REET vs. WTRE
REET (iShares Global REIT ETF) and WTRE (WisdomTree New Economy Real Estate ETF) are both REIT funds - REET tracks the FTSE EPRA/NAREIT Global REIT Index while WTRE tracks the CenterSquare New Economy Real Estate Index. Both are passively managed. Over the past 10 years, REET returned 4.37%/yr vs 3.95%/yr for WTRE. A 0.71 correlation means they provide meaningful diversification when combined. REET charges 0.14%/yr vs 0.58%/yr for WTRE.
Performance
REET vs. WTRE - Performance Comparison
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Returns By Period
In the year-to-date period, REET achieves a 11.67% return, which is significantly lower than WTRE's 20.00% return. Over the past 10 years, REET has outperformed WTRE with an annualized return of 4.37%, while WTRE has yielded a comparatively lower 3.95% annualized return.
REET
- 1D
- 0.77%
- 1M
- 1.11%
- YTD
- 11.67%
- 6M
- 12.03%
- 1Y
- 14.10%
- 3Y*
- 11.63%
- 5Y*
- 2.85%
- 10Y*
- 4.37%
WTRE
- 1D
- -0.18%
- 1M
- -1.96%
- YTD
- 20.00%
- 6M
- 19.09%
- 1Y
- 37.40%
- 3Y*
- 19.04%
- 5Y*
- 1.35%
- 10Y*
- 3.95%
REET vs. WTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 11.67% | 7.97% | 2.65% | 10.28% | -24.10% | 32.43% | -10.48% | 24.42% | -5.27% | 7.48% |
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
Correlation
The correlation between REET and WTRE is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.72 |
Correlation (All Time) Calculated using the full available price history since Jul 10, 2014 | 0.71 |
Over the past year, the correlation between REET and WTRE has dropped to 0.51 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
REET vs. WTRE — Risk / Return Rank
REET
WTRE
REET vs. WTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global REIT ETF (REET) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REET | WTRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | 2.64 | -1.08 |
| Martin ratioReturn relative to average drawdown | 5.60 | 7.19 | -1.59 |
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Drawdowns
REET vs. WTRE - Drawdown Comparison
The maximum REET drawdown since its inception was -44.59%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for REET and WTRE.
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Drawdown Indicators
| REET | WTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.59% | -74.18% | +29.59% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -14.22% | +5.18% |
Max Drawdown (3Y)Largest decline over 3 years | -18.02% | -22.14% | +4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -32.11% | -42.54% | +10.43% |
Max Drawdown (10Y)Largest decline over 10 years | -44.59% | -48.47% | +3.88% |
Current DrawdownCurrent decline from peak | -0.66% | -5.32% | +4.66% |
Average DrawdownAverage peak-to-trough decline | -9.75% | -24.92% | +15.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 5.22% | -2.70% |
Volatility
REET vs. WTRE - Volatility Comparison
The current volatility for iShares Global REIT ETF (REET) is 4.36%, while WisdomTree New Economy Real Estate ETF (WTRE) has a volatility of 5.74%. This indicates that REET experiences smaller price fluctuations and is considered to be less risky than WTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REET | WTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 5.74% | -1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 9.39% | 16.11% | -6.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.52% | 20.70% | -8.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 19.40% | -2.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.85% | 18.43% | +0.42% |
REET vs. WTRE - Expense Ratio Comparison
REET has a 0.14% expense ratio, which is lower than WTRE's 0.58% expense ratio.
Dividends
REET vs. WTRE - Dividend Comparison
REET's dividend yield for the trailing twelve months is around 3.37%, more than WTRE's 2.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REET iShares Global REIT ETF | 3.37% | 3.67% | 3.64% | 3.27% | 2.43% | 3.18% | 2.65% | 5.25% | 5.73% | 3.84% | 5.37% | 3.56% |
WTRE WisdomTree New Economy Real Estate ETF | 2.03% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Frequently Asked Questions
REET and WTRE have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (5.74%) compared to REET (4.36%). In terms of maximum drawdown, REET dropped -44.59% vs WTRE's -74.18%.
On 10-year performance, REET leads with 4.37% vs 3.95% for WTRE. On fees, REET is cheaper at 0.14% per year. On volatility, REET has been the lower-risk option at 4.36%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, REET has performed better with a 4.37% return vs 3.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
REET is cheaper with a 0.14% expense ratio, compared with 0.58% for WTRE.
REET has the higher dividend yield at 3.37%, compared with 2.03% for WTRE.
REET tracks FTSE EPRA/NAREIT Global REIT Index, while WTRE tracks CenterSquare New Economy Real Estate Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.14% for REET and 0.58% for WTRE.
WTRE currently has the higher Sharpe Ratio (1.82 vs 1.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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