WTRE vs VGT

AWTRE

BVGT

Measures won2–4VGT wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · WTRE $9,437

Lowest cost0.09%VGT · $9 on $10k

Most income2.71%WTRE · $271 on $10k

Smallest drop−17.5%VGT · worst fall in 1Y

Held in common0.5%WTRE and VGT

WTRE

VGT

WisdomTree New Economy Real Estate Fund · $14MVanguard Information Technology ETF · $155B

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

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

0.58%Expense ratio$58 · $9 on $10k · lower wins0.09%

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

−20.6%Worst dropSmaller wins−17.5%

21.4%VolatilityLower wins26.5%

2–4VGT wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · VGT

2.6%VSAT0.1%

0.5%HUT0.1%

0.4%RIOT0.1%

1.4%APLD0.1%

Held in common0.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVGT	Vanguard Information Technology ETFRead Desk		0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.71%	+0.1%	+2.0%	−5.0%	+14.7%	−1.2%	−20.6%	$14M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTRE vs VGT

WTRE

WisdomTree New Economy Real Estate Fund

$9,437

VGT

Vanguard Information Technology

$20,649

MeasureWTREVGT

Fee0.58%0.09%

Cost on $10k a year$58$9

Yield2.71%0.44%

5 years, per year−1.2%+15.6%

3 years, per year+14.7%+28.6%

Worst drop · 1Y−20.6%−17.5%

Volatility · 1Y21.4%26.5%

4–2measures won
VGT first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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