WTRE vs VOO

AWTRE

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · WTRE $9,608

Lowest cost0.03%VOO · $3 on $10k

Most income2.64%WTRE · $264 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.7%WTRE and VOO

WTRE

VOO

WisdomTree New Economy Real Estate Fund · $14MVanguard S&P 500 ETF · $1.00T

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

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

0.58%Expense ratio$58 · $3 on $10k · lower wins0.03%

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

−20.6%Worst dropSmaller wins−8.9%

21.3%VolatilityLower wins12.8%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsWTRE · VOO

5.2%PLD0.2%

5.4%EQIX0.2%

5.9%AMT0.1%

5.3%DLR0.1%

Held in common0.7%

End-of-day Nov 4, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AWTRE	WisdomTree New Economy Real Estate FundRead Desk		0.58%	2.64%	+1.6%	+4.8%	−2.8%	+16.6%	−0.8%	−20.6%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WTRE vs VOO

WTRE

WisdomTree New Economy Real Estate Fund

$9,608

VOO

Vanguard S&P 500

$18,115

MeasureWTREVOO

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield2.64%1.05%

5 years, per year−0.8%+12.6%

3 years, per year+16.6%+24.2%

Worst drop · 1Y−20.6%−8.9%

Volatility · 1Y21.3%12.8%

5–1measures won
VOO first

0.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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

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