StockComparison Logo
vs

WTRE vs SPY

Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed WTRE, delivering a return of +13.3% compared to +1.3%

WTRE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTRE
$16M
Winner
SPY
$735B
Expense Ratio
WTRE
0.58%
Winner
SPY
0.09%
Max Drawdown
WTRE
75.92%
Winner
SPY
56.47%
Sharpe Ratio
WTRE
1.57
Winner
SPY
1.62
5Y Beta
Winner
WTRE
0.71
SPY
1.00
P/E Ratio
WTRE
85.03
Winner
SPY
28.99
Forward P/E
WTRE
34.54
Winner
SPY
22.37
PEG Ratio
WTRE
-0.75
SPY
N/A
5Y Dividends CAGR
WTRE
-8.41%
Winner
SPY
5.43%
5Y EPS CAGR
WTRE
9.94%
Winner
SPY
26.05%
Debt to Equity
Winner
WTRE
-30.55%
SPY
32.40%
P/S Ratio
WTRE
8.79
Winner
SPY
3.74
P/B Ratio
Winner
WTRE
4.30
SPY
5.61

WTRE vs SPY - Holdings Comparison

WTRE and SPY have 10 common holdings. Overlap is 0.78%

WTRE's top 25 holdings weight is 73.93%. SPY's top 25 holdings weight is 52.37%.

RankWTRESPY
#1
n/a (ASTS) - 5.82%
NVIDIA CORP (NVDA) - 8.10%
#2
PROLOGIS INC (PLD) - 5.29%
APPLE INC (AAPL) - 7.02%
#3
EQUINIX INC (EQIX) - 5.26%
MICROSOFT CORP (MSFT) - 4.79%
#4
DIGITAL REALTY TRUST INC (DLR) - 5.09%
AMAZON.COM INC (AMZN) - 4.02%
#5
AMERICAN TOWER CORP (AMT) - 4.88%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
GOODMAN GROUP (n/a) - 4.66%
BROADCOM INC (AVGO) - 3.10%
#7
CROWN CASTLE INC (CCI) - 4.26%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
IRON MOUNTAIN INC (IRM) - 3.92%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.54%
TESLA INC (TSLA) - 1.89%
#10
CELLNEX TELECOM SA (n/a) - 3.46%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.83%
ELI LILLY AND CO (LLY) - 1.31%
#13
HEALTHPEAK PROPERTIES INC (DOC) - 2.36%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
SEGRO PLC (n/a) - 2.13%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
VIASAT INC (VSAT) - 1.87%
EXXON MOBIL CORP (XOM) - 0.97%
#16
EASTGROUP PROPERTIES INC (EGP) - 1.85%
INTEL CORP (INTC) - 0.90%
#17
GLOBALSTAR INC (GSAT) - 1.84%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
IREN LTD (IREN) - 1.57%
VISA INC CLASS A (V) - 0.85%
#19
CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.56%
WALMART INC (WMT) - 0.81%
#20
ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.50%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.49%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
REXFORD INDUSTRIAL REALTY INC (REXR) - 1.44%
CATERPILLAR INC (CAT) - 0.66%
#23
NEXTDC LTD (n/a) - 1.40%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.40%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
EUTELSAT COMMUNICATIONS (n/a) - 1.22%
ABBVIE INC (ABBV) - 0.58%
Total Holdings61505

WTRE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTRE
+3.28%
SPY
+1.90%
3M
Winner
WTRE
+10.82%
SPY
+8.55%
6M
Winner
WTRE
+19.13%
SPY
+8.18%
1Y
Winner
WTRE
+41.08%
SPY
+25.79%
5Y(CAGR)
WTRE
+1.33%
Winner
SPY
+13.32%
10Y(CAGR)
WTRE
+3.58%
Winner
SPY
+15.19%
Max(CAGR)
WTRE
+1.36%
Winner
SPY
+8.47%

WTRE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWTRESPY
2026+18.04%+8.26%
2025+27.18%+18.00%
2024-2.87%+25.59%
2023+13.48%+26.72%
2022-31.57%-18.64%
2021+1.98%+30.52%
2020-16.32%+17.28%
2019+23.70%+31.09%
2018-11.94%-5.24%
2017+37.23%+20.78%
2016+4.34%+13.59%
2015-2.79%+1.31%
2014+9.83%+14.56%
2013-5.36%+29.00%
2012+35.79%+14.17%
2011-15.61%+0.85%
2010+14.45%+13.14%
2009+38.77%+22.67%
2008-56.03%-36.25%
2007-1.25%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

WTRE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current WTRE drawdown is -4.92%. The current SPY drawdown is -2.90%.

RankWTRESPY
#1-74.11%
Oct 31, 2007 - Jun 7, 2017		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.45%
Jan 16, 2020 - May 27, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.85%
Jan 26, 2018 - Dec 26, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.74%
Jun 5, 2007 - Sep 26, 2007		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.25%
Oct 12, 2007 - Oct 26, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.92%
May 28, 2026 - Jun 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.89%
Sep 19, 2017 - Dec 13, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.66%
Jun 7, 2017 - Jul 14, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.05%
Oct 2, 2007 - Oct 9, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.97%
Aug 9, 2017 - Aug 30, 2017		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.43%
Oct 29, 2007 - Oct 31, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.24%
Jan 8, 2018 - Jan 17, 2018		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.14%
Jan 2, 2020 - Jan 16, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.87%
Sep 11, 2017 - Sep 15, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.73%
Dec 18, 2017 - Dec 27, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between WTRE and SPY is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49
-101

Dividend Comparison (1999 - 2026)

WTRE vs SPY dividend yield comparison.

YearWTRESPY
20260.08%0.24%
20252.33%1.07%
20242.69%1.21%
20232.05%1.40%
20221.68%1.65%
20216.47%1.20%
20202.96%1.52%
20197.88%1.75%
20184.49%2.04%
20176.34%1.80%
20165.96%2.03%
20154.58%2.06%
20145.30%1.87%
20134.62%1.81%
20127.44%2.18%
20116.34%2.05%
20109.29%1.80%
20099.48%1.95%
20083.05%3.02%
20073.96%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: WTRE vs SPY