PortfoliosLab logoPortfoliosLab logo
WMTI vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WMTI vs. IPDP - Performance Comparison

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

Loading charts...

Returns By Period


WMTI

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

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WMTI vs. IPDP - Yearly Performance Comparison


Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WMTI vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and Dividend Performers ETF (IPDP). 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.

WMTI vs. IPDP - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


WMTIIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

Drawdowns

WMTI vs. IPDP - Drawdown Comparison

The maximum WMTI drawdown since its inception was -17.24%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for WMTI and IPDP.


Loading charts...

Drawdown Indicators


WMTIIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-17.24%

0.00%

-17.24%

Current Drawdown

Current decline from peak

-13.78%

0.00%

-13.78%

Average Drawdown

Average peak-to-trough decline

-3.77%

0.00%

-3.77%

Volatility

WMTI vs. IPDP - Volatility Comparison


Loading charts...

Volatility by Period


WMTIIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

28.30%

0.00%

+28.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.30%

0.00%

+28.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.30%

0.00%

+28.30%

WMTI vs. IPDP - Expense Ratio Comparison

WMTI has a 0.99% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

WMTI vs. IPDP - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 21.32%, while IPDP has not paid dividends to shareholders.


PositionTTM2025
IPDP
Dividend Performers ETF
0.00%0.00%
WMTI
REX WMT Growth & Income ETF
21.32%3.36%

Frequently Asked Questions


On fees, WMTI is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WMTI is cheaper with a 0.99% expense ratio, compared with 1.52% for IPDP.

WMTI has the higher dividend yield at 21.32%, compared with 0.00% for IPDP.

They also come from different issuers: REX and Innovative Portfolios. Their fees differ too: 0.99% for WMTI and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for WMTI and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer