WMTI vs. IPDP
WMTI (REX WMT Growth & Income ETF) and IPDP (Dividend Performers ETF) are both Derivative Income funds. Both are actively managed. WMTI charges 0.99%/yr vs 1.52%/yr for IPDP.
Performance
WMTI vs. IPDP - Performance Comparison
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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*
- —
WMTI vs. IPDP - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
WMTI REX WMT Growth & Income ETF | -10.00% |
IPDP Dividend Performers ETF | 0.00% |
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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.
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Sharpe Ratios by Period
| WMTI | IPDP | Difference | |
|---|---|---|---|
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.
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Drawdown Indicators
| WMTI | IPDP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.24% | 0.00% | -17.24% |
Current DrawdownCurrent decline from peak | -13.78% | 0.00% | -13.78% |
Average DrawdownAverage peak-to-trough decline | -3.77% | 0.00% | -3.77% |
Volatility
WMTI vs. IPDP - Volatility Comparison
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Volatility by Period
| WMTI | IPDP | Difference | |
|---|---|---|---|
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.
| Position | TTM | 2025 |
|---|---|---|
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.
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