WMTI vs. GS

Last updated Jun 4, 2026

WMTI (REX WMT Growth & Income ETF) is Derivative Income fund actively managed by REX, while GS (The Goldman Sachs Group, Inc.) is a stock. At a 0.00 correlation, their price movements are largely independent.

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.

Returns By Period

In the year-to-date period, WMTI achieves a 2.10% return, which is significantly lower than GS's 19.58% return.

WMTI

• 1D: 4.18%
• 1M: -10.43%
• YTD: 2.10%
• 6M: -0.33%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

GS

• 1D: -2.21%
• 1M: 15.76%
• YTD: 19.58%
• 6M: 25.65%
• 1Y: 75.87%
• 3Y*: 51.11%
• 5Y*: 24.59%
• 10Y*: 23.44%

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

WMTI vs. GS - Yearly Performance Comparison

	2026 (YTD)	2025
WMTI REX WMT Growth & Income ETF	2.10%	9.78%
GS The Goldman Sachs Group, Inc.	19.58%	11.70%

Correlation

The correlation between WMTI and GS is 0.00, 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 Nov 5, 2025	0.00

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: 90
GS Sharpe Ratio Rank: 93
GS Sortino Ratio Rank: 91
GS Omega Ratio Rank: 90
GS Calmar Ratio Rank: 87
GS Martin Ratio Rank: 91

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	—	2.80	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.78	0.33	+0.45

Drawdowns

WMTI vs. GS - Drawdown Comparison

The maximum WMTI drawdown since its inception was -17.24%, 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	-17.24%	-78.84%	+61.60%
Max Drawdown (1Y) Largest decline over 1 year	—	-19.42%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-30.90%	—
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	-13.78%	-2.21%	-11.57%
Average Drawdown Average peak-to-trough decline	-3.77%	-22.63%	+18.86%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.78%	—

Volatility

Volatility by Period

	WMTI	GS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.10%	—
Volatility (6M) Calculated over the trailing 6-month period	—	22.06%	—
Volatility (1Y) Calculated over the trailing 1-year period	28.30%	27.25%	+1.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.30%	27.86%	+0.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.30%	29.76%	-1.46%

Dividends

WMTI vs. GS - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 21.32%, more than GS's 1.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GS The Goldman Sachs Group, Inc.	1.63%	1.59%	2.01%	2.72%	2.62%	1.70%	1.90%	1.80%	1.89%	1.14%	1.09%	1.41%
WMTI REX WMT Growth & Income ETF	21.32%	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 GS in my portfolio?

WMTI and GS have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.