WTRE vs BSJX
Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and Invesco BulletShares 2033 High Yield Corporate Bond ETF (BSJX, ETF).
WTRE vs BSJX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTRE
$17M
Winner
BSJX
$18M
Expense Ratio
WTRE
0.58%
Winner
BSJX
0.42%
Max Drawdown
WTRE
75.92%
Winner
BSJX
4.80%
Sharpe Ratio
Winner
WTRE
1.56
BSJX
0.73
5Y Beta
WTRE
0.71
Winner
BSJX
0.26
P/E Ratio
WTRE
106.73
BSJX
N/A
Forward P/E
WTRE
33.91
BSJX
N/A
PEG Ratio
WTRE
-0.51
BSJX
N/A
5Y Dividends CAGR
WTRE
-8.41%
BSJX
N/A
5Y EPS CAGR
WTRE
8.87%
BSJX
N/A
Debt to Equity
WTRE
-28.33%
BSJX
N/A
P/S Ratio
WTRE
8.58
BSJX
N/A
P/B Ratio
WTRE
4.24
BSJX
N/A
WTRE vs BSJX - Holdings Comparison
WTRE and BSJX have 1 common holdings. Overlap is 0.03%
WTRE's top 25 holdings weight is 74.04%. BSJX's top 25 holdings weight is 35.87%.
| Rank | WTRE | BSJX |
|---|---|---|
| #1 | n/a (ASTS) - 5.71% | n/a (n/a) - 2.68% |
| #2 | EQUINIX INC (EQIX) - 5.20% | OAK-EAGLE ACQUIRECO INC. 7.25% (n/a) - 2.52% |
| #3 | PROLOGIS INC (PLD) - 5.01% | TRANSDIGM, INC. 6.375% (n/a) - 2.21% |
| #4 | GOODMAN GROUP (n/a) - 4.88% | n/a (n/a) - 1.74% |
| #5 | DIGITAL REALTY TRUST INC (DLR) - 4.88% | LEVEL 3 FINANCING, INC. 6.875% (n/a) - 1.72% |
| #6 | AMERICAN TOWER CORP (AMT) - 4.86% | MICHAELS COMPANIES INC. 8.5% (n/a) - 1.69% |
| #7 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 4.40% | SWORD PURCHASER LLC 8.25% (n/a) - 1.60% |
| #8 | CROWN CASTLE INC (CCI) - 4.20% | VIKING CRUISES, LTD. 5.875% (n/a) - 1.44% |
| #9 | IRON MOUNTAIN INC (IRM) - 3.90% | OLYMPUS WATER US HOLDING CORP. 7.25% (n/a) - 1.36% |
| #10 | CELLNEX TELECOM SA (n/a) - 3.34% | n/a (n/a) - 1.31% |
| #11 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.18% | FAIR ISAAC CORPORATION 6% (n/a) - 1.31% |
| #12 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 3.17% | CACI INTERNATIONAL INC. 6.375% (n/a) - 1.30% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 2.27% | NEPTUNE BIDCO US INC. 9.5% (n/a) - 1.30% |
| #14 | SEGRO PLC (n/a) - 2.15% | QUIKRETE HOLDINGS INC 6.75% (n/a) - 1.29% |
| #15 | GLOBALSTAR INC (GSAT) - 1.81% | TRANSDIGM, INC. 6% (n/a) - 1.28% |
| #16 | IREN LTD (IREN) - 1.74% | SNAP INC 6.875% (n/a) - 1.26% |
| #17 | EASTGROUP PROPERTIES INC (EGP) - 1.74% | UNIVISION COMMUNICATIONS INC. 8.875% (n/a) - 1.26% |
| #18 | VIASAT INC (VSAT) - 1.65% | WINDSTREAM SERVICES PE LLC 7.5% (n/a) - 1.21% |
| #19 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.62% | SINCLAIR TELEVISION GROUP, INC. 8.125% (n/a) - 1.21% |
| #20 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.54% | VENTURE GLOBAL PLAQUEMINES LNG LLC 7.5% (n/a) - 1.18% |
| #21 | NEXTDC LTD (n/a) - 1.50% | n/a (n/a) - 1.04% |
| #22 | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.39% | n/a (n/a) - 1.01% |
| #23 | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.35% | IRON MOUNTAIN INC. 6.25% (n/a) - 1.00% |
