WTRE.DE vs. EXI5.DE
WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) and EXI5.DE (iShares STOXX Europe 600 Real Estate UCITS ETF (DE)) are both REIT funds - WTRE.DE tracks the CenterSquare New Economy Real Estate while EXI5.DE tracks the STOXX® Europe 600 Real Estate. Both are passively managed. Over the past 3 years, WTRE.DE returned 16.45%/yr vs 6.81%/yr for EXI5.DE. A 0.56 correlation means they provide meaningful diversification when combined. WTRE.DE charges 0.45%/yr vs 0.46%/yr for EXI5.DE.
Performance
WTRE.DE vs. EXI5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE.DE achieves a 23.44% return, which is significantly higher than EXI5.DE's -0.40% return.
WTRE.DE
- 1D
- -1.20%
- 1M
- 6.75%
- YTD
- 23.44%
- 6M
- 21.24%
- 1Y
- 44.31%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
EXI5.DE
- 1D
- 0.83%
- 1M
- -0.45%
- YTD
- -0.40%
- 6M
- 0.20%
- 1Y
- -4.89%
- 3Y*
- 6.81%
- 5Y*
- -4.96%
- 10Y*
- -1.04%
WTRE.DE vs. EXI5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 23.44% | 17.67% | 0.40% | 10.12% | -17.45% |
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | -0.40% | 3.76% | -4.15% | 17.26% | -33.70% |
Correlation
The correlation between WTRE.DE and EXI5.DE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.56 |
Over the past year, the correlation between WTRE.DE and EXI5.DE has dropped to 0.34 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
WTRE.DE vs. EXI5.DE — Risk / Return Rank
WTRE.DE
EXI5.DE
WTRE.DE vs. EXI5.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 STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.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.
| WTRE.DE | EXI5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.54 | ||
| Sortino ratioReturn per unit of downside risk | +3.34 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.96 | +0.40 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | -0.32 | +3.56 |
| Martin ratioReturn relative to average drawdown | 8.61 | -0.75 | +9.36 |
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
| WTRE.DE | EXI5.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | -0.31 | +2.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | -0.22 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | -0.02 | +0.40 |
Drawdowns
WTRE.DE vs. EXI5.DE - Drawdown Comparison
The maximum WTRE.DE drawdown since its inception was -32.32%, smaller than the maximum EXI5.DE drawdown of -77.04%. Use the drawdown chart below to compare losses from any high point for WTRE.DE and EXI5.DE.
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Drawdown Indicators
| WTRE.DE | EXI5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -77.04% | +44.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -15.30% | +1.67% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -21.03% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | — | -48.08% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.08% | — |
Current DrawdownCurrent decline from peak | -2.46% | -29.97% | +27.51% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -30.50% | +14.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 6.50% | -1.37% |
Volatility
WTRE.DE vs. EXI5.DE - Volatility Comparison
WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) has a higher volatility of 6.78% compared to iShares STOXX Europe 600 Real Estate UCITS ETF (DE) (EXI5.DE) at 4.75%. This indicates that WTRE.DE's price experiences larger fluctuations and is considered to be riskier than EXI5.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 | EXI5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 4.75% | +2.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 13.25% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 15.90% | +3.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 22.21% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 20.28% | -2.74% |
WTRE.DE vs. EXI5.DE - Expense Ratio Comparison
WTRE.DE has a 0.45% expense ratio, which is lower than EXI5.DE's 0.46% expense ratio.
Dividends
WTRE.DE vs. EXI5.DE - Dividend Comparison
WTRE.DE has not paid dividends to shareholders, while EXI5.DE's dividend yield for the trailing twelve months is around 2.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXI5.DE iShares STOXX Europe 600 Real Estate UCITS ETF (DE) | 2.13% | 2.02% | 1.82% | 2.05% | 2.19% | 0.93% | 1.30% | 2.10% | 2.15% | 3.10% | 2.80% | 2.65% |
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTRE.DE and EXI5.DE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTRE.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTRE.DE is cheaper with a 0.45% expense ratio, compared with 0.46% for EXI5.DE.
WTRE.DE tracks CenterSquare New Economy Real Estate, while EXI5.DE tracks STOXX® Europe 600 Real Estate. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WTRE.DE and 0.46% for EXI5.DE.
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