WTRE vs. RDOG
WTRE (WisdomTree New Economy Real Estate ETF) and RDOG (ALPS REIT Dividend Dogs ETF) are both REIT funds - WTRE tracks the CenterSquare New Economy Real Estate Index while RDOG tracks the S-Network REIT Dividend Dogs Index. Both are passively managed. Over the past 10 years, WTRE returned 3.90%/yr vs 4.05%/yr for RDOG. A 0.70 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.35%/yr for RDOG.
Performance
WTRE vs. RDOG - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 23.34% return, which is significantly higher than RDOG's 13.77% return. Both investments have delivered pretty close results over the past 10 years, with WTRE having a 3.90% annualized return and RDOG not far ahead at 4.05%.
WTRE
- 1D
- -1.36%
- 1M
- 6.43%
- YTD
- 23.34%
- 6M
- 23.21%
- 1Y
- 46.82%
- 3Y*
- 18.73%
- 5Y*
- 1.80%
- 10Y*
- 3.90%
RDOG
- 1D
- -0.80%
- 1M
- 3.92%
- YTD
- 13.77%
- 6M
- 14.44%
- 1Y
- 20.06%
- 3Y*
- 11.40%
- 5Y*
- 2.28%
- 10Y*
- 4.05%
WTRE vs. RDOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 23.34% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
RDOG ALPS REIT Dividend Dogs ETF | 13.77% | 0.95% | 4.57% | 10.38% | -25.53% | 34.42% | -10.01% | 21.54% | -5.70% | 11.84% |
Correlation
The correlation between WTRE and RDOG is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.71 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since May 23, 2008 | 0.70 |
Over the past year, the correlation between WTRE and RDOG has dropped to 0.43 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
WTRE vs. RDOG - Sectors Allocation Comparison
Sectors
WTRE
RDOG
Real Estate
Communication Services
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Technology
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Financial Services
-
Basic Materials
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Healthcare
-
-
Industrials
-
-
Utilities
-
-
Real Estate
WTRE
RDOG
Communication Services
WTRE
RDOG
-
Technology
WTRE
RDOG
-
Financial Services
WTRE
RDOG
-
Basic Materials
WTRE
-
RDOG
-
Consumer Cyclical
WTRE
-
RDOG
-
Consumer Defensive
WTRE
-
RDOG
-
Energy
WTRE
-
RDOG
-
Healthcare
WTRE
-
RDOG
-
Industrials
WTRE
-
RDOG
-
Utilities
WTRE
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RDOG
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Return for Risk
WTRE vs. RDOG — Risk / Return Rank
WTRE
RDOG
WTRE vs. RDOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and ALPS REIT Dividend Dogs ETF (RDOG). 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.
| WTRE | RDOG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.92 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.24 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 3.31 | 2.01 | +1.30 |
| Martin ratioReturn relative to average drawdown | 9.18 | 6.51 | +2.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTRE | RDOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.30 | 1.39 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.12 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | 0.18 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.17 | -0.10 |
Drawdowns
WTRE vs. RDOG - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than RDOG's maximum drawdown of -67.59%. Use the drawdown chart below to compare losses from any high point for WTRE and RDOG.
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Drawdown Indicators
| WTRE | RDOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -67.59% | -6.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -10.02% | -4.20% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -21.40% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -43.87% | -35.52% | -8.35% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -49.35% | +0.88% |
Current DrawdownCurrent decline from peak | -2.68% | -2.03% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -24.98% | -12.26% | -12.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.12% | 3.09% | +2.03% |
Volatility
WTRE vs. RDOG - Volatility Comparison
WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 6.54% compared to ALPS REIT Dividend Dogs ETF (RDOG) at 3.98%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than RDOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | RDOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 3.98% | +2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 10.42% | +5.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 14.52% | +5.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.31% | 19.84% | -0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 23.05% | -4.56% |
WTRE vs. RDOG - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than RDOG's 0.35% expense ratio.
Dividends
WTRE vs. RDOG - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 1.97%, less than RDOG's 6.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 6.13% | 6.91% | 6.11% | 7.07% | 5.25% | 3.11% | 5.12% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% |
WTRE WisdomTree New Economy Real Estate ETF | 1.97% | 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 RDOG have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTRE has higher volatility (6.54%) compared to RDOG (3.98%). In terms of maximum drawdown, WTRE dropped -74.18% vs RDOG's -67.59%.
On 10-year performance, RDOG leads with 4.05% vs 3.90% for WTRE. On fees, RDOG is cheaper at 0.35% per year. On volatility, RDOG has been the lower-risk option at 3.98%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RDOG has performed better with a 4.05% return vs 3.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDOG is cheaper with a 0.35% expense ratio, compared with 0.58% for WTRE.
RDOG has the higher dividend yield at 6.13%, compared with 1.97% for WTRE.
WTRE tracks CenterSquare New Economy Real Estate Index, while RDOG tracks S-Network REIT Dividend Dogs Index. They also come from different issuers: WisdomTree and SS&C. Their fees differ too: 0.58% for WTRE and 0.35% for RDOG.
WTRE currently has the higher Sharpe Ratio (2.30 vs 1.39), 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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