REET vs. WPC
Compare and contrast key facts about iShares Global REIT ETF (REET) and W. P. Carey Inc. (WPC).
REET is a passively managed fund by iShares that tracks the performance of the FTSE EPRA/NAREIT Global REIT Index. It was launched on Jul 8, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REET or WPC.
Correlation
The correlation between REET and WPC is 0.76, 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.
Performance
REET vs. WPC - Performance Comparison
Key characteristics
REET:
0.46
WPC:
-0.35
REET:
0.71
WPC:
-0.34
REET:
1.09
WPC:
0.96
REET:
0.28
WPC:
-0.23
REET:
1.55
WPC:
-0.82
REET:
4.29%
WPC:
9.09%
REET:
14.57%
WPC:
21.37%
REET:
-44.59%
WPC:
-52.45%
REET:
-13.91%
WPC:
-27.11%
Returns By Period
In the year-to-date period, REET achieves a 0.21% return, which is significantly lower than WPC's 0.40% return. Over the past 10 years, REET has underperformed WPC with an annualized return of 2.62%, while WPC has yielded a comparatively higher 3.53% annualized return.
REET
0.21%
0.84%
-0.23%
6.70%
0.25%
2.62%
WPC
0.40%
1.82%
-2.47%
-6.68%
-2.22%
3.53%
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Risk-Adjusted Performance
REET vs. WPC — Risk-Adjusted Performance Rank
REET
WPC
REET vs. WPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) and W. P. Carey Inc. (WPC). 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
REET vs. WPC - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.63%, less than WPC's 6.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.63% | 3.63% | 3.27% | 2.42% | 3.18% | 2.64% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% | 2.12% |
WPC W. P. Carey Inc. | 6.38% | 6.41% | 6.17% | 5.43% | 5.13% | 5.91% | 5.17% | 6.26% | 5.82% | 6.65% | 6.49% | 5.26% |
Drawdowns
REET vs. WPC - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, smaller than the maximum WPC drawdown of -52.45%. Use the drawdown chart below to compare losses from any high point for REET and WPC. For additional features, visit the drawdowns tool.
Volatility
REET vs. WPC - Volatility Comparison
The current volatility for iShares Global REIT ETF (REET) is 4.89%, while W. P. Carey Inc. (WPC) has a volatility of 6.96%. This indicates that REET experiences smaller price fluctuations and is considered to be less risky than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.