| #24 | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.33% | AECOM 6% (n/a) - 0.98% |
| #25 | HUT 8 CORP (HUT) - 1.22% | POST HOLDINGS INC. 6.375% (n/a) - 0.97% |
| Total Holdings | 61 | 139 |
WTRE vs BSJX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTRE
+2.36%
BSJX
+0.59%
3M
Winner
WTRE
+15.20%
BSJX
+2.24%
6M
Winner
WTRE
+20.47%
BSJX
+1.95%
1Y
Winner
WTRE
+39.19%
BSJX
+6.97%
5Y(CAGR)
WTRE
+1.25%
BSJX
N/A
10Y(CAGR)
WTRE
+3.91%
BSJX
N/A
Max(CAGR)
WTRE
+1.40%
Winner
BSJX
+6.98%
WTRE vs BSJX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WTRE | BSJX |
|---|---|---|
| 2026 | +19.00% | +1.42% |
| 2025 | +27.18% | +5.45% |
| 2024 | -2.87% | N/A |
| 2023 | +13.48% | N/A |
| 2022 | -31.57% | N/A |
| 2021 | +1.98% | N/A |
| 2020 | -16.32% | N/A |
| 2019 | +23.70% | N/A |
| 2018 | -11.94% | N/A |
| 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 BSJX Drawdown Comparison
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The maximum drawdown for BSJX was -3.41%, occurring on Mar 27, 2026. Recovery took 39 trading sessions.
The current WTRE drawdown is -4.15%. The current BSJX drawdown is -0.20%.
| Rank | WTRE | BSJX |
|---|---|---|
| #1 | -74.11% Oct 31, 2007 - Jun 7, 2017 | -3.41% Feb 20, 2026 - Apr 17, 2026 |
| #2 | -48.45% Jan 16, 2020 - May 27, 2026 | -1.70% Apr 17, 2026 - May 19, 2026 |
| #3 | -18.85% Jan 26, 2018 - Dec 26, 2019 | -1.41% Oct 2, 2025 - Oct 24, 2025 |
| #4 | -15.74% Jun 5, 2007 - Sep 26, 2007 | -1.16% Oct 27, 2025 - Nov 25, 2025 |
| #5 | -6.15% May 28, 2026 - Jun 10, 2026 | -0.88% Jul 3, 2025 - Jul 29, 2025 |
| #6 | -5.25% Oct 12, 2007 - Oct 26, 2007 | -0.53% Sep 22, 2025 - Oct 2, 2025 |
| #7 | -3.89% Sep 19, 2017 - Dec 13, 2017 | -0.45% Dec 3, 2025 - Dec 23, 2025 |
| #8 | -2.66% Jun 7, 2017 - Jul 14, 2017 | -0.44% Aug 13, 2025 - Aug 22, 2025 |
| #9 | -2.05% Oct 2, 2007 - Oct 9, 2007 | -0.35% Aug 27, 2025 - Sep 4, 2025 |
| #10 | -1.97% Aug 9, 2017 - Aug 30, 2017 | -0.32% Jan 16, 2026 - Jan 22, 2026 |
| #11 | -1.43% Oct 29, 2007 - Oct 31, 2007 | -0.30% Jul 29, 2025 - Aug 4, 2025 |
| #12 | -1.24% Jan 8, 2018 - Jan 17, 2018 | -0.22% Dec 30, 2025 - Jan 5, 2026 |
| #13 | -1.14% Jan 2, 2020 - Jan 16, 2020 | -0.21% Sep 16, 2025 - Sep 18, 2025 |
| #14 | -0.87% Sep 11, 2017 - Sep 15, 2017 | -0.20% Jan 27, 2026 - Feb 3, 2026 |
| #15 | -0.73% Dec 18, 2017 - Dec 27, 2017 | -0.18% Jun 12, 2025 - Jun 20, 2025 |
Correlation
Correlation between WTRE and BSJX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2007 - 2026)
WTRE vs BSJX dividend yield comparison.
| Year | WTRE | BSJX |
|---|---|---|
| 2026 | 0.08% | 2.36% |
| 2025 | 2.33% | 4.02% |
| 2024 | 2.69% | 0.00% |
| 2023 | 2.05% | 0.00% |
| 2022 | 1.68% | 0.00% |
| 2021 | 6.47% | 0.00% |
| 2020 | 2.96% | 0.00% |
| 2019 | 7.88% | 0.00% |
| 2018 | 4.49% | 0.00% |
| 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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