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WTRE vs. DTCR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTRE vs. DTCR - Performance Comparison

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

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WTRE vs. DTCR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
WTRE
WisdomTree New Economy Real Estate ETF
1.81%26.36%-3.27%14.07%-31.68%1.00%11.73%
DTCR
Global X Data Center & Digital Infrastructure ETF
13.55%28.99%14.92%18.93%-30.89%20.35%5.81%

Returns By Period

In the year-to-date period, WTRE achieves a 1.81% return, which is significantly lower than DTCR's 13.55% return.


WTRE

1D
3.82%
1M
-8.71%
YTD
1.81%
6M
-1.28%
1Y
28.07%
3Y*
11.03%
5Y*
-1.21%
10Y*
2.03%

DTCR

1D
3.90%
1M
-6.26%
YTD
13.55%
6M
17.74%
1Y
49.09%
3Y*
23.89%
5Y*
10.33%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WTRE vs. DTCR - Expense Ratio Comparison

WTRE has a 0.58% expense ratio, which is higher than DTCR's 0.50% expense ratio.


Return for Risk

WTRE vs. DTCR — Risk / Return Rank

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

WTRE
WTRE Risk / Return Rank: 6969
Overall Rank
WTRE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
WTRE Sortino Ratio Rank: 7373
Sortino Ratio Rank
WTRE Omega Ratio Rank: 6363
Omega Ratio Rank
WTRE Calmar Ratio Rank: 7676
Calmar Ratio Rank
WTRE Martin Ratio Rank: 5656
Martin Ratio Rank

DTCR
DTCR Risk / Return Rank: 9292
Overall Rank
DTCR Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DTCR Sortino Ratio Rank: 9393
Sortino Ratio Rank
DTCR Omega Ratio Rank: 9090
Omega Ratio Rank
DTCR Calmar Ratio Rank: 9595
Calmar Ratio Rank
DTCR Martin Ratio Rank: 9090
Martin Ratio Rank
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. DTCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and Global X Data Center & Digital Infrastructure ETF (DTCR). 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.


WTREDTCRDifference

Sharpe ratio

Return per unit of total volatility

1.32

2.12

-0.81

Sortino ratio

Return per unit of downside risk

1.83

2.77

-0.94

Omega ratio

Gain probability vs. loss probability

1.23

1.37

-0.14

Calmar ratio

Return relative to maximum drawdown

1.99

3.74

-1.75

Martin ratio

Return relative to average drawdown

5.37

11.13

-5.76

WTRE vs. DTCR - Sharpe Ratio Comparison

The current WTRE Sharpe Ratio is 1.32, which is lower than the DTCR Sharpe Ratio of 2.12. The chart below compares the historical Sharpe Ratios of WTRE and DTCR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WTREDTCRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

2.12

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

0.48

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

0.51

-0.49

Correlation

The correlation between WTRE and DTCR is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

WTRE vs. DTCR - Dividend Comparison

WTRE's dividend yield for the trailing twelve months is around 2.39%, more than DTCR's 0.97% yield.


TTM20252024202320222021202020192018201720162015
WTRE
WisdomTree New Economy Real Estate ETF
2.39%2.33%2.69%2.05%1.68%6.47%2.96%7.88%4.49%6.34%5.96%4.58%
DTCR
Global X Data Center & Digital Infrastructure ETF
0.97%1.10%1.72%1.18%2.57%1.27%0.30%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WTRE vs. DTCR - Drawdown Comparison

The maximum WTRE drawdown since its inception was -74.18%, which is greater than DTCR's maximum drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for WTRE and DTCR.


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Drawdown Indicators


WTREDTCRDifference

Max Drawdown

Largest peak-to-trough decline

-74.18%

-38.98%

-35.20%

Max Drawdown (1Y)

Largest decline over 1 year

-14.22%

-13.07%

-1.15%

Max Drawdown (5Y)

Largest decline over 5 years

-43.87%

-38.98%

-4.89%

Max Drawdown (10Y)

Largest decline over 10 years

-48.47%

Current Drawdown

Current decline from peak

-18.90%

-8.58%

-10.32%

Average Drawdown

Average peak-to-trough decline

-25.15%

-12.73%

-12.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.26%

4.39%

+0.87%

Volatility

WTRE vs. DTCR - Volatility Comparison

WisdomTree New Economy Real Estate ETF (WTRE) and Global X Data Center & Digital Infrastructure ETF (DTCR) have volatilities of 8.32% and 8.15%, 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


WTREDTCRDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.32%

8.15%

+0.17%

Volatility (6M)

Calculated over the trailing 6-month period

15.72%

17.43%

-1.71%

Volatility (1Y)

Calculated over the trailing 1-year period

21.40%

23.24%

-1.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.98%

21.58%

-2.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.35%

21.83%

-3.48%