WTRE vs. ERET
WTRE (WisdomTree New Economy Real Estate ETF) and ERET (Ishares Environmentally Aware Real Estate ETF) are both REIT funds - WTRE tracks the CenterSquare New Economy Real Estate Index while ERET tracks the FTSE EPRA Nareit Developed Green Target Index. Both are passively managed. Over the past 3 years, WTRE returned 19.04%/yr vs 10.80%/yr for ERET. Their correlation of 0.80 suggests significant overlap in exposure. WTRE charges 0.58%/yr vs 0.30%/yr for ERET.
Performance
WTRE vs. ERET - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 20.00% return, which is significantly higher than ERET's 8.23% return.
WTRE
- 1D
- -0.18%
- 1M
- -1.96%
- YTD
- 20.00%
- 6M
- 19.09%
- 1Y
- 37.40%
- 3Y*
- 19.04%
- 5Y*
- 1.35%
- 10Y*
- 3.95%
ERET
- 1D
- 0.46%
- 1M
- -0.18%
- YTD
- 8.23%
- 6M
- 8.67%
- 1Y
- 10.66%
- 3Y*
- 10.80%
- 5Y*
- —
- 10Y*
- —
WTRE vs. ERET - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 26.36% | -3.27% | 14.07% | -1.98% |
ERET Ishares Environmentally Aware Real Estate ETF | 8.23% | 10.26% | 0.60% | 10.25% | 0.29% |
Correlation
The correlation between WTRE and ERET 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 Nov 17, 2022 | 0.80 |
Over the past year, the correlation between WTRE and ERET has dropped to 0.49 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.
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Return for Risk
WTRE vs. ERET — Risk / Return Rank
WTRE
ERET
WTRE vs. ERET - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and Ishares Environmentally Aware Real Estate ETF (ERET). 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 | ERET | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.95 | ||
| Sortino ratioReturn per unit of downside risk | +1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.16 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 1.02 | +1.62 |
| Martin ratioReturn relative to average drawdown | 7.19 | 3.75 | +3.43 |
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Drawdowns
WTRE vs. ERET - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than ERET's maximum drawdown of -20.30%. Use the drawdown chart below to compare losses from any high point for WTRE and ERET.
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Drawdown Indicators
| WTRE | ERET | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -20.30% | -53.88% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -10.47% | -3.75% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -17.61% | -4.53% |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -2.48% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -24.92% | -5.78% | -19.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 2.85% | +2.37% |
Volatility
WTRE vs. ERET - Volatility Comparison
WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 5.74% compared to Ishares Environmentally Aware Real Estate ETF (ERET) at 4.13%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than ERET based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | ERET | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 4.13% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 16.11% | 9.67% | +6.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 12.34% | +8.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 15.75% | +3.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 15.75% | +2.68% |
WTRE vs. ERET - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than ERET's 0.30% expense ratio.
Dividends
WTRE vs. ERET - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.03%, less than ERET's 3.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERET Ishares Environmentally Aware Real Estate ETF | 3.36% | 3.79% | 4.26% | 3.67% | 0.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTRE WisdomTree New Economy Real Estate ETF | 2.03% | 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 ERET 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.
WTRE has higher volatility (5.74%) compared to ERET (4.13%). In terms of maximum drawdown, WTRE dropped -74.18% vs ERET's -20.30%.
On 3-year performance, WTRE leads with 19.04% vs 10.80% for ERET. On fees, ERET is cheaper at 0.30% per year. On volatility, ERET has been the lower-risk option at 4.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WTRE has performed better with a 19.04% return vs 10.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ERET is cheaper with a 0.30% expense ratio, compared with 0.58% for WTRE.
ERET has the higher dividend yield at 3.36%, compared with 2.03% for WTRE.
WTRE tracks CenterSquare New Economy Real Estate Index, while ERET tracks FTSE EPRA Nareit Developed Green Target Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.58% for WTRE and 0.30% for ERET.
WTRE currently has the higher Sharpe Ratio (1.82 vs 0.87), 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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