WMTI vs. IGM
WMTI (REX WMT Growth & Income ETF) and IGM (iShares Expanded Tech Sector ETF) are both exchange-traded funds - WMTI is a Derivative Income fund actively managed by REX, while IGM is a Technology Equities fund tracking the S&P North American Expanded Technology Sector Index. WMTI is actively managed, while IGM is passively managed. At a correlation of -0.19, they often move in opposite directions. WMTI charges 0.99%/yr vs 0.39%/yr for IGM.
Performance
WMTI vs. IGM - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a -0.96% return, which is significantly lower than IGM's 22.51% return.
WMTI
- 1D
- 0.69%
- 1M
- -6.82%
- 6M
- -5.95%
- YTD
- -0.96%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IGM
- 1D
- -2.16%
- 1M
- -0.74%
- 6M
- 19.94%
- YTD
- 22.51%
- 1Y
- 40.87%
- 3Y*
- 33.30%
- 5Y*
- 18.47%
- 10Y*
- 24.07%
WMTI vs. IGM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | -0.96% | 9.99% |
IGM iShares Expanded Tech Sector ETF | 22.51% | -3.59% |
Correlation
The correlation between WMTI and IGM is -0.19, 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 4, 2025 | -0.19 |
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Return for Risk
WMTI vs. IGM — Risk / Return Rank
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IGM
WMTI vs. IGM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and iShares Expanded Tech Sector ETF (IGM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WMTI | IGM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.50 | — |
| Martin ratioReturn relative to average drawdown | — | 7.94 | — |
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Drawdowns
WMTI vs. IGM - Drawdown Comparison
The maximum WMTI drawdown since its inception was -20.60%, smaller than the maximum IGM drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for WMTI and IGM.
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Drawdown Indicators
| WMTI | IGM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -65.59% | +44.99% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.44% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.39% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -40.68% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.68% | — |
Current DrawdownCurrent decline from peak | -16.37% | -7.49% | -8.88% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -15.19% | +9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.16% | — |
Volatility
WMTI vs. IGM - Volatility Comparison
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Volatility by Period
| WMTI | IGM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.89% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.55% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.90% | 23.45% | +4.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.90% | 26.21% | +1.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.90% | 24.75% | +3.15% |
WMTI vs. IGM - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than IGM's 0.39% expense ratio.
Dividends
WMTI vs. IGM - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 26.01%, more than IGM's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGM iShares Expanded Tech Sector ETF | 0.14% | 0.17% | 0.22% | 0.33% | 0.66% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% |
WMTI REX WMT Growth & Income ETF | 26.01% | 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
WMTI and IGM have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IGM is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IGM is cheaper with a 0.39% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 26.01%, compared with 0.14% for IGM.
WMTI is categorized as Derivative Income, while IGM is Technology Equities. They also come from different issuers: REX and iShares. Their fees differ too: 0.99% for WMTI and 0.39% for IGM.
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