Compare · 2 funds side by side · dividends reinvested

WTRE and VNQ

WTREWisdomTree×VNQVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,948VNQ · best of the two

02 / 04

WTRE and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Real Estate ETFSectors · Real estate0.13%3.47%+13.9%+14.3%+15.4%+1.8%−11.4%14.1%$35.9B1.1

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 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

WTRE

VNQ

Vanguard Real Estate ETF · $35.9B$10,948

$10,000 five years ago, dividends reinvested · they hold 27.8% in common

WTREMeasureVNQ

+4.8%Year to dateJan 1 → Nov 4+13.9%

−2.8%1 yearTotal return+14.3%

+16.6%3 years · per year$10,000 became $15,870 · $15,380+15.4%

−0.8%5 years · per year$10,000 became $9,608 · $10,948+1.8%

0.58%Expense ratio$58 · $13 a year on $10k · lower is better0.13%

2.64%Trailing 12-mo yield$264 · $347 a year on $10k3.47%

−20.6%Worst dropSmaller is better−11.4%

21.3%VolatilityLower is calmer14.1%

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

1–7VNQ 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 VNQ: Top 5 Holdings

Today

WTRE

27.7%in top 5

VNQ

in top 534.7%

WTREStockVNQ

not top 5WELL10.7%

not top 5PLD8.0%

5.4%EQIX6.6%

5.9%AMT5.1%

5.8%CCInot top 5

5.4%SBACnot top 5

5.3%CLNX.MCnot top 5

not top 5SPG4.3%

Held in common27.8%

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

WTRE vs VNQ Returns, Every Period

WisdomTreeWTRE

−0.8%

5 years, per year

VNQVanguard

+1.8%

5 years, per year

WTREVNQFaded: behind in that period

1–3VNQ wins

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

WTRE vs VNQ

YTD

WisdomTreeWTRE

+4.8%

VNQVanguard

+13.9%

+4.8%Year to date+13.9%

−20.6%Worst drop · 1Y−11.4%

21.3%Volatility · 1Y14.1%

2.6%Yield3.5%

$14.2MAssets$35.9B

4–0VNQ wins

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

Cost, Income and Risk

Fees: WTRE, VNQ

Today

0.13%lowest, VNQ

FundExpense ratioFee$10k

VNQ0.13%$13

WTRE0.58%$58

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

Yields: WTRE, VNQ

3.47%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.47%$347

WTRE2.64%$264

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

Income After Fees on $10,000

$334most kept, VNQ

VNQ$347 − $13 = $334

WTRE$264 − $58 = $206

KeptFee

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

Overlap: WTRE, VNQ

Today

27.8%most shared, WTRE and VNQ

WTREVNQ

WTRE—27.8%

VNQ27.8%—

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

Return vs Bumpiness: 2 ETFs

+14.3%VNQ, at 14.1% volatility

VNQWorst drop−11.4%14.1% 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

VNQWTRE

+13.9%Year to date+4.8%

3.5%Yield2.6%

+14.3%Past year−2.8%

0.13%Fee0.58%

4–0VNQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VNQ vs SCHH

YTD

VanguardVNQ

+13.9%

SCHHSchwab

+17.1%

+13.9%Year to date+17.1%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026