WTRE vs NERD
Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and ROUNDHILL VIDEO GAMES ETF (NERD, ETF).
5-Year PerformanceWTRE has outperformed NERD, delivering a return of +1.3% compared to -8.2%
WTRE vs NERD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTRE
$16M
NERD
$16M
Expense Ratio
WTRE
0.58%
Winner
NERD
0.50%
Max Drawdown
WTRE
75.92%
Winner
NERD
65.79%
Sharpe Ratio
Winner
WTRE
1.57
NERD
-1.27
5Y Beta
Winner
WTRE
0.71
NERD
0.86
P/E Ratio
WTRE
85.03
NERD
N/A
Forward P/E
WTRE
34.54
NERD
N/A
PEG Ratio
WTRE
-0.75
NERD
N/A
5Y Dividends CAGR
WTRE
-8.41%
Winner
NERD
9.36%
5Y EPS CAGR
WTRE
9.94%
NERD
N/A
Debt to Equity
WTRE
-30.55%
NERD
N/A
P/S Ratio
WTRE
8.79
NERD
N/A
P/B Ratio
WTRE
4.30
NERD
N/A
WTRE vs NERD - Holdings Comparison
WTRE and NERD have 1 common holdings. Overlap is -0.45%
WTRE's top 25 holdings weight is 73.93%. NERD's top 25 holdings weight is 88.18%.
| Rank | WTRE | NERD |
|---|---|---|
| #1 | n/a (ASTS) - 5.82% | NETEASE INC ADR (NTES) - 11.62% |
| #2 | PROLOGIS INC (PLD) - 5.29% | ELECTRONIC ARTS INC (EA) - 8.62% |
| #3 | EQUINIX INC (EQIX) - 5.26% | NINTENDO CO LTD (n/a) - 8.42% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 5.09% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 7.93% |
| #5 | AMERICAN TOWER CORP (AMT) - 4.88% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 6.11% |
| #6 | GOODMAN GROUP (n/a) - 4.66% | KONAMI GROUP CORP (n/a) - 4.49% |
| #7 | CROWN CASTLE INC (CCI) - 4.26% | UNITY SOFTWARE INC ORDINARY SHARES (U) - 4.04% |
| #8 | IRON MOUNTAIN INC (IRM) - 3.92% | BANDAI NAMCO HOLDINGS INC (n/a) - 3.94% |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.54% | CAPCOM CO LTD (n/a) - 3.22% |
| #10 | CELLNEX TELECOM SA (n/a) - 3.46% | NEXON CO LTD (n/a) - 3.18% |
| #11 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.29% | KRAFTON INC (n/a) - 3.04% |
| #12 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.83% | CD PROJEKT SA (n/a) - 2.74% |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 2.36% | SQUARE ENIX HOLDINGS CO LTD (n/a) - 2.61% |
| #14 | SEGRO PLC (n/a) - 2.13% | INTERNATIONAL GAMES SYSTEM CO LTD (n/a) - 2.49% |
| #15 | VIASAT INC (VSAT) - 1.87% | NC CORP (n/a) - 1.97% |
| #16 | EASTGROUP PROPERTIES INC (EGP) - 1.85% | KINGSOFT CORP LTD (n/a) - 1.68% |
| #17 | GLOBALSTAR INC (GSAT) - 1.84% | SEGA SAMMY HOLDINGS INC (n/a) - 1.59% |
| #18 | IREN LTD (IREN) - 1.57% | KOEI TECMO HOLDINGS CO LTD (n/a) - 1.54% |
| #19 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.56% | XD INC ORDINARY SHARES (n/a) - 1.47% |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.50% | MODERN TIMES GROUP MTG AB CLASS B (n/a) - 1.42% |
| #21 | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.49% | EMBRACER GROUP AB (n/a) - 1.39% |
| #22 | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.44% | DENA CO LTD (n/a) - 1.30% |
| #23 | NEXTDC LTD (n/a) - 1.40% | NETMARBLE CORP (n/a) - 1.22% |
