WTRE vs BOUT
Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and Innovator IBD(R) Breakout Opportunities ETF (BOUT, ETF).
5-Year PerformanceBOUT has outperformed WTRE, delivering a return of +7.1% compared to +1.3%
WTRE vs BOUT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTRE
$16M
BOUT
$16M
Expense Ratio
Winner
WTRE
0.58%
BOUT
0.80%
Max Drawdown
WTRE
75.92%
Winner
BOUT
36.90%
Sharpe Ratio
Winner
WTRE
1.57
BOUT
1.08
5Y Beta
Winner
WTRE
0.71
BOUT
0.90
P/E Ratio
WTRE
85.03
Winner
BOUT
26.17
Forward P/E
WTRE
34.54
Winner
BOUT
19.99
PEG Ratio
Winner
WTRE
-0.75
BOUT
0.34
5Y Dividends CAGR
WTRE
-8.41%
BOUT
N/A
5Y EPS CAGR
WTRE
9.94%
Winner
BOUT
21.11%
Debt to Equity
WTRE
-30.55%
BOUT
N/A
P/S Ratio
WTRE
8.79
Winner
BOUT
1.12
P/B Ratio
Winner
WTRE
4.30
BOUT
4.89
WTRE vs BOUT - Holdings Comparison
WTRE and BOUT have 1 common holdings. Overlap is 0.27%
WTRE's top 25 holdings weight is 73.93%. BOUT's top 25 holdings weight is 40.95%.
| Rank | WTRE | BOUT |
|---|---|---|
| #1 | n/a (ASTS) - 5.82% | BWX TECHNOLOGIES INC (BWXT) - 1.82% |
| #2 | PROLOGIS INC (PLD) - 5.29% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.77% |
| #3 | EQUINIX INC (EQIX) - 5.26% | SPORTRADAR GROUP AG CLASS A (SRAD) - 1.72% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 5.09% | MICROSOFT CORP (MSFT) - 1.70% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.88% | ENSIGN GROUP INC (ENSG) - 1.69% |
| #6 | GOODMAN GROUP (n/a) - 4.66% | CHARLES SCHWAB CORP (SCHW) - 1.69% |
| #7 | CROWN CASTLE INC (CCI) - 4.26% | INTUIT INC (INTU) - 1.68% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.92% | AUTODESK INC (ADSK) - 1.68% |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.54% | SNOWFLAKE INC ORDINARY SHARES CLASS A (SNOW) - 1.67% |
| #10 | CELLNEX TELECOM SA (n/a) - 3.46% | KYNDRYL HOLDINGS INC ORDINARY SHARES (KD) - 1.67% |
| #11 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.29% | MASTEC INC (MTZ) - 1.66% |
| #12 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.83% | ARAMARK (ARMK) - 1.65% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 2.36% | HCA HEALTHCARE INC (HCA) - 1.64% |
| #14 | SEGRO PLC (n/a) - 2.13% | GUIDEWIRE SOFTWARE INC (GWRE) - 1.64% |
| #15 | VIASAT INC (VSAT) - 1.87% | US FOODS HOLDING CORP (USFD) - 1.63% |
| #16 | EASTGROUP PROPERTIES INC (EGP) - 1.85% | NRG ENERGY INC (NRG) - 1.63% |
| #17 | GLOBALSTAR INC (GSAT) - 1.84% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.62% |
| #18 | IREN LTD (IREN) - 1.57% | AMER SPORTS INC (AS) - 1.61% |
| #19 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.56% | FERRARI NV (RACE) - 1.61% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.50% | ROYAL CARIBBEAN GROUP (RCL) - 1.60% |
| #21 | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.49% | CF INDUSTRIES HOLDINGS INC (CF) - 1.60% |
| #22 | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.44% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 1.53% |
| #23 | NEXTDC LTD (n/a) - 1.40% | RUBRIK INC CLASS A SHARES (RBRK) - 1.52% |
| #24 | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.40% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #25 | EUTELSAT COMMUNICATIONS (n/a) - 1.22% | WOODWARD INC (WWD) - 1.46% |
| Total Holdings | 61 | 108 |
WTRE vs BOUT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTRE
+3.28%
BOUT
-2.16%
3M
WTRE
+10.82%
Winner
BOUT
+16.88%
6M
WTRE
+19.13%
Winner
BOUT
+23.14%
1Y
Winner
WTRE
+41.08%
BOUT
+27.56%
5Y(CAGR)
WTRE
+1.33%
Winner
BOUT
+7.11%
10Y(CAGR)
WTRE
+3.58%
BOUT
N/A
Max(CAGR)
WTRE
+1.36%
Winner
BOUT
+8.61%
WTRE vs BOUT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WTRE | BOUT |
|---|---|---|
| 2026 | +18.04% | +24.52% |
| 2025 | +27.18% | -7.51% |
| 2024 | -2.87% | +21.48% |
| 2023 | +13.48% | +14.21% |
| 2022 | -31.57% | -21.87% |
| 2021 | +1.98% | +23.83% |
| 2020 | -16.32% | +49.99% |
| 2019 | +23.70% | +21.56% |
| 2018 | -11.94% | -29.81% |
| 2017 | +37.23% | N/A |
| 2016 | +4.34% | N/A |
| 2015 | -2.79% | N/A |
| 2014 | +9.83% | N/A |
| 2013 | -5.36% | N/A |
| 2012 | +35.79% | N/A |
| 2011 | -15.61% | N/A |
| 2010 | +14.45% | N/A |
| 2009 | +38.77% | N/A |
| 2008 | -56.03% | N/A |
| 2007 | -1.25% | N/A |
WTRE vs BOUT Drawdown Comparison
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The maximum drawdown for BOUT was -36.76%, occurring on Mar 20, 2020. Recovery took 475 trading sessions.
