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WTRE vs. VRAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WTRE vs. VRAI

Last updated Jun 4, 2026

WTRE (WisdomTree New Economy Real Estate ETF) and VRAI (Virtus Real Asset Income ETF) are both REIT funds - WTRE tracks the CenterSquare New Economy Real Estate Index while VRAI tracks the Indxx Real Asset Income Index. Both are passively managed. Over the past 5 years, WTRE returned 1.80%/yr vs 5.40%/yr for VRAI. A 0.62 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.55%/yr for VRAI.

Performance

WTRE vs. VRAI - Performance Comparison

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

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Returns By Period

In the year-to-date period, WTRE achieves a 23.34% return, which is significantly higher than VRAI's 21.11% 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%

VRAI

1D
-0.11%
1M
-0.41%
YTD
21.11%
6M
17.67%
1Y
26.70%
3Y*
11.98%
5Y*
5.40%
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTRE vs. VRAI - Yearly Performance Comparison

2026 (YTD)2025202420232022202120202019
WTRE
WisdomTree New Economy Real Estate ETF		23.34%26.36%-3.27%14.07%-31.68%1.00%-15.74%10.36%
VRAI
Virtus Real Asset Income ETF		21.11%6.67%2.66%6.12%-9.96%24.35%-5.94%5.61%

Correlation

The correlation between WTRE and VRAI is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.59

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Feb 11, 2019

0.62

Over the past year, the correlation between WTRE and VRAI has dropped to 0.32 - well below their long-term average of 0.62, suggesting their price drivers have been diverging.

WTRE vs. VRAI - Sectors Allocation Comparison

Sectors
WTRE
VRAI

Real Estate

64.0%
33.6%

Communication Services

14.3%
2.7%

Technology

11.8%
1.3%

Financial Services

5.8%

-

Basic Materials

-

7.7%

Consumer Cyclical

-

-

Consumer Defensive

-

1.9%

Energy

-

32.4%

Healthcare

-

-

Industrials

-

-

Utilities

-

18.0%

Real Estate

WTRE
64.0%
VRAI
33.6%

Communication Services

WTRE
14.3%
VRAI
2.7%

Technology

WTRE
11.8%
VRAI
1.3%

Financial Services

WTRE
5.8%
VRAI

-

Basic Materials

WTRE

-

VRAI
7.7%

Consumer Cyclical

WTRE

-

VRAI

-

Consumer Defensive

WTRE

-

VRAI
1.9%

Energy

WTRE

-

VRAI
32.4%

Healthcare

WTRE

-

VRAI

-

Industrials

WTRE

-

VRAI

-

Utilities

WTRE

-

VRAI
18.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree New Economy Real Estate ETF

Virtus Real Asset Income ETF

Often compared with WTRE:
WTRE vs. REMXWTRE vs. PPTYWTRE vs. VNQWTRE vs. USRTWTRE vs. VNQIWTRE vs. UCONWTRE vs. WELL
Often compared with VRAI:
VRAI vs. VNQVRAI vs. BRIIXVRAI vs. STLGVRAI vs. REITVRAI vs. USRTVRAI vs. AMLPVRAI vs. VNQI

Return for Risk

WTRE vs. VRAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WTRE
WTRE Risk / Return Rank: 6262
Overall Rank
WTRE Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
WTRE Sortino Ratio Rank: 6363
Sortino Ratio Rank
WTRE Omega Ratio Rank: 6060
Omega Ratio Rank
WTRE Calmar Ratio Rank: 6666
Calmar Ratio Rank
WTRE Martin Ratio Rank: 5353
Martin Ratio Rank
VRAI
VRAI Risk / Return Rank: 7676
Overall Rank
VRAI Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
VRAI Sortino Ratio Rank: 7070
Sortino Ratio Rank
VRAI Omega Ratio Rank: 6565
Omega Ratio Rank
VRAI Calmar Ratio Rank: 9090
Calmar Ratio Rank
VRAI Martin Ratio Rank: 8585
Martin Ratio Rank
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. VRAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and Virtus Real Asset Income ETF (VRAI). 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.

