BBOX.L vs. WNEW.L
BBOX.L (Tritax Big Box REIT plc) is a stock, while WNEW.L (WisdomTree New Economy Real Estate UCITS ETF USD Dist) is REIT fund tracking the FTSE EPRA Nareit Global TR USD. Over the past 3 years, BBOX.L returned 6.10%/yr vs 16.70%/yr for WNEW.L. At a 0.50 correlation, their price movements are largely independent.
Performance
BBOX.L vs. WNEW.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BBOX.L achieves a -0.28% return, which is significantly lower than WNEW.L's 22.36% return.
BBOX.L
- 1D
- 1.10%
- 1M
- 1.07%
- YTD
- -0.28%
- 6M
- 1.86%
- 1Y
- 6.81%
- 3Y*
- 6.10%
- 5Y*
- -1.14%
- 10Y*
- 5.64%
WNEW.L
- 1D
- -1.10%
- 1M
- 7.07%
- YTD
- 22.36%
- 6M
- 20.28%
- 1Y
- 48.84%
- 3Y*
- 16.70%
- 5Y*
- —
- 10Y*
- —
BBOX.L vs. WNEW.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BBOX.L Tritax Big Box REIT plc | -0.28% | 21.21% | -17.49% | 28.21% | -39.86% |
WNEW.L WisdomTree New Economy Real Estate UCITS ETF USD Dist | 22.36% | 23.24% | -3.45% | 6.97% | -13.16% |
Correlation
The correlation between BBOX.L and WNEW.L is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.50 |
The correlation between BBOX.L and WNEW.L shifts across timeframes, from 0.37 (1 year) to 0.50 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BBOX.L vs. WNEW.L — Risk / Return Rank
BBOX.L
WNEW.L
BBOX.L vs. WNEW.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tritax Big Box REIT plc (BBOX.L) and WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.L). 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.
| BBOX.L | WNEW.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.18 | ||
| Sortino ratioReturn per unit of downside risk | -2.76 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.41 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 3.81 | -3.42 |
| Martin ratioReturn relative to average drawdown | 0.99 | 9.87 | -8.89 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| BBOX.L | WNEW.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 2.50 | -2.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.42 | -0.06 |
Drawdowns
BBOX.L vs. WNEW.L - Drawdown Comparison
The maximum BBOX.L drawdown since its inception was -48.58%, which is greater than WNEW.L's maximum drawdown of -29.88%. Use the drawdown chart below to compare losses from any high point for BBOX.L and WNEW.L.
Loading charts...
Drawdown Indicators
| BBOX.L | WNEW.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.58% | -29.88% | -18.70% |
Max Drawdown (1Y)Largest decline over 1 year | -17.13% | -12.75% | -4.38% |
Max Drawdown (3Y)Largest decline over 3 years | -22.71% | -20.58% | -2.13% |
Max Drawdown (5Y)Largest decline over 5 years | -48.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.58% | — | — |
Current DrawdownCurrent decline from peak | -26.56% | -2.60% | -23.96% |
Average DrawdownAverage peak-to-trough decline | -13.07% | -14.35% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 4.93% | +1.96% |
Volatility
BBOX.L vs. WNEW.L - Volatility Comparison
Tritax Big Box REIT plc (BBOX.L) and WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.L) have volatilities of 7.36% and 7.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BBOX.L | WNEW.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 7.58% | -0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 13.79% | +2.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.37% | 19.54% | +1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.73% | 17.21% | +9.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.74% | 17.21% | +7.53% |
Dividends
BBOX.L vs. WNEW.L - Dividend Comparison
BBOX.L's dividend yield for the trailing twelve months is around 5.48%, more than WNEW.L's 1.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBOX.L Tritax Big Box REIT plc | 5.48% | 5.21% | 5.67% | 4.28% | 5.00% | 2.62% | 3.81% | 4.59% | 5.05% | 4.26% | 5.52% | 2.98% |
WNEW.L WisdomTree New Economy Real Estate UCITS ETF USD Dist | 1.30% | 1.70% | 1.83% | 1.23% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBOX.L and WNEW.L have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for BBOX.L and WNEW.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer