WTRE vs. REIT

Last updated Jun 4, 2026

WTRE (WisdomTree New Economy Real Estate ETF) and REIT (ALPS Active REIT ETF) are both REIT funds. WTRE is passively managed, while REIT is actively managed. Over the past 5 years, WTRE returned 1.80%/yr vs 4.37%/yr for REIT. A 0.72 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.68%/yr for REIT.

Performance

WTRE vs. REIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree New Economy Real Estate ETF (WTRE) and ALPS Active REIT ETF (REIT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTRE achieves a 23.34% return, which is significantly higher than REIT's 12.80% return.

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%

REIT

• 1D: 0.05%
• 1M: 0.26%
• YTD: 12.80%
• 6M: 12.21%
• 1Y: 13.48%
• 3Y*: 10.38%
• 5Y*: 4.37%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTRE vs. REIT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WTRE WisdomTree New Economy Real Estate ETF	23.34%	26.36%	-3.27%	14.07%	-31.68%	-0.27%
REIT ALPS Active REIT ETF	12.80%	-0.55%	7.11%	13.74%	-21.23%	33.56%

Correlation

The correlation between WTRE and REIT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.45
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (5Y) Calculated over the trailing 5-year period	0.74
Correlation (All Time) Calculated using the full available price history since Mar 1, 2021	0.72

Over the past year, the correlation between WTRE and REIT has dropped to 0.45 - well below their long-term average of 0.72, suggesting their price drivers have been diverging.

WTRE vs. REIT - Sectors Allocation Comparison

Sectors	WTRE	REIT
Real Estate	64.0%	100.0%
Communication Services	14.3%	-
Technology	11.8%	-
Financial Services	5.8%	-
Basic Materials	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Utilities	-	-

Return for Risk

WTRE vs. REIT — Risk / Return Rank

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

WTRE

WTRE Risk / Return Rank: 62
WTRE Sharpe Ratio Rank: 69
WTRE Sortino Ratio Rank: 63
WTRE Omega Ratio Rank: 60
WTRE Calmar Ratio Rank: 66
WTRE Martin Ratio Rank: 53

REIT

REIT Risk / Return Rank: 31
REIT Sharpe Ratio Rank: 29
REIT Sortino Ratio Rank: 27
REIT Omega Ratio Rank: 27
REIT Calmar Ratio Rank: 37
REIT Martin Ratio Rank: 35

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. REIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and ALPS Active REIT ETF (REIT). 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	REIT	Difference
Sharpe ratio: Return per unit of total volatility	2.30	1.06	+1.24
Sortino ratio: Return per unit of downside risk	2.98	1.46	+1.52
Omega ratio: Gain probability vs. loss probability	1.37	1.19	+0.18
Calmar ratio: Return relative to maximum drawdown	3.31	1.84	+1.47
Martin ratio: Return relative to average drawdown	9.18	5.33	+3.85
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WTRE vs. REIT - Sharpe Ratio Comparison

The current WTRE Sharpe Ratio is 2.30, which is higher than the REIT Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of WTRE and REIT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WTRE	REIT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.30	1.06	+1.24
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.09	0.24	-0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.21	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.07	0.39	-0.32

Drawdowns

WTRE vs. REIT - Drawdown Comparison

The maximum WTRE drawdown since its inception was -74.18%, which is greater than REIT's maximum drawdown of -29.30%. Use the drawdown chart below to compare losses from any high point for WTRE and REIT.

Drawdown Indicators

	WTRE	REIT	Difference
Max Drawdown Largest peak-to-trough decline	-74.18%	-29.30%	-44.88%
Max Drawdown (1Y) Largest decline over 1 year	-14.22%	-7.35%	-6.87%
Max Drawdown (3Y) Largest decline over 3 years	-22.14%	-18.19%	-3.95%
Max Drawdown (5Y) Largest decline over 5 years	-43.87%	-29.30%	-14.57%
Max Drawdown (10Y) Largest decline over 10 years	-48.47%	—	—
Current Drawdown Current decline from peak	-2.68%	-2.65%	-0.03%
Average Drawdown Average peak-to-trough decline	-24.98%	-10.38%	-14.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.12%	2.53%	+2.59%

Volatility

WTRE vs. REIT - Volatility Comparison

WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 6.54% compared to ALPS Active REIT ETF (REIT) at 3.80%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than REIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTRE	REIT	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.54%	3.80%	+2.74%
Volatility (6M) Calculated over the trailing 6-month period	15.84%	9.01%	+6.83%
Volatility (1Y) Calculated over the trailing 1-year period	20.42%	12.78%	+7.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.31%	18.45%	+0.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.49%	18.38%	+0.11%

WTRE vs. REIT - Expense Ratio Comparison

WTRE has a 0.58% expense ratio, which is lower than REIT's 0.68% expense ratio.

Dividends

WTRE vs. REIT - Dividend Comparison

WTRE's dividend yield for the trailing twelve months is around 1.97%, less than REIT's 2.80% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
REIT ALPS Active REIT ETF	2.80%	3.20%	3.06%	3.13%	2.81%	4.71%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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

Can I hold both WTRE and REIT in my portfolio?

WTRE and REIT have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTRE or REIT?

WTRE has higher volatility (6.54%) compared to REIT (3.80%). In terms of maximum drawdown, WTRE dropped -74.18% vs REIT's -29.30%.

Which ETF is better, WTRE or REIT?

On 5-year performance, REIT leads with 4.37% vs 1.80% for WTRE. On fees, WTRE is cheaper at 0.58% per year. On volatility, REIT has been the lower-risk option at 3.80%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTRE or REIT?

Over the 5-year period, REIT has performed better with a 4.37% return vs 1.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTRE or REIT?

WTRE is cheaper with a 0.58% expense ratio, compared with 0.68% for REIT.

Which ETF pays a higher dividend yield, WTRE or REIT?

REIT has the higher dividend yield at 2.80%, compared with 1.97% for WTRE.

What is the main difference between WTRE and REIT?

They also come from different issuers: WisdomTree and ALPS. Their fees differ too: 0.58% for WTRE and 0.68% for REIT.

Which has better risk-adjusted returns?

WTRE currently has the higher Sharpe Ratio (2.30 vs 1.06), 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.