WABF vs WTRE
Comparison between Western Asset Bond ETF (WABF, ETF) and WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF).
WABF vs WTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WABF
$16M
Winner
WTRE
$16M
Expense Ratio
Winner
WABF
0.35%
WTRE
0.58%
Max Drawdown
Winner
WABF
8.07%
WTRE
75.92%
Sharpe Ratio
WABF
0.01
Winner
WTRE
0.99
5Y Beta
Winner
WABF
0.05
WTRE
0.71
P/E Ratio
WABF
N/A
WTRE
83.29
Forward P/E
WABF
N/A
WTRE
32.04
PEG Ratio
WABF
N/A
WTRE
-0.76
5Y Dividends CAGR
WABF
N/A
WTRE
-15.16%
5Y EPS CAGR
WABF
N/A
WTRE
8.76%
Debt to Equity
WABF
N/A
WTRE
-26.34%
P/S Ratio
WABF
N/A
WTRE
7.72
P/B Ratio
WABF
N/A
WTRE
3.76
WABF vs WTRE - Holdings Comparison
WABF and WTRE have 1 common holdings. Overlap is -12.86%
WABF's top 25 holdings weight is 62.26%. WTRE's top 25 holdings weight is 74.23%.
| Rank | WABF | WTRE |
|---|---|---|
| #1 | RECV CMENAIRSWAPFWD52129 (n/a) - 12.86% | PROLOGIS INC (PLD) - 5.67% |
| #2 | UNITED STATES TREASURY NOTES 4.625% (n/a) - 12.83% | EQUINIX INC (EQIX) - 5.47% |
| #3 | RECV CMENAIRSWAPFWDDBS131 (n/a) - 9.27% | GOODMAN GROUP (n/a) - 5.06% |
| #4 | RECV CMENAIRSWAPFWD52137 (n/a) - 3.03% | DIGITAL REALTY TRUST INC (DLR) - 5.04% |
| #5 | RECV IRSWAP2.3675%6-29-20 (n/a) - 2.23% | AMERICAN TOWER CORP (AMT) - 4.77% |
| #6 | n/a (n/a) - 2.17% | CROWN CASTLE INC (CCI) - 3.97% |
| #7 | n/a (n/a) - 2.07% | n/a (ASTS) - 3.95% |
| #8 | ANTARES CLO 2018-1 LTD/ LLC 0.10526% (n/a) - 1.55% | IRON MOUNTAIN INC (IRM) - 3.89% |
| #9 | UNITED STATES TREASURY BONDS 4.75% (n/a) - 1.47% | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.65% |
| #10 | n/a (n/a) - 1.44% | CELLNEX TELECOM SA (n/a) - 3.34% |
| #11 | n/a (n/a) - 1.32% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.27% |
| #12 | n/a (n/a) - 1.27% | SEGRO PLC (n/a) - 2.85% |
| #13 | BAYFRT 8A A 7/47 (n/a) - 1.25% | HEALTHPEAK PROPERTIES INC (DOC) - 2.84% |
| #14 | HSBC HOLDINGS PLC 4.762% (n/a) - 1.21% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.45% |
| #15 | MEXICO (UNITED MEXICAN STATES) 4.875% (n/a) - 1.18% | EASTGROUP PROPERTIES INC (EGP) - 2.11% |
| #16 | PROSUS NV 3.061% (n/a) - 1.13% | GLOBALSTAR INC (GSAT) - 1.94% |
| #17 | n/a (n/a) - 1.12% | VIASAT INC (VSAT) - 1.93% |
| #18 | JSC NATIONAL COMPANY KAZMUNAYGAS 3.5% (n/a) - 1.12% | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.69% |
| #19 | NEUBERGER BERMAN LOAN ADVISERS CLO (n/a) - 0.94% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.66% |
| #20 | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.90% | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.65% |
| #21 | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.58% | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.47% |
| #22 | SUZANO AUSTRIA GMBH 0.03226% (n/a) - 0.35% | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.47% |
