WMTI vs. FTEC

Last updated Jun 5, 2026

WMTI (REX WMT Growth & Income ETF) and FTEC (Fidelity MSCI Information Technology Index ETF) are both exchange-traded funds - WMTI is a Derivative Income fund actively managed by REX, while FTEC is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. WMTI is actively managed, while FTEC is passively managed. At a correlation of -0.18, they often move in opposite directions. WMTI charges 0.99%/yr vs 0.08%/yr for FTEC.

Performance

WMTI vs. FTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX WMT Growth & Income ETF (WMTI) and Fidelity MSCI Information Technology Index ETF (FTEC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WMTI achieves a 3.02% return, which is significantly lower than FTEC's 30.73% return.

WMTI

• 1D: 0.90%
• 1M: -10.06%
• YTD: 3.02%
• 6M: 0.40%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FTEC

• 1D: -0.88%
• 1M: 15.13%
• YTD: 30.73%
• 6M: 28.96%
• 1Y: 59.04%
• 3Y*: 33.80%
• 5Y*: 22.27%
• 10Y*: 25.40%

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

WMTI vs. FTEC - Yearly Performance Comparison

	2026 (YTD)	2025
WMTI REX WMT Growth & Income ETF	3.02%	9.78%
FTEC Fidelity MSCI Information Technology Index ETF	30.73%	-2.61%

Correlation

The correlation between WMTI and FTEC is -0.18, 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	-0.18

Return for Risk

WMTI vs. FTEC — Risk / Return Rank

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

FTEC

FTEC Risk / Return Rank: 77
FTEC Sharpe Ratio Rank: 87
FTEC Sortino Ratio Rank: 80
FTEC Omega Ratio Rank: 79
FTEC Calmar Ratio Rank: 74
FTEC Martin Ratio Rank: 65

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.

WMTI vs. FTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and Fidelity MSCI Information Technology Index ETF (FTEC). 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

	WMTI	FTEC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.88	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.03	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.85	0.98	-0.13

Drawdowns

WMTI vs. FTEC - Drawdown Comparison

The maximum WMTI drawdown since its inception was -17.24%, smaller than the maximum FTEC drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for WMTI and FTEC.

Drawdown Indicators

	WMTI	FTEC	Difference
Max Drawdown Largest peak-to-trough decline	-17.24%	-34.95%	+17.71%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.26%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-34.95%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.95%	—
Current Drawdown Current decline from peak	-13.01%	-2.36%	-10.65%
Average Drawdown Average peak-to-trough decline	-3.84%	-5.56%	+1.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.05%	—

Volatility

Volatility by Period

	WMTI	FTEC	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	6.56%	—
Volatility (6M) Calculated over the trailing 6-month period	—	16.16%	—
Volatility (1Y) Calculated over the trailing 1-year period	28.22%	20.61%	+7.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.22%	25.22%	+3.00%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.22%	24.69%	+3.53%

WMTI vs. FTEC - Expense Ratio Comparison

WMTI has a 0.99% expense ratio, which is higher than FTEC's 0.08% expense ratio.

Dividends

WMTI vs. FTEC - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 21.14%, more than FTEC's 0.32% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FTEC Fidelity MSCI Information Technology Index ETF	0.32%	0.43%	0.49%	0.77%	0.93%	0.63%	0.83%	1.03%	1.20%	0.96%	1.25%	1.27%
WMTI REX WMT Growth & Income ETF	21.14%	3.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WMTI and FTEC in my portfolio?

WMTI and FTEC have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WMTI or FTEC?

On fees, FTEC is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WMTI or FTEC?

FTEC is cheaper with a 0.08% expense ratio, compared with 0.99% for WMTI.

Which ETF pays a higher dividend yield, WMTI or FTEC?

WMTI has the higher dividend yield at 21.14%, compared with 0.32% for FTEC.

What is the main difference between WMTI and FTEC?

WMTI is categorized as Derivative Income, while FTEC is Technology Equities. They also come from different issuers: REX and Fidelity. Their fees differ too: 0.99% for WMTI and 0.08% for FTEC.