MRGR vs WTRE
Comparison between PROSHARES MERGER ETF (MRGR, ETF) and WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF).
5-Year PerformanceMRGR has outperformed WTRE, delivering a return of +4.0% compared to +1.3%
MRGR vs WTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MRGR
$16M
Winner
WTRE
$16M
Expense Ratio
MRGR
0.75%
Winner
WTRE
0.58%
Max Drawdown
Winner
MRGR
16.75%
WTRE
75.92%
Sharpe Ratio
Winner
MRGR
1.72
WTRE
1.57
5Y Beta
Winner
MRGR
0.08
WTRE
0.71
P/E Ratio
Winner
MRGR
41.57
WTRE
85.03
Forward P/E
Winner
MRGR
15.92
WTRE
34.54
PEG Ratio
MRGR
N/A
WTRE
-0.75
5Y Dividends CAGR
Winner
MRGR
74.38%
WTRE
-8.41%
5Y EPS CAGR
MRGR
N/A
WTRE
9.94%
Debt to Equity
Winner
MRGR
-33.40%
WTRE
-30.55%
P/S Ratio
Winner
MRGR
2.04
WTRE
8.79
P/B Ratio
Winner
MRGR
2.78
WTRE
4.30
MRGR vs WTRE - Holdings Comparison
MRGR and WTRE have 3 common holdings. Overlap is 2.40%
MRGR's top 25 holdings weight is 61.83%. WTRE's top 25 holdings weight is 73.93%.
| Rank | MRGR | WTRE |
|---|---|---|
| #1 | TECK RESOURCES LTD CLASS B (SUB VOTING) (n/a) - 3.55% | n/a (ASTS) - 5.82% |
| #2 | THERMON GROUP HOLDINGS INC (THR) - 3.04% | PROLOGIS INC (PLD) - 5.29% |
| #3 | CASH (n/a) - 2.65% | EQUINIX INC (EQIX) - 5.26% |
| #4 | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.64% | DIGITAL REALTY TRUST INC (DLR) - 5.09% |
| #5 | VALARIS LTD (VAL) - 2.63% | AMERICAN TOWER CORP (AMT) - 4.88% |
| #6 | SILICON LABORATORIES INC (SLAB) - 2.46% | GOODMAN GROUP (n/a) - 4.66% |
| #7 | KENVUE INC (KVUE) - 2.45% | CROWN CASTLE INC (CCI) - 4.26% |
| #8 | GLOBALSTAR INC (GSAT) - 2.43% | IRON MOUNTAIN INC (IRM) - 3.92% |
| #9 | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 2.43% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.54% |
| #10 | NORFOLK SOUTHERN CORP (NSC) - 2.42% | CELLNEX TELECOM SA (n/a) - 3.46% |
| #11 | STELLAR BANCORP INC (STEL) - 2.38% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.29% |
| #12 | ORGANON & CO ORDINARY SHARES (OGN) - 2.37% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.83% |
| #13 | IHS HOLDING LTD (IHS) - 2.36% | HEALTHPEAK PROPERTIES INC (DOC) - 2.36% |
| #14 | ALLFUNDS GROUP PLC (n/a) - 2.35% | SEGRO PLC (n/a) - 2.13% |
| #15 | SELECT MEDICAL HOLDINGS CORP (SEM) - 2.34% | VIASAT INC (VSAT) - 1.87% |
| #16 | MASIMO CORP (MASI) - 2.34% | EASTGROUP PROPERTIES INC (EGP) - 1.85% |
| #17 | CATALYST PHARMACEUTICALS INC (CPRX) - 2.34% | GLOBALSTAR INC (GSAT) - 1.84% |
| #18 | DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 2.34% | IREN LTD (IREN) - 1.57% |
| #19 | GLOBAL BUSINESS TRAVEL GROUP INC ORDINARY SHARES CLASS A (GBTG) - 2.34% | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.56% |
| #20 | TALKSPACE INC ORDINARY SHARES (TALK) - 2.33% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.50% |
| #21 | QUBE HOLDINGS LTD (n/a) - 2.33% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.49% |
| #22 | KALVISTA PHARMACEUTICALS INC (KALV) - 2.33% | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.44% |
| #23 | AVANOS MEDICAL INC (AVNS) - 2.33% | NEXTDC LTD (n/a) - 1.40% |
| #24 | ESPERION THERAPEUTICS INC (ESPR) - 2.33% | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.40% |
| #25 | LIVERAMP HOLDINGS INC (RAMP) - 2.32% | EUTELSAT COMMUNICATIONS (n/a) - 1.22% |
| Total Holdings | 57 | 61 |
MRGR vs WTRE - Historical Returns
Returns include dividend reinvestment.
