WMTI vs. KHPI
WMTI (REX WMT Growth & Income ETF) and KHPI (Kensington Hedged Premium Income ETF) are both Derivative Income funds. Both are actively managed. Their -0.07 correlation means they have often moved in opposite directions in the past. WMTI charges 0.99%/yr vs 0.96%/yr for KHPI.
Performance
WMTI vs. KHPI - 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 KHPI's 6.36% return.
WMTI
- 1D
- 0.21%
- 1M
- -0.50%
- 6M
- -9.07%
- YTD
- -4.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
KHPI
- 1D
- 0.30%
- 1M
- 0.85%
- 6M
- 5.48%
- YTD
- 6.36%
- 1Y
- 12.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.42%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.26M | $2.17M | $2.33M | |
| $616.62K | $528.80K | $959.03K |
WMTI vs. KHPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | -4.04% | 9.99% |
KHPI Kensington Hedged Premium Income ETF | 6.36% | 0.11% |
Correlation
The correlation between WMTI and KHPI is -0.07, 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 | -0.07 |
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Return for Risk
WMTI vs. KHPI — Risk / Return Rank
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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.
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 | KHPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.28 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.76 | — |
| Martin ratioReturn relative to average drawdown | — | 8.03 | — |
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Drawdowns
WMTI vs. KHPI - Drawdown Comparison
The maximum WMTI drawdown since its inception was -21.47%, 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 | -21.47% | -10.58% | -10.89% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.55% | — |
Current DrawdownCurrent decline from peak | -18.97% | -0.08% | -18.89% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -1.19% | -5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.43% | — |
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 | — | 1.49% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 5.95% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.52% | 7.56% | +19.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 9.46% | +18.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.52% | 9.46% | +18.06% |
WMTI vs. KHPI - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than KHPI's 0.96% expense ratio.
Dividends
WMTI vs. KHPI - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 28.84%, more than KHPI's 8.93% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
KHPI Kensington Hedged Premium Income ETF | 8.93% | 8.90% | 3.01% |
WMTI REX WMT Growth & Income ETF | 28.84% | 3.36% | 0.00% |
Frequently Asked Questions
WMTI and KHPI have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, KHPI is cheaper at 0.96% per year. The better choice depends on whether you care most about return, fees, risk, or income.
KHPI is cheaper with a 0.96% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 28.84%, compared with 8.93% for KHPI.
They also come from different issuers: REX and Kensington. Their fees differ too: 0.99% for WMTI and 0.96% for KHPI.
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