WTRE vs. JPRE ETF Comparison
Comparison of WisdomTree New Economy Real Estate Fund (WTRE) to JPMorgan Realty Income ETF (JPRE)
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
$18.33
Average Daily Volume
3,339
23
JPRE
JPMorgan Realty Income ETF
JPRE Description
The investment seeks to provide high total investment return through a combination of capital appreciation and current income. The fund seeks to achieve its objective by investing substantially all of its assets, and in any event under normal circumstances at least 80% of its net assets (plus the amount of any borrowings for investment purposes), in equity securities of real estate investment trusts (REITs), including REITs with relatively small market capitalizations. It may invest in both equity REITs and mortgage REITs. The fund is non-diversified.Grade (RS Rating)
Last Trade
$50.14
Average Daily Volume
23,723
29
Performance
Period | WTRE | JPRE |
---|---|---|
30 Days | -5.02% | -0.48% |
60 Days | -6.88% | -1.25% |
90 Days | -4.32% | 2.13% |
12 Months | 13.18% | 24.37% |
11 Overlapping Holdings
Symbol | Grade | Weight in WTRE | Weight in JPRE | Overlap | |
---|---|---|---|---|---|
AMT | C | 4.12% | 7.89% | 4.12% | |
ARE | F | 4.62% | 3.23% | 3.23% | |
CDP | C | 0.94% | 2.12% | 0.94% | |
COLD | D | 1.71% | 1.75% | 1.71% | |
CUZ | B | 1.26% | 1.44% | 1.26% | |
DLR | B | 5.86% | 5.7% | 5.7% | |
EGP | D | 2.04% | 2.88% | 2.04% | |
EQIX | A | 5.35% | 8.35% | 5.35% | |
PLD | F | 4.46% | 6.33% | 4.46% | |
SBAC | D | 5.71% | 2.02% | 2.02% | |
VTR | B | 5.15% | 4.67% | 4.67% |
WTRE Underweight 18 Positions Relative to JPRE
WTRE: Top Represented Industries & Keywords
JPRE: Top Represented Industries & Keywords