WMTI vs. HOOI

Last updated Apr 1, 2026

Compare and contrast key facts about REX WMT Growth & Income ETF (WMTI) and Defiance Leveraged Long + Income HOOD ETF (HOOI).

WMTI and HOOI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WMTI is an actively managed fund by REX. It was launched on Nov 4, 2025. HOOI is an actively managed fund by Defiance. It was launched on Aug 18, 2025.

Performance

WMTI vs. HOOI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX WMT Growth & Income ETF (WMTI) and Defiance Leveraged Long + Income HOOD ETF (HOOI). The values are adjusted to include any dividend payments, if applicable.

WMTI vs. HOOI - Yearly Performance Comparison

	2026 (YTD)	2025
WMTI REX WMT Growth & Income ETF	7.55%	9.78%
HOOI Defiance Leveraged Long + Income HOOD ETF	-10.33%	-40.73%

Returns By Period

In the year-to-date period, WMTI achieves a 7.55% return, which is significantly higher than HOOI's -10.33% return.

WMTI

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

HOOI

• 1D: 0.00%
• 1M: 0.00%
• YTD: -10.33%
• 6M: -51.80%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WMTI vs. HOOI - Expense Ratio Comparison

WMTI has a 0.99% expense ratio, which is lower than HOOI's 1.51% expense ratio.

HOOI

Defiance Leveraged Long + Income HOOD ETF

WMTI

REX WMT Growth & Income ETF

Return for Risk

WMTI vs. HOOI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and Defiance Leveraged Long + Income HOOD ETF (HOOI). 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	HOOI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.05	-0.37	+2.42

Correlation

The correlation between WMTI and HOOI is -0.05. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

WMTI vs. HOOI - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 11.83%, less than HOOI's 52.10% yield.

	TTM	2025
WMTI REX WMT Growth & Income ETF	11.83%	3.36%
HOOI Defiance Leveraged Long + Income HOOD ETF	52.10%	41.26%

Drawdowns

WMTI vs. HOOI - Drawdown Comparison

The maximum WMTI drawdown since its inception was -11.71%, smaller than the maximum HOOI drawdown of -58.34%. Use the drawdown chart below to compare losses from any high point for WMTI and HOOI.

Drawdown Indicators

	WMTI	HOOI	Difference
Max Drawdown Largest peak-to-trough decline	-11.71%	-58.34%	+46.63%
Current Drawdown Current decline from peak	-7.14%	-57.31%	+50.17%
Average Drawdown Average peak-to-trough decline	-3.21%	-34.24%	+31.03%

Volatility

Volatility by Period

	WMTI	HOOI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	25.53%	101.36%	-75.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.53%	101.36%	-75.83%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.53%	101.36%	-75.83%