MSII vs. WTIU
MSII (REX MSTR Growth & Income ETF) and WTIU (MicroSectors Energy 3X Leveraged ETN) are both Leveraged Equities funds from REX. MSII is actively managed, while WTIU is passively managed. At a 0.01 correlation, their price movements are largely independent. MSII charges 0.99%/yr vs 0.95%/yr for WTIU.
Performance
MSII vs. WTIU - Performance Comparison
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Returns By Period
In the year-to-date period, MSII achieves a -21.10% return, which is significantly lower than WTIU's 91.57% return.
MSII
- 1D
- -8.30%
- 1M
- -32.66%
- YTD
- -21.10%
- 6M
- -34.47%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTIU
- 1D
- 4.02%
- 1M
- -7.74%
- YTD
- 91.57%
- 6M
- 66.33%
- 1Y
- 103.25%
- 3Y*
- 5.93%
- 5Y*
- —
- 10Y*
- —
MSII vs. WTIU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSII REX MSTR Growth & Income ETF | -21.10% | -60.25% |
WTIU MicroSectors Energy 3X Leveraged ETN | 91.57% | 13.07% |
Correlation
The correlation between MSII and WTIU is 0.01, 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 Jun 5, 2025 | 0.01 |
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Return for Risk
MSII vs. WTIU — Risk / Return Rank
MSII
WTIU
MSII vs. WTIU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX MSTR Growth & Income ETF (MSII) and MicroSectors Energy 3X Leveraged ETN (WTIU). 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.
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Sharpe Ratios by Period
| MSII | WTIU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.97 | -0.09 | -0.88 |
Drawdowns
MSII vs. WTIU - Drawdown Comparison
The maximum MSII drawdown since its inception was -78.73%, roughly equal to the maximum WTIU drawdown of -75.73%. Use the drawdown chart below to compare losses from any high point for MSII and WTIU.
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Drawdown Indicators
| MSII | WTIU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.73% | -75.73% | -3.00% |
Max Drawdown (1Y)Largest decline over 1 year | — | -39.11% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -75.73% | — |
Current DrawdownCurrent decline from peak | -74.38% | -32.10% | -42.28% |
Average DrawdownAverage peak-to-trough decline | -46.16% | -39.19% | -6.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 15.83% | — |
Volatility
MSII vs. WTIU - Volatility Comparison
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Volatility by Period
| MSII | WTIU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 27.06% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 54.98% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 71.20% | 67.51% | +3.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.20% | 70.62% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.20% | 70.62% | +0.58% |
MSII vs. WTIU - Expense Ratio Comparison
MSII has a 0.99% expense ratio, which is higher than WTIU's 0.95% expense ratio.
Dividends
MSII vs. WTIU - Dividend Comparison
MSII's dividend yield for the trailing twelve months is around 90.41%, while WTIU has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
MSII REX MSTR Growth & Income ETF | 90.41% | 48.93% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% |
Frequently Asked Questions
MSII and WTIU have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTIU is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTIU is cheaper with a 0.95% expense ratio, compared with 0.99% for MSII.
MSII has the higher dividend yield at 90.41%, compared with 0.00% for WTIU.
Their fees differ too: 0.99% for MSII and 0.95% for WTIU.
Find the right allocation for MSII and WTIU
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