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WTER.DE vs. IPRE.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTER.DE vs. IPRE.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.DE) and iShares European Property Yield UCITS ETF EUR (Acc) (IPRE.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTER.DE achieves a 15.41% return, which is significantly higher than IPRE.DE's 2.10% return.


WTER.DE

1D
0.00%
1M
-6.07%
6M
7.15%
YTD
15.41%
1Y
29.55%
3Y*
13.72%
5Y*
10Y*

IPRE.DE

1D
0.00%
1M
0.21%
6M
1.04%
YTD
2.10%
1Y
1.46%
3Y*
10.19%
5Y*
-4.65%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTER.DE vs. IPRE.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
WTER.DE
WisdomTree New Economy Real Estate UCITS ETF USD Dist
15.41%17.33%0.64%9.42%-18.13%
IPRE.DE
iShares European Property Yield UCITS ETF EUR (Acc)
2.10%8.66%-0.90%18.13%-33.39%

Correlation

The correlation between WTER.DE and IPRE.DE is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (All Time)
Calculated using the full available price history since Feb 10, 2022

0.52

Over the past year, the correlation between WTER.DE and IPRE.DE has dropped to 0.26 - well below their long-term average of 0.52, suggesting their price drivers have been diverging.

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Return for Risk

WTER.DE vs. IPRE.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTER.DE
WTER.DE Risk / Return Rank: 5050
Overall Rank
WTER.DE Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
WTER.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
WTER.DE Omega Ratio Rank: 4747
Omega Ratio Rank
WTER.DE Calmar Ratio Rank: 5353
Calmar Ratio Rank
WTER.DE Martin Ratio Rank: 4242
Martin Ratio Rank

IPRE.DE
IPRE.DE Risk / Return Rank: 1010
Overall Rank
IPRE.DE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
IPRE.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
IPRE.DE Omega Ratio Rank: 1010
Omega Ratio Rank
IPRE.DE Calmar Ratio Rank: 1111
Calmar Ratio Rank
IPRE.DE Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTER.DE vs. IPRE.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.DE) and iShares European Property Yield UCITS ETF EUR (Acc) (IPRE.DE). 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.


WTER.DEIPRE.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.39

Sortino ratioReturn per unit of downside risk

+1.88

Omega ratioGain probability vs. loss probability

1.25

1.03

+0.22

Calmar ratioReturn relative to maximum drawdown

2.20

0.10

+2.10

Martin ratioReturn relative to average drawdown

5.60

0.23

+5.37

WTER.DE vs. IPRE.DE - Sharpe Ratio Comparison

The current WTER.DE Sharpe Ratio is 1.49, which is higher than the IPRE.DE Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of WTER.DE and IPRE.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

WTER.DE vs. IPRE.DE - Drawdown Comparison

The maximum WTER.DE drawdown since its inception was -32.84%, smaller than the maximum IPRE.DE drawdown of -50.15%. Use the drawdown chart below to compare losses from any high point for WTER.DE and IPRE.DE.


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Drawdown Indicators


WTER.DEIPRE.DEDifference

Max Drawdown

Largest peak-to-trough decline

-32.84%

-50.15%

+17.31%

Max Drawdown (1Y)

Largest decline over 1 year

-13.49%

-15.03%

+1.54%

Max Drawdown (3Y)

Largest decline over 3 years

-23.51%

-17.41%

-6.10%

Max Drawdown (5Y)

Largest decline over 5 years

-49.30%

Current Drawdown

Current decline from peak

-8.88%

-25.54%

+16.66%

Average Drawdown

Average peak-to-trough decline

-15.70%

-23.69%

+7.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.29%

6.46%

-1.17%

Volatility

WTER.DE vs. IPRE.DE - Volatility Comparison

WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.DE) and iShares European Property Yield UCITS ETF EUR (Acc) (IPRE.DE) have volatilities of 4.49% and 4.47%, 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.


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Volatility by Period


WTER.DEIPRE.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.49%

4.47%

+0.02%

Volatility (6M)

Calculated over the trailing 6-month period

14.14%

13.28%

+0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

19.97%

15.53%

+4.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.63%

21.59%

-3.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.63%

21.19%

-3.56%

WTER.DE vs. IPRE.DE - Expense Ratio Comparison

WTER.DE has a 0.45% expense ratio, which is higher than IPRE.DE's 0.40% expense ratio.


Dividends

WTER.DE vs. IPRE.DE - Dividend Comparison

WTER.DE's dividend yield for the trailing twelve months is around 1.63%, while IPRE.DE has not paid dividends to shareholders.


PositionTTM2025202420232022
IPRE.DE
iShares European Property Yield UCITS ETF EUR (Acc)
0.00%0.00%0.00%0.00%0.00%
WTER.DE
WisdomTree New Economy Real Estate UCITS ETF USD Dist
1.63%1.75%1.79%1.25%0.76%

Frequently Asked Questions


WTER.DE and IPRE.DE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IPRE.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IPRE.DE is cheaper with a 0.40% expense ratio, compared with 0.45% for WTER.DE.

WTER.DE tracks CenterSquare New Economy Real Estate, while IPRE.DE tracks FTSE EPRA Nareit Developed Europe ex UK Dividend+ Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WTER.DE and 0.40% for IPRE.DE.

Portfolio Optimizer

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