1M
MRGR
+0.44%
Winner
WTRE
+3.28%
3M
MRGR
+1.07%
Winner
WTRE
+10.82%
6M
MRGR
+1.74%
Winner
WTRE
+19.13%
1Y
MRGR
+11.15%
Winner
WTRE
+41.08%
5Y(CAGR)
Winner
MRGR
+3.99%
WTRE
+1.33%
10Y(CAGR)
MRGR
+3.48%
Winner
WTRE
+3.58%
Max(CAGR)
Winner
MRGR
+2.17%
WTRE
+1.36%
MRGR vs WTRE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MRGR | WTRE |
|---|---|---|
| 2026 | +1.84% | +18.04% |
| 2025 | +11.75% | +27.18% |
| 2024 | +5.28% | -2.87% |
| 2023 | +5.09% | +13.48% |
| 2022 | -4.84% | -31.57% |
| 2021 | +6.35% | +1.98% |
| 2020 | +1.96% | -16.32% |
| 2019 | +4.66% | +23.70% |
| 2018 | +3.41% | -11.94% |
| 2017 | +2.08% | +37.23% |
| 2016 | -1.33% | +4.34% |
| 2015 | -0.48% | -2.79% |
| 2014 | -1.43% | +9.83% |
| 2013 | -4.37% | -5.36% |
| 2012 | +1.00% | +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% |
MRGR vs WTRE Drawdown Comparison
The maximum drawdown for MRGR was -13.23%, occurring on Mar 18, 2020. Recovery took 180 trading sessions.
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The current MRGR drawdown is -0.31%. The current WTRE drawdown is -4.92%.
| Rank | MRGR | WTRE |
|---|---|---|
| #1 | -13.23% Feb 19, 2020 - Nov 3, 2020 | -74.11% Oct 31, 2007 - Jun 7, 2017 |
| #2 | -10.02% Dec 31, 2012 - Oct 24, 2019 | -48.45% Jan 16, 2020 - May 27, 2026 |
| #3 | -8.39% Nov 9, 2021 - Mar 1, 2024 | -18.85% Jan 26, 2018 - Dec 26, 2019 |
| #4 | -2.31% Feb 16, 2021 - Apr 1, 2021 | -15.74% Jun 5, 2007 - Sep 26, 2007 |
| #5 | -2.10% Feb 28, 2025 - May 27, 2025 | -5.25% Oct 12, 2007 - Oct 26, 2007 |
| #6 | -1.95% Jun 7, 2021 - Sep 1, 2021 | -4.92% May 28, 2026 - Jun 5, 2026 |
| #7 | -1.69% Mar 5, 2024 - Jul 8, 2024 | -3.89% Sep 19, 2017 - Dec 13, 2017 |
| #8 | -1.29% Jan 14, 2026 - Mar 31, 2026 | -2.66% Jun 7, 2017 - Jul 14, 2017 |
| #9 | -1.13% Oct 31, 2024 - Jan 3, 2025 | -2.05% Oct 2, 2007 - Oct 9, 2007 |
| #10 | -1.12% Jan 22, 2021 - Feb 2, 2021 | -1.97% Aug 9, 2017 - Aug 30, 2017 |
| #11 | -1.01% Oct 21, 2025 - Nov 3, 2025 | -1.43% Oct 29, 2007 - Oct 31, 2007 |
| #12 | -0.99% Dec 12, 2025 - Jan 13, 2026 | -1.24% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -0.97% Apr 23, 2026 - May 26, 2026 | -1.14% Jan 2, 2020 - Jan 16, 2020 |
| #14 | -0.97% Nov 6, 2020 - Dec 3, 2020 | -0.87% Sep 11, 2017 - Sep 15, 2017 |
| #15 | -0.93% Sep 2, 2025 - Sep 26, 2025 | -0.73% Dec 18, 2017 - Dec 27, 2017 |
Correlation
Correlation between MRGR and WTRE is 0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
0.13
-101
Dividend Comparison (2007 - 2026)
MRGR vs WTRE dividend yield comparison.
| Year | MRGR | WTRE |
|---|---|---|
| 2026 | 0.20% | 0.08% |
| 2025 | 3.12% | 2.33% |
| 2024 | 3.21% | 2.69% |
| 2023 | 2.11% | 2.05% |
| 2022 | 0.61% | 1.68% |
| 2021 | 0.59% | 6.47% |
| 2020 | 0.00% | 2.96% |
| 2019 | 0.78% | 7.88% |
| 2018 | 1.39% | 4.49% |
| 2017 | 0.36% | 6.34% |
| 2016 | 0.74% | 5.96% |
| 2015 | 0.34% | 4.58% |
| 2014 | 0.67% | 5.30% |
| 2013 | 2.46% | 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% |
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