WTRE vs VOO

AWTRE

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.71%WTRE · $271 on $10k

Smallest drop−8.9%IVV · 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

+14.7%3 years · per year$15,098 · $18,079+21.8%

−1.2%5 years · per year$9,437 · $17,177+11.4%

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

2.71%12-mo yield$271 · $110 on $10k1.10%

−20.6%Worst dropSmaller wins−8.9%

21.4%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	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 VOO

WTRE

WisdomTree New Economy Real Estate Fund

$9,437

VOO

Vanguard S&P 500

$17,177

MeasureWTREVOO

Fee0.58%0.03%

Cost on $10k a year$58$3

Yield2.71%1.10%

5 years, per year−1.2%+11.4%

3 years, per year+14.7%+21.8%

Worst drop · 1Y−20.6%−8.9%

Volatility · 1Y21.4%13.5%

5–1measures won
VOO first

0.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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, VOO, IVV

Today

92.2%most shared, VOO and IVV

WTREVOOIVV

WTRE—0.7%0.7%

VOO0.7%—92.2%

IVV0.7%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee