PPTY vs. WTRE
Compare and contrast key facts about US Diversified Real Estate ETF (PPTY) and WisdomTree New Economy Real Estate ETF (WTRE).
PPTY and WTRE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PPTY is a passively managed fund by Vident that tracks the performance of the USREX - U.S. Diversified Real Estate Index. It was launched on Mar 24, 2018. 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. Both PPTY and WTRE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPTY or WTRE.
Correlation
The correlation between PPTY and WTRE is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PPTY vs. WTRE - Performance Comparison
Key characteristics
PPTY:
0.77
WTRE:
-0.03
PPTY:
1.11
WTRE:
0.07
PPTY:
1.14
WTRE:
1.01
PPTY:
0.52
WTRE:
-0.01
PPTY:
4.08
WTRE:
-0.08
PPTY:
2.87%
WTRE:
5.15%
PPTY:
15.24%
WTRE:
15.24%
PPTY:
-41.69%
WTRE:
-74.18%
PPTY:
-8.33%
WTRE:
-35.45%
Returns By Period
In the year-to-date period, PPTY achieves a 0.44% return, which is significantly lower than WTRE's 0.64% return.
PPTY
0.44%
-4.58%
9.43%
11.65%
3.76%
N/A
WTRE
0.64%
-5.78%
0.53%
-0.34%
-8.06%
-0.14%
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PPTY vs. WTRE - Expense Ratio Comparison
PPTY has a 0.49% expense ratio, which is lower than WTRE's 0.58% expense ratio.
Risk-Adjusted Performance
PPTY vs. WTRE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) 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.
Dividends
PPTY vs. WTRE - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 3.27%, more than WTRE's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 3.27% | 3.28% | 4.08% | 4.29% | 2.88% | 3.44% | 3.30% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
WTRE WisdomTree New Economy Real Estate ETF | 2.68% | 2.70% | 2.05% | 1.68% | 8.44% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% | 5.30% |
Drawdowns
PPTY vs. WTRE - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for PPTY and WTRE. For additional features, visit the drawdowns tool.
Volatility
PPTY vs. WTRE - Volatility Comparison
US Diversified Real Estate ETF (PPTY) has a higher volatility of 5.35% compared to WisdomTree New Economy Real Estate ETF (WTRE) at 4.46%. This indicates that PPTY'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.