WTRE vs. WELL

Last updated Aug 2, 2026

WTRE (WisdomTree New Economy Real Estate ETF) is REIT fund tracking the CenterSquare New Economy Real Estate Index, while WELL (Welltower Inc.) is a stock. Over the past 10 years, WTRE returned 2.51%/yr vs 15.79%/yr for WELL. Their 0.45 correlation means their historical movements had little consistent relationship.

Performance

WTRE vs. WELL - Performance Comparison

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

Returns By Period

In the year-to-date period, WTRE achieves a 13.80% return, which is significantly lower than WELL's 27.19% return. Over the past 10 years, WTRE has underperformed WELL with an annualized return of 2.51%, while WELL has yielded a comparatively higher 15.79% annualized return.

WTRE

• 1D: -0.59%
• 1M: -0.78%
• 6M: 4.93%
• YTD: 13.80%
• 1Y: 29.01%
• 3Y*: 14.06%
• 5Y*: 0.78%
• 10Y*: 2.51%
• ALL TIME*: 1.02%

WELL

• 1D: -0.51%
• 1M: -0.69%
• 6M: 25.33%
• YTD: 27.19%
• 1Y: 43.19%
• 3Y*: 43.40%
• 5Y*: 25.01%
• 10Y*: 15.79%
• ALL TIME*: 17.00%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
WELL Welltower Inc.	$732.91M	$699.76M	$765.75M
WTRE WisdomTree New Economy Real Estate ETF	$45.60K	$41.07K	$72.55K

WTRE vs. WELL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
WTRE WisdomTree New Economy Real Estate ETF	13.80%	26.36%	-3.27%	14.07%	-31.68%	1.00%	-15.74%	22.28%	-11.21%	37.80%
WELL Welltower Inc.	27.19%	49.86%	43.07%	41.79%	-21.18%	36.98%	-17.19%	23.04%	15.31%	0.22%

Correlation

The correlation between WTRE and WELL is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.09
Correlation (3Y) Balances recent behavior with more history.	0.38
Correlation (5Y) Shows whether the relationship held over a longer period.	0.47
Correlation (10Y) Provides a long-term view across more market conditions.	0.39
Correlation (All Time) Calculated using the full available price history since Jun 5, 2007	0.45

Over the past year, the correlation between WTRE and WELL has dropped to 0.09 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.

Return for Risk

WTRE vs. WELL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WTRE

WTRE Risk / Return Rank: 51
WTRE Sharpe Ratio Rank: 55
WTRE Sortino Ratio Rank: 54
WTRE Omega Ratio Rank: 51
WTRE Calmar Ratio Rank: 55
WTRE Martin Ratio Rank: 42

WELL

WELL Risk / Return Rank: 89
WELL Sharpe Ratio Rank: 92
WELL Sortino Ratio Rank: 89
WELL Omega Ratio Rank: 88
WELL Calmar Ratio Rank: 90
WELL Martin Ratio Rank: 88

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WTRE vs. WELL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and Welltower Inc. (WELL). 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	WELL	Difference
Sharpe ratio: Return per unit of total volatility	1.34	1.99	-0.66
Sortino ratio: Return per unit of downside risk	1.89	2.62	-0.73
Omega ratio: Gain probability vs. loss probability	1.23	1.33	-0.10
Calmar ratio: Return relative to maximum drawdown	1.95	3.52	-1.57
Martin ratio: Return relative to average drawdown	4.59	8.52	-3.92

WTRE vs. WELL - Sharpe Ratio Comparison

The current WTRE Sharpe Ratio is 1.34, which is lower than the WELL Sharpe Ratio of 1.99. The chart below compares the historical Sharpe Ratios of WTRE and WELL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WTRE vs. WELL - Drawdown Comparison

The maximum WTRE drawdown since its inception was -74.18%, which is greater than WELL's maximum drawdown of -63.33%. Use the drawdown chart below to compare losses from any high point for WTRE and WELL.

Drawdown Indicators

	WTRE	WELL	Difference
Max Drawdown Largest peak-to-trough decline	-74.18%	-63.33%	-10.85%
Max Drawdown (1Y) Largest decline over 1 year	-14.22%	-12.61%	-1.61%
Max Drawdown (3Y) Largest decline over 3 years	-22.14%	-12.99%	-9.15%
Max Drawdown (5Y) Largest decline over 5 years	-42.52%	-40.78%	-1.74%
Max Drawdown (10Y) Largest decline over 10 years	-48.47%	-63.33%	+14.86%
Current Drawdown Current decline from peak	-10.20%	-6.99%	-3.21%
Average Drawdown Average peak-to-trough decline	-24.84%	-10.27%	-14.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.01%	5.20%	+0.81%

Volatility

WTRE vs. WELL - Volatility Comparison

The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 5.40%, while Welltower Inc. (WELL) has a volatility of 7.23%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTRE	WELL	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.40%	7.23%	-1.83%
Volatility (6M) Calculated over the trailing 6-month period	16.00%	18.35%	-2.35%
Volatility (1Y) Calculated over the trailing 1-year period	20.73%	22.30%	-1.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.52%	23.79%	-4.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.45%	31.99%	-13.54%

Dividends

WTRE vs. WELL - Dividend Comparison

WTRE's dividend yield for the trailing twelve months is around 2.36%, more than WELL's 1.26% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WELL Welltower Inc.	1.26%	1.52%	2.03%	2.71%	3.72%	2.84%	4.18%	4.26%	5.01%	5.46%	5.14%	4.85%
WTRE WisdomTree New Economy Real Estate ETF	2.36%	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 WELL in my portfolio?

WTRE and WELL have a correlation of 0.09, 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 WELL?

WELL has higher volatility (7.23%) compared to WTRE (5.40%). In terms of maximum drawdown, WTRE dropped -74.18% vs WELL's -63.33%.

Which has better risk-adjusted returns?

WELL currently has the higher Sharpe Ratio (1.99 vs 1.34), 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.