WMTI vs. AIPI
WMTI (REX WMT Growth & Income ETF) and AIPI (REX AI Equity Premium Income ETF) are both Derivative Income funds from REX. Both are actively managed. At a correlation of -0.21, they often move in opposite directions. WMTI charges 0.99%/yr vs 0.65%/yr for AIPI.
Performance
WMTI vs. AIPI - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a 2.10% return, which is significantly lower than AIPI's 10.68% return.
WMTI
- 1D
- 4.18%
- 1M
- -10.43%
- YTD
- 2.10%
- 6M
- -0.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AIPI
- 1D
- -0.81%
- 1M
- 8.89%
- YTD
- 10.68%
- 6M
- 10.16%
- 1Y
- 29.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WMTI vs. AIPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 2.10% | 9.78% |
AIPI REX AI Equity Premium Income ETF | 10.68% | -1.31% |
Correlation
The correlation between WMTI and AIPI is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | -0.21 |
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Return for Risk
WMTI vs. AIPI — Risk / Return Rank
WMTI
AIPI
WMTI vs. AIPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and REX AI Equity Premium Income ETF (AIPI). 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
| WMTI | AIPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.87 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 1.03 | -0.25 |
Drawdowns
WMTI vs. AIPI - Drawdown Comparison
The maximum WMTI drawdown since its inception was -17.24%, smaller than the maximum AIPI drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for WMTI and AIPI.
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Drawdown Indicators
| WMTI | AIPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.24% | -25.25% | +8.01% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.40% | — |
Current DrawdownCurrent decline from peak | -13.78% | -0.81% | -12.97% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -4.66% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.63% | — |
Volatility
WMTI vs. AIPI - Volatility Comparison
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Volatility by Period
| WMTI | AIPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.89% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 12.96% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 28.30% | 15.94% | +12.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.30% | 21.39% | +6.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.30% | 21.39% | +6.91% |
WMTI vs. AIPI - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than AIPI's 0.65% expense ratio.
Dividends
WMTI vs. AIPI - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 21.32%, less than AIPI's 34.81% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
AIPI REX AI Equity Premium Income ETF | 34.81% | 37.84% | 18.13% |
WMTI REX WMT Growth & Income ETF | 21.32% | 3.36% | 0.00% |
Frequently Asked Questions
WMTI and AIPI have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AIPI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AIPI is cheaper with a 0.65% expense ratio, compared with 0.99% for WMTI.
AIPI has the higher dividend yield at 34.81%, compared with 21.32% for WMTI.
Their fees differ too: 0.99% for WMTI and 0.65% for AIPI.
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