WTRE vs TWOX
Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and ISHARES LARGE CAP ACCELERATED OUTCOME ETF (TWOX, ETF).
WTRE vs TWOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTRE
$16M
TWOX
$16M
Expense Ratio
WTRE
0.58%
Winner
TWOX
0.50%
Max Drawdown
WTRE
75.92%
Winner
TWOX
19.35%
Sharpe Ratio
Winner
WTRE
1.57
TWOX
1.10
5Y Beta
Winner
WTRE
0.71
TWOX
0.90
P/E Ratio
WTRE
85.03
TWOX
N/A
Forward P/E
WTRE
34.54
TWOX
N/A
PEG Ratio
WTRE
-0.75
TWOX
N/A
5Y Dividends CAGR
WTRE
-8.41%
TWOX
N/A
5Y EPS CAGR
WTRE
9.94%
TWOX
N/A
Debt to Equity
WTRE
-30.55%
TWOX
N/A
P/S Ratio
WTRE
8.79
TWOX
N/A
P/B Ratio
WTRE
4.30
TWOX
N/A
WTRE vs TWOX - Holdings Comparison
WTRE and TWOX have 0 common holdings. Overlap is 0.00%
WTRE's top 25 holdings weight is 73.93%. TWOX's top 25 holdings weight is 105.93%.
| Rank | WTRE | TWOX |
|---|---|---|
| #1 | n/a (ASTS) - 5.82% | ISHARES CORE S&P 500 ETF (IVV) - 105.93% |
| #2 | PROLOGIS INC (PLD) - 5.29% | N/A |
| #3 | EQUINIX INC (EQIX) - 5.26% | N/A |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 5.09% | N/A |
| #5 | AMERICAN TOWER CORP (AMT) - 4.88% | N/A |
| #6 | GOODMAN GROUP (n/a) - 4.66% | N/A |
| #7 | CROWN CASTLE INC (CCI) - 4.26% | N/A |
| #8 | IRON MOUNTAIN INC (IRM) - 3.92% | N/A |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.54% | N/A |
| #10 | CELLNEX TELECOM SA (n/a) - 3.46% | N/A |
| #11 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.29% | N/A |
| #12 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.83% | N/A |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 2.36% | N/A |
| #14 | SEGRO PLC (n/a) - 2.13% | N/A |
| #15 | VIASAT INC (VSAT) - 1.87% | N/A |
| #16 | EASTGROUP PROPERTIES INC (EGP) - 1.85% | N/A |
| #17 | GLOBALSTAR INC (GSAT) - 1.84% | N/A |
| #18 | IREN LTD (IREN) - 1.57% | N/A |
| #19 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.56% | N/A |
| #20 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.50% | N/A |
| #21 | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.49% | N/A |
| #22 | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.44% | N/A |
| #23 | NEXTDC LTD (n/a) - 1.40% | N/A |
| #24 | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.40% | N/A |
| #25 | EUTELSAT COMMUNICATIONS (n/a) - 1.22% | N/A |
| Total Holdings | 61 | 1 |
WTRE vs TWOX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTRE
+3.28%
TWOX
+0.97%
3M
Winner
WTRE
+10.82%
TWOX
+1.41%
6M
Winner
WTRE
+19.13%
TWOX
+3.00%
1Y
Winner
WTRE
+41.08%
TWOX
+15.90%
5Y(CAGR)
WTRE
+1.33%
TWOX
N/A
10Y(CAGR)
WTRE
+3.58%
TWOX
N/A
Max(CAGR)
WTRE
+1.36%
Winner
TWOX
+10.95%
WTRE vs TWOX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WTRE | TWOX |
|---|---|---|
| 2026 | +18.04% | +2.05% |
| 2025 | +27.18% | +13.31% |
| 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 TWOX Drawdown Comparison
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The maximum drawdown for TWOX was -19.35%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current WTRE drawdown is -4.92%. The current TWOX drawdown is -0.31%.
| Rank | WTRE | TWOX |
|---|---|---|
| #1 | -74.11% Oct 31, 2007 - Jun 7, 2017 | -19.35% Feb 19, 2025 - Jul 23, 2025 |
| #2 | -48.45% Jan 16, 2020 - May 27, 2026 | -9.51% Feb 25, 2026 - Jun 1, 2026 |
| #3 | -18.85% Jan 26, 2018 - Dec 26, 2019 | -4.10% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -15.74% Jun 5, 2007 - Sep 26, 2007 | -2.70% Oct 8, 2025 - Oct 20, 2025 |
| #5 | -5.25% Oct 12, 2007 - Oct 26, 2007 | -2.58% Dec 11, 2025 - Dec 22, 2025 |
| #6 | -4.92% May 28, 2026 - Jun 5, 2026 | -2.36% Feb 2, 2026 - Feb 25, 2026 |
| #7 | -3.89% Sep 19, 2017 - Dec 13, 2017 | -2.15% Jan 12, 2026 - Jan 27, 2026 |
| #8 | -2.66% Jun 7, 2017 - Jul 14, 2017 | -1.86% Jul 28, 2025 - Aug 8, 2025 |
| #9 | -2.05% Oct 2, 2007 - Oct 9, 2007 | -1.32% Dec 26, 2025 - Jan 9, 2026 |
| #10 | -1.97% Aug 9, 2017 - Aug 30, 2017 | -1.27% Jan 23, 2025 - Feb 13, 2025 |
| #11 | -1.43% Oct 29, 2007 - Oct 31, 2007 | -0.83% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.24% Jan 8, 2018 - Jan 17, 2018 | -0.78% Aug 28, 2025 - Sep 4, 2025 |
| #13 | -1.14% Jan 2, 2020 - Jan 16, 2020 | -0.50% Oct 21, 2025 - Oct 23, 2025 |
| #14 | -0.87% Sep 11, 2017 - Sep 15, 2017 | -0.49% Jan 27, 2026 - Feb 2, 2026 |
| #15 | -0.73% Dec 18, 2017 - Dec 27, 2017 | -0.35% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between WTRE and TWOX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
WTRE vs TWOX dividend yield comparison.
| Year | WTRE | TWOX |
|---|---|---|
| 2026 | 0.08% | 0.00% |
| 2025 | 2.33% | 0.57% |
| 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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