WTRE vs. WTAI
WTRE (WisdomTree New Economy Real Estate ETF) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both exchange-traded funds - WTRE is a REIT fund tracking the CenterSquare New Economy Real Estate Index, while WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index. Both are passively managed. Over the past 3 years, WTRE returned 18.08%/yr vs 32.29%/yr for WTAI. A 0.58 correlation means they provide meaningful diversification when combined. WTRE charges 0.58%/yr vs 0.45%/yr for WTAI.
Performance
WTRE vs. WTAI - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 21.48% return, which is significantly lower than WTAI's 52.09% return.
WTRE
- 1D
- -0.10%
- 1M
- 3.20%
- YTD
- 21.48%
- 6M
- 20.46%
- 1Y
- 41.05%
- 3Y*
- 18.08%
- 5Y*
- 1.24%
- 10Y*
- 3.98%
WTAI
- 1D
- 1.07%
- 1M
- 9.78%
- YTD
- 52.09%
- 6M
- 53.98%
- 1Y
- 99.10%
- 3Y*
- 32.29%
- 5Y*
- —
- 10Y*
- —
WTRE vs. WTAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 21.48% | 26.36% | -3.27% | 14.07% | -31.68% | -0.17% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 52.09% | 34.83% | 6.53% | 46.32% | -42.27% | -1.93% |
Correlation
The correlation between WTRE and WTAI is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.58 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.58 |
The correlation between WTRE and WTAI has been stable across timeframes, ranging from 0.51 to 0.58 - a consistent structural relationship.
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Return for Risk
WTRE vs. WTAI — Risk / Return Rank
WTRE
WTAI
WTRE vs. WTAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). 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 | WTAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.98 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.48 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 6.20 | -3.44 |
| Martin ratioReturn relative to average drawdown | 7.59 | 19.00 | -11.41 |
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Drawdowns
WTRE vs. WTAI - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than WTAI's maximum drawdown of -45.96%. Use the drawdown chart below to compare losses from any high point for WTRE and WTAI.
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Drawdown Indicators
| WTRE | WTAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -45.96% | -28.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | -15.42% | +1.20% |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | -31.83% | +9.69% |
Max Drawdown (5Y)Largest decline over 5 years | -42.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | — | — |
Current DrawdownCurrent decline from peak | -4.15% | -5.68% | +1.53% |
Average DrawdownAverage peak-to-trough decline | -24.95% | -19.77% | -5.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 5.03% | +0.14% |
Volatility
WTRE vs. WTAI - Volatility Comparison
The current volatility for WisdomTree New Economy Real Estate ETF (WTRE) is 6.72%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 15.12%. This indicates that WTRE experiences smaller price fluctuations and is considered to be less risky than WTAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTRE | WTAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.72% | 15.12% | -8.40% |
Volatility (6M)Calculated over the trailing 6-month period | 16.43% | 25.90% | -9.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.74% | 30.89% | -10.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 31.41% | -12.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.53% | 31.41% | -12.88% |
WTRE vs. WTAI - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than WTAI's 0.45% expense ratio.
Dividends
WTRE vs. WTAI - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.00%, more than WTAI's 1.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.19% | 1.81% | 0.19% | 0.24% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTRE WisdomTree New Economy Real Estate ETF | 2.00% | 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 WTAI have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTAI has higher volatility (15.12%) compared to WTRE (6.72%). In terms of maximum drawdown, WTRE dropped -74.18% vs WTAI's -45.96%.
On 3-year performance, WTAI leads with 32.29% vs 18.08% for WTRE. On fees, WTAI is cheaper at 0.45% per year. On volatility, WTRE has been the lower-risk option at 6.72%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WTAI has performed better with a 32.29% return vs 18.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTAI is cheaper with a 0.45% expense ratio, compared with 0.58% for WTRE.
WTRE has the higher dividend yield at 2.00%, compared with 1.19% for WTAI.
WTRE is categorized as REIT, while WTAI is Technology Equities. WTRE tracks CenterSquare New Economy Real Estate Index, while WTAI tracks WisdomTree Artificial Intelligence & Innovation Index. Their fees differ too: 0.58% for WTRE and 0.45% for WTAI.
WTAI currently has the higher Sharpe Ratio (3.10 vs 1.90), 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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