WMTI vs. IWM
WMTI (REX WMT Growth & Income ETF) and IWM (iShares Russell 2000 ETF) are both exchange-traded funds - WMTI is a Derivative Income fund actively managed by REX, while IWM is a Small Cap Blend Equities fund tracking the Russell 2000 Index. WMTI is actively managed, while IWM is passively managed. At a correlation of -0.03, they often move in opposite directions. WMTI charges 0.99%/yr vs 0.19%/yr for IWM.
Performance
WMTI vs. IWM - 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 IWM's 19.72% return.
WMTI
- 1D
- 0.69%
- 1M
- -6.82%
- 6M
- -5.95%
- YTD
- -0.96%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM
- 1D
- -0.85%
- 1M
- 0.42%
- 6M
- 12.70%
- YTD
- 19.72%
- 1Y
- 33.75%
- 3Y*
- 16.65%
- 5Y*
- 7.37%
- 10Y*
- 10.76%
WMTI vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | -0.96% | 9.99% |
IWM iShares Russell 2000 ETF | 19.72% | 0.63% |
Correlation
The correlation between WMTI and IWM is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | -0.03 |
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Return for Risk
WMTI vs. IWM — Risk / Return Rank
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IWM
WMTI vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and iShares Russell 2000 ETF (IWM). 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 | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.29 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.07 | — |
| Martin ratioReturn relative to average drawdown | — | 10.87 | — |
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Drawdowns
WMTI vs. IWM - Drawdown Comparison
The maximum WMTI drawdown since its inception was -20.60%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for WMTI and IWM.
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Drawdown Indicators
| WMTI | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.60% | -59.05% | +38.45% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.50% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -16.37% | -2.32% | -14.05% |
Average DrawdownAverage peak-to-trough decline | -5.33% | -10.73% | +5.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.11% | — |
Volatility
WMTI vs. IWM - Volatility Comparison
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Volatility by Period
| WMTI | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.81% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.19% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.90% | 19.54% | +8.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.90% | 22.56% | +5.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.90% | 23.00% | +4.90% |
WMTI vs. IWM - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than IWM's 0.19% expense ratio.
Dividends
WMTI vs. IWM - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 26.01%, more than IWM's 0.91% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWM iShares Russell 2000 ETF | 0.91% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
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 IWM have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWM is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWM is cheaper with a 0.19% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 26.01%, compared with 0.91% for IWM.
WMTI is categorized as Derivative Income, while IWM is Small Cap Blend Equities. They also come from different issuers: REX and iShares. Their fees differ too: 0.99% for WMTI and 0.19% for IWM.
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