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WTRE vs. GDMN
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTRE vs. GDMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree New Economy Real Estate ETF (WTRE) and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN). The values are adjusted to include any dividend payments, if applicable.

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WTRE vs. GDMN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WTRE
WisdomTree New Economy Real Estate ETF
1.81%26.36%-3.27%14.07%-31.68%1.58%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
14.62%237.09%28.23%12.97%-14.62%5.11%

Returns By Period

In the year-to-date period, WTRE achieves a 1.81% return, which is significantly lower than GDMN's 14.62% 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%

GDMN

1D
5.38%
1M
-24.54%
YTD
14.62%
6M
37.18%
1Y
154.40%
3Y*
68.32%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WTRE vs. GDMN - Expense Ratio Comparison

WTRE has a 0.58% expense ratio, which is higher than GDMN's 0.45% expense ratio.


Return for Risk

WTRE vs. GDMN — 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

GDMN
GDMN Risk / Return Rank: 9191
Overall Rank
GDMN Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
GDMN Sortino Ratio Rank: 8888
Sortino Ratio Rank
GDMN Omega Ratio Rank: 8888
Omega Ratio Rank
GDMN Calmar Ratio Rank: 9494
Calmar Ratio Rank
GDMN Martin Ratio Rank: 9292
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. GDMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN). 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.


WTREGDMNDifference

Sharpe ratio

Return per unit of total volatility

1.32

2.42

-1.10

Sortino ratio

Return per unit of downside risk

1.83

2.47

-0.64

Omega ratio

Gain probability vs. loss probability

1.23

1.37

-0.14

Calmar ratio

Return relative to maximum drawdown

1.99

3.92

-1.94

Martin ratio

Return relative to average drawdown

5.37

13.31

-7.94

WTRE vs. GDMN - Sharpe Ratio Comparison

The current WTRE Sharpe Ratio is 1.32, which is lower than the GDMN Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of WTRE and GDMN, 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


WTREGDMNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.32

2.42

-1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

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

0.97

-0.95

Correlation

The correlation between WTRE and GDMN is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WTRE vs. GDMN - Dividend Comparison

WTRE's dividend yield for the trailing twelve months is around 2.39%, more than GDMN's 2.36% 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%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
2.36%2.70%9.44%7.69%1.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

WTRE vs. GDMN - Drawdown Comparison

The maximum WTRE drawdown since its inception was -74.18%, which is greater than GDMN's maximum drawdown of -52.82%. Use the drawdown chart below to compare losses from any high point for WTRE and GDMN.


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Drawdown Indicators


WTREGDMNDifference

Max Drawdown

Largest peak-to-trough decline

-74.18%

-52.82%

-21.36%

Max Drawdown (1Y)

Largest decline over 1 year

-14.22%

-39.03%

+24.81%

Max Drawdown (5Y)

Largest decline over 5 years

-43.87%

Max Drawdown (10Y)

Largest decline over 10 years

-48.47%

Current Drawdown

Current decline from peak

-18.90%

-24.76%

+5.86%

Average Drawdown

Average peak-to-trough decline

-25.15%

-18.46%

-6.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.26%

11.50%

-6.24%

Volatility

WTRE vs. GDMN - Volatility Comparison

The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 8.32%, while WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has a volatility of 23.34%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than GDMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTREGDMNDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.32%

23.34%

-15.02%

Volatility (6M)

Calculated over the trailing 6-month period

15.72%

54.11%

-38.39%

Volatility (1Y)

Calculated over the trailing 1-year period

21.40%

64.17%

-42.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.98%

47.24%

-28.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.35%

47.24%

-28.89%