% | +3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -30.01% | — | — |
Current DrawdownCurrent decline from peak | -6.63% | -2.46% | -4.17% |
Average DrawdownAverage peak-to-trough decline | -12.13% | -15.54% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 5.13% | -2.72% |
Volatility
10AJ.DE vs. WTRE.DE - Volatility Comparison
The current volatility for Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist (10AJ.DE) is 2.70%, while WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) has a volatility of 6.78%. This indicates that 10AJ.DE experiences smaller price fluctuations and is considered to be less risky than WTRE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 10AJ.DE | WTRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 6.78% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.38% | 13.94% | -5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.14% | 19.83% | -8.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.60% | 17.54% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 17.54% | -0.44% |
10AJ.DE vs. WTRE.DE - Expense Ratio Comparison
10AJ.DE has a 0.24% expense ratio, which is lower than WTRE.DE's 0.45% expense ratio.
Dividends
10AJ.DE vs. WTRE.DE - Dividend Comparison
10AJ.DE's dividend yield for the trailing twelve months is around 2.77%, while WTRE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
10AJ.DE Amundi Index FTSE EPRA NAREIT Global UCITS ETF EUR Dist | 2.77% | 2.99% | 2.94% | 2.98% | 3.23% | 2.13% | 3.10% | 2.92% | 2.63% |
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
10AJ.DE and WTRE.DE have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 10AJ.DE is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
10AJ.DE is cheaper with a 0.24% expense ratio, compared with 0.45% for WTRE.DE.
10AJ.DE tracks FTSE EPRA/NAREIT Developed, while WTRE.DE tracks CenterSquare New Economy Real Estate. They also come from different issuers: Amundi and WisdomTree. Their fees differ too: 0.24% for 10AJ.DE and 0.45% for WTRE.DE.
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