WTRE vs. BBRE
WTRE (WisdomTree New Economy Real Estate ETF) and BBRE (JPMorgan BetaBuilders MSCI US REIT ETF) are both REIT funds - WTRE tracks the CenterSquare New Economy Real Estate Index while BBRE tracks the MSCI US REIT Index. Both are passively managed. Over the past 5 years, WTRE returned 0.88%/yr vs 5.15%/yr for BBRE. Their 0.63 correlation means they have sometimes moved together and sometimes differently. WTRE charges 0.58%/yr vs 0.11%/yr for BBRE.
Performance
WTRE vs. BBRE - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 15.62% return, which is significantly lower than BBRE's 19.96% return.
WTRE
- 1D
- 1.59%
- 1M
- 0.80%
- 6M
- 7.82%
- YTD
- 15.62%
- 1Y
- 31.06%
- 3Y*
- 15.56%
- 5Y*
- 0.88%
- 10Y*
- 2.55%
- ALL TIME*
- 1.10%
BBRE
- 1D
- 0.04%
- 1M
- 0.92%
- 6M
- 17.87%
- YTD
- 19.96%
- 1Y
- 24.66%
- 3Y*
- 12.65%
- 5Y*
- 5.15%
- 10Y*
- —
- ALL TIME*
- 7.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.84M | $3.54M | $5.31M | |
| $56.46K | $46.37K | $72.82K |
WTRE vs. BBRE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 15.62% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -10.09% |
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 19.96% | 2.09% | 8.24% | 13.85% | -24.68% | 42.99% | -7.55% | 26.06% | -2.41% |
Correlation
The correlation between WTRE and BBRE is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.69 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2018 | 0.63 |
Over the past year, the correlation between WTRE and BBRE has dropped to 0.34 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
WTRE vs. BBRE — Risk / Return Rank
WTRE
BBRE
WTRE vs. BBRE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and JPMorgan BetaBuilders MSCI US REIT ETF (BBRE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTRE | BBRE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.31 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 3.07 | -0.87 |
| Martin ratioReturn relative to average drawdown | 5.16 | 10.12 | -4.96 |
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Drawdowns
WTRE vs. BBRE - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than BBRE's maximum drawdown of -43.61%. Use the drawdown chart below to compare losses from any high point for WTRE and BBRE.
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Drawdown Indicators
| WTRE | BBRE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -43.61% | -30.57% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -8.07% | -6.15% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -18.92% | -3.22% |
Max Drawdown (5Y)Largest decline over 5 years | -42.52% | -31.15% | -11.37% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | — | — |
Current DrawdownCurrent decline from peak | -8.78% | -2.79% | -5.99% |
Average DrawdownAverage peak-to-trough decline | -24.83% | -10.33% | -14.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 2.44% | +3.60% |
Volatility
WTRE vs. BBRE - Volatility Comparison
WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 5.51% compared to JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) at 4.56%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than BBRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | BBRE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 4.56% | +0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 15.98% | 10.87% | +5.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.78% | 13.97% | +6.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.54% | 18.83% | +0.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.46% | 22.46% | -4.00% |
WTRE vs. BBRE - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than BBRE's 0.11% expense ratio.
Dividends
WTRE vs. BBRE - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.32%, less than BBRE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRE JPMorgan BetaBuilders MSCI US REIT ETF | 2.58% | 3.24% | 3.19% | 3.68% | 2.62% | 1.70% | 3.17% | 2.19% | 1.96% | 0.00% | 0.00% | 0.00% |
WTRE WisdomTree New Economy Real Estate ETF | 2.32% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
Frequently Asked Questions
WTRE and BBRE 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.
WTRE has higher volatility (5.51%) compared to BBRE (4.56%). In terms of maximum drawdown, WTRE dropped -74.18% vs BBRE's -43.61%.
On 5-year performance, BBRE leads with 5.15% vs 0.88% for WTRE. On fees, BBRE is cheaper at 0.11% per year. On volatility, BBRE has been the lower-risk option at 4.56%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, BBRE has performed better with a 5.15% return vs 0.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBRE is cheaper with a 0.11% expense ratio, compared with 0.58% for WTRE.
BBRE has the higher dividend yield at 2.58%, compared with 2.32% for WTRE.
WTRE tracks CenterSquare New Economy Real Estate Index, while BBRE tracks MSCI US REIT Index. They also come from different issuers: WisdomTree and JPMorgan. Their fees differ too: 0.58% for WTRE and 0.11% for BBRE.
BBRE currently has the higher Sharpe Ratio (1.78 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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