WTRE.DE vs. 2B7A.DE
WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) and 2B7A.DE (iShares S&P 500 Utilities Sector UCITS ETF USD Acc) are both exchange-traded funds - WTRE.DE is a REIT fund tracking the CenterSquare New Economy Real Estate, while 2B7A.DE is a Utilities Equities fund tracking the S&P 500 Capped 35/20 Utilities. Both are passively managed. Over the past 3 years, WTRE.DE returned 13.81%/yr vs 13.18%/yr for 2B7A.DE. At a 0.48 correlation, their price movements are largely independent. WTRE.DE charges 0.45%/yr vs 0.15%/yr for 2B7A.DE.
Performance
WTRE.DE vs. 2B7A.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE.DE achieves a 15.74% return, which is significantly higher than 2B7A.DE's 10.83% return.
WTRE.DE
- 1D
- 0.00%
- 1M
- -6.03%
- 6M
- 7.28%
- YTD
- 15.74%
- 1Y
- 29.68%
- 3Y*
- 13.81%
- 5Y*
- —
- 10Y*
- —
2B7A.DE
- 1D
- -0.40%
- 1M
- 4.31%
- 6M
- 9.48%
- YTD
- 10.83%
- 1Y
- 16.00%
- 3Y*
- 13.18%
- 5Y*
- 10.02%
- 10Y*
- —
WTRE.DE vs. 2B7A.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 15.74% | 17.67% | 0.40% | 10.12% | -18.11% |
2B7A.DE iShares S&P 500 Utilities Sector UCITS ETF USD Acc | 10.83% | 2.87% | 29.81% | -11.36% | 13.49% |
Correlation
The correlation between WTRE.DE and 2B7A.DE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022 | 0.48 |
Over the past year, the correlation between WTRE.DE and 2B7A.DE has dropped to 0.28 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
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Return for Risk
WTRE.DE vs. 2B7A.DE — Risk / Return Rank
WTRE.DE
2B7A.DE
WTRE.DE vs. 2B7A.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) and iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.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.
| WTRE.DE | 2B7A.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.48 | ||
| Sortino ratioReturn per unit of downside risk | +0.61 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 1.72 | +0.46 |
| Martin ratioReturn relative to average drawdown | 5.50 | 3.44 | +2.06 |
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Drawdowns
WTRE.DE vs. 2B7A.DE - Drawdown Comparison
The maximum WTRE.DE drawdown since its inception was -32.32%, smaller than the maximum 2B7A.DE drawdown of -35.65%. Use the drawdown chart below to compare losses from any high point for WTRE.DE and 2B7A.DE.
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Drawdown Indicators
| WTRE.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -35.65% | +3.33% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -9.24% | -4.39% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -16.91% | -6.62% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.86% | — |
Current DrawdownCurrent decline from peak | -8.55% | -1.78% | -6.77% |
Average DrawdownAverage peak-to-trough decline | -15.29% | -11.10% | -4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.41% | 4.64% | +0.77% |
Volatility
WTRE.DE vs. 2B7A.DE - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) is 3.60%, while iShares S&P 500 Utilities Sector UCITS ETF USD Acc (2B7A.DE) has a volatility of 3.87%. This indicates that WTRE.DE experiences smaller price fluctuations and is considered to be less risky than 2B7A.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE.DE | 2B7A.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 3.87% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 12.05% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.66% | 15.32% | +4.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.50% | 17.09% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.50% | 19.42% | -1.92% |
WTRE.DE vs. 2B7A.DE - Expense Ratio Comparison
WTRE.DE has a 0.45% expense ratio, which is higher than 2B7A.DE's 0.15% expense ratio.
Dividends
WTRE.DE vs. 2B7A.DE - Dividend Comparison
Neither WTRE.DE nor 2B7A.DE has paid dividends to shareholders.
Frequently Asked Questions
WTRE.DE and 2B7A.DE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 2B7A.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
2B7A.DE is cheaper with a 0.15% expense ratio, compared with 0.45% for WTRE.DE.
WTRE.DE is categorized as REIT, while 2B7A.DE is Utilities Equities. WTRE.DE tracks CenterSquare New Economy Real Estate, while 2B7A.DE tracks S&P 500 Capped 35/20 Utilities. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WTRE.DE and 0.15% for 2B7A.DE.
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