WMTI vs. GS

Last updated Apr 1, 2026

Compare and contrast key facts about REX WMT Growth & Income ETF (WMTI) and The Goldman Sachs Group, Inc. (GS).

WMTI is an actively managed fund by REX. It was launched on Nov 4, 2025.

Performance

WMTI vs. GS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX WMT Growth & Income ETF (WMTI) and The Goldman Sachs Group, Inc. (GS). The values are adjusted to include any dividend payments, if applicable.

WMTI vs. GS - Yearly Performance Comparison

	2026 (YTD)	2025
WMTI REX WMT Growth & Income ETF	7.55%	9.78%
GS The Goldman Sachs Group, Inc.	-3.25%	11.70%

Returns By Period

In the year-to-date period, WMTI achieves a 7.55% return, which is significantly higher than GS's -3.25% return.

WMTI

• 1D: 0.55%
• 1M: -2.89%
• YTD: 7.55%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

GS

• 1D: 4.75%
• 1M: -1.06%
• YTD: -3.25%
• 6M: 7.32%
• 1Y: 58.07%
• 3Y*: 40.67%
• 5Y*: 23.83%
• 10Y*: 20.59%

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

Return for Risk

WMTI vs. GS — Risk / Return Rank

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

GS

GS Risk / Return Rank: 87
GS Sharpe Ratio Rank: 89
GS Sortino Ratio Rank: 85
GS Omega Ratio Rank: 86
GS Calmar Ratio Rank: 86
GS Martin Ratio Rank: 89

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. GS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and The Goldman Sachs Group, Inc. (GS). 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	GS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.82	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.87	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.05	0.31	+1.73

Correlation

The correlation between WMTI and GS is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

WMTI vs. GS - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 11.83%, more than GS's 1.83% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WMTI REX WMT Growth & Income ETF	11.83%	3.36%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
GS The Goldman Sachs Group, Inc.	1.83%	1.59%	2.01%	2.72%	2.62%	1.70%	1.90%	1.80%	1.89%	1.14%	1.09%	1.41%

Drawdowns

WMTI vs. GS - Drawdown Comparison

The maximum WMTI drawdown since its inception was -11.71%, smaller than the maximum GS drawdown of -78.84%. Use the drawdown chart below to compare losses from any high point for WMTI and GS.

Drawdown Indicators

	WMTI	GS	Difference
Max Drawdown Largest peak-to-trough decline	-11.71%	-78.84%	+67.13%
Max Drawdown (1Y) Largest decline over 1 year	—	-19.42%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-32.84%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-48.75%	—
Current Drawdown Current decline from peak	-7.14%	-12.85%	+5.71%
Average Drawdown Average peak-to-trough decline	-3.21%	-22.75%	+19.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	6.08%	—

Volatility

Volatility by Period

	WMTI	GS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.44%	—
Volatility (6M) Calculated over the trailing 6-month period	—	21.70%	—
Volatility (1Y) Calculated over the trailing 1-year period	25.53%	32.11%	-6.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.53%	27.68%	-2.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.53%	29.71%	-4.18%