EXI5.DE vs. WTRE.DE
EXI5.DE (iShares STOXX Europe 600 Real Estate UCITS ETF (DE)) and WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) are both REIT funds - EXI5.DE tracks the STOXX® Europe 600 Real Estate while WTRE.DE tracks the CenterSquare New Economy Real Estate. Both are passively managed. Over the past 3 years, EXI5.DE returned 6.81%/yr vs 16.45%/yr for WTRE.DE. A 0.56 correlation means they provide meaningful diversification when combined. EXI5.DE charges 0.46%/yr vs 0.45%/yr for WTRE.DE.
Performance
EXI5.DE vs. WTRE.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EXI5.DE achieves a -0.40% return, which is significantly lower than WTRE.DE's 23.44% return.
EXI5.DE
- 1D
- 0.83%
- 1M
- -2.70%
- YTD
- -0.40%
- 6M
- 0.52%
- 1Y
- -4.69%
- 3Y*
- 6.81%
- 5Y*
- -4.96%
- 10Y*
- -1.04%
WTRE.DE
- 1D
- -1.20%
- 1M
- 6.75%
- YTD
- 23.44%
- 6M
- 21.24%
- 1Y
- 44.31%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
EXI5.DE vs. WTRE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | -0.40% | 3.76% | -4.15% | 17.26% | -33.70% |
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 EXI5.DE and WTRE.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.56 |
Over the past year, the correlation between EXI5.DE and WTRE.DE has dropped to 0.34 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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
EXI5.DE vs. WTRE.DE — Risk / Return Rank
EXI5.DE
WTRE.DE
EXI5.DE vs. WTRE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.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.
| EXI5.DE | WTRE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.54 | ||
| Sortino ratioReturn per unit of downside risk | -3.34 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.36 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 3.24 | -3.56 |
| Martin ratioReturn relative to average drawdown | -0.75 | 8.61 | -9.36 |
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
| EXI5.DE | WTRE.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.31 | 2.23 | -2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.05 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.38 | -0.40 |
Drawdowns
EXI5.DE vs. WTRE.DE - Drawdown Comparison
The maximum EXI5.DE drawdown since its inception was -77.04%, 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 EXI5.DE and WTRE.DE.
Loading charts...
Drawdown Indicators
| EXI5.DE | WTRE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.04% | -32.32% | -44.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.30% | -13.63% | -1.67% |
Max Drawdown (3Y)Largest decline over 3 years | -21.03% | -23.53% | +2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -48.08% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.08% | — | — |
Current DrawdownCurrent decline from peak | -29.97% | -2.46% | -27.51% |
Average DrawdownAverage peak-to-trough decline | -30.50% | -15.54% | -14.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.50% | 5.13% | +1.37% |
Volatility
EXI5.DE vs. WTRE.DE - Volatility Comparison
The current volatility for iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) is 4.75%, while WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) has a volatility of 6.78%. This indicates that EXI5.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.
Loading charts...
Volatility by Period
| EXI5.DE | WTRE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 6.78% | -2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.25% | 13.94% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 19.83% | -3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 17.54% | +4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 17.54% | +2.74% |
EXI5.DE vs. WTRE.DE - Expense Ratio Comparison
EXI5.DE has a 0.46% expense ratio, which is higher than WTRE.DE's 0.45% expense ratio.
Dividends
EXI5.DE vs. WTRE.DE - Dividend Comparison
EXI5.DE's dividend yield for the trailing twelve months is around 2.13%, while WTRE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.13% | 2.02% | 1.82% | 2.05% | 2.19% | 0.93% | 1.30% | 2.10% | 2.15% | 3.10% | 2.80% | 2.65% |
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% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EXI5.DE and WTRE.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTRE.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTRE.DE is cheaper with a 0.45% expense ratio, compared with 0.46% for EXI5.DE.
EXI5.DE tracks STOXX® Europe 600 Real Estate, while WTRE.DE tracks CenterSquare New Economy Real Estate. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.46% for EXI5.DE and 0.45% for WTRE.DE.
Find the right allocation for EXI5.DE and WTRE.DE
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