WTRE vs. POGRX
WTRE (WisdomTree New Economy Real Estate ETF) and POGRX (PrimeCap Odyssey Growth Fund) are both funds - WTRE is a REIT fund tracking the CenterSquare New Economy Real Estate Index, while POGRX is a Large Cap Growth Equities fund managed by PRIMECAP Odyssey Funds. Over the past 10 years, WTRE returned 3.98%/yr vs 17.61%/yr for POGRX. A 0.67 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.65%/yr for POGRX.
Performance
WTRE vs. POGRX - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 21.48% return, which is significantly lower than POGRX's 25.42% return. Over the past 10 years, WTRE has underperformed POGRX with an annualized return of 3.98%, while POGRX has yielded a comparatively higher 17.61% annualized return.
WTRE
- 1D
- -0.10%
- 1M
- 3.20%
- YTD
- 21.48%
- 6M
- 20.46%
- 1Y
- 41.05%
- 3Y*
- 18.08%
- 5Y*
- 1.24%
- 10Y*
- 3.98%
POGRX
- 1D
- 4.38%
- 1M
- 6.57%
- YTD
- 25.42%
- 6M
- 26.23%
- 1Y
- 60.91%
- 3Y*
- 27.93%
- 5Y*
- 15.20%
- 10Y*
- 17.61%
WTRE vs. POGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 21.48% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
POGRX PrimeCap Odyssey Growth Fund | 25.42% | 32.99% | 13.09% | 23.85% | -14.61% | 18.81% | 17.05% | 23.98% | -4.56% | 32.07% |
Correlation
The correlation between WTRE and POGRX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.59 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2007 | 0.67 |
The correlation between WTRE and POGRX shifts across timeframes, from 0.57 (1 year) to 0.67 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WTRE vs. POGRX — Risk / Return Rank
WTRE
POGRX
WTRE vs. POGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and PrimeCap Odyssey Growth Fund (POGRX). 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 | POGRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.19 | ||
| Sortino ratioReturn per unit of downside risk | -1.55 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.55 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 4.11 | -1.34 |
| Martin ratioReturn relative to average drawdown | 7.59 | 17.30 | -9.72 |
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Drawdowns
WTRE vs. POGRX - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than POGRX's maximum drawdown of -51.63%. Use the drawdown chart below to compare losses from any high point for WTRE and POGRX.
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Drawdown Indicators
| WTRE | POGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -51.63% | -22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -14.40% | +0.18% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -22.13% | -0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -42.58% | -26.85% | -15.73% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -35.29% | -13.18% |
Current DrawdownCurrent decline from peak | -4.15% | -0.99% | -3.16% |
Average DrawdownAverage peak-to-trough decline | -24.95% | -7.13% | -17.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 3.41% | +1.76% |
Volatility
WTRE vs. POGRX - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 6.72%, while PrimeCap Odyssey Growth Fund (POGRX) has a volatility of 8.88%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than POGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | POGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 8.88% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.43% | 16.09% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.74% | 19.19% | +1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 19.82% | -0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 20.57% | -2.04% |
WTRE vs. POGRX - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is lower than POGRX's 0.65% expense ratio.
Dividends
WTRE vs. POGRX - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.00%, less than POGRX's 19.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POGRX PrimeCap Odyssey Growth Fund | 19.85% | 24.89% | 20.79% | 13.28% | 12.36% | 13.68% | 12.50% | 5.13% | 2.45% | 1.54% | 5.83% | 1.29% |
WTRE WisdomTree New Economy Real Estate ETF | 2.00% | 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 POGRX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
POGRX has higher volatility (8.88%) compared to WTRE (6.72%). In terms of maximum drawdown, WTRE dropped -74.18% vs POGRX's -51.63%.
POGRX currently has the higher Sharpe Ratio (3.08 vs 1.90), 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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