CSRE vs. WTRE

Last updated Jul 15, 2026

CSRE (Cohen & Steers Real Estate Active ETF) and WTRE (WisdomTree New Economy Real Estate ETF) are both REIT funds. CSRE is actively managed, while WTRE is passively managed. Over the past year, CSRE returned 13.06% vs 25.24% for WTRE. A 0.52 correlation means they provide meaningful diversification when combined. CSRE charges 0.70%/yr vs 0.58%/yr for WTRE.

Performance

CSRE vs. WTRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Real Estate Active ETF (CSRE) and WisdomTree New Economy Real Estate ETF (WTRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CSRE achieves a 14.08% return, which is significantly higher than WTRE's 12.56% return.

CSRE

• 1D: -0.17%
• 1M: 0.21%
• 6M: 11.73%
• YTD: 14.08%
• 1Y: 13.06%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTRE

• 1D: -0.45%
• 1M: -7.35%
• 6M: 5.43%
• YTD: 12.56%
• 1Y: 25.24%
• 3Y*: 13.25%
• 5Y*: 0.18%
• 10Y*: 2.59%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CSRE vs. WTRE - Yearly Performance Comparison

	2026 (YTD)	2025
CSRE Cohen & Steers Real Estate Active ETF	14.08%	4.30%
WTRE WisdomTree New Economy Real Estate ETF	12.56%	25.76%

Correlation

The correlation between CSRE and WTRE is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.42
Correlation (All Time) Calculated using the full available price history since Feb 5, 2025	0.52

The correlation between CSRE and WTRE shifts across timeframes, from 0.42 (1 year) to 0.52 (all time), reflecting how their relationship changes across market environments.

Return for Risk

CSRE vs. WTRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CSRE

CSRE Risk / Return Rank: 34
CSRE Sharpe Ratio Rank: 32
CSRE Sortino Ratio Rank: 30
CSRE Omega Ratio Rank: 30
CSRE Calmar Ratio Rank: 37
CSRE Martin Ratio Rank: 40

WTRE

WTRE Risk / Return Rank: 41
WTRE Sharpe Ratio Rank: 43
WTRE Sortino Ratio Rank: 42
WTRE Omega Ratio Rank: 39
WTRE Calmar Ratio Rank: 43
WTRE Martin Ratio Rank: 36

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CSRE vs. WTRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Real Estate Active ETF (CSRE) and WisdomTree New Economy Real Estate ETF (WTRE). 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.

	CSRE	WTRE	Difference
Sharpe ratio: Return per unit of total volatility	0.96	1.24	-0.28
Sortino ratio: Return per unit of downside risk	1.37	1.76	-0.39
Omega ratio: Gain probability vs. loss probability	1.17	1.21	-0.04
Calmar ratio: Return relative to maximum drawdown	1.55	1.78	-0.23
Martin ratio: Return relative to average drawdown	4.99	4.52	+0.48

CSRE vs. WTRE - Sharpe Ratio Comparison

The current CSRE Sharpe Ratio is 0.96, which is comparable to the WTRE Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of CSRE and WTRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CSRE vs. WTRE - Drawdown Comparison

The maximum CSRE drawdown since its inception was -13.03%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for CSRE and WTRE.

Drawdown Indicators

	CSRE	WTRE	Difference
Max Drawdown Largest peak-to-trough decline	-13.03%	-74.18%	+61.15%
Max Drawdown (1Y) Largest decline over 1 year	-8.44%	-14.22%	+5.78%
Max Drawdown (3Y) Largest decline over 3 years	—	-22.14%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-42.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.47%	—
Current Drawdown Current decline from peak	-0.79%	-11.19%	+10.40%
Average Drawdown Average peak-to-trough decline	-2.19%	-24.88%	+22.69%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.62%	5.60%	-2.98%

Volatility

CSRE vs. WTRE - Volatility Comparison

Cohen & Steers Real Estate Active ETF (CSRE) has a higher volatility of 4.59% compared to WisdomTree New Economy Real Estate ETF (WTRE) at 3.50%. This indicates that CSRE's price experiences larger fluctuations and is considered to be riskier than WTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSRE	WTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.59%	3.50%	+1.09%
Volatility (6M) Calculated over the trailing 6-month period	10.70%	15.99%	-5.29%
Volatility (1Y) Calculated over the trailing 1-year period	13.72%	20.47%	-6.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.54%	19.43%	-3.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.54%	18.40%	-2.86%

CSRE vs. WTRE - Expense Ratio Comparison

CSRE has a 0.70% expense ratio, which is higher than WTRE's 0.58% expense ratio.

Dividends

CSRE vs. WTRE - Dividend Comparison

CSRE's dividend yield for the trailing twelve months is around 2.17%, less than WTRE's 2.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSRE Cohen & Steers Real Estate Active ETF	2.17%	2.71%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WTRE WisdomTree New Economy Real Estate ETF	2.38%	2.33%	2.69%	2.05%	1.68%	6.47%	2.96%	7.88%	4.49%	6.34%	5.96%	4.58%

Frequently Asked Questions

Can I hold both CSRE and WTRE in my portfolio?

CSRE and WTRE have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CSRE or WTRE?

CSRE has higher volatility (4.59%) compared to WTRE (3.50%). In terms of maximum drawdown, CSRE dropped -13.03% vs WTRE's -74.18%.

Which ETF is better, CSRE or WTRE?

On 1-year performance, WTRE leads with 25.24% vs 13.06% for CSRE. On fees, WTRE is cheaper at 0.58% per year. On volatility, WTRE has been the lower-risk option at 3.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CSRE or WTRE?

Over the 1-year period, WTRE has performed better with a 25.24% return vs 13.06%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CSRE or WTRE?

WTRE is cheaper with a 0.58% expense ratio, compared with 0.70% for CSRE.

Which ETF pays a higher dividend yield, CSRE or WTRE?

WTRE has the higher dividend yield at 2.38%, compared with 2.17% for CSRE.

What is the main difference between CSRE and WTRE?

They also come from different issuers: Cohen & Steers and WisdomTree. Their fees differ too: 0.70% for CSRE and 0.58% for WTRE.

Which has better risk-adjusted returns?

WTRE currently has the higher Sharpe Ratio (1.24 vs 0.96), 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.