WTRE vs. WELL
Compare and contrast key facts about WisdomTree New Economy Real Estate ETF (WTRE) and Welltower Inc. (WELL).
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.
Performance
WTRE vs. WELL - Performance Comparison
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WTRE vs. WELL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 1.81% | 26.36% | -3.27% | 14.07% | -31.68% | 1.00% | -15.74% | 22.28% | -11.21% | 37.80% |
WELL Welltower Inc. | 6.90% | 49.86% | 43.07% | 41.79% | -21.18% | 36.98% | -17.19% | 23.04% | 15.31% | 0.22% |
Returns By Period
In the year-to-date period, WTRE achieves a 1.81% return, which is significantly lower than WELL's 6.90% return. Over the past 10 years, WTRE has underperformed WELL with an annualized return of 2.03%, while WELL has yielded a comparatively higher 15.28% annualized return.
WTRE
- 1D
- 3.82%
- 1M
- -8.71%
- YTD
- 1.81%
- 6M
- -1.28%
- 1Y
- 28.07%
- 3Y*
- 11.03%
- 5Y*
- -1.21%
- 10Y*
- 2.03%
WELL
- 1D
- 1.23%
- 1M
- -4.54%
- YTD
- 6.90%
- 6M
- 11.81%
- 1Y
- 31.19%
- 3Y*
- 43.37%
- 5Y*
- 25.13%
- 10Y*
- 15.28%
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Return for Risk
WTRE vs. WELL — Risk / Return Rank
WTRE
WELL
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.
| WTRE | WELL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.47 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.97 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.99 | 2.46 | -0.47 |
Martin ratioReturn relative to average drawdown | 5.37 | 6.07 | -0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTRE | WELL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.47 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.06 | 1.08 | -1.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.11 | 0.48 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.56 | -0.54 |
Correlation
The correlation between WTRE and WELL is 0.46, 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.
Dividends
WTRE vs. WELL - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.39%, more than WELL's 1.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 2.39% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
WELL Welltower Inc. | 1.46% | 1.52% | 2.03% | 2.71% | 3.72% | 2.84% | 4.18% | 4.26% | 5.01% | 5.46% | 5.14% | 4.85% |
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.
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Drawdown Indicators
| WTRE | WELL | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 (5Y)Largest decline over 5 years | -43.87% | -40.78% | -3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | -63.33% | +14.86% |
Current DrawdownCurrent decline from peak | -18.90% | -7.92% | -10.98% |
Average DrawdownAverage peak-to-trough decline | -25.15% | -10.37% | -14.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | 5.11% | +0.15% |
Volatility
WTRE vs. WELL - Volatility Comparison
WisdomTree New Economy Real Estate ETF (WTRE) has a higher volatility of 8.32% compared to Welltower Inc. (WELL) at 6.70%. This indicates that WTRE's price experiences larger fluctuations and is considered to be riskier than WELL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | WELL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.32% | 6.70% | +1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 15.72% | 14.89% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.40% | 21.26% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.98% | 23.52% | -4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.35% | 31.83% | -13.48% |