WTRE.DE vs. WTIZ.DE
WTRE.DE (WisdomTree New Economy Real Estate UCITS ETF USD Acc) and WTIZ.DE (WisdomTree Japan Equity UCITS ETF JPY Acc) are both exchange-traded funds - WTRE.DE is a REIT fund tracking the CenterSquare New Economy Real Estate, while WTIZ.DE is a Japan Equities fund tracking the WisdomTree Japan Equity. Both are passively managed. Over the past 3 years, WTRE.DE returned 16.45%/yr vs 19.46%/yr for WTIZ.DE. At a 0.41 correlation, their price movements are largely independent. WTRE.DE charges 0.45%/yr vs 0.40%/yr for WTIZ.DE.
Performance
WTRE.DE vs. WTIZ.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 WTIZ.DE's 17.38% return.
WTRE.DE
- 1D
- -1.20%
- 1M
- 6.75%
- YTD
- 23.44%
- 6M
- 21.24%
- 1Y
- 44.31%
- 3Y*
- 16.45%
- 5Y*
- —
- 10Y*
- —
WTIZ.DE
- 1D
- 0.16%
- 1M
- 5.32%
- YTD
- 17.38%
- 6M
- 18.66%
- 1Y
- 33.57%
- 3Y*
- 19.46%
- 5Y*
- 14.12%
- 10Y*
- —
WTRE.DE vs. WTIZ.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% |
WTIZ.DE WisdomTree Japan Equity UCITS ETF JPY Acc | 17.38% | 15.16% | 17.99% | 21.47% | -5.10% |
Correlation
The correlation between WTRE.DE and WTIZ.DE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2022 | 0.41 |
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Return for Risk
WTRE.DE vs. WTIZ.DE — Risk / Return Rank
WTRE.DE
WTIZ.DE
WTRE.DE vs. WTIZ.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 Japan Equity UCITS ETF JPY Acc (WTIZ.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 | WTIZ.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.44 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.33 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.24 | 3.19 | +0.05 |
| Martin ratioReturn relative to average drawdown | 8.61 | 10.27 | -1.66 |
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 | WTIZ.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 1.79 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.91 | -0.53 |
Drawdowns
WTRE.DE vs. WTIZ.DE - Drawdown Comparison
The maximum WTRE.DE drawdown since its inception was -32.32%, which is greater than WTIZ.DE's maximum drawdown of -17.17%. Use the drawdown chart below to compare losses from any high point for WTRE.DE and WTIZ.DE.
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Drawdown Indicators
| WTRE.DE | WTIZ.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.32% | -17.17% | -15.15% |
Max Drawdown (1Y)Largest decline over 1 year | -13.63% | -10.49% | -3.14% |
Max Drawdown (3Y)Largest decline over 3 years | -23.53% | -17.17% | -6.36% |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.17% | — |
Current DrawdownCurrent decline from peak | -2.46% | -0.39% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -15.54% | -3.62% | -11.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.13% | 3.26% | +1.87% |
Volatility
WTRE.DE vs. WTIZ.DE - Volatility Comparison
WisdomTree New Economy Real Estate UCITS ETF USD Acc (WTRE.DE) has a higher volatility of 6.78% compared to WisdomTree Japan Equity UCITS ETF JPY Acc (WTIZ.DE) at 3.61%. This indicates that WTRE.DE's price experiences larger fluctuations and is considered to be riskier than WTIZ.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 | WTIZ.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.78% | 3.61% | +3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.94% | 15.05% | -1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.83% | 18.70% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.54% | 16.95% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.54% | 16.60% | +0.94% |
WTRE.DE vs. WTIZ.DE - Expense Ratio Comparison
WTRE.DE has a 0.45% expense ratio, which is higher than WTIZ.DE's 0.40% expense ratio.
Dividends
WTRE.DE vs. WTIZ.DE - Dividend Comparison
Neither WTRE.DE nor WTIZ.DE has paid dividends to shareholders.
Frequently Asked Questions
WTRE.DE and WTIZ.DE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTIZ.DE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTIZ.DE is cheaper with a 0.40% expense ratio, compared with 0.45% for WTRE.DE.
WTRE.DE is categorized as REIT, while WTIZ.DE is Japan Equities. WTRE.DE tracks CenterSquare New Economy Real Estate, while WTIZ.DE tracks WisdomTree Japan Equity. Their fees differ too: 0.45% for WTRE.DE and 0.40% for WTIZ.DE.
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