Compare · 2 funds side by side · dividends reinvested

WTRE and VGT

WTREWisdomTree×VGTVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,649VGT · best of the two

02 / 04

WTRE and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.3

WisdomTree New Economy Real Estate FundSectors · Real estate0.58%2.71%+2.0%−5.0%+14.7%−1.2%−20.6%21.4%$14M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: WTRE 2007 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree New Economy Real Estate Fund · $14M$9,437

WTRE

VGT

Vanguard Information Technology ETF · $155B$20,649

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

WTREMeasureVGT

+2.0%Year to dateJan 1 → Nov 6+15.6%

−5.0%1 yearTotal return+12.1%

+14.7%3 years · per year$10,000 became $15,098 · $21,289+28.6%

−1.2%5 years · per year$10,000 became $9,437 · $20,649+15.6%

0.58%Expense ratio$58 · $9 a year on $10k · lower is better0.09%

2.71%Trailing 12-mo yield$271 · $44 a year on $10k0.44%

−20.6%Worst dropSmaller is better−17.5%

21.4%VolatilityLower is calmer26.5%

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

2–6VGT wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTRE vs VGT: Top 5 Holdings

Today

WTRE

27.7%in top 5

VGT

in top 553.2%

WTREStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

5.9%AMTnot top 5

5.8%CCInot top 5

5.4%SBACnot top 5

5.4%EQIXnot top 5

5.3%CLNX.MCnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

WTRE vs VGT Returns, Every Period

WisdomTreeWTRE

−1.2%

5 years, per year

VGTVanguard

+15.6%

5 years, per year

WTREVGTFaded: behind in that period

0–4VGT wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

WTRE vs VGT

YTD

WisdomTreeWTRE

+2.0%

VGTVanguard

+15.6%

+2.0%Year to date+15.6%

−20.6%Worst drop · 1Y−17.5%

21.4%Volatility · 1Y26.5%

2.7%Yield0.4%

$14.2MAssets$155B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTRE, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

WTRE0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: WTRE, VGT

2.71%highest, WTRE

FundTrailing yieldYield$10k

WTRE2.71%$271

VGT0.44%$44

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$213most kept, WTRE

WTRE$271 − $58 = $213

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: WTRE, VGT

Today

0.5%most shared, WTRE and VGT

WTREVGT

WTRE—0.5%

VGT0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.1%VGT, at 26.5% volatility

WTREWorst drop−20.6%21.4% vol

VGTWorst drop−17.5%26.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

WTREVGT

+2.0%Year to date+15.6%

2.7%Yield0.4%

−5.0%Past year+12.1%

0.58%Fee0.09%

3–1VGT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026