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