WTRE vs MPLY

Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and MONOPOLY ETF (MPLY, ETF).

WTRE vs MPLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTRE(ETF)	MPLY(ETF)
Net Assets	$16M	$16M
Expense Ratio	0.58%	0.79%
Max Drawdown	75.92%	13.57%
Sharpe Ratio	0.99	0.74
5Y Beta	0.71	1.20
P/E Ratio	83.29	34.43
Forward P/E	31.83	25.89
PEG Ratio	-0.76	0.68
5Y Dividends CAGR	-15.16%	N/A
5Y EPS CAGR	8.76%	30.08%
Debt to Equity	-26.34%	N/A
P/S Ratio	7.72	2.83
P/B Ratio	3.76	10.89

Net Assets

WTRE

$16M

MPLY

$16M

Expense Ratio

Winner

WTRE

0.58%

MPLY

0.79%

Max Drawdown

WTRE

75.92%

Winner

MPLY

13.57%

Sharpe Ratio

Winner

WTRE

0.99

MPLY

0.74

5Y Beta

Winner

WTRE

0.71

MPLY

1.20

P/E Ratio

WTRE

83.29

Winner

MPLY

34.43

Forward P/E

WTRE

31.83

Winner

MPLY

25.89

PEG Ratio

Winner

WTRE

-0.76

MPLY

0.68

5Y Dividends CAGR

WTRE

-15.16%

MPLY

N/A

5Y EPS CAGR

WTRE

8.76%

Winner

MPLY

30.08%

Debt to Equity

WTRE

-26.34%

MPLY

N/A

P/S Ratio

WTRE

7.72

Winner

MPLY

2.83

P/B Ratio

Winner

WTRE

3.76

MPLY

10.89

WTRE vs MPLY - Holdings Comparison

WTRE and MPLY have 1 common holdings. Overlap is 0.23%

WTRE's top 25 holdings weight is 74.23%. MPLY's top 25 holdings weight is 83.54%.

Rank	WTRE	MPLY
#1	PROLOGIS INC (PLD) - 5.67%	APPLE INC (AAPL) - 10.43%
#2	EQUINIX INC (EQIX) - 5.47%	ALPHABET INC CLASS C (GOOG) - 10.19%
#3	GOODMAN GROUP (n/a) - 5.06%	NVIDIA CORP (NVDA) - 9.79%
#4	DIGITAL REALTY TRUST INC (DLR) - 5.04%	MICROSOFT CORP (MSFT) - 6.66%
#5	AMERICAN TOWER CORP (AMT) - 4.77%	AMAZON.COM INC (AMZN) - 6.08%
#6	CROWN CASTLE INC (CCI) - 3.97%	n/a (TSM) - 5.18%
#7	n/a (ASTS) - 3.95%	n/a (SPCX) - 4.53%
#8	IRON MOUNTAIN INC (IRM) - 3.89%	BROADCOM INC (AVGO) - 4.11%
#9	NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.65%	META PLATFORMS INC CLASS A (META) - 3.58%
#10	CELLNEX TELECOM SA (n/a) - 3.34%	TESLA INC (TSLA) - 3.49%
#11	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.27%	ELI LILLY AND CO (LLY) - 2.67%
#12	SEGRO PLC (n/a) - 2.85%	WALMART INC (WMT) - 2.04%
#13	HEALTHPEAK PROPERTIES INC (DOC) - 2.84%	ADVANCED MICRO DEVICES INC (AMD) - 1.96%
#14	COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.45%	ASML HOLDING NV ADR (ASML) - 1.59%
#15	EASTGROUP PROPERTIES INC (EGP) - 2.11%	VISA INC CLASS A (V) - 1.54%
#16	GLOBALSTAR INC (GSAT) - 1.94%	MASTERCARD INC CLASS A (MA) - 1.07%
#17	VIASAT INC (VSAT) - 1.93%	APPLIED MATERIALS INC (AMAT) - 1.04%
#18	CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.69%	ABBVIE INC (ABBV) - 1.02%
#19	ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.66%	CISCO SYSTEMS INC (CSCO) - 1.02%
#20	FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.65%	CATERPILLAR INC (CAT) - 0.99%
#21	INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.47%	COSTCO WHOLESALE CORP (COST) - 0.97%
#22	REXFORD INDUSTRIAL REALTY INC (REXR) - 1.47%	LAM RESEARCH CORP (LRCX) - 0.96%
#23	TERRENO REALTY CORP (TRNO) - 1.39%	ORACLE CORP (ORCL) - 0.94%
#24	NEXTDC LTD (n/a) - 1.39%	UNITEDHEALTH GROUP INC (UNH) - 0.89%
#25	WAREHOUSES DE PAUW SA (n/a) - 1.31%	THE HOME DEPOT INC (HD) - 0.80%
Total Holdings	61	100