The current WTRE drawdown is -4.92%. The current BOUT drawdown is -5.15%.
| Rank | WTRE | BOUT |
|---|---|---|
| #1 | -74.11% Oct 31, 2007 - Jun 7, 2017 | -36.76% Sep 14, 2018 - Aug 5, 2020 |
| #2 | -48.45% Jan 16, 2020 - May 27, 2026 | -28.28% Dec 29, 2021 - Nov 6, 2024 |
| #3 | -18.85% Jan 26, 2018 - Dec 26, 2019 | -25.30% Dec 6, 2024 - Apr 9, 2026 |
| #4 | -15.74% Jun 5, 2007 - Sep 26, 2007 | -14.69% Feb 16, 2021 - Nov 1, 2021 |
| #5 | -5.25% Oct 12, 2007 - Oct 26, 2007 | -11.51% Aug 5, 2020 - Oct 12, 2020 |
| #6 | -4.92% May 28, 2026 - Jun 5, 2026 | -8.18% Jan 19, 2021 - Feb 5, 2021 |
| #7 | -3.89% Sep 19, 2017 - Dec 13, 2017 | -8.09% Oct 13, 2020 - Nov 5, 2020 |
| #8 | -2.66% Jun 7, 2017 - Jul 14, 2017 | -6.94% Nov 6, 2020 - Nov 19, 2020 |
| #9 | -2.05% Oct 2, 2007 - Oct 9, 2007 | -6.36% Nov 18, 2021 - Dec 27, 2021 |
| #10 | -1.97% Aug 9, 2017 - Aug 30, 2017 | -5.15% Jun 2, 2026 - Jun 5, 2026 |
| #11 | -1.43% Oct 29, 2007 - Oct 31, 2007 | -4.56% May 14, 2026 - May 26, 2026 |
| #12 | -1.24% Jan 8, 2018 - Jan 17, 2018 | -4.01% Nov 11, 2024 - Nov 22, 2024 |
| #13 | -1.14% Jan 2, 2020 - Jan 16, 2020 | -3.27% Dec 24, 2020 - Jan 7, 2021 |
| #14 | -0.87% Sep 11, 2017 - Sep 15, 2017 | -2.82% Dec 8, 2020 - Dec 10, 2020 |
| #15 | -0.73% Dec 18, 2017 - Dec 27, 2017 | -2.12% Nov 8, 2021 - Nov 18, 2021 |
Correlation
Correlation between WTRE and BOUT is -0.19 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.19
-101
Dividend Comparison (2007 - 2026)
WTRE vs BOUT dividend yield comparison.
| Year | WTRE | BOUT |
|---|---|---|
| 2026 | 0.08% | 0.00% |
| 2025 | 2.33% | 0.34% |
| 2024 | 2.69% | 0.60% |
| 2023 | 2.05% | 1.32% |
| 2022 | 1.68% | 1.35% |
| 2021 | 6.47% | 0.00% |
| 2020 | 2.96% | 0.00% |
| 2019 | 7.88% | 0.00% |
| 2018 | 4.49% | 0.22% |
| 2017 | 6.34% | 0.00% |
| 2016 | 5.96% | 0.00% |
| 2015 | 4.58% | 0.00% |
| 2014 | 5.30% | 0.00% |
| 2013 | 4.62% | 0.00% |
| 2012 | 7.44% | 0.00% |
| 2011 | 6.34% | 0.00% |
| 2010 | 9.29% | 0.00% |
| 2009 | 9.48% | 0.00% |
| 2008 | 3.05% | 0.00% |
| 2007 | 3.96% | 0.00% |
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