Compare · 2 funds side by side · dividends reinvested

WTRE and USRT

WTREWisdomTree×USRTiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,294USRT · best of the two

02 / 04

WTRE and USRT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.64%+18.5%+18.4%+17.7%+4.2%−12.4%13.8%$4.3B1.0

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.64%+4.8%−2.8%+16.6%−0.8%−20.6%21.3%$14M2.0

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 · USRT 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

WTRE

USRT

iShares Core U.S. REIT ETF · $4.3B$12,294

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

WTREMeasureUSRT

+4.8%Year to dateJan 1 → Nov 4+18.5%

−2.8%1 yearTotal return+18.4%

+16.6%3 years · per year$10,000 became $15,870 · $16,301+17.7%

−0.8%5 years · per year$10,000 became $9,608 · $12,294+4.2%

0.58%Expense ratio$58 · $8 a year on $10k · lower is better0.08%

2.64%Trailing 12-mo yield$264 · $264 a year on $10k2.64%

−20.6%Worst dropSmaller is better−12.4%

21.3%VolatilityLower is calmer13.8%

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

0–7USRT 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 USRT: Top 5 Holdings

Today

WTRE

27.7%in top 5

USRT

in top 531.4%

WTREStockUSRT

not top 5WELL9.2%

not top 5PLD6.9%

5.4%EQIX6.0%

5.9%AMTnot top 5

5.8%CCInot top 5

5.4%SBACnot top 5

5.3%CLNX.MCnot top 5

not top 5SPG4.8%

not top 5PSA4.5%

Held in common21.3%

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

WTRE vs USRT Returns, Every Period

WisdomTreeWTRE

−0.8%

5 years, per year

USRTiShares

+4.2%

5 years, per year

WTREUSRTFaded: behind in that period

0–4USRT wins

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

WTRE vs USRT

YTD

WisdomTreeWTRE

+4.8%

USRTiShares

+18.5%

+4.8%Year to date+18.5%

−20.6%Worst drop · 1Y−12.4%

21.3%Volatility · 1Y13.8%

2.6%Yield2.6%

$14.2MAssets$4.3B

3–0USRT wins

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

Cost, Income and Risk

Fees: WTRE, USRT

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

WTRE0.58%$58

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

Yields: WTRE, USRT

2.64%highest, USRT

FundTrailing yieldYield$10k

USRT2.64%$264

WTRE2.64%$264

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

Income After Fees on $10,000

$256most kept, USRT

USRT$264 − $8 = $256

WTRE$264 − $58 = $206

KeptFee

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

Overlap: WTRE, USRT

Today

21.3%most shared, WTRE and USRT

WTREUSRT

WTRE—21.3%

USRT21.3%—

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

Return vs Bumpiness: 2 ETFs

+18.4%USRT, at 13.8% volatility

USRTWorst drop−12.4%13.8% 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

USRTWTRE

+18.5%Year to date+4.8%

2.6%Yield2.6%

+18.4%Past year−2.8%

0.08%Fee0.58%

3–0USRT 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