WTRE vs WMTI
Comparison between WISDOMTREE NEW ECONOMY REAL ESTATE FUND (WTRE, ETF) and REX WMT GROWTH & INCOME ETF (WMTI, ETF).
WTRE vs WMTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTRE
$16M
WMTI
$16M
Expense Ratio
WTRE
0.58%
WMTI
N/A
Max Drawdown
WTRE
75.92%
Winner
WMTI
31.08%
Sharpe Ratio
Winner
WTRE
0.99
WMTI
0.21
5Y Beta
WTRE
0.71
Winner
WMTI
-0.05
P/E Ratio
WTRE
83.29
WMTI
N/A
Forward P/E
WTRE
32.04
WMTI
N/A
PEG Ratio
WTRE
-0.76
WMTI
N/A
5Y Dividends CAGR
WTRE
-15.16%
WMTI
N/A
5Y EPS CAGR
WTRE
8.76%
WMTI
N/A
Debt to Equity
WTRE
-26.34%
WMTI
N/A
P/S Ratio
WTRE
7.72
WMTI
N/A
P/B Ratio
WTRE
3.76
WMTI
N/A
WTRE vs WMTI - Holdings Comparison
WTRE and WMTI have 0 common holdings. Overlap is 0.00%
WTRE's top 25 holdings weight is 74.23%. WMTI's top 25 holdings weight is 1.02%.
| Rank | WTRE | WMTI |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 5.67% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.02% |
| #2 | EQUINIX INC (EQIX) - 5.47% | N/A |
| #3 | GOODMAN GROUP (n/a) - 5.06% | N/A |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 5.04% | N/A |
| #5 | AMERICAN TOWER CORP (AMT) - 4.77% | N/A |
| #6 | CROWN CASTLE INC (CCI) - 3.97% | N/A |
| #7 | n/a (ASTS) - 3.95% | N/A |
| #8 | IRON MOUNTAIN INC (IRM) - 3.89% | N/A |
| #9 | NEBIUS GROUP NV SHS CLASS-A- (NBIS) - 3.65% | N/A |
| #10 | CELLNEX TELECOM SA (n/a) - 3.34% | N/A |
| #11 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 3.27% | N/A |
| #12 | SEGRO PLC (n/a) - 2.85% | N/A |
| #13 | HEALTHPEAK PROPERTIES INC (DOC) - 2.84% | N/A |
| #14 | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 2.45% | N/A |
| #15 | EASTGROUP PROPERTIES INC (EGP) - 2.11% | N/A |
| #16 | GLOBALSTAR INC (GSAT) - 1.94% | N/A |
| #17 | VIASAT INC (VSAT) - 1.93% | N/A |
| #18 | CAPITALAND ASCENDAS REIT UNITS (n/a) - 1.69% | N/A |
| #19 | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.66% | N/A |
| #20 | FIRST INDUSTRIAL REALTY TRUST INC (FR) - 1.65% | N/A |
| #21 | INFRASTRUTTURE WIRELESS ITALIANE SPA (n/a) - 1.47% | N/A |
| #22 | REXFORD INDUSTRIAL REALTY INC (REXR) - 1.47% | N/A |
| #23 | TERRENO REALTY CORP (TRNO) - 1.39% | N/A |
| #24 | NEXTDC LTD (n/a) - 1.39% | N/A |
| #25 | WAREHOUSES DE PAUW SA (n/a) - 1.31% | N/A |
| Total Holdings | 61 | 1 |
WTRE vs WMTI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WTRE
-5.11%
WMTI
-7.77%
3M
Winner
WTRE
-1.20%
WMTI
-16.06%
6M
Winner
WTRE
+6.38%
WMTI
-10.78%
1Y
WTRE
+24.27%
WMTI
N/A
5Y(CAGR)
WTRE
+0.60%
WMTI
N/A
10Y(CAGR)
WTRE
+2.60%
WMTI
N/A
Max(CAGR)
WTRE
+1.06%
Winner
WMTI
+5.94%
WTRE vs WMTI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | WTRE | WMTI |
|---|---|---|
| 2026 | +11.75% | -6.06% |
| 2025 | +27.18% | +9.75% |
| 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 WMTI Drawdown Comparison
The maximum drawdown for WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2416 trading sessions.
The maximum drawdown for WMTI was -20.58%, occurring on Jul 1, 2026. This drawdown has not yet recovered.
The current WTRE drawdown is -9.99%. The current WMTI drawdown is -19.80%.
| Rank | WTRE | WMTI |
|---|---|---|
| #1 | -74.11% Oct 31, 2007 - Jun 7, 2017 | -20.58% May 19, 2026 - Jul 1, 2026 |
| #2 | -48.45% Jan 16, 2020 - May 27, 2026 | -11.71% Feb 13, 2026 - May 14, 2026 |
| #3 | -18.85% Jan 26, 2018 - Dec 26, 2019 | -5.32% Dec 12, 2025 - Jan 12, 2026 |
| #4 | -15.74% Jun 5, 2007 - Sep 26, 2007 | -3.47% Feb 6, 2026 - Feb 12, 2026 |
| #5 | -12.15% May 28, 2026 - Jul 16, 2026 | -3.05% Jan 13, 2026 - Feb 2, 2026 |
| #6 | -5.25% Oct 12, 2007 - Oct 26, 2007 | -2.94% Nov 20, 2025 - Nov 25, 2025 |
| #7 | -3.89% Sep 19, 2017 - Dec 13, 2017 | -2.84% Nov 11, 2025 - Nov 20, 2025 |
| #8 | -2.66% Jun 7, 2017 - Jul 14, 2017 | -2.01% Dec 5, 2025 - Dec 11, 2025 |
| #9 | -2.05% Oct 2, 2007 - Oct 9, 2007 | -1.58% Feb 3, 2026 - Feb 6, 2026 |
| #10 | -1.97% Aug 9, 2017 - Aug 30, 2017 | -0.84% Nov 4, 2025 - Nov 7, 2025 |
| #11 | -1.43% Oct 29, 2007 - Oct 31, 2007 | -0.36% May 14, 2026 - May 18, 2026 |
| #12 | -1.24% Jan 8, 2018 - Jan 17, 2018 | N/A |
| #13 | -1.14% Jan 2, 2020 - Jan 16, 2020 | N/A |
| #14 | -0.87% Sep 11, 2017 - Sep 15, 2017 | N/A |
| #15 | -0.73% Dec 18, 2017 - Dec 27, 2017 | N/A |
Correlation
Correlation between WTRE and WMTI is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.01
-101
Dividend Comparison (2007 - 2026)
WTRE vs WMTI dividend yield comparison.
| Year | WTRE | WMTI |
|---|---|---|
| 2026 | 0.77% | 24.26% |
| 2025 | 2.33% | 3.36% |
| 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% |
Select Stocks to Compare
Popular: WTRE vs SPYWMTI vs SPY
More Comparisons
Compare with similar stocks