HOII vs. HOOD

Last updated Jun 4, 2026

HOII (REX HOOD Growth & Income ETF) is Derivative Income fund actively managed by REX, while HOOD (Robinhood Markets, Inc.) is a stock. With a 0.99 correlation, they move nearly in lockstep.

Performance

HOII vs. HOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX HOOD Growth & Income ETF (HOII) and Robinhood Markets, Inc. (HOOD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HOII achieves a -29.15% return, which is significantly lower than HOOD's -26.75% return.

HOII

• 1D: -4.93%
• 1M: 9.10%
• YTD: -29.15%
• 6M: -39.85%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HOOD

• 1D: -6.02%
• 1M: 8.23%
• YTD: -26.75%
• 6M: -38.01%
• 1Y: 15.52%
• 3Y*: 107.01%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HOII vs. HOOD - Yearly Performance Comparison

	2026 (YTD)	2025
HOII REX HOOD Growth & Income ETF	-29.15%	-20.87%
HOOD Robinhood Markets, Inc.	-26.75%	-17.32%

Correlation

The correlation between HOII and HOOD is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025	0.99

Return for Risk

HOII vs. HOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HOOD

HOOD Risk / Return Rank: 47
HOOD Sharpe Ratio Rank: 48
HOOD Sortino Ratio Rank: 49
HOOD Omega Ratio Rank: 47
HOOD Calmar Ratio Rank: 47
HOOD Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HOII vs. HOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX HOOD Growth & Income ETF (HOII) and Robinhood Markets, Inc. (HOOD). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	HOII	HOOD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.23	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.91	0.27	-1.17

Drawdowns

HOII vs. HOOD - Drawdown Comparison

The maximum HOII drawdown since its inception was -55.38%, smaller than the maximum HOOD drawdown of -90.21%. Use the drawdown chart below to compare losses from any high point for HOII and HOOD.

Drawdown Indicators

	HOII	HOOD	Difference
Max Drawdown Largest peak-to-trough decline	-55.38%	-90.21%	+34.83%
Max Drawdown (1Y) Largest decline over 1 year	—	-57.26%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-57.26%	—
Current Drawdown Current decline from peak	-46.63%	-45.66%	-0.97%
Average Drawdown Average peak-to-trough decline	-36.85%	-60.99%	+24.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	30.88%	—

Volatility

Volatility by Period

	HOII	HOOD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	21.14%	—
Volatility (6M) Calculated over the trailing 6-month period	—	50.03%	—
Volatility (1Y) Calculated over the trailing 1-year period	70.36%	68.61%	+1.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	70.36%	73.99%	-3.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	70.36%	73.99%	-3.63%

Dividends

HOII vs. HOOD - Dividend Comparison

HOII's dividend yield for the trailing twelve months is around 20.53%, while HOOD has not paid dividends to shareholders.

Position	TTM	2025
HOII REX HOOD Growth & Income ETF	20.53%	4.41%
HOOD Robinhood Markets, Inc.	0.00%	0.00%

Frequently Asked Questions

Can I hold both HOII and HOOD in my portfolio?

With a correlation of 0.99, HOII and HOOD move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.