VOO vs WTRE
Vanguard S&P 500 ETF vs WisdomTree New Economy Real Estate Fund
Which is better, VOO or WTRE?
Large Cap Blend against Large Cap Value.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | VOO | WTRE |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.58% |
| AUM | $997.4B | $15M |
| Dividend Yield | 1.04% | 2.40% |
| Holdings | 509 | 69 |
| YTD Return | +14.14%Best | +10.19% |
| 1Y Return | +17.31%Best | +9.08% |
| 3Y Return (annualized) | +23.04%Best | +16.70% |
| 5Y Return (annualized) | +13.63%Best | +0.94% |
| Volatility (annualized) | 14.1%Best | 18.3% |
| Max Drawdown | -34.3%Best | -54.3% |
| $10,000 over 5 years | $18,944Best | $10,479 |
| Top 10 Weight | 37.6%Best | 44.8% |
| Fund Family | Vanguard (US) | WisdomTree Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Sep 7, 2010 | Jun 5, 2007 |
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 22, 2026 (16 years).
VOO vs WTRE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
VOO vs WTRE Performance
Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US) and WisdomTree New Economy Real Estate Fund (WTRE) is an ETF from WisdomTree Investments. Over the past year VOO returned +17.31% while WTRE returned +9.08%. Year to date, VOO is up 14.14% versus a gain of 10.19% for WTRE.
Over three years, VOO compounded at +23.04% per year against +16.70% for WTRE; over five years the annualized figures are +13.63% and +0.94% respectively. Across the full 16-year window we track, VOO has the edge at +13.49% annualized vs +0.09%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WTRE has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.3% for VOO and -54.3% for WTRE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
VOO charges 0.03% per year while WTRE charges 0.58%. On a $10,000 position that is $3 vs $58 annually, a gap of $55 per year that compounds over a long holding period. On income, VOO currently yields 1.04% against 2.40% for WTRE.
Holdings Overlap
0.8% of VOO's money is in holdings WTRE also owns. 37.4% of WTRE's money is in holdings VOO also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 494 positions we hold weights for in VOO and 61 in WTRE, against full books of 509 and 69.
What only one of them owns
Our book lists 23 positions for WTRE that do not appear in our book for VOO (26.1% of the fund), and 478 for VOO that do not appear in WTRE (98.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in VOO | Weight in WTRE | Difference |
|---|---|---|---|
| EQIXEquinix Inc. Real Estate Investment Trust | 0.16% | 5.59% | 5.43% |
| PLDPrologis Inc | 0.21% | 5.53% | 5.32% |
| DLRDigital Realty Trust Inc. | 0.10% | 5.43% | 5.33% |
| AMTAmerican Tower Corporation | 0.13% | 5.10% | 4.97% |
| CCICrown Castle International Corp | 0.05% | 3.96% | 3.91% |
| IRMIron Mtn Inc New Com Npv | 0.06% | 3.84% | 3.78% |
| SBACSba Communications Corp. Class A Real Estate Investment Tru | 0.03% | 3.40% | 3.37% |
| DOCHealthpeak Properties Inc | 0.02% | 2.78% | 2.76% |
| AREAlexandria Real Estate Equities Inc. | 0.01% | 1.81% | 1.80% |
37.4% of WTRE is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, VOO or WTRE?
VOO has an expense ratio of 0.03% while WTRE charges 0.58%. VOO is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, VOO or WTRE?
Over the past year VOO returned +17.31% vs +9.08% for WTRE, so VOO leads on 1-year performance. Over the longest common window we track (16 years), VOO annualized +13.49% vs +0.09% for WTRE. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, VOO or WTRE?
WTRE has been the more volatile fund at 18.3% annualized versus 14.1% for VOO. Worst drawdown: VOO -34.3% vs WTRE -54.3%.
Should I hold both VOO and WTRE?
VOO and WTRE have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between VOO and WTRE?
37.4% of WTRE's money is in holdings VOO also owns. 37.4% of WTRE's is in holdings VOO also owns. They hold 9 positions in common, counted across the 494 positions we hold weights for in VOO and 61 in WTRE.
Which pays a higher dividend, VOO or WTRE?
VOO yields 1.04% while WTRE yields 2.40%, so WTRE currently pays the higher dividend yield.
Is WTRE better than VOO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.