MSTZ vs. WMTI
MSTZ (T-REX 2X Inverse MSTR Daily Target ETF) and WMTI (REX WMT Growth & Income ETF) are both exchange-traded funds - MSTZ is a Inverse Equities fund actively managed by REX, while WMTI is a Derivative Income fund actively managed by REX. Both are actively managed. Their -0.02 correlation means they have often moved in opposite directions in the past. MSTZ charges 1.05%/yr vs 0.99%/yr for WMTI.
Performance
MSTZ vs. WMTI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTZ achieves a -36.91% return, which is significantly lower than WMTI's -3.76% return.
MSTZ
- 1D
- -6.16%
- 1M
- -2.61%
- 6M
- -44.51%
- YTD
- -36.91%
- 1Y
- 167.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -87.10%
WMTI
- 1D
- 0.69%
- 1M
- -0.20%
- 6M
- -13.45%
- YTD
- -3.76%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $97.62M | $122.56M | $177.90M | |
| $603.47K | $501.52K | $953.63K |
MSTZ vs. WMTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | -36.91% | 147.83% |
WMTI REX WMT Growth & Income ETF | -3.76% | 9.99% |
Correlation
The correlation between MSTZ and WMTI is -0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | -0.02 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSTZ vs. WMTI — Risk / Return Rank
MSTZ
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MSTZ vs. WMTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-REX 2X Inverse MSTR Daily Target ETF (MSTZ) and REX WMT Growth & Income ETF (WMTI). 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.
| MSTZ | WMTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.27 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.99 | — | — |
| Martin ratioReturn relative to average drawdown | 3.67 | — | — |
Loading charts...
Drawdowns
MSTZ vs. WMTI - Drawdown Comparison
The maximum MSTZ drawdown since its inception was -99.38%, which is greater than WMTI's maximum drawdown of -21.47%. Use the drawdown chart below to compare losses from any high point for MSTZ and WMTI.
Loading charts...
Drawdown Indicators
| MSTZ | WMTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.38% | -21.47% | -77.91% |
Max Drawdown (1Y)Largest decline over 1 year | -84.89% | — | — |
Current DrawdownCurrent decline from peak | -97.85% | -18.73% | -79.12% |
Average DrawdownAverage peak-to-trough decline | -94.64% | -6.47% | -88.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 45.88% | — | — |
Volatility
MSTZ vs. WMTI - Volatility Comparison
Loading charts...
Volatility by Period
| MSTZ | WMTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 34.21% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 133.75% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 149.38% | 27.39% | +121.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 169.58% | 27.39% | +142.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 169.58% | 27.39% | +142.19% |
MSTZ vs. WMTI - Expense Ratio Comparison
MSTZ has a 1.05% expense ratio, which is higher than WMTI's 0.99% expense ratio.
Dividends
MSTZ vs. WMTI - Dividend Comparison
MSTZ has not paid dividends to shareholders, while WMTI's dividend yield for the trailing twelve months is around 29.69%.
| Position | TTM | 2025 |
|---|---|---|
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | 0.00% | 0.00% |
WMTI REX WMT Growth & Income ETF | 29.69% | 3.36% |
Frequently Asked Questions
MSTZ and WMTI have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WMTI is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WMTI is cheaper with a 0.99% expense ratio, compared with 1.05% for MSTZ.
WMTI has the higher dividend yield at 29.69%, compared with 0.00% for MSTZ.
MSTZ is categorized as Inverse Equities, while WMTI is Derivative Income. Their fees differ too: 1.05% for MSTZ and 0.99% for WMTI.
Find the right allocation for MSTZ and WMTI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer