DFGR vs. WTRE
Compare and contrast key facts about Dimensional Global Real Estate ETF (DFGR) and WisdomTree New Economy Real Estate ETF (WTRE).
DFGR and WTRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGR is an actively managed fund by Dimensional. It was launched on Dec 6, 2022. WTRE is a passively managed fund by WisdomTree that tracks the performance of the CenterSquare New Economy Real Estate Index. It was launched on Jun 5, 2007.
Performance
DFGR vs. WTRE - Performance Comparison
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DFGR vs. WTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 0.98% | 7.65% | 1.89% | 9.64% | -1.24% |
WTRE WisdomTree New Economy Real Estate ETF | 1.81% | 26.36% | -3.27% | 14.07% | -1.87% |
Returns By Period
In the year-to-date period, DFGR achieves a 0.98% return, which is significantly lower than WTRE's 1.81% return.
DFGR
- 1D
- 1.72%
- 1M
- -7.30%
- YTD
- 0.98%
- 6M
- 0.03%
- 1Y
- 5.53%
- 3Y*
- 6.35%
- 5Y*
- —
- 10Y*
- —
WTRE
- 1D
- 3.82%
- 1M
- -8.71%
- YTD
- 1.81%
- 6M
- -1.28%
- 1Y
- 28.07%
- 3Y*
- 11.03%
- 5Y*
- -1.21%
- 10Y*
- 2.03%
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DFGR vs. WTRE - Expense Ratio Comparison
DFGR has a 0.22% expense ratio, which is lower than WTRE's 0.58% expense ratio.
Return for Risk
DFGR vs. WTRE — Risk / Return Rank
DFGR
WTRE
DFGR vs. WTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Real Estate ETF (DFGR) 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.
| DFGR | WTRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 1.32 | -0.94 |
Sortino ratioReturn per unit of downside risk | 0.62 | 1.83 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.99 | -1.41 |
Martin ratioReturn relative to average drawdown | 2.24 | 5.37 | -3.13 |
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
| DFGR | WTRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 1.32 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.06 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.11 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.02 | +0.35 |
Correlation
The correlation between DFGR and WTRE is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DFGR vs. WTRE - Dividend Comparison
DFGR's dividend yield for the trailing twelve months is around 4.21%, more than WTRE's 2.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFGR Dimensional Global Real Estate ETF | 4.21% | 4.05% | 3.73% | 2.77% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTRE WisdomTree New Economy Real Estate ETF | 2.39% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Drawdowns
DFGR vs. WTRE - Drawdown Comparison
The maximum DFGR drawdown since its inception was -21.28%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for DFGR and WTRE.
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Drawdown Indicators
| DFGR | WTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.28% | -74.18% | +52.90% |
Max Drawdown (1Y)Largest decline over 1 year | -10.85% | -14.22% | +3.37% |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.87% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.47% | — |
Current DrawdownCurrent decline from peak | -7.39% | -18.90% | +11.51% |
Average DrawdownAverage peak-to-trough decline | -6.55% | -25.15% | +18.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.77% | 5.26% | -2.49% |
Volatility
DFGR vs. WTRE - Volatility Comparison
The current volatility for Dimensional Global Real Estate ETF (DFGR) is 4.51%, while WisdomTree New Economy Real Estate ETF (WTRE) has a volatility of 8.32%. This indicates that DFGR experiences smaller price fluctuations and is considered to be less risky than WTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFGR | WTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.51% | 8.32% | -3.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.35% | 15.72% | -7.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.57% | 21.40% | -6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.53% | 18.98% | -3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.53% | 18.35% | -2.82% |