WTRE.DE vs. WTEF.DE
WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) and WTEF.DE (WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc) are both exchange-traded funds - WTRE.DE is a REIT fund tracking the CenterSquare New Economy Real Estate, while WTEF.DE is a Large Cap Blend Equities fund tracking the WisdomTree US Efficient Core UCITS. Both are passively managed. Over the past year, WTRE.DE returned 44.31% vs 21.98% for WTEF.DE. A 0.53 correlation means they provide meaningful diversification when combined. WTRE.DE charges 0.45%/yr vs 0.20%/yr for WTEF.DE.
Performance
WTRE.DE vs. WTEF.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 WTEF.DE's 9.49% return.
WTRE.DE
- 1D
- -1.20%
- 1M
- 6.75%
- YTD
- 23.44%
- 6M
- 21.24%
- 1Y
- 44.31%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
WTEF.DE
- 1D
- -0.22%
- 1M
- 4.47%
- YTD
- 9.49%
- 6M
- 9.89%
- 1Y
- 21.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTRE.DE vs. WTEF.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTRE.DE WisdomTree New Economy Real Estate UCITS ETF USD Acc | 23.44% | 17.67% | 0.40% | 12.82% |
WTEF.DE WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc | 9.49% | 3.44% | 28.84% | 6.12% |
Correlation
The correlation between WTRE.DE and WTEF.DE is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2023 | 0.53 |
The correlation between WTRE.DE and WTEF.DE has been stable across timeframes, ranging from 0.53 to 0.54 - a consistent structural relationship.
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Return for Risk
WTRE.DE vs. WTEF.DE — Risk / Return Rank
WTRE.DE
WTEF.DE
WTRE.DE vs. WTEF.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 WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.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 | WTEF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.57 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.30 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 2.57 | +0.67 |
| Martin ratioReturn relative to average drawdown | 8.61 | 8.75 | -0.13 |
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 | WTEF.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 1.66 | +0.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 1.20 | -0.82 |
Drawdowns
WTRE.DE vs. WTEF.DE - Drawdown Comparison
The maximum WTRE.DE drawdown since its inception was -32.32%, which is greater than WTEF.DE's maximum drawdown of -22.39%. Use the drawdown chart below to compare losses from any high point for WTRE.DE and WTEF.DE.
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Drawdown Indicators
| WTRE.DE | WTEF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -22.39% | -9.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -8.53% | -5.10% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | — | — |
Current DrawdownCurrent decline from peak | -2.46% | -0.52% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -3.55% | -11.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 2.51% | +2.62% |
Volatility
WTRE.DE vs. WTEF.DE - Volatility Comparison
WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) has a higher volatility of 6.78% compared to WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc (WTEF.DE) at 3.73%. This indicates that WTRE.DE's price experiences larger fluctuations and is considered to be riskier than WTEF.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 | WTEF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 3.73% | +3.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 9.66% | +4.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 13.17% | +6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 14.98% | +2.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 14.98% | +2.56% |
WTRE.DE vs. WTEF.DE - Expense Ratio Comparison
WTRE.DE has a 0.45% expense ratio, which is higher than WTEF.DE's 0.20% expense ratio.
Dividends
WTRE.DE vs. WTEF.DE - Dividend Comparison
Neither WTRE.DE nor WTEF.DE has paid dividends to shareholders.
Frequently Asked Questions
WTRE.DE and WTEF.DE have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTEF.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTEF.DE is cheaper with a 0.20% expense ratio, compared with 0.45% for WTRE.DE.
WTRE.DE is categorized as REIT, while WTEF.DE is Large Cap Blend Equities. WTRE.DE tracks CenterSquare New Economy Real Estate, while WTEF.DE tracks WisdomTree US Efficient Core UCITS. Their fees differ too: 0.45% for WTRE.DE and 0.20% for WTEF.DE.
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