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 0.41, 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
REET vs. WPC - Performance Comparison
Key characteristics
REET:
0.69
WPC:
0.69
REET:
1.04
WPC:
1.09
REET:
1.14
WPC:
1.13
REET:
0.50
WPC:
0.48
REET:
1.99
WPC:
2.01
REET:
5.83%
WPC:
7.30%
REET:
16.83%
WPC:
21.47%
REET:
-44.59%
WPC:
-52.45%
REET:
-13.90%
WPC:
-17.94%
Returns By Period
In the year-to-date period, REET achieves a 0.22% return, which is significantly lower than WPC's 13.04% return. Over the past 10 years, REET has underperformed WPC with an annualized return of 2.89%, while WPC has yielded a comparatively higher 5.49% annualized return.
REET
0.22%
-1.08%
-6.41%
10.66%
7.79%
2.89%
WPC
13.04%
-0.06%
6.91%
14.22%
7.25%
5.49%
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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 3.62%, less than WPC's 5.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.62% | 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. | 5.79% | 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
iShares Global REIT ETF (REET) and W. P. Carey Inc. (WPC) have volatilities of 10.07% and 10.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.