ROOF vs. WTRE ETF Comparison
Comparison of IQ US Real Estate Small Cap ETF (ROOF) to WisdomTree New Economy Real Estate Fund (WTRE)
ROOF
IQ US Real Estate Small Cap ETF
ROOF Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ U.S. Real Estate Small Cap Index. The fund employs a "passive management" to track the performance of the underlying index, which was developed by Financial Development Holdco LLC ("IndexIQ"), the parent company of IndexIQ Advisors LLC, the fund's investment advisor (the "Advisor"). The underlying index is a rules based, modified capitalization weighted, float adjusted index intended to give investors a means of tracking the overall performance of the small capitalization sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$20.75
Average Daily Volume
99,157
44
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
$18.56
Average Daily Volume
3,339
23
Performance
| Period | ROOF | WTRE |
|---|---|---|
| 30 Days | -2.98% | -5.02% |
| 60 Days | -5.92% | -6.88% |
| 90 Days | -1.18% | -4.32% |
| 12 Months | 14.63% | 13.18% |
15 Overlapping Holdings
| Symbol | Grade | Weight in ROOF | Weight in WTRE | Overlap | |
|---|---|---|---|---|---|
| AMT | C | 4.41% | 4.12% | 4.12% | |
| ARE | F | 1.61% | 4.62% | 1.61% | |
| CCI | C | 4.3% | 4.43% | 4.3% | |
| COLD | D | 1.17% | 1.71% | 1.17% | |
| DLR | B | 5.57% | 5.86% | 5.57% | |
| DOC | C | 1.27% | 3.66% | 1.27% | |
| EGP | D | 1.58% | 2.04% | 1.58% | |
| EQIX | A | 5.1% | 5.35% | 5.1% | |
| FR | D | 1.31% | 1.38% | 1.31% | |
| LXP | D | 0.5% | 0.52% | 0.5% | |
| PLD | F | 4.67% | 4.46% | 4.46% | |
| REXR | F | 1.73% | 2.46% | 1.73% | |
| SBAC | D | 4.48% | 5.71% | 4.48% | |
| TRNO | F | 1.1% | 1.58% | 1.1% | |
| VTR | B | 2.3% | 5.15% | 2.3% |
ROOF Overweight 29 Positions Relative to WTRE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | A | 5.16% | |
| UNIT | B | 4.25% | |
| AVB | B | 2.85% | |
| EQR | C | 2.44% | |
| INVH | D | 1.81% | |
| ESS | B | 1.69% | |
| MAA | B | 1.63% | |
| SUI | C | 1.36% | |
| UDR | B | 1.28% | |
| STAG | D | 1.24% | |
| AMH | C | 1.2% | |
| ELS | C | 1.15% | |
| CPT | B | 1.11% | |
| IIPR | D | 0.54% | |
| IRT | A | 0.42% | |
| CTRE | C | 0.41% | |
| SBRA | C | 0.37% | |
| NHI | D | 0.3% | |
| MPW | F | 0.22% | |
| VRE | B | 0.15% | |
| PLYM | F | 0.15% | |
| LTC | B | 0.14% | |
| SILA | C | 0.12% | |
| UMH | B | 0.12% | |
| ELME | D | 0.12% | |
| NXRT | B | 0.1% | |
| AIV | C | 0.1% | |
| CSR | B | 0.09% | |
| DHC | F | 0.05% |
ROOF: Top Represented Industries & Keywords
WTRE: Top Represented Industries & Keywords
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