WTRE vs MPLY - Historical Returns

Returns include dividend reinvestment.

Period	WTRE	MPLY
1 month	-4.82%	-1.51%
3 months	-2.52%	-0.85%
6 months	+4.82%	+1.08%
1 year	+21.91%	+12.76%
5 years(CAGR)	+0.58%	N/A
10 years(CAGR)	+2.59%	N/A
Max(CAGR)	+1.07%	+18.17%

WTRE

-4.82%

Winner

MPLY

-1.51%

WTRE

-2.52%

Winner

MPLY

-0.85%

Winner

WTRE

+4.82%

MPLY

+1.08%

Winner

WTRE

+21.91%

MPLY

+12.76%

5Y(CAGR)

WTRE

+0.58%

MPLY

N/A

10Y(CAGR)

WTRE

+2.59%

MPLY

N/A

Max(CAGR)

WTRE

+1.07%

Winner

MPLY

+18.17%

WTRE vs MPLY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	WTRE	MPLY
2026	+11.88%	+1.44%
2025	+27.18%	+20.41%
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 MPLY Drawdown Comparison

The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.

The maximum drawdown for MPLY was -13.46%, occurring on Mar 30, 2026. Recovery took 116 trading sessions.

The current WTRE drawdown is -9.89%. The current MPLY drawdown is -8.35%.

Rank	WTRE	MPLY
#1	-74.11% Oct 31, 2007 - Jun 7, 2017	-13.46% Oct 29, 2025 - Apr 17, 2026
#2	-48.45% Jan 16, 2020 - May 27, 2026	-8.53% Jun 2, 2026 - Jun 25, 2026
#3	-18.85% Jan 26, 2018 - Dec 26, 2019	-3.35% Oct 8, 2025 - Oct 24, 2025
#4	-15.74% Jun 5, 2007 - Sep 26, 2007	-2.88% Aug 14, 2025 - Sep 5, 2025
#5	-12.15% May 28, 2026 - Jul 16, 2026	-2.74% May 19, 2025 - Jun 3, 2025
#6	-5.25% Oct 12, 2007 - Oct 26, 2007	-2.50% May 14, 2026 - May 28, 2026
#7	-3.89% Sep 19, 2017 - Dec 13, 2017	-2.18% Jul 28, 2025 - Aug 6, 2025
#8	-2.66% Jun 7, 2017 - Jul 14, 2017	-1.89% Sep 22, 2025 - Oct 6, 2025
#9	-2.05% Oct 2, 2007 - Oct 9, 2007	-1.62% Jun 12, 2025 - Jun 24, 2025
#10	-1.97% Aug 9, 2017 - Aug 30, 2017	-1.08% Jul 3, 2025 - Jul 16, 2025
#11	-1.43% Oct 29, 2007 - Oct 31, 2007	-0.98% Apr 27, 2026 - Apr 30, 2026
#12	-1.24% Jan 8, 2018 - Jan 17, 2018	-0.97% Apr 17, 2026 - Apr 22, 2026
#13	-1.14% Jan 2, 2020 - Jan 16, 2020	-0.90% Apr 22, 2026 - Apr 24, 2026
#14	-0.87% Sep 11, 2017 - Sep 15, 2017	-0.71% Jun 4, 2025 - Jun 6, 2025
#15	-0.73% Dec 18, 2017 - Dec 27, 2017	-0.61% Jun 30, 2025 - Jul 2, 2025

Correlation

Correlation between WTRE and MPLY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2007 - 2026)

WTRE vs MPLY dividend yield comparison.

Year	WTRE	MPLY
2026	0.77%	0.00%
2025	2.33%	0.13%
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%