CRED vs. WTRE ETF Comparison

Comparison of Columbia Research Enhanced Real Estate ETF (CRED) to WisdomTree New Economy Real Estate Fund (WTRE)
CRED

Columbia Research Enhanced Real Estate ETF

CRED Description

Columbia Research Enhanced Real Estate ETF (the Fund) seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Lionstone Research Enhanced REIT Index (the Index). The Beta Advantage® Lionstone Research Enhanced REIT Index (the “Index”) aims to achieve stronger total return than the FTSE NAREIT All Equity REITs Index through a rules-based strategic beta approach. The Index methodology leverages proprietary research and insights from Lionstone Investments and Columbia Threadneedle Investments to score and weight each constituent within the FTSE NAREIT All Equity REITs Index on such factors as liquidity, income, geographic exposure, quality, value, catalyst and research rating.

Grade (RS Rating)

Last Trade

$23.63

Average Daily Volume

686

Number of Holdings *

70

* may have additional holdings in another (foreign) market
WTRE

WisdomTree New Economy Real Estate Fund

WTRE Description Watford Holdings Ltd., together with its subsidiaries, operates as a property and casualty insurance and reinsurance company worldwide. The company offers casualty reinsurance products, such as executive assurance, medical malpractice liability, other professional liability, workers' compensation, excess and umbrella liability, and excess auto liability; other specialty reinsurance, including personal and commercial auto, mortgage, surety, accident and health, workers' compensation catastrophe, agriculture and marine, and aviation; and property catastrophe reinsurance, as well as other insurance programs comprising general liability, umbrella liability, professional liability, personal and commercial automobile, and inland marine and property business with minimal catastrophe exposure. The company was incorporated in 2013 and is headquartered in Pembroke, Bermuda. As of July 1, 2021, Watford Holdings Ltd. was taken private.

Grade (RS Rating)

Last Trade

$18.55

Average Daily Volume

3,339

Number of Holdings *

23

* may have additional holdings in another (foreign) market
Performance
Period CRED WTRE
30 Days -1.32% -4.06%
60 Days -1.75% -6.79%
90 Days 3.00% -3.17%
12 Months 25.86% 14.54%
14 Overlapping Holdings
Symbol Grade Weight in CRED Weight in WTRE Overlap
AMT D 10.98% 4.12% 4.12%
CCI D 6.96% 4.43% 4.43%
CDP C 0.39% 0.94% 0.39%
CUZ B 0.83% 1.26% 0.83%
DEI B 0.33% 0.72% 0.33%
DLR B 6.22% 5.86% 5.86%
DOC D 2.75% 3.66% 2.75%
EQIX A 7.18% 5.35% 5.35%
FR C 0.92% 1.38% 0.92%
IRM D 3.91% 3.46% 3.46%
JBGS D 0.18% 0.26% 0.18%
KRC C 0.87% 1.23% 0.87%
LXP D 0.49% 0.52% 0.49%
SBAC D 2.68% 5.71% 2.68%
CRED Overweight 56 Positions Relative to WTRE
Symbol Grade Weight
SPG B 7.67%
O D 5.9%
AVB B 3.32%
MAA B 3.18%
INVH D 2.5%
WY D 2.39%
LAMR D 1.93%
GLPI C 1.81%
AMH D 1.7%
BXP D 1.51%
BRX A 1.45%
OHI C 1.36%
SUI D 1.31%
HST C 1.27%
CUBE D 1.2%
KRG B 1.01%
STAG F 0.96%
NNN D 0.85%
RHP B 0.85%
HIW D 0.78%
EPR D 0.77%
SBRA C 0.76%
CTRE D 0.73%
VNO B 0.64%
APLE B 0.64%
NSA D 0.63%
PECO A 0.61%
EPRT B 0.54%
RYN D 0.51%
OUT A 0.51%
MPW F 0.47%
BNL D 0.43%
MAC B 0.43%
PK B 0.4%
SKT B 0.39%
PCH D 0.36%
GNL F 0.31%
UE C 0.28%
PDM D 0.27%
UNIT B 0.22%
XHR B 0.2%
RLJ C 0.19%
DRH B 0.19%
SHO C 0.17%
AHH D 0.17%
BDN C 0.16%
UMH C 0.14%
ESRT C 0.13%
PEB D 0.12%
WSR A 0.12%
GMRE F 0.11%
INN D 0.09%
PGRE F 0.08%
HPP F 0.07%
ILPT D 0.02%
OPI F 0.01%
CRED Underweight 9 Positions Relative to WTRE
Symbol Grade Weight
ABNB C -5.65%
VTR C -5.15%
ARE D -4.62%
PLD D -4.46%
REXR F -2.46%
EGP F -2.04%
COLD D -1.71%
TRNO F -1.58%
DBRG F -0.58%
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