WTRE.DE vs. WTER.DE
WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) and WTER.DE (WisdomTree New Economy Real Estate UCITS ETF USD Dist) are both REIT funds from WisdomTree tracking the CenterSquare New Economy Real Estate. Both are passively managed. Over the past 3 years, WTRE.DE returned 16.45%/yr vs 16.33%/yr for WTER.DE. With a 0.98 correlation, they move nearly in lockstep. Both charge a 0.45% expense ratio.
Performance
WTRE.DE vs. WTER.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with WTRE.DE having a 23.44% return and WTER.DE slightly higher at 23.54%.
WTRE.DE
- 1D
- -1.20%
- 1M
- 6.75%
- YTD
- 23.44%
- 6M
- 21.24%
- 1Y
- 44.31%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
WTER.DE
- 1D
- -1.17%
- 1M
- 6.84%
- YTD
- 23.54%
- 6M
- 21.31%
- 1Y
- 44.53%
- 3Y*
- 16.33%
- 5Y*
- —
- 10Y*
- —
WTRE.DE vs. WTER.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% |
WTER.DE WisdomTree New Economy Real Estate UCITS ETF USD Dist | 23.54% | 17.11% | 0.49% | 9.28% | -17.48% |
Correlation
The correlation between WTRE.DE and WTER.DE is 0.99 - 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 | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.98 |
The correlation between WTRE.DE and WTER.DE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
WTRE.DE vs. WTER.DE — Risk / Return Rank
WTRE.DE
WTER.DE
WTRE.DE vs. WTER.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 New Economy Real Estate UCITS ETF USD Dist (WTER.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 | WTER.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 3.28 | -0.05 |
| Martin ratioReturn relative to average drawdown | 8.61 | 8.88 | -0.27 |
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 | WTER.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 2.24 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.36 | +0.02 |
Drawdowns
WTRE.DE vs. WTER.DE - Drawdown Comparison
The maximum WTRE.DE drawdown since its inception was -32.32%, roughly equal to the maximum WTER.DE drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for WTRE.DE and WTER.DE.
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Drawdown Indicators
| WTRE.DE | WTER.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -32.93% | +0.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -13.49% | -0.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -23.54% | +0.01% |
Current DrawdownCurrent decline from peak | -2.46% | -2.35% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -16.08% | +0.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 5.00% | +0.13% |
Volatility
WTRE.DE vs. WTER.DE - Volatility Comparison
WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) and WisdomTree New Economy Real Estate UCITS ETF USD Dist (WTER.DE) have volatilities of 6.78% and 6.93%, 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
| WTRE.DE | WTER.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 6.93% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 14.11% | -0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 19.85% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 17.61% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 17.61% | -0.07% |
WTRE.DE vs. WTER.DE - Expense Ratio Comparison
Both WTRE.DE and WTER.DE have an expense ratio of 0.45%.
Dividends
WTRE.DE vs. WTER.DE - Dividend Comparison
WTRE.DE has not paid dividends to shareholders, while WTER.DE's dividend yield for the trailing twelve months is around 1.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
WTER.DE WisdomTree New Economy Real Estate UCITS ETF USD Dist | 1.11% | 1.59% | 1.65% | 1.14% | 0.74% |
WTRE.DE 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 0.99, WTRE.DE and WTER.DE 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.
WTRE.DE and WTER.DE have the same expense ratio: 0.45% per year.
Both ETFs track CenterSquare New Economy Real Estate.
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