WTRE vs. DFGR

Last updated Jul 15, 2026

WTRE (WisdomTree New Economy Real Estate ETF) and DFGR (Dimensional Global Real Estate ETF) are both REIT funds. WTRE is passively managed, while DFGR is actively managed. Over the past 3 years, WTRE returned 13.25%/yr vs 8.83%/yr for DFGR. Their correlation of 0.80 suggests significant overlap in exposure. WTRE charges 0.58%/yr vs 0.22%/yr for DFGR.

Performance

WTRE vs. DFGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree New Economy Real Estate ETF (WTRE) and Dimensional Global Real Estate ETF (DFGR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with WTRE having a 12.56% return and DFGR slightly lower at 11.95%.

WTRE

• 1D: -0.45%
• 1M: -7.35%
• 6M: 5.43%
• YTD: 12.56%
• 1Y: 25.24%
• 3Y*: 13.25%
• 5Y*: 0.18%
• 10Y*: 2.59%

DFGR

• 1D: -0.02%
• 1M: -0.05%
• 6M: 10.32%
• YTD: 11.95%
• 1Y: 13.07%
• 3Y*: 8.83%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTRE vs. DFGR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
WTRE WisdomTree New Economy Real Estate ETF	12.56%	26.36%	-3.27%	14.07%	-1.85%
DFGR Dimensional Global Real Estate ETF	11.95%	7.65%	1.89%	9.64%	-1.20%

Correlation

The correlation between WTRE and DFGR is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.49
Correlation (3Y) Calculated over the trailing 3-year period	0.77
Correlation (All Time) Calculated using the full available price history since Dec 7, 2022	0.80

Over the past year, the correlation between WTRE and DFGR has dropped to 0.49 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.

Return for Risk

WTRE vs. DFGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTRE

WTRE Risk / Return Rank: 41
WTRE Sharpe Ratio Rank: 43
WTRE Sortino Ratio Rank: 42
WTRE Omega Ratio Rank: 39
WTRE Calmar Ratio Rank: 43
WTRE Martin Ratio Rank: 36

DFGR

DFGR Risk / Return Rank: 36
DFGR Sharpe Ratio Rank: 37
DFGR Sortino Ratio Rank: 34
DFGR Omega Ratio Rank: 34
DFGR Calmar Ratio Rank: 35
DFGR Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WTRE vs. DFGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and Dimensional Global Real Estate ETF (DFGR). 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	DFGR	Difference
Sharpe ratio: Return per unit of total volatility	1.24	1.06	+0.18
Sortino ratio: Return per unit of downside risk	1.76	1.52	+0.24
Omega ratio: Gain probability vs. loss probability	1.21	1.19	+0.02
Calmar ratio: Return relative to maximum drawdown	1.78	1.43	+0.35
Martin ratio: Return relative to average drawdown	4.52	5.06	-0.54

WTRE vs. DFGR - Sharpe Ratio Comparison

The current WTRE Sharpe Ratio is 1.24, which is comparable to the DFGR Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of WTRE and DFGR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WTRE vs. DFGR - Drawdown Comparison

The maximum WTRE drawdown since its inception was -74.18%, which is greater than DFGR's maximum drawdown of -21.28%. Use the drawdown chart below to compare losses from any high point for WTRE and DFGR.

Drawdown Indicators

	WTRE	DFGR	Difference
Max Drawdown Largest peak-to-trough decline	-74.18%	-21.28%	-52.90%
Max Drawdown (1Y) Largest decline over 1 year	-14.22%	-9.15%	-5.07%
Max Drawdown (3Y) Largest decline over 3 years	-22.14%	-17.57%	-4.57%
Max Drawdown (5Y) Largest decline over 5 years	-42.52%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-48.47%	—	—
Current Drawdown Current decline from peak	-11.19%	-0.78%	-10.41%
Average Drawdown Average peak-to-trough decline	-24.88%	-6.14%	-18.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.60%	2.59%	+3.01%

Volatility

WTRE vs. DFGR - Volatility Comparison

The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 3.50%, while Dimensional Global Real Estate ETF (DFGR) has a volatility of 4.02%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than DFGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTRE	DFGR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.50%	4.02%	-0.52%
Volatility (6M) Calculated over the trailing 6-month period	15.99%	9.71%	+6.28%
Volatility (1Y) Calculated over the trailing 1-year period	20.47%	12.37%	+8.10%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.43%	15.38%	+4.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.40%	15.38%	+3.02%

WTRE vs. DFGR - Expense Ratio Comparison

WTRE has a 0.58% expense ratio, which is higher than DFGR's 0.22% expense ratio.

Dividends

WTRE vs. DFGR - Dividend Comparison

WTRE's dividend yield for the trailing twelve months is around 2.38%, less than DFGR's 3.66% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DFGR Dimensional Global Real Estate ETF	3.66%	4.05%	3.73%	2.77%	0.59%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
WTRE WisdomTree New Economy Real Estate ETF	2.38%	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

Can I hold both WTRE and DFGR in my portfolio?

WTRE and DFGR have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTRE or DFGR?

DFGR has higher volatility (4.02%) compared to WTRE (3.50%). In terms of maximum drawdown, WTRE dropped -74.18% vs DFGR's -21.28%.

Which ETF is better, WTRE or DFGR?

On 3-year performance, WTRE leads with 13.25% vs 8.83% for DFGR. On fees, DFGR is cheaper at 0.22% per year. On volatility, WTRE has been the lower-risk option at 3.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTRE or DFGR?

Over the 3-year period, WTRE has performed better with a 13.25% return vs 8.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTRE or DFGR?

DFGR is cheaper with a 0.22% expense ratio, compared with 0.58% for WTRE.

Which ETF pays a higher dividend yield, WTRE or DFGR?

DFGR has the higher dividend yield at 3.66%, compared with 2.38% for WTRE.

What is the main difference between WTRE and DFGR?

They also come from different issuers: WisdomTree and Dimensional. Their fees differ too: 0.58% for WTRE and 0.22% for DFGR.

Which has better risk-adjusted returns?

WTRE currently has the higher Sharpe Ratio (1.24 vs 1.06), 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.