Compare · 2 funds side by side · dividends reinvested

WTRE and REET

WTREWisdomTree×REETiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,038REET · best of the two

02 / 04

WTRE and REET, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global REIT ETFSectors · Real estate0.14%3.39%+12.2%+12.6%+15.1%+2.0%−11.3%12.5%$4.8B1.1

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.64%+4.8%−2.8%+16.6%−0.8%−20.6%21.3%$14M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: WTRE 2007 · REET 2014

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,608

WTRE

REET

iShares Global REIT ETF · $4.8B$11,038

$10,000 five years ago, dividends reinvested · they hold 23.3% in common

WTREMeasureREET

+4.8%Year to dateJan 1 → Nov 4+12.2%

−2.8%1 yearTotal return+12.6%

+16.6%3 years · per year$10,000 became $15,870 · $15,230+15.1%

−0.8%5 years · per year$10,000 became $9,608 · $11,038+2.0%

0.58%Expense ratio$58 · $14 a year on $10k · lower is better0.14%

2.64%Trailing 12-mo yield$264 · $339 a year on $10k3.39%

−20.6%Worst dropSmaller is better−11.3%

21.3%VolatilityLower is calmer12.5%

WTREREET Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7REET wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTRE vs REET: Top 5 Holdings

Today

WTRE

27.7%in top 5

REET

in top 529.9%

WTREStockREET

not top 5WELL9.7%

not top 5PLD6.8%

5.9%AMTnot top 5

5.8%CCInot top 5

5.4%EQIX5.6%

5.4%SBACnot top 5

5.3%CLNX.MCnot top 5

not top 5SPG4.0%

not top 5DLR3.7%

Held in common23.3%

End-of-day Nov 4, 2026 · share of each fund

WTRE vs REET Returns, Every Period

WisdomTreeWTRE

−0.8%

5 years, per year

REETiShares

+2.0%

5 years, per year

WTREREETFaded: behind in that period

1–3REET wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

WTRE vs REET

YTD

WisdomTreeWTRE

+4.8%

REETiShares

+12.2%

+4.8%Year to date+12.2%

−20.6%Worst drop · 1Y−11.3%

21.3%Volatility · 1Y12.5%

2.6%Yield3.4%

$14.2MAssets$4.8B

4–0REET wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTRE, REET

Today

0.14%lowest, REET

FundExpense ratioFee$10k

REET0.14%$14

WTRE0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: WTRE, REET

3.39%highest, REET

FundTrailing yieldYield$10k

REET3.39%$339

WTRE2.64%$264

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$325most kept, REET

REET$339 − $14 = $325

WTRE$264 − $58 = $206

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: WTRE, REET

Today

23.3%most shared, WTRE and REET

WTREREET

WTRE—23.3%

REET23.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.6%REET, at 12.5% volatility

REETWorst drop−11.3%12.5% vol

WTREWorst drop−20.6%21.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REETWTRE

+12.2%Year to date+4.8%

3.4%Yield2.6%

+12.6%Past year−2.8%

0.14%Fee0.58%

4–0REET wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026