Compare · 2 funds side by side · dividends reinvested

WTRE and VOO

WTREWisdomTree×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

WTRE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.1

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

WTRE

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

WTREMeasureVOO

+4.8%Year to dateJan 1 → Nov 4+13.4%

−2.8%1 yearTotal return+13.5%

+16.6%3 years · per year$10,000 became $15,870 · $19,172+24.2%

−0.8%5 years · per year$10,000 became $9,608 · $18,115+12.6%

0.58%Expense ratio$58 · $3 a year on $10k · lower is better0.03%

2.64%Trailing 12-mo yield$264 · $105 a year on $10k1.05%

−20.6%Worst dropSmaller is better−8.9%

21.3%VolatilityLower is calmer12.8%

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

1–7VOO 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 VOO: Top 5 Holdings

Today

WTRE

27.7%in top 5

VOO

in top 528.3%

WTREStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

5.9%AMTnot top 5

not top 5MSFT5.8%

5.8%CCInot top 5

5.4%SBACnot top 5

5.4%EQIXnot top 5

5.3%CLNX.MCnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common0.7%

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

WTRE vs VOO Returns, Every Period

WisdomTreeWTRE

−0.8%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

WTREVOOFaded: behind in that period

0–4VOO wins

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

Sector vs Core: WTRE vs VOO

YTD

WisdomTreeWTRE

+4.8%

VOOVanguard

+13.4%

+4.8%Year to date+13.4%

−20.6%Worst drop · 1Y−8.9%

21.3%Volatility · 1Y12.8%

2.6%Yield1.1%

$14.2MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: WTRE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

WTRE0.58%$58

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

Yields: WTRE, VOO

2.64%highest, WTRE

FundTrailing yieldYield$10k

WTRE2.64%$264

VOO1.05%$105

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

Income After Fees on $10,000

$206most kept, WTRE

WTRE$264 − $58 = $206

VOO$105 − $3 = $102

KeptFee

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

Overlap: WTRE, VOO

Today

0.7%most shared, WTRE and VOO

WTREVOO

WTRE—0.7%

VOO0.7%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% 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

WTREVOO

+4.8%Year to date+13.4%

2.6%Yield1.1%

−2.8%Past year+13.5%

0.58%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026