WTRE vs. USRT
Compare and contrast key facts about WisdomTree New Economy Real Estate ETF (WTRE) and iShares Core U.S. REIT ETF (USRT).
WTRE and USRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTRE is a passively managed fund by WisdomTree that tracks the performance of the CenterSquare New Economy Real Estate Index. It was launched on Jun 5, 2007. USRT is a passively managed fund by iShares that tracks the performance of the FTSE NAREIT Equity REITs Index. It was launched on May 4, 2007. Both WTRE and USRT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTRE or USRT.
Correlation
The correlation between WTRE and USRT is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WTRE vs. USRT - Performance Comparison
Key characteristics
WTRE:
-0.13
USRT:
0.53
WTRE:
-0.07
USRT:
0.82
WTRE:
0.99
USRT:
1.10
WTRE:
-0.05
USRT:
0.39
WTRE:
-0.37
USRT:
2.41
WTRE:
5.30%
USRT:
3.52%
WTRE:
15.29%
USRT:
15.92%
WTRE:
-74.18%
USRT:
-69.89%
WTRE:
-36.59%
USRT:
-9.52%
Returns By Period
In the year-to-date period, WTRE achieves a -1.13% return, which is significantly higher than USRT's -1.76% return. Over the past 10 years, WTRE has underperformed USRT with an annualized return of -0.59%, while USRT has yielded a comparatively higher 5.03% annualized return.
WTRE
-1.13%
-6.94%
-1.62%
-3.44%
-8.35%
-0.59%
USRT
-1.76%
-6.62%
6.93%
6.87%
4.13%
5.03%
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WTRE vs. USRT - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than USRT's 0.08% expense ratio.
Risk-Adjusted Performance
WTRE vs. USRT — Risk-Adjusted Performance Rank
WTRE
USRT
WTRE vs. USRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and iShares Core U.S. REIT ETF (USRT). 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.
Dividends
WTRE vs. USRT - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.73%, less than USRT's 2.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 2.73% | 2.70% | 2.05% | 1.68% | 8.44% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% | 5.30% |
USRT iShares Core U.S. REIT ETF | 2.90% | 2.85% | 3.18% | 3.47% | 2.27% | 3.12% | 3.34% | 5.66% | 3.43% | 3.98% | 3.59% | 3.46% |
Drawdowns
WTRE vs. USRT - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than USRT's maximum drawdown of -69.89%. Use the drawdown chart below to compare losses from any high point for WTRE and USRT. For additional features, visit the drawdowns tool.
Volatility
WTRE vs. USRT - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 4.52%, while iShares Core U.S. REIT ETF (USRT) has a volatility of 5.55%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than USRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.