DFII vs WTRE

Comparison between FT VEST BITCOIN STRATEGY & TARGET INCOME ETF (DFII, ETF) and WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF).

DFII vs WTRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFII(ETF)	WTRE(ETF)
Net Assets	$16M	$16M
Expense Ratio	0.85%	0.58%
Max Drawdown	57.19%	75.92%
Sharpe Ratio	-1.19	0.99
5Y Beta	1.01	0.71
P/E Ratio	N/A	83.29
Forward P/E	N/A	32.04
PEG Ratio	N/A	-0.76
5Y Dividends CAGR	N/A	-15.16%
5Y EPS CAGR	N/A	8.76%
Debt to Equity	N/A	-26.34%
P/S Ratio	N/A	7.72
P/B Ratio	N/A	3.76

Net Assets

DFII

$16M

Winner

WTRE

$16M

Expense Ratio

DFII

0.85%

Winner

WTRE

0.58%

Max Drawdown

Winner

DFII

57.19%

WTRE

75.92%

Sharpe Ratio

DFII

-1.19

Winner

WTRE

0.99

5Y Beta

DFII

1.01

Winner

WTRE

0.71

P/E Ratio

DFII

N/A

WTRE

83.29

Forward P/E

DFII

N/A

WTRE

32.04

PEG Ratio

DFII

N/A

WTRE

-0.76

5Y Dividends CAGR

DFII

N/A

WTRE

-15.16%

5Y EPS CAGR

DFII

N/A

WTRE

8.76%

Debt to Equity

DFII

N/A

WTRE

-26.34%

P/S Ratio

DFII

N/A

WTRE

7.72

P/B Ratio

DFII

N/A

WTRE

3.76

DFII vs WTRE - Historical Returns

Returns include dividend reinvestment.

Period	DFII	WTRE
1 month	+2.58%	-5.11%
3 months	-10.90%	-1.20%
6 months	-25.63%	+6.38%
1 year	-42.02%	+24.27%
5 years(CAGR)	N/A	+0.60%
10 years(CAGR)	N/A	+2.60%
Max(CAGR)	-15.59%	+1.06%

Winner

DFII

+2.58%

WTRE

-5.11%

DFII

-10.90%

Winner

WTRE

-1.20%

DFII

-25.63%

Winner

WTRE

+6.38%

DFII

-42.02%

Winner

WTRE

+24.27%

5Y(CAGR)

DFII

N/A

WTRE

+0.60%

10Y(CAGR)

DFII

N/A

WTRE

+2.60%

Max(CAGR)

DFII

-15.59%

Winner

WTRE

+1.06%

DFII vs WTRE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	DFII	WTRE
2026	-25.48%	+11.75%
2025	+5.73%	+27.18%
2024	N/A	-2.87%
2023	N/A	+13.48%
2022	N/A	-31.57%
2021	N/A	+1.98%
2020	N/A	-16.32%
2019	N/A	+23.70%
2018	N/A	-11.94%
2017	N/A	+37.23%
2016	N/A	+4.34%
2015	N/A	-2.79%
2014	N/A	+9.83%
2013	N/A	-5.36%
2012	N/A	+35.79%
2011	N/A	-15.61%
2010	N/A	+14.45%
2009	N/A	+38.77%
2008	N/A	-56.03%
2007	N/A	-1.25%

DFII vs WTRE Drawdown Comparison

The maximum drawdown for DFII was -50.97%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.

The current DFII drawdown is -45.39%. The current WTRE drawdown is -9.99%.

Rank	DFII	WTRE
#1	-50.97% Oct 6, 2025 - Jun 30, 2026	-74.11% Oct 31, 2007 - Jun 7, 2017
#2	-10.12% Aug 13, 2025 - Oct 6, 2025	-48.45% Jan 16, 2020 - May 27, 2026
#3	-8.33% Apr 4, 2025 - Apr 11, 2025	-18.85% Jan 26, 2018 - Dec 26, 2019
#4	-7.29% May 22, 2025 - Jul 9, 2025	-15.74% Jun 5, 2007 - Sep 26, 2007
#5	-4.57% Jul 22, 2025 - Aug 12, 2025	-12.15% May 28, 2026 - Jul 16, 2026
#6	-2.44% Jul 14, 2025 - Jul 22, 2025	-5.25% Oct 12, 2007 - Oct 26, 2007
#7	-2.17% May 2, 2025 - May 8, 2025	-3.89% Sep 19, 2017 - Dec 13, 2017
#8	-1.30% Apr 25, 2025 - May 1, 2025	-2.66% Jun 7, 2017 - Jul 14, 2017
#9	-1.28% May 13, 2025 - May 19, 2025	-2.05% Oct 2, 2007 - Oct 9, 2007
#10	-1.09% May 9, 2025 - May 13, 2025	-1.97% Aug 9, 2017 - Aug 30, 2017
#11	-0.82% Apr 14, 2025 - Apr 17, 2025	-1.43% Oct 29, 2007 - Oct 31, 2007
#12	-0.34% Apr 23, 2025 - Apr 25, 2025	-1.24% Jan 8, 2018 - Jan 17, 2018
#13	N/A	-1.14% Jan 2, 2020 - Jan 16, 2020
#14	N/A	-0.87% Sep 11, 2017 - Sep 15, 2017
#15	N/A	-0.73% Dec 18, 2017 - Dec 27, 2017

Correlation

Correlation between DFII and WTRE is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101

Dividend Comparison (2007 - 2026)

DFII vs WTRE dividend yield comparison.

Year	DFII	WTRE
2026	12.27%	0.77%
2025	15.51%	2.33%
2024	0.00%	2.69%
2023	0.00%	2.05%
2022	0.00%	1.68%
2021	0.00%	6.47%
2020	0.00%	2.96%
2019	0.00%	7.88%
2018	0.00%	4.49%
2017	0.00%	6.34%
2016	0.00%	5.96%
2015	0.00%	4.58%
2014	0.00%	5.30%
2013	0.00%	4.62%
2012	0.00%	7.44%
2011	0.00%	6.34%
2010	0.00%	9.29%
2009	0.00%	9.48%
2008	0.00%	3.05%
2007	0.00%	3.96%