WTRE vs. DHS
WTRE (WisdomTree New Economy Real Estate ETF) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - WTRE is a REIT fund tracking the CenterSquare New Economy Real Estate Index, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. Both are passively managed. Over the past 10 years, WTRE returned 2.59%/yr vs 9.20%/yr for DHS. A 0.65 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.38%/yr for DHS.
Performance
WTRE vs. DHS - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 12.56% return, which is significantly lower than DHS's 13.78% return. Over the past 10 years, WTRE has underperformed DHS with an annualized return of 2.59%, while DHS has yielded a comparatively higher 9.20% annualized return.
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%
DHS
- 1D
- -1.03%
- 1M
- -0.16%
- 6M
- 11.26%
- YTD
- 13.78%
- 1Y
- 20.30%
- 3Y*
- 16.76%
- 5Y*
- 11.77%
- 10Y*
- 9.20%
WTRE vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 12.56% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
DHS WisdomTree US High Dividend Fund | 13.78% | 12.87% | 18.02% | -0.19% | 7.97% | 23.20% | -5.70% | 22.59% | -7.41% | 11.69% |
Correlation
The correlation between WTRE and DHS is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.54 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.58 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2007 | 0.65 |
Over the past year, the correlation between WTRE and DHS has dropped to 0.30 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
WTRE vs. DHS — Risk / Return Rank
WTRE
DHS
WTRE vs. DHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and WisdomTree US High Dividend Fund (DHS). 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 | DHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.76 | ||
| Sortino ratioReturn per unit of downside risk | -1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.34 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.78 | 3.24 | -1.45 |
| Martin ratioReturn relative to average drawdown | 4.52 | 11.76 | -7.24 |
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Drawdowns
WTRE vs. DHS - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than DHS's maximum drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for WTRE and DHS.
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Drawdown Indicators
| WTRE | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -67.25% | -6.93% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -6.30% | -7.92% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -11.87% | -10.27% |
Max Drawdown (5Y)Largest decline over 5 years | -42.52% | -15.28% | -27.24% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -37.35% | -11.12% |
Current DrawdownCurrent decline from peak | -11.19% | -1.42% | -9.77% |
Average DrawdownAverage peak-to-trough decline | -24.88% | -9.50% | -15.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 1.73% | +3.87% |
Volatility
WTRE vs. DHS - Volatility Comparison
WisdomTree New Economy Real Estate ETF (WTRE) and WisdomTree US High Dividend Fund (DHS) have volatilities of 3.50% and 3.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 3.41% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 15.99% | 7.61% | +8.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.47% | 10.20% | +10.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 13.88% | +5.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.40% | 16.07% | +2.33% |
WTRE vs. DHS - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than DHS's 0.38% expense ratio.
Dividends
WTRE vs. DHS - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.38%, less than DHS's 3.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.18% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
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
WTRE and DHS have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (3.50%) compared to DHS (3.41%). In terms of maximum drawdown, WTRE dropped -74.18% vs DHS's -67.25%.
On 10-year performance, DHS leads with 9.20% vs 2.59% for WTRE. On fees, DHS is cheaper at 0.38% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, DHS has performed better with a 9.20% return vs 2.59%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DHS is cheaper with a 0.38% expense ratio, compared with 0.58% for WTRE.
DHS has the higher dividend yield at 3.18%, compared with 2.38% for WTRE.
WTRE is categorized as REIT, while DHS is Large Cap Value Equities. WTRE tracks CenterSquare New Economy Real Estate Index, while DHS tracks WisdomTree U.S. High Dividend Index. Their fees differ too: 0.58% for WTRE and 0.38% for DHS.
DHS currently has the higher Sharpe Ratio (2.00 vs 1.24), 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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