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:
0.10
WPC:
0.69
REET:
0.23
WPC:
1.09
REET:
1.03
WPC:
1.13
REET:
0.06
WPC:
0.45
REET:
0.29
WPC:
2.00
REET:
5.29%
WPC:
7.18%
REET:
15.45%
WPC:
20.82%
REET:
-44.59%
WPC:
-52.45%
REET:
-18.51%
WPC:
-20.05%
Returns By Period
In the year-to-date period, REET achieves a -5.15% return, which is significantly lower than WPC's 10.14% return. Over the past 10 years, REET has underperformed WPC with an annualized return of 2.24%, while WPC has yielded a comparatively higher 4.88% annualized return.
REET
-5.15%
-9.52%
-11.60%
2.00%
8.76%
2.24%
WPC
10.14%
-7.76%
1.22%
14.03%
10.06%
4.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.82%, less than WPC's 5.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.82% | 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. | 5.94% | 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) has a higher volatility of 6.86% compared to W. P. Carey Inc. (WPC) at 6.51%. This indicates that REET's price experiences larger fluctuations and is considered to be riskier than WPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.