WTREVRAIDifference
Sharpe ratioReturn per unit of total volatility
2.30
2.27

+0.04

Sortino ratioReturn per unit of downside risk
2.98
3.22

-0.24

Omega ratioGain probability vs. loss probability

1.37

1.39

-0.02

Calmar ratioReturn relative to maximum drawdown

3.31

5.57

-2.26

Martin ratioReturn relative to average drawdown

9.18

17.57

-8.39

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. VRAI - Sharpe Ratio Comparison

The current WTRE Sharpe Ratio is 2.30, which is comparable to the VRAI Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of WTRE and VRAI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

WTREVRAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.30

2.27

+0.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.33

-0.23

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

0.29

-0.22

Drawdowns

WTRE vs. VRAI - Drawdown Comparison

The maximum WTRE drawdown since its inception was -74.18%, which is greater than VRAI's maximum drawdown of -47.51%. Use the drawdown chart below to compare losses from any high point for WTRE and VRAI.

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Drawdown Indicators

WTREVRAIDifference

Max Drawdown

Largest peak-to-trough decline

-74.18%

-47.51%

-26.67%

Max Drawdown (1Y)

Largest decline over 1 year

-14.22%

-4.82%

-9.40%

Max Drawdown (3Y)

Largest decline over 3 years

-22.14%

-16.89%

-5.25%

Max Drawdown (5Y)

Largest decline over 5 years

-43.87%

-26.71%

-17.16%

Max Drawdown (10Y)

Largest decline over 10 years

-48.47%

—

—

Current Drawdown

Current decline from peak

-2.68%

-1.02%

-1.66%

Average Drawdown

Average peak-to-trough decline

-24.98%

-10.10%

-14.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.12%

1.53%

+3.59%

Volatility

WTRE vs. VRAI - Volatility Comparison

WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 6.54% compared to Virtus Real Asset Income ETF (VRAI) at 3.50%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than VRAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WTREVRAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.54%

3.50%

+3.04%

Volatility (6M)

Calculated over the trailing 6-month period

15.84%

8.45%

+7.39%

Volatility (1Y)

Calculated over the trailing 1-year period

20.42%

11.86%

+8.56%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.31%

16.64%

+2.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.49%

22.13%

-3.64%

WTRE vs. VRAI - Expense Ratio Comparison

WTRE has a 0.58% expense ratio, which is higher than VRAI's 0.55% expense ratio.

Dividends

WTRE vs. VRAI - Dividend Comparison

WTRE's dividend yield for the trailing twelve months is around 1.97%, less than VRAI's 3.23% yield.

PositionTTM20252024202320222021202020192018201720162015
VRAI
Virtus Real Asset Income ETF		3.23%4.68%7.13%5.02%4.48%3.34%3.91%2.80%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

WTRE and VRAI have a correlation of 0.32, 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 VRAI (3.50%). In terms of maximum drawdown, WTRE dropped -74.18% vs VRAI's -47.51%.

On 5-year performance, VRAI leads with 5.40% vs 1.80% for WTRE. On fees, VRAI is cheaper at 0.55% per year. On volatility, VRAI has been the lower-risk option at 3.50%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, VRAI has performed better with a 5.40% return vs 1.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VRAI is cheaper with a 0.55% expense ratio, compared with 0.58% for WTRE.

VRAI has the higher dividend yield at 3.23%, compared with 1.97% for WTRE.

WTRE tracks CenterSquare New Economy Real Estate Index, while VRAI tracks Indxx Real Asset Income Index. They also come from different issuers: WisdomTree and Virtus Investment Partners. Their fees differ too: 0.58% for WTRE and 0.55% for VRAI.

WTRE currently has the higher Sharpe Ratio (2.30 vs 2.27), 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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