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 3.95%/yr vs 59.71%/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 24.95% return, which is significantly higher than BTC-USD's -27.60% return. Over the past 10 years, WTRE has underperformed BTC-USD with an annualized return of 3.95%, while BTC-USD has yielded a comparatively higher 59.71% annualized return.
WTRE
- 1D
- 1.30%
- 1M
- 7.09%
- YTD
- 24.95%
- 6M
- 23.42%
- 1Y
- 45.37%
- 3Y*
- 19.57%
- 5Y*
- 2.07%
- 10Y*
- 3.95%
BTC-USD
- 1D
- -1.08%
- 1M
- -21.71%
- YTD
- -27.60%
- 6M
- -31.22%
- 1Y
- -39.53%
- 3Y*
- 35.01%
- 5Y*
- 12.25%
- 10Y*
- 59.71%
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 | 24.95% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
BTC-USD Bitcoin | -27.60% | -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 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2012 | 0.09 |
Over the past year, WTRE and BTC-USD have become more correlated (0.36) 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.
| WTRE | BTC-USD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.17 | ||
| Sortino ratioReturn per unit of downside risk | +4.20 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.87 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 3.21 | -0.80 | +4.00 |
| Martin ratioReturn relative to average drawdown | 8.89 | -1.39 | +10.29 |
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 | BTC-USD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.24 | -0.92 | +3.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.23 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.88 | -0.66 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 1.13 | -1.06 |
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% | -49.65% | +35.43% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -49.65% | +27.51% |
Max Drawdown (5Y)Largest decline over 5 years | -43.87% | -76.67% | +32.80% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -83.80% | +35.33% |
Current DrawdownCurrent decline from peak | -1.41% | -49.21% | +47.80% |
Average DrawdownAverage peak-to-trough decline | -24.98% | -42.28% | +17.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 33.87% | -28.75% |
Volatility
WTRE vs. BTC-USD - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 6.61%, while Bitcoin (BTC-USD) has a volatility of 10.14%. 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 | 6.61% | 10.14% | -3.53% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 34.17% | -18.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.45% | 35.51% | -15.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.32% | 44.98% | -25.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 56.69% | -38.20% |
Frequently Asked Questions
WTRE and BTC-USD have a correlation of 0.36, 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 (10.14%) compared to WTRE (6.61%). In terms of maximum drawdown, WTRE dropped -74.18% vs BTC-USD's -85.30%.
WTRE currently has the higher Sharpe Ratio (2.24 vs -0.92), 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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