WTRE vs. BTC-USD
WTRE (WisdomTree New Economy Real Estate ETF) is REIT fund tracking the CenterSquare New Economy Real Estate Index, while BTC-USD (Bitcoin) is a cryptocurrency. Over the past 10 years, WTRE returned 2.76%/yr vs 57.94%/yr for BTC-USD. At a 0.09 correlation, their price movements are largely independent.
Performance
WTRE vs. BTC-USD - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 14.67% return, which is significantly higher than BTC-USD's -26.96% return. Over the past 10 years, WTRE has underperformed BTC-USD with an annualized return of 2.76%, while BTC-USD has yielded a comparatively higher 57.94% annualized return.
WTRE
- 1D
- 0.55%
- 1M
- -5.60%
- 6M
- 9.04%
- YTD
- 14.67%
- 1Y
- 29.05%
- 3Y*
- 14.79%
- 5Y*
- 0.52%
- 10Y*
- 2.76%
BTC-USD
- 1D
- 0.21%
- 1M
- 0.58%
- 6M
- -29.67%
- YTD
- -26.96%
- 1Y
- -45.60%
- 3Y*
- 26.63%
- 5Y*
- 14.32%
- 10Y*
- 57.94%
WTRE vs. BTC-USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 14.67% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
BTC-USD Bitcoin | -26.96% | -6.27% | 120.76% | 155.82% | -64.23% | 59.40% | 304.57% | 94.10% | -73.37% | 1,324.24% |
Correlation
The correlation between WTRE and BTC-USD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2012 | 0.09 |
Over the past year, WTRE and BTC-USD have become more correlated (0.37) than their long-term average of 0.09, meaning their price movements have been converging.
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Return for Risk
WTRE vs. BTC-USD — Risk / Return Rank
WTRE
BTC-USD
WTRE vs. BTC-USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and Bitcoin (BTC-USD). 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 | BTC-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.43 | ||
| Sortino ratioReturn per unit of downside risk | +3.51 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.84 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 1.96 | -0.86 | +2.82 |
| Martin ratioReturn relative to average drawdown | 5.04 | -1.40 | +6.44 |
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Drawdowns
WTRE vs. BTC-USD - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, smaller than the maximum BTC-USD drawdown of -85.30%. Use the drawdown chart below to compare losses from any high point for WTRE and BTC-USD.
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Drawdown Indicators
| WTRE | BTC-USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -85.30% | +11.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -53.08% | +38.86% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -53.08% | +30.94% |
Max Drawdown (5Y)Largest decline over 5 years | -42.52% | -76.67% | +34.15% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -83.80% | +35.33% |
Current DrawdownCurrent decline from peak | -9.52% | -48.76% | +39.24% |
Average DrawdownAverage peak-to-trough decline | -24.88% | -42.54% | +17.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 29.22% | -23.70% |
Volatility
WTRE vs. BTC-USD - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 4.23%, while Bitcoin (BTC-USD) has a volatility of 8.77%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than BTC-USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | BTC-USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 8.77% | -4.54% |
Volatility (6M)Calculated over the trailing 6-month period | 15.97% | 34.92% | -18.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.44% | 35.53% | -15.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.42% | 43.94% | -24.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 56.32% | -37.93% |
Frequently Asked Questions
WTRE and BTC-USD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTC-USD has higher volatility (8.77%) compared to WTRE (4.23%). In terms of maximum drawdown, WTRE dropped -74.18% vs BTC-USD's -85.30%.
WTRE currently has the higher Sharpe Ratio (1.36 vs -1.07), 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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