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WTNR.L vs. WNEW.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTNR.L vs. WNEW.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTNR.L) and WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with WTNR.L having a 22.49% return and WNEW.L slightly lower at 22.36%.


WTNR.L

1D
-0.94%
1M
7.19%
YTD
22.49%
6M
20.45%
1Y
48.63%
3Y*
16.68%
5Y*
10Y*

WNEW.L

1D
-1.10%
1M
7.07%
YTD
22.36%
6M
20.28%
1Y
48.84%
3Y*
16.70%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTNR.L vs. WNEW.L - Yearly Performance Comparison


2026 (YTD)2025202420232022
WTNR.L
WisdomTree New Economy Real Estate UCITS ETF USD Acc
22.49%22.86%-3.23%7.76%-11.51%
WNEW.L
WisdomTree New Economy Real Estate UCITS ETF USD Dist
22.36%23.24%-3.45%6.97%-11.55%

Correlation

The correlation between WTNR.L and WNEW.L is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.97

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

0.97

Correlation (All Time)
Calculated using the full available price history since Feb 16, 2022

0.92

The correlation between WTNR.L and WNEW.L has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.

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Return for Risk

WTNR.L vs. WNEW.L — Risk / Return Rank

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

WTNR.L
WTNR.L Risk / Return Rank: 7171
Overall Rank
WTNR.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WTNR.L Sortino Ratio Rank: 7575
Sortino Ratio Rank
WTNR.L Omega Ratio Rank: 6969
Omega Ratio Rank
WTNR.L Calmar Ratio Rank: 7676
Calmar Ratio Rank
WTNR.L Martin Ratio Rank: 5656
Martin Ratio Rank

WNEW.L
WNEW.L Risk / Return Rank: 7272
Overall Rank
WNEW.L Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
WNEW.L Sortino Ratio Rank: 7676
Sortino Ratio Rank
WNEW.L Omega Ratio Rank: 7070
Omega Ratio Rank
WNEW.L Calmar Ratio Rank: 7777
Calmar Ratio Rank
WNEW.L Martin Ratio Rank: 5757
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.

WTNR.L vs. WNEW.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTNR.L) and WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.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.


WTNR.LWNEW.LDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

-0.02

Omega ratioGain probability vs. loss probability

1.40

1.41

0.00

Calmar ratioReturn relative to maximum drawdown

3.77

3.81

-0.04

Martin ratioReturn relative to average drawdown

9.73

9.87

-0.14

WTNR.L vs. WNEW.L - Sharpe Ratio Comparison

The current WTNR.L Sharpe Ratio is 2.48, which is comparable to the WNEW.L Sharpe Ratio of 2.50. The chart below compares the historical Sharpe Ratios of WTNR.L and WNEW.L, 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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Sharpe Ratios by Period


WTNR.LWNEW.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.48

2.50

-0.01

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.42

+0.05

Drawdowns

WTNR.L vs. WNEW.L - Drawdown Comparison

The maximum WTNR.L drawdown since its inception was -29.28%, roughly equal to the maximum WNEW.L drawdown of -29.88%. Use the drawdown chart below to compare losses from any high point for WTNR.L and WNEW.L.


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Drawdown Indicators


WTNR.LWNEW.LDifference

Max Drawdown

Largest peak-to-trough decline

-29.28%

-29.88%

+0.60%

Max Drawdown (1Y)

Largest decline over 1 year

-12.84%

-12.75%

-0.09%

Max Drawdown (3Y)

Largest decline over 3 years

-20.61%

-20.58%

-0.03%

Current Drawdown

Current decline from peak

-2.54%

-2.60%

+0.06%

Average Drawdown

Average peak-to-trough decline

-14.62%

-14.35%

-0.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.98%

4.93%

+0.05%

Volatility

WTNR.L vs. WNEW.L - Volatility Comparison

WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTNR.L) and WisdomTree New Economy Real Estate UCITS ETF USD Dist (WNEW.L) have volatilities of 7.73% and 7.58%, 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


WTNR.LWNEW.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.73%

7.58%

+0.15%

Volatility (6M)

Calculated over the trailing 6-month period

13.68%

13.79%

-0.11%

Volatility (1Y)

Calculated over the trailing 1-year period

19.55%

19.54%

+0.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.20%

17.21%

+0.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.20%

17.21%

+0.99%

WTNR.L vs. WNEW.L - Expense Ratio Comparison

Both WTNR.L and WNEW.L have an expense ratio of 0.45%.


Dividends

WTNR.L vs. WNEW.L - Dividend Comparison

WTNR.L has not paid dividends to shareholders, while WNEW.L's dividend yield for the trailing twelve months is around 1.30%.


PositionTTM2025202420232022
WNEW.L
WisdomTree New Economy Real Estate UCITS ETF USD Dist
1.30%1.70%1.83%1.23%0.72%
WTNR.L
WisdomTree New Economy Real Estate UCITS ETF USD Acc
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.97, WTNR.L and WNEW.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.45% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

WTNR.L and WNEW.L have the same expense ratio: 0.45% per year.

Both ETFs track FTSE EPRA Nareit Global TR USD.

Portfolio Optimizer

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