WTRE vs. REMX
WTRE (WisdomTree New Economy Real Estate ETF) and REMX (VanEck Rare Earth and Strategic Metals ETF) are both exchange-traded funds - WTRE is a REIT fund tracking the CenterSquare New Economy Real Estate Index, while REMX is a Rare Earth & Strategic Metals fund tracking the MarketVector Global Rare Earth/Strategic Metals Index. Both are passively managed. Over the past 10 years, WTRE returned 3.95%/yr vs 10.09%/yr for REMX. A 0.53 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.59%/yr for REMX.
Performance
WTRE vs. REMX - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 20.00% return, which is significantly lower than REMX's 24.22% return. Over the past 10 years, WTRE has underperformed REMX with an annualized return of 3.95%, while REMX has yielded a comparatively higher 10.09% annualized 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%
REMX
- 1D
- -5.62%
- 1M
- -5.16%
- YTD
- 24.22%
- 6M
- 22.61%
- 1Y
- 139.49%
- 3Y*
- 5.61%
- 5Y*
- 4.37%
- 10Y*
- 10.09%
WTRE vs. REMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
REMX VanEck Rare Earth and Strategic Metals ETF | 24.22% | 92.95% | -35.02% | -19.18% | -31.13% | 79.81% | 64.82% | 0.74% | -49.63% | 82.60% |
Correlation
The correlation between WTRE and REMX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2010 | 0.53 |
The correlation between WTRE and REMX shifts across timeframes, from 0.42 (1 year) to 0.53 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WTRE vs. REMX — Risk / Return Rank
WTRE
REMX
WTRE vs. REMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and VanEck Rare Earth and Strategic Metals ETF (REMX). 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 | REMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.38 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | 6.01 | -3.37 |
| Martin ratioReturn relative to average drawdown | 7.19 | 15.83 | -8.64 |
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Drawdowns
WTRE vs. REMX - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, smaller than the maximum REMX drawdown of -90.20%. Use the drawdown chart below to compare losses from any high point for WTRE and REMX.
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Drawdown Indicators
| WTRE | REMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -90.20% | +16.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -23.35% | +9.13% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -62.11% | +39.97% |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | -73.34% | +30.80% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -73.34% | +24.87% |
Current DrawdownCurrent decline from peak | -5.32% | -57.95% | +52.63% |
Average DrawdownAverage peak-to-trough decline | -24.92% | -66.82% | +41.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | 8.85% | -3.63% |
Volatility
WTRE vs. REMX - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 5.74%, while VanEck Rare Earth and Strategic Metals ETF (REMX) has a volatility of 16.71%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than REMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | REMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 16.71% | -10.97% |
Volatility (6M)Calculated over the trailing 6-month period | 16.11% | 37.35% | -21.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 49.97% | -29.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 40.71% | -21.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 37.16% | -18.73% |
WTRE vs. REMX - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is lower than REMX's 0.59% expense ratio.
Dividends
WTRE vs. REMX - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.03%, more than REMX's 1.42% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REMX VanEck Rare Earth and Strategic Metals ETF | 1.42% | 1.76% | 2.56% | 0.00% | 1.56% | 5.25% | 0.81% | 1.64% | 12.43% | 2.89% | 2.23% | 4.77% |
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 REMX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
REMX has higher volatility (16.71%) compared to WTRE (5.74%). In terms of maximum drawdown, WTRE dropped -74.18% vs REMX's -90.20%.
On 10-year performance, REMX leads with 10.09% vs 3.95% for WTRE. On fees, WTRE is cheaper at 0.58% per year. On volatility, WTRE has been the lower-risk option at 5.74%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, REMX has performed better with a 10.09% return vs 3.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTRE is cheaper with a 0.58% expense ratio, compared with 0.59% for REMX.
WTRE has the higher dividend yield at 2.03%, compared with 1.42% for REMX.
WTRE is categorized as REIT, while REMX is Rare Earth & Strategic Metals. WTRE tracks CenterSquare New Economy Real Estate Index, while REMX tracks MarketVector Global Rare Earth/Strategic Metals Index. They also come from different issuers: WisdomTree and VanEck. Their fees differ too: 0.58% for WTRE and 0.59% for REMX.
REMX currently has the higher Sharpe Ratio (2.81 vs 1.82), 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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