GENZ vs WTRE
Comparison between VANECK DIGITAL NATIVE ECONOMY ETF (GENZ, ETF) and WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF).
5-Year PerformanceWTRE has outperformed GENZ, delivering a return of +1.2% compared to -7.0%
GENZ vs WTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GENZ
$17M
Winner
WTRE
$17M
Expense Ratio
Winner
GENZ
0.51%
WTRE
0.58%
Max Drawdown
Winner
GENZ
71.51%
WTRE
75.92%
Sharpe Ratio
GENZ
-0.65
Winner
WTRE
1.56
5Y Beta
GENZ
0.83
Winner
WTRE
0.71
P/E Ratio
Winner
GENZ
34.99
WTRE
106.73
Forward P/E
Winner
GENZ
21.44
WTRE
33.91
PEG Ratio
GENZ
0.41
Winner
WTRE
-0.51
5Y Dividends CAGR
Winner
GENZ
11.73%
WTRE
-8.41%
5Y EPS CAGR
GENZ
N/A
WTRE
8.87%
Debt to Equity
GENZ
31.28%
Winner
WTRE
-28.33%
P/S Ratio
Winner
GENZ
2.71
WTRE
8.58
P/B Ratio
GENZ
4.82
Winner
WTRE
4.24
GENZ vs WTRE - Holdings Comparison
GENZ and WTRE have 1 common holdings. Overlap is -0.09%
GENZ's top 25 holdings weight is 95.33%. WTRE's top 25 holdings weight is 74.04%.
| Rank | GENZ | WTRE |
|---|---|---|
| #1 | NETEASE INC ADR (NTES) - 8.54% | n/a (ASTS) - 5.71% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 7.86% | EQUINIX INC (EQIX) - 5.20% |
| #3 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 7.65% | PROLOGIS INC (PLD) - 5.01% |
| #4 | CHARLES SCHWAB CORP (SCHW) - 7.43% | GOODMAN GROUP (n/a) - 4.88% |
| #5 | ELECTRONIC ARTS INC (EA) - 7.21% | DIGITAL REALTY TRUST INC (DLR) - 4.88% |
| #6 | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 5.08% | AMERICAN TOWER CORP (AMT) - 4.86% |
| #7 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 4.83% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.40% |
| #8 | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 4.64% | CROWN CASTLE INC (CCI) - 4.20% |
| #9 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 4.37% | IRON MOUNTAIN INC (IRM) - 3.90% |
| #10 | EBAY INC (EBAY) - 3.92% | CELLNEX TELECOM SA (n/a) - 3.34% |
| #11 | CME GROUP INC CLASS A (CME) - 3.82% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.18% |
| #12 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.66% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.17% |
| #13 | FLUTTER ENTERTAINMENT PLC (FLUT) - 3.57% | HEALTHPEAK PROPERTIES INC (DOC) - 2.27% |
| #14 | DRAFTKINGS INC ORDINARY SHARES CLASS A (DKNG) - 2.99% | SEGRO PLC (n/a) - 2.15% |
| #15 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.54% | GLOBALSTAR INC (GSAT) - 1.81% |
| #16 | REDDIT INC CLASS A SHARES (RDDT) - 2.32% | IREN LTD (IREN) - 1.74% |
| #17 | PAYPAL HOLDINGS INC (PYPL) - 2.21% | EASTGROUP PROPERTIES INC (EGP) - 1.74% |
| #18 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 2.11% | VIASAT INC (VSAT) - 1.65% |
| #19 | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 2.07% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.62% |
| #20 | BLOCK INC CLASS A (XYZ) - 1.89% | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.54% |
| #21 | FAIR ISAAC CORP (FICO) - 1.58% | NEXTDC LTD (n/a) - 1.50% |
| #22 | CBOE GLOBAL MARKETS INC (CBOE) - 1.45% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.39% |
| #23 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 1.39% | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.35% |
| #24 | PINTEREST INC CLASS A (PINS) - 1.13% | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.33% |
| #25 | GRAB HOLDINGS LTD CLASS A (GRAB) - 1.07% | HUT 8 CORP (HUT) - 1.22% |
| Total Holdings | 35 | 61 |
GENZ vs WTRE - Historical Returns
Returns include dividend reinvestment.
