WTRE vs. XLRI
WTRE (WisdomTree New Economy Real Estate ETF) and XLRI (State Street Real Estate Select Sector SPDR Premium Income ETF) are both exchange-traded funds - WTRE is a REIT fund tracking the CenterSquare New Economy Real Estate Index, while XLRI is a Derivative Income fund actively managed by State Street. WTRE is passively managed, while XLRI is actively managed. At a 0.43 correlation, their price movements are largely independent. WTRE charges 0.58%/yr vs 0.35%/yr for XLRI.
Performance
WTRE vs. XLRI - Performance Comparison
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Returns By Period
In the year-to-date period, WTRE achieves a 20.00% return, which is significantly higher than XLRI's 6.71% return.
WTRE
- 1D
- -0.18%
- 1M
- -1.96%
- YTD
- 20.00%
- 6M
- 19.09%
- 1Y
- 37.40%
- 3Y*
- 19.04%
- 5Y*
- 1.35%
- 10Y*
- 3.95%
XLRI
- 1D
- 1.31%
- 1M
- 1.23%
- YTD
- 6.71%
- 6M
- 7.39%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTRE vs. XLRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 20.00% | 10.73% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 6.71% | -0.57% |
Correlation
The correlation between WTRE and XLRI is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 30, 2025 | 0.43 |
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Return for Risk
WTRE vs. XLRI — Risk / Return Rank
WTRE
XLRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTRE vs. XLRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree New Economy Real Estate ETF (WTRE) and State Street Real Estate Select Sector SPDR Premium Income ETF (XLRI). 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 | XLRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.30 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.64 | — | — |
| Martin ratioReturn relative to average drawdown | 7.19 | — | — |
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Drawdowns
WTRE vs. XLRI - Drawdown Comparison
The maximum WTRE drawdown since its inception was -74.18%, which is greater than XLRI's maximum drawdown of -7.12%. Use the drawdown chart below to compare losses from any high point for WTRE and XLRI.
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Drawdown Indicators
| WTRE | XLRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.18% | -7.12% | -67.06% |
Max Drawdown (1Y)Largest decline over 1 year | -14.22% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -22.14% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -42.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -48.47% | — | — |
Current DrawdownCurrent decline from peak | -5.32% | -0.54% | -4.78% |
Average DrawdownAverage peak-to-trough decline | -24.92% | -1.65% | -23.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.22% | — | — |
Volatility
WTRE vs. XLRI - Volatility Comparison
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Volatility by Period
| WTRE | XLRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.11% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.70% | 10.99% | +9.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 10.99% | +8.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 10.99% | +7.44% |
WTRE vs. XLRI - Expense Ratio Comparison
WTRE has a 0.58% expense ratio, which is higher than XLRI's 0.35% expense ratio.
Dividends
WTRE vs. XLRI - Dividend Comparison
WTRE's dividend yield for the trailing twelve months is around 2.03%, less than XLRI's 12.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTRE WisdomTree New Economy Real Estate ETF | 2.03% | 2.33% | 2.69% | 2.05% | 1.68% | 6.47% | 2.96% | 7.88% | 4.49% | 6.34% | 5.96% | 4.58% |
XLRI State Street Real Estate Select Sector SPDR Premium Income ETF | 12.24% | 6.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTRE and XLRI have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XLRI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XLRI is cheaper with a 0.35% expense ratio, compared with 0.58% for WTRE.
XLRI has the higher dividend yield at 12.24%, compared with 2.03% for WTRE.
WTRE is categorized as REIT, while XLRI is Derivative Income. They also come from different issuers: WisdomTree and State Street. Their fees differ too: 0.58% for WTRE and 0.35% for XLRI.
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