WMTI vs. KHPI
Compare and contrast key facts about REX WMT Growth & Income ETF (WMTI) and Kensington Hedged Premium Income ETF (KHPI).
WMTI and KHPI 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. KHPI is an actively managed fund by Kensington Asset Management. It was launched on Sep 4, 2024.
Performance
WMTI vs. KHPI - Performance Comparison
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WMTI vs. KHPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 8.48% | 9.78% |
KHPI Kensington Hedged Premium Income ETF | -3.49% | 0.57% |
Returns By Period
In the year-to-date period, WMTI achieves a 8.48% return, which is significantly higher than KHPI's -3.49% return.
WMTI
- 1D
- 0.87%
- 1M
- -1.53%
- YTD
- 8.48%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KHPI
- 1D
- 1.47%
- 1M
- -4.68%
- YTD
- -3.49%
- 6M
- -0.79%
- 1Y
- 10.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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WMTI vs. KHPI - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than KHPI's 0.96% expense ratio.
Return for Risk
WMTI vs. KHPI — Risk / Return Rank
WMTI
KHPI
WMTI vs. KHPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and Kensington Hedged Premium Income ETF (KHPI). 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 | KHPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.97 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.16 | 0.76 | +1.40 |
Correlation
The correlation between WMTI and KHPI is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
WMTI vs. KHPI - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 11.73%, more than KHPI's 9.44% yield.
| TTM | 2025 | 2024 | |
|---|---|---|---|
WMTI REX WMT Growth & Income ETF | 11.73% | 3.36% | 0.00% |
KHPI Kensington Hedged Premium Income ETF | 9.44% | 8.90% | 3.01% |
Drawdowns
WMTI vs. KHPI - Drawdown Comparison
The maximum WMTI drawdown since its inception was -11.71%, which is greater than KHPI's maximum drawdown of -10.58%. Use the drawdown chart below to compare losses from any high point for WMTI and KHPI.
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Drawdown Indicators
| WMTI | KHPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.71% | -10.58% | -1.13% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.55% | — |
Current DrawdownCurrent decline from peak | -6.34% | -5.18% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -1.27% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.46% | — |
Volatility
WMTI vs. KHPI - Volatility Comparison
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Volatility by Period
| WMTI | KHPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.18% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.25% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 10.96% | +14.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.42% | 9.79% | +15.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.42% | 9.79% | +15.63% |