WNEW.L vs. IDUP.L
WNEW.L (WisdomTree New Economy Real Estate UCITS ETF USD Dist) and IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) are both REIT funds - WNEW.L tracks the FTSE EPRA Nareit Global TR USD while IDUP.L tracks the iShares US Property Yield UCITS ETF USD (Dist). Both are passively managed. Over the past 3 years, WNEW.L returned 13.64%/yr vs 8.23%/yr for IDUP.L. A 0.71 correlation means they provide meaningful diversification when combined. WNEW.L charges 0.45%/yr vs 0.40%/yr for IDUP.L.
Performance
WNEW.L vs. IDUP.L - Performance Comparison
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Different Trading Currencies
WNEW.L is traded in GBp, while IDUP.L is traded in USD. To make them comparable, the IDUP.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, WNEW.L achieves a 12.85% return, which is significantly lower than IDUP.L's 15.56% return.
WNEW.L
- 1D
- 0.00%
- 1M
- -6.89%
- 6M
- 5.61%
- YTD
- 12.85%
- 1Y
- 27.60%
- 3Y*
- 13.64%
- 5Y*
- —
- 10Y*
- —
IDUP.L
- 1D
- 0.00%
- 1M
- -0.94%
- 6M
- 13.74%
- YTD
- 15.56%
- 1Y
- 17.06%
- 3Y*
- 8.23%
- 5Y*
- 3.59%
- 10Y*
- 3.90%
WNEW.L vs. IDUP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WNEW.L WisdomTree New Economy Real Estate UCITS ETF USD Dist | 12.85% | 23.24% | -3.45% | 6.97% | -13.16% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 15.56% | -5.06% | 6.56% | 7.39% | -9.26% |
Correlation
The correlation between WNEW.L and IDUP.L is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022 | 0.71 |
Over the past year, the correlation between WNEW.L and IDUP.L has dropped to 0.37 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
WNEW.L vs. IDUP.L — Risk / Return Rank
WNEW.L
IDUP.L
WNEW.L vs. IDUP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.L) and iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L). 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.
| WNEW.L | IDUP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.11 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | 2.69 | -0.52 |
| Martin ratioReturn relative to average drawdown | 5.15 | 6.25 | -1.10 |
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Drawdowns
WNEW.L vs. IDUP.L - Drawdown Comparison
The maximum WNEW.L drawdown since its inception was -29.88%, smaller than the maximum IDUP.L drawdown of -59.86%. Use the drawdown chart below to compare losses from any high point for WNEW.L and IDUP.L.
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Drawdown Indicators
| WNEW.L | IDUP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.88% | -59.86% | +29.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -6.47% | -6.28% |
Max Drawdown (3Y)Largest decline over 3 years | -20.58% | -21.22% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.54% | — |
Current DrawdownCurrent decline from peak | -10.17% | -3.63% | -6.54% |
Average DrawdownAverage peak-to-trough decline | -14.14% | -11.10% | -3.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 2.79% | +2.59% |
Volatility
WNEW.L vs. IDUP.L - Volatility Comparison
WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.L) has a higher volatility of 4.94% compared to iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) at 4.56%. This indicates that WNEW.L's price experiences larger fluctuations and is considered to be riskier than IDUP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WNEW.L | IDUP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.94% | 4.56% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 10.58% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 13.57% | +6.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.28% | 17.67% | -0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 19.89% | -2.61% |
WNEW.L vs. IDUP.L - Expense Ratio Comparison
WNEW.L has a 0.45% expense ratio, which is higher than IDUP.L's 0.40% expense ratio.
Dividends
WNEW.L vs. IDUP.L - Dividend Comparison
WNEW.L's dividend yield for the trailing twelve months is around 1.64%, less than IDUP.L's 2.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 2.90% | 3.20% | 3.09% | 3.13% | 3.84% | 2.13% | 3.22% | 3.10% | 4.60% | 3.17% | 3.55% | 2.98% |
WNEW.L WisdomTree New Economy Real Estate UCITS ETF USD Dist | 1.64% | 1.70% | 1.83% | 1.23% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WNEW.L and IDUP.L have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDUP.L is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDUP.L is cheaper with a 0.40% expense ratio, compared with 0.45% for WNEW.L.
WNEW.L tracks FTSE EPRA Nareit Global TR USD, while IDUP.L tracks iShares US Property Yield UCITS ETF USD (Dist). They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WNEW.L and 0.40% for IDUP.L.
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