RSPR vs. WTRE
RSPR (Invesco S&P 500 Equal Weight Real Estate ETF) and WTRE (WisdomTree New Economy Real Estate ETF) are both REIT funds - RSPR tracks the S&P 500 Equal Weighted / Real Estate - SEC while WTRE tracks the CenterSquare New Economy Real Estate Index. Both are passively managed. Over the past 10 years, RSPR returned 6.22%/yr vs 4.04%/yr for WTRE. A 0.57 correlation means they provide meaningful diversification when combined. RSPR charges 0.40%/yr vs 0.58%/yr for WTRE.
Performance
RSPR vs. WTRE - Performance Comparison
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Returns By Period
In the year-to-date period, RSPR achieves a 7.82% return, which is significantly lower than WTRE's 25.04% return. Over the past 10 years, RSPR has outperformed WTRE with an annualized return of 6.22%, while WTRE has yielded a comparatively lower 4.04% annualized return.
RSPR
- 1D
- 0.79%
- 1M
- 0.48%
- YTD
- 7.82%
- 6M
- 7.98%
- 1Y
- 5.47%
- 3Y*
- 8.88%
- 5Y*
- 2.37%
- 10Y*
- 6.22%
WTRE
- 1D
- 0.47%
- 1M
- 8.15%
- YTD
- 25.04%
- 6M
- 26.23%
- 1Y
- 49.57%
- 3Y*
- 19.27%
- 5Y*
- 2.20%
- 10Y*
- 4.04%
RSPR vs. WTRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 7.82% | -1.88% | 8.61% | 11.59% | -25.16% | 49.61% | -2.90% | 24.62% | -4.11% | 8.76% |
WTRE WisdomTree New Economy Real Estate ETF | 25.04% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
Correlation
The correlation between RSPR and WTRE is 0.50, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.75 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Aug 17, 2015 | 0.57 |
The correlation between RSPR and WTRE shifts across timeframes, from 0.50 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.
RSPR vs. WTRE - Sectors Allocation Comparison
Sectors
RSPR
WTRE
Real Estate
Basic Materials
-
Financial Services
Communication Services
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Healthcare
-
-
Industrials
-
-
Technology
-
Utilities
-
-
Real Estate
RSPR
WTRE
Basic Materials
RSPR
WTRE
-
Financial Services
RSPR
WTRE
Communication Services
RSPR
-
WTRE
Consumer Cyclical
RSPR
-
WTRE
-
Consumer Defensive
RSPR
-
WTRE
-
Energy
RSPR
-
WTRE
-
Healthcare
RSPR
-
WTRE
-
Industrials
RSPR
-
WTRE
-
Technology
RSPR
-
WTRE
Utilities
RSPR
-
WTRE
-
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Return for Risk
RSPR vs. WTRE — Risk / Return Rank
RSPR
WTRE
RSPR vs. WTRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) 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.
| RSPR | WTRE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 2.45 | -2.05 |
Sortino ratioReturn per unit of downside risk | 0.63 | 3.13 | -2.51 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.39 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 3.61 | -3.01 |
Martin ratioReturn relative to average drawdown | 1.34 | 10.05 | -8.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RSPR | WTRE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 2.45 | -2.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.11 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.22 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.07 | +0.23 |
Drawdowns
RSPR vs. WTRE - Drawdown Comparison
The maximum RSPR drawdown since its inception was -41.96%, smaller than the maximum WTRE drawdown of -74.18%. Use the drawdown chart below to compare losses from any high point for RSPR and WTRE.
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Drawdown Indicators
| RSPR | WTRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.96% | -74.18% | +32.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -14.22% | +5.51% |
Max Drawdown (3Y)Largest decline over 3 years | -17.78% | -22.14% | +4.36% |
Max Drawdown (5Y)Largest decline over 5 years | -33.03% | -43.87% | +10.84% |
Max Drawdown (10Y)Largest decline over 10 years | -41.96% | -48.47% | +6.51% |
Current DrawdownCurrent decline from peak | -4.24% | -1.34% | -2.90% |
Average DrawdownAverage peak-to-trough decline | -9.40% | -24.99% | +15.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 5.11% | -1.17% |
Volatility
RSPR vs. WTRE - Volatility Comparison
The current volatility for Invesco S&P 500 Equal Weight Real Estate ETF (RSPR) is 3.76%, while WisdomTree New Economy Real Estate ETF (WTRE) has a volatility of 6.31%. This indicates that RSPR 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
| RSPR | WTRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 6.31% | -2.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.91% | 15.83% | -5.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 20.39% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.09% | 19.31% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 18.49% | +2.88% |
RSPR vs. WTRE - Expense Ratio Comparison
RSPR has a 0.40% expense ratio, which is lower than WTRE's 0.58% expense ratio.
Dividends
RSPR vs. WTRE - Dividend Comparison
RSPR's dividend yield for the trailing twelve months is around 2.68%, more than WTRE's 1.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSPR Invesco S&P 500 Equal Weight Real Estate ETF | 2.68% | 2.70% | 2.58% | 2.91% | 3.14% | 2.56% | 3.82% | 2.48% | 3.02% | 3.01% | 2.06% | 1.03% |
WTRE WisdomTree New Economy Real Estate ETF | 1.94% | 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
RSPR and WTRE have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (6.31%) compared to RSPR (3.76%). In terms of maximum drawdown, RSPR dropped -41.96% vs WTRE's -74.18%.
On 10-year performance, RSPR leads with 6.22% vs 4.04% for WTRE. On fees, RSPR is cheaper at 0.40% per year. On volatility, RSPR has been the lower-risk option at 3.76%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RSPR has performed better with a 6.22% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RSPR is cheaper with a 0.40% expense ratio, compared with 0.58% for WTRE.
RSPR has the higher dividend yield at 2.68%, compared with 1.94% for WTRE.
RSPR tracks S&P 500 Equal Weighted / Real Estate - SEC, while WTRE tracks CenterSquare New Economy Real Estate Index. They also come from different issuers: Invesco and WisdomTree. Their fees differ too: 0.40% for RSPR and 0.58% for WTRE.
WTRE currently has the higher Sharpe Ratio (2.45 vs 0.39), 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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