CWII vs. LQTI
CWII (REX CRWV Growth & Income ETF) and LQTI (FT Vest Investment Grade & Target Income ETF) are both Derivative Income funds. Both are actively managed. At a 0.09 correlation, their price movements are largely independent. CWII charges 1.03%/yr vs 0.65%/yr for LQTI.
Performance
CWII vs. LQTI - Performance Comparison
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Returns By Period
In the year-to-date period, CWII achieves a 13,199.78% return, which is significantly higher than LQTI's -0.24% return.
CWII
- 1D
- 0.00%
- 1M
- 10,779.80%
- 6M
- 10,682.10%
- YTD
- 13,199.78%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LQTI
- 1D
- 0.32%
- 1M
- -0.71%
- 6M
- -0.67%
- YTD
- -0.24%
- 1Y
- 4.30%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CWII vs. LQTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CWII REX CRWV Growth & Income ETF | 13,199.78% | -45.06% |
LQTI FT Vest Investment Grade & Target Income ETF | -0.24% | 0.78% |
Correlation
The correlation between CWII and LQTI is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | 0.09 |
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Return for Risk
CWII vs. LQTI — Risk / Return Rank
CWII
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LQTI
CWII vs. LQTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX CRWV Growth & Income ETF (CWII) and FT Vest Investment Grade & Target Income ETF (LQTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CWII | LQTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.15 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.27 | — |
| Martin ratioReturn relative to average drawdown | — | 3.60 | — |
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Drawdowns
CWII vs. LQTI - Drawdown Comparison
The maximum CWII drawdown since its inception was -51.04%, which is greater than LQTI's maximum drawdown of -3.41%. Use the drawdown chart below to compare losses from any high point for CWII and LQTI.
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Drawdown Indicators
| CWII | LQTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.04% | -3.41% | -47.63% |
Max Drawdown (1Y)Largest decline over 1 year | — | -3.41% | — |
Current DrawdownCurrent decline from peak | 0.00% | -1.83% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -33.26% | -0.92% | -32.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.19% | — |
Volatility
CWII vs. LQTI - Volatility Comparison
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Volatility by Period
| CWII | LQTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13,701.30% | 5.15% | +13,696.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13,701.30% | 5.92% | +13,695.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13,701.30% | 5.92% | +13,695.38% |
CWII vs. LQTI - Expense Ratio Comparison
CWII has a 1.03% expense ratio, which is higher than LQTI's 0.65% expense ratio.
Dividends
CWII vs. LQTI - Dividend Comparison
CWII has not paid dividends to shareholders, while LQTI's dividend yield for the trailing twelve months is around 9.20%.
| Position | TTM | 2025 |
|---|---|---|
CWII REX CRWV Growth & Income ETF | 123.26% | 6.09% |
LQTI FT Vest Investment Grade & Target Income ETF | 9.20% | 7.01% |
Frequently Asked Questions
CWII and LQTI have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LQTI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LQTI is cheaper with a 0.65% expense ratio, compared with 1.03% for CWII.
CWII has the higher dividend yield at 123.26%, compared with 9.20% for LQTI.
They also come from different issuers: REX Shares and FT Vest. Their fees differ too: 1.03% for CWII and 0.65% for LQTI.
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