| #24 | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.40% | PEARLABYSS CORP (n/a) - 1.08% |
| #25 | EUTELSAT COMMUNICATIONS (n/a) - 1.22% | PARADOX INTERACTIVE AB (n/a) - 1.07% |
| Total Holdings | 61 | 45 |
WTRE vs NERD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTRE
+3.28%
NERD
-4.91%
3M
Winner
WTRE
+10.82%
NERD
-4.76%
6M
Winner
WTRE
+19.13%
NERD
-21.29%
1Y
Winner
WTRE
+41.08%
NERD
-20.67%
5Y(CAGR)
Winner
WTRE
+1.33%
NERD
-8.19%
10Y(CAGR)
WTRE
+3.58%
NERD
N/A
Max(CAGR)
WTRE
+1.36%
Winner
NERD
+4.83%
WTRE vs NERD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WTRE | NERD |
|---|---|---|
| 2026 | +18.04% | -18.85% |
| 2025 | +27.18% | +21.17% |
| 2024 | -2.87% | +31.06% |
| 2023 | +13.48% | +13.53% |
| 2022 | -31.57% | -43.78% |
| 2021 | +1.98% | -17.92% |
| 2020 | -16.32% | +85.40% |
| 2019 | +23.70% | +6.91% |
| 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 NERD Drawdown Comparison
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The maximum drawdown for NERD was -65.58%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The current WTRE drawdown is -4.92%. The current NERD drawdown is -46.71%.
| Rank | WTRE | NERD |
|---|---|---|
| #1 | -74.11% Oct 31, 2007 - Jun 7, 2017 | -65.58% Feb 16, 2021 - Oct 14, 2022 |
| #2 | -48.45% Jan 16, 2020 - May 27, 2026 | -26.03% Feb 12, 2020 - May 12, 2020 |
| #3 | -18.85% Jan 26, 2018 - Dec 26, 2019 | -9.09% Jul 3, 2019 - Dec 20, 2019 |
| #4 | -15.74% Jun 5, 2007 - Sep 26, 2007 | -8.60% Sep 1, 2020 - Nov 4, 2020 |
| #5 | -5.25% Oct 12, 2007 - Oct 26, 2007 | -7.05% Aug 5, 2020 - Aug 24, 2020 |
| #6 | -4.92% May 28, 2026 - Jun 5, 2026 | -6.68% Nov 5, 2020 - Nov 19, 2020 |
| #7 | -3.89% Sep 19, 2017 - Dec 13, 2017 | -6.12% Jan 17, 2020 - Feb 12, 2020 |
| #8 | -2.66% Jun 7, 2017 - Jul 14, 2017 | -4.11% Jul 21, 2020 - Jul 31, 2020 |
| #9 | -2.05% Oct 2, 2007 - Oct 9, 2007 | -3.80% Jan 25, 2021 - Feb 3, 2021 |
| #10 | -1.97% Aug 9, 2017 - Aug 30, 2017 | -3.71% Jun 10, 2020 - Jun 16, 2020 |
| #11 | -1.43% Oct 29, 2007 - Oct 31, 2007 | -3.29% Jul 10, 2020 - Jul 21, 2020 |
| #12 | -1.24% Jan 8, 2018 - Jan 17, 2018 | -3.17% Dec 18, 2020 - Jan 5, 2021 |
| #13 | -1.14% Jan 2, 2020 - Jan 16, 2020 | -2.53% Jun 21, 2019 - Jul 3, 2019 |
| #14 | -0.87% Sep 11, 2017 - Sep 15, 2017 | -2.02% May 26, 2020 - May 29, 2020 |
| #15 | -0.73% Dec 18, 2017 - Dec 27, 2017 | -2.02% Nov 24, 2020 - Dec 4, 2020 |
Correlation
Correlation between WTRE and NERD is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.47
-101
Dividend Comparison (2007 - 2026)
WTRE vs NERD dividend yield comparison.
| Year | WTRE | NERD |
|---|---|---|
| 2026 | 0.08% | 0.00% |
| 2025 | 2.33% | 0.63% |
| 2024 | 2.69% | 1.74% |
| 2023 | 2.05% | 1.07% |
| 2022 | 1.68% | 0.69% |
| 2021 | 6.47% | 0.02% |
| 2020 | 2.96% | 1.05% |
| 2019 | 7.88% | 0.31% |
| 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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