Compare · 2 funds side by side · dividends reinvested

WTRE and XLRE

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,213XLRE · best of the two

02 / 04

WTRE and XLRE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Real Estate Select Sector SPDR ETFSectors · Real estate0.08%3.20%+14.5%+14.4%+15.5%+2.3%−11.1%14.5%$8.3B1.1

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 · XLRE 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

WTRE

XLRE

State Street Real Estate Select Sector SPDR ETF · $8.3B$11,213

$10,000 five years ago, dividends reinvested · they hold 31.4% in common

WTREMeasureXLRE

+4.8%Year to dateJan 1 → Nov 4+14.5%

−2.8%1 yearTotal return+14.4%

+16.6%3 years · per year$10,000 became $15,870 · $15,410+15.5%

−0.8%5 years · per year$10,000 became $9,608 · $11,213+2.3%

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

2.64%Trailing 12-mo yield$264 · $320 a year on $10k3.20%

−20.6%Worst dropSmaller is better−11.1%

21.3%VolatilityLower is calmer14.5%

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

1–7XLRE 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 XLRE: Top 5 Holdings

Today

WTRE

27.7%in top 5

XLRE

in top 537.1%

WTREStockXLRE

not top 5WELL11.5%

not top 5PLD8.1%

5.4%EQIX6.6%

5.9%AMT5.8%

5.8%CCInot top 5

5.4%SBACnot top 5

5.3%CLNX.MCnot top 5

not top 5PSA5.0%

Held in common31.4%

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

WTRE vs XLRE Returns, Every Period

WisdomTreeWTRE

−0.8%

5 years, per year

XLRESPDR

+2.3%

5 years, per year

WTREXLREFaded: behind in that period

1–3XLRE wins

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

WTRE vs XLRE

YTD

WisdomTreeWTRE

+4.8%

XLRESPDR

+14.5%

+4.8%Year to date+14.5%

−20.6%Worst drop · 1Y−11.1%

21.3%Volatility · 1Y14.5%

2.6%Yield3.2%

$14.2MAssets$8.3B

4–0XLRE wins

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

Cost, Income and Risk

Fees: WTRE, XLRE

Today

0.08%lowest, XLRE

FundExpense ratioFee$10k

XLRE0.08%$8

WTRE0.58%$58

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

Yields: WTRE, XLRE

3.20%highest, XLRE

FundTrailing yieldYield$10k

XLRE3.20%$320

WTRE2.64%$264

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

Income After Fees on $10,000

$312most kept, XLRE

XLRE$320 − $8 = $312

WTRE$264 − $58 = $206

KeptFee

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

Overlap: WTRE, XLRE

Today

31.4%most shared, WTRE and XLRE

WTREXLRE

WTRE—31.4%

XLRE31.4%—

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

Return vs Bumpiness: 2 ETFs

+14.4%XLRE, at 14.5% volatility

XLREWorst drop−11.1%14.5% 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

XLREWTRE

+14.5%Year to date+4.8%

3.2%Yield2.6%

+14.4%Past year−2.8%

0.08%Fee0.58%

4–0XLRE 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026