WTRE.DE vs. IQQ7.DE
WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) and IQQ7.DE (iShares US Property Yield UCITS ETF) are both REIT funds - WTRE.DE tracks the CenterSquare New Economy Real Estate while IQQ7.DE tracks the FTSE EPRA/NAREIT United States Dividend+. Both are passively managed. Over the past 3 years, WTRE.DE returned 16.45%/yr vs 7.46%/yr for IQQ7.DE. A 0.76 correlation means they provide meaningful diversification when combined. WTRE.DE charges 0.45%/yr vs 0.40%/yr for IQQ7.DE.
Performance
WTRE.DE vs. IQQ7.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 IQQ7.DE's 14.24% return.
WTRE.DE
- 1D
- -1.20%
- 1M
- 6.75%
- YTD
- 23.44%
- 6M
- 21.24%
- 1Y
- 44.31%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
IQQ7.DE
- 1D
- -0.04%
- 1M
- 1.48%
- YTD
- 14.24%
- 6M
- 13.53%
- 1Y
- 12.08%
- 3Y*
- 7.46%
- 5Y*
- 4.46%
- 10Y*
- 4.47%
WTRE.DE vs. IQQ7.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% |
IQQ7.DE iShares US Property Yield UCITS ETF | 14.24% | -9.38% | 10.73% | 9.18% | -13.14% |
Correlation
The correlation between WTRE.DE and IQQ7.DE is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.76 |
Over the past year, the correlation between WTRE.DE and IQQ7.DE has dropped to 0.47 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.
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Return for Risk
WTRE.DE vs. IQQ7.DE — Risk / Return Rank
WTRE.DE
IQQ7.DE
WTRE.DE vs. IQQ7.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 US Property Yield UCITS ETF (IQQ7.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 | IQQ7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.17 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 1.96 | +1.27 |
| Martin ratioReturn relative to average drawdown | 8.61 | 4.13 | +4.48 |
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 | IQQ7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 0.94 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.25 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.22 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.22 | +0.17 |
Drawdowns
WTRE.DE vs. IQQ7.DE - Drawdown Comparison
The maximum WTRE.DE drawdown since its inception was -32.32%, smaller than the maximum IQQ7.DE drawdown of -68.97%. Use the drawdown chart below to compare losses from any high point for WTRE.DE and IQQ7.DE.
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Drawdown Indicators
| WTRE.DE | IQQ7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -68.97% | +36.65% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -6.13% | -7.50% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -24.01% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.21% | — |
Current DrawdownCurrent decline from peak | -2.46% | -5.01% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -14.82% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 2.92% | +2.21% |
Volatility
WTRE.DE vs. IQQ7.DE - Volatility Comparison
WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) has a higher volatility of 6.78% compared to iShares US Property Yield UCITS ETF (IQQ7.DE) at 3.27%. This indicates that WTRE.DE's price experiences larger fluctuations and is considered to be riskier than IQQ7.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 | IQQ7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 3.27% | +3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 8.99% | +4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 12.78% | +7.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 17.35% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 20.09% | -2.55% |
WTRE.DE vs. IQQ7.DE - Expense Ratio Comparison
WTRE.DE has a 0.45% expense ratio, which is higher than IQQ7.DE's 0.40% expense ratio.
Dividends
WTRE.DE vs. IQQ7.DE - Dividend Comparison
WTRE.DE has not paid dividends to shareholders, while IQQ7.DE's dividend yield for the trailing twelve months is around 2.98%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IQQ7.DE iShares US Property Yield UCITS ETF | 2.98% | 3.36% | 2.99% | 3.21% | 3.87% | 2.04% | 3.54% | 3.11% | 4.53% | 3.38% | 3.34% | 2.94% |
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 IQQ7.DE have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IQQ7.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IQQ7.DE is cheaper with a 0.40% expense ratio, compared with 0.45% for WTRE.DE.
WTRE.DE tracks CenterSquare New Economy Real Estate, while IQQ7.DE tracks FTSE EPRA/NAREIT United States Dividend+. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WTRE.DE and 0.40% for IQQ7.DE.
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