WMTI vs. IPDP

Last updated Apr 1, 2026

Compare and contrast key facts about REX WMT Growth & Income ETF (WMTI) and Dividend Performers ETF (IPDP).

WMTI and IPDP 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. IPDP is an actively managed fund by Innovative Portfolios. It was launched on Dec 24, 2018.

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.

WMTI vs. IPDP - Yearly Performance Comparison

	2026 (YTD)
WMTI REX WMT Growth & Income ETF	-5.21%
IPDP Dividend Performers ETF	0.00%

Returns By Period

WMTI

• 1D: 0.55%
• 1M: -2.89%
• YTD: 7.55%
• 6M: —
• 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 - Expense Ratio Comparison

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

IPDP

Dividend Performers ETF

WMTI

REX WMT Growth & Income ETF

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.

Sharpe Ratios by Period

	WMTI	IPDP	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.05	—	—

Dividends

WMTI vs. IPDP - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 11.83%, while IPDP has not paid dividends to shareholders.

	TTM	2025
WMTI REX WMT Growth & Income ETF	11.83%	3.36%
IPDP Dividend Performers ETF	0.00%	0.00%

Drawdowns

WMTI vs. IPDP - Drawdown Comparison

The maximum WMTI drawdown since its inception was -11.71%, 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.

Drawdown Indicators

	WMTI	IPDP	Difference
Max Drawdown Largest peak-to-trough decline	-11.71%	0.00%	-11.71%
Current Drawdown Current decline from peak	-7.14%	0.00%	-7.14%
Average Drawdown Average peak-to-trough decline	-3.21%	0.00%	-3.21%

Volatility

Volatility by Period

	WMTI	IPDP	Difference
Volatility (1Y) Calculated over the trailing 1-year period	25.53%	0.00%	+25.53%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	25.53%	0.00%	+25.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.53%	0.00%	+25.53%