1M
GENZ
+0.33%
Winner
WTRE
+2.36%
3M
GENZ
-0.47%
Winner
WTRE
+15.20%
6M
GENZ
-13.41%
Winner
WTRE
+20.47%
1Y
GENZ
-9.94%
Winner
WTRE
+39.19%
5Y(CAGR)
GENZ
-6.98%
Winner
WTRE
+1.25%
10Y(CAGR)
GENZ
+2.98%
Winner
WTRE
+3.91%
Max(CAGR)
Winner
GENZ
+1.57%
WTRE
+1.40%
GENZ vs WTRE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | GENZ | WTRE |
|---|---|---|
| 2026 | -13.70% | +19.00% |
| 2025 | +5.18% | +27.18% |
| 2024 | -1.99% | -2.87% |
| 2023 | +10.38% | +13.48% |
| 2022 | -13.52% | -31.57% |
| 2021 | -2.81% | +1.98% |
| 2020 | +9.89% | -16.32% |
| 2019 | +28.43% | +23.70% |
| 2018 | -26.03% | -11.94% |
| 2017 | +40.23% | +37.23% |
| 2016 | +12.49% | +4.34% |
| 2015 | -12.42% | -2.79% |
| 2014 | -23.97% | +9.83% |
| 2013 | +46.59% | -5.36% |
| 2012 | +19.13% | +35.79% |
| 2011 | -2.97% | -15.61% |
| 2010 | +32.73% | +14.45% |
| 2009 | +30.80% | +38.77% |
| 2008 | -56.86% | -56.03% |
| 2007 | N/A | -1.25% |
GENZ vs WTRE Drawdown Comparison
The maximum drawdown for GENZ was -71.11%, occurring on Mar 9, 2009. Recovery took 1300 trading sessions.
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The current GENZ drawdown is -32.18%. The current WTRE drawdown is -4.15%.
| Rank | GENZ | WTRE |
|---|---|---|
| #1 | -71.11% Jan 25, 2008 - Mar 26, 2013 | -74.11% Oct 31, 2007 - Jun 7, 2017 |
| #2 | -56.40% May 21, 2018 - Dec 16, 2020 | -48.45% Jan 16, 2020 - May 27, 2026 |
| #3 | -46.21% Mar 6, 2014 - Jan 19, 2018 | -18.85% Jan 26, 2018 - Dec 26, 2019 |
| #4 | -43.79% Mar 15, 2021 - Sep 23, 2022 | -15.74% Jun 5, 2007 - Sep 26, 2007 |
| #5 | -12.10% May 20, 2013 - Sep 4, 2013 | -6.15% May 28, 2026 - Jun 10, 2026 |
| #6 | -10.30% Jan 24, 2018 - May 21, 2018 | -5.25% Oct 12, 2007 - Oct 26, 2007 |
| #7 | -9.97% Jan 17, 2014 - Feb 28, 2014 | -3.89% Sep 19, 2017 - Dec 13, 2017 |
| #8 | -6.27% Jan 8, 2021 - Feb 4, 2021 | -2.66% Jun 7, 2017 - Jul 14, 2017 |
| #9 | -5.71% Oct 21, 2013 - Dec 9, 2013 | -2.05% Oct 2, 2007 - Oct 9, 2007 |
| #10 | -3.78% Mar 3, 2021 - Mar 11, 2021 | -1.97% Aug 9, 2017 - Aug 30, 2017 |
| #11 | -3.30% Feb 24, 2021 - Mar 1, 2021 | -1.43% Oct 29, 2007 - Oct 31, 2007 |
| #12 | -3.20% Apr 11, 2013 - Apr 23, 2013 | -1.24% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -3.17% Mar 26, 2013 - Apr 10, 2013 | -1.14% Jan 2, 2020 - Jan 16, 2020 |
| #14 | -3.09% Dec 17, 2020 - Jan 6, 2021 | -0.87% Sep 11, 2017 - Sep 15, 2017 |
| #15 | -1.91% Dec 18, 2013 - Dec 24, 2013 | -0.73% Dec 18, 2017 - Dec 27, 2017 |
Correlation
Correlation between GENZ and WTRE is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
0.74
-101
Dividend Comparison (2007 - 2026)
GENZ vs WTRE dividend yield comparison.
| Year | GENZ | WTRE |
|---|---|---|
| 2026 | 0.00% | 0.08% |
| 2025 | 3.34% | 2.33% |
| 2024 | 2.88% | 2.69% |
| 2023 | 1.68% | 2.05% |
| 2022 | 0.44% | 1.68% |
| 2021 | 0.79% | 6.47% |
| 2020 | 0.47% | 2.96% |
| 2019 | 2.95% | 7.88% |
| 2018 | 3.43% | 4.49% |
| 2017 | 2.31% | 6.34% |
| 2016 | 3.15% | 5.96% |
| 2015 | 4.09% | 4.58% |
| 2014 | 4.90% | 5.30% |
| 2013 | 0.97% | 4.62% |
| 2012 | 3.90% | 7.44% |
| 2011 | 3.17% | 6.34% |
| 2010 | 2.65% | 9.29% |
| 2009 | 2.19% | 9.48% |
| 2008 | 1.31% | 3.05% |
| 2007 | 0.00% | 3.96% |
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