WMTI vs. IVVW
WMTI (REX WMT Growth & Income ETF) and IVVW (iShares S&P 500 BuyWrite ETF) are both Derivative Income funds. WMTI is actively managed, while IVVW is passively managed. Their -0.06 correlation means they have often moved in opposite directions in the past. WMTI charges 0.99%/yr vs 0.25%/yr for IVVW.
Performance
WMTI vs. IVVW - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a -4.04% return, which is significantly lower than IVVW's 7.09% return.
WMTI
- 1D
- 0.21%
- 1M
- -0.50%
- 6M
- -9.07%
- YTD
- -4.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IVVW
- 1D
- 0.65%
- 1M
- 1.31%
- 6M
- 6.25%
- YTD
- 7.09%
- 1Y
- 18.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.59M | $1.91M | $2.60M | |
| $616.62K | $528.80K | $959.03K |
WMTI vs. IVVW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | -4.04% | 9.99% |
IVVW iShares S&P 500 BuyWrite ETF | 7.09% | 2.69% |
Correlation
The correlation between WMTI and IVVW is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | -0.06 |
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Return for Risk
WMTI vs. IVVW — Risk / Return Rank
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IVVW
WMTI vs. IVVW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and iShares S&P 500 BuyWrite ETF (IVVW). 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 | IVVW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.43 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.02 | — |
| Martin ratioReturn relative to average drawdown | — | 15.69 | — |
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Drawdowns
WMTI vs. IVVW - Drawdown Comparison
The maximum WMTI drawdown since its inception was -21.47%, which is greater than IVVW's maximum drawdown of -16.79%. Use the drawdown chart below to compare losses from any high point for WMTI and IVVW.
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Drawdown Indicators
| WMTI | IVVW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.47% | -16.79% | -4.68% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.81% | — |
Current DrawdownCurrent decline from peak | -18.97% | -0.11% | -18.86% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -1.68% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.12% | — |
Volatility
WMTI vs. IVVW - Volatility Comparison
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Volatility by Period
| WMTI | IVVW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.90% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.28% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.52% | 8.56% | +18.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 12.56% | +14.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.52% | 12.56% | +14.96% |
WMTI vs. IVVW - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than IVVW's 0.25% expense ratio.
Dividends
WMTI vs. IVVW - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 28.84%, more than IVVW's 19.01% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
IVVW iShares S&P 500 BuyWrite ETF | 19.01% | 18.55% | 13.72% |
WMTI REX WMT Growth & Income ETF | 28.84% | 3.36% | 0.00% |
Frequently Asked Questions
WMTI and IVVW have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IVVW is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IVVW is cheaper with a 0.25% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 28.84%, compared with 19.01% for IVVW.
They also come from different issuers: REX and iShares. Their fees differ too: 0.99% for WMTI and 0.25% for IVVW.
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