| #23 | n/a (n/a) - 0.35% | TERRENO REALTY CORP (TRNO) - 1.39% |
| #24 | GOLDMAN SACHS GROUP, INC. 5.24% (n/a) - 0.31% | NEXTDC LTD (n/a) - 1.39% |
| #25 | JPMORGAN CHASE & CO. 3.509% (n/a) - 0.31% | WAREHOUSES DE PAUW SA (n/a) - 1.31% |
| Total Holdings | 383 | 61 |
WABF vs WTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WABF
-0.60%
WTRE
-5.11%
3M
Winner
WABF
-1.13%
WTRE
-1.20%
6M
WABF
-0.60%
Winner
WTRE
+6.38%
1Y
WABF
+3.48%
Winner
WTRE
+24.27%
5Y(CAGR)
WABF
N/A
WTRE
+0.60%
10Y(CAGR)
WABF
N/A
WTRE
+2.60%
Max(CAGR)
Winner
WABF
+5.48%
WTRE
+1.06%
WABF vs WTRE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WABF | WTRE |
|---|---|---|
| 2026 | -0.28% | +11.75% |
| 2025 | +7.90% | +27.18% |
| 2024 | +1.76% | -2.87% |
| 2023 | +6.80% | +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% |
WABF vs WTRE Drawdown Comparison
The maximum drawdown for WABF was -5.35%, occurring on Jan 13, 2025. Recovery took 197 trading sessions.
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The current WABF drawdown is -2.19%. The current WTRE drawdown is -9.99%.
| Rank | WABF | WTRE |
|---|---|---|
| #1 | -5.35% Sep 16, 2024 - Jul 1, 2025 | -74.11% Oct 31, 2007 - Jun 7, 2017 |
| #2 | -4.75% Sep 22, 2023 - Nov 14, 2023 | -48.45% Jan 16, 2020 - May 27, 2026 |
| #3 | -4.38% Feb 1, 2024 - Jul 11, 2024 | -18.85% Jan 26, 2018 - Dec 26, 2019 |
| #4 | -3.02% Feb 27, 2026 - Mar 27, 2026 | -15.74% Jun 5, 2007 - Sep 26, 2007 |
| #5 | -2.13% Dec 27, 2023 - Feb 1, 2024 | -12.15% May 28, 2026 - Jul 16, 2026 |
| #6 | -1.31% Jul 1, 2025 - Aug 1, 2025 | -5.25% Oct 12, 2007 - Oct 26, 2007 |
| #7 | -1.10% Aug 2, 2024 - Aug 14, 2024 | -3.89% Sep 19, 2017 - Dec 13, 2017 |
| #8 | -1.09% Oct 28, 2025 - Jan 13, 2026 | -2.66% Jun 7, 2017 - Jul 14, 2017 |
| #9 | -0.90% Jul 17, 2024 - Jul 30, 2024 | -2.05% Oct 2, 2007 - Oct 9, 2007 |
| #10 | -0.70% Sep 16, 2025 - Oct 14, 2025 | -1.97% Aug 9, 2017 - Aug 30, 2017 |
| #11 | -0.62% Jan 14, 2026 - Feb 5, 2026 | -1.43% Oct 29, 2007 - Oct 31, 2007 |
| #12 | -0.60% Dec 6, 2023 - Dec 13, 2023 | -1.24% Jan 8, 2018 - Jan 17, 2018 |
| #13 | -0.59% Aug 13, 2025 - Aug 27, 2025 | -1.14% Jan 2, 2020 - Jan 16, 2020 |
| #14 | -0.59% Aug 23, 2024 - Sep 4, 2024 | -0.87% Sep 11, 2017 - Sep 15, 2017 |
| #15 | -0.58% Nov 14, 2023 - Nov 16, 2023 | -0.73% Dec 18, 2017 - Dec 27, 2017 |
Correlation
Correlation between WABF and WTRE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2007 - 2026)
WABF vs WTRE dividend yield comparison.
| Year | WABF | WTRE |
|---|---|---|
| 2026 | 2.61% | 0.77% |
| 2025 | 5.67% | 2.33% |
| 2024 | 6.25% | 2.69% |
| 2023 | 1.46% | 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% |
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