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WMTI vs. MRNY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WMTI vs. MRNY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX WMT Growth & Income ETF (WMTI) and YieldMax MRNA Option Income Strategy ETF (MRNY). The values are adjusted to include any dividend payments, if applicable.

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WMTI vs. MRNY - Yearly Performance Comparison


Returns By Period

In the year-to-date period, WMTI achieves a 8.48% return, which is significantly lower than MRNY's 55.26% return.


WMTI

1D
0.87%
1M
-1.53%
YTD
8.48%
6M
1Y
3Y*
5Y*
10Y*

MRNY

1D
-1.18%
1M
-1.56%
YTD
55.26%
6M
60.43%
1Y
57.50%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WMTI vs. MRNY - Expense Ratio Comparison

Both WMTI and MRNY have an expense ratio of 0.99%.


Return for Risk

WMTI vs. MRNY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WMTI

MRNY
MRNY Risk / Return Rank: 5656
Overall Rank
MRNY Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
MRNY Sortino Ratio Rank: 6868
Sortino Ratio Rank
MRNY Omega Ratio Rank: 5656
Omega Ratio Rank
MRNY Calmar Ratio Rank: 6060
Calmar Ratio Rank
MRNY Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WMTI vs. MRNY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and YieldMax MRNA Option Income Strategy ETF (MRNY). 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.

WMTI vs. MRNY - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WMTIMRNYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.11

Sharpe Ratio (All Time)

Calculated using the full available price history

2.16

-0.50

+2.66

Correlation

The correlation between WMTI and MRNY is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WMTI vs. MRNY - Dividend Comparison

WMTI's dividend yield for the trailing twelve months is around 11.73%, less than MRNY's 88.60% yield.


TTM202520242023
WMTI
REX WMT Growth & Income ETF
11.73%3.36%0.00%0.00%
MRNY
YieldMax MRNA Option Income Strategy ETF
88.60%145.98%178.49%1.75%

Drawdowns

WMTI vs. MRNY - Drawdown Comparison

The maximum WMTI drawdown since its inception was -11.71%, smaller than the maximum MRNY drawdown of -82.15%. Use the drawdown chart below to compare losses from any high point for WMTI and MRNY.


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Drawdown Indicators


WMTIMRNYDifference

Max Drawdown

Largest peak-to-trough decline

-11.71%

-82.15%

+70.44%

Max Drawdown (1Y)

Largest decline over 1 year

-31.53%

Current Drawdown

Current decline from peak

-6.34%

-67.31%

+60.97%

Average Drawdown

Average peak-to-trough decline

-3.24%

-51.53%

+48.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

15.78%

Volatility

WMTI vs. MRNY - Volatility Comparison


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Volatility by Period


WMTIMRNYDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.90%

Volatility (6M)

Calculated over the trailing 6-month period

39.43%

Volatility (1Y)

Calculated over the trailing 1-year period

25.42%

52.05%

-26.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.42%

51.40%

-25.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.42%

51.40%

-25.98%