WMTI vs. MSTZ
WMTI (REX WMT Growth & Income ETF) and MSTZ (T-REX 2X Inverse MSTR Daily Target ETF) are both exchange-traded funds - WMTI is a Derivative Income fund actively managed by REX, while MSTZ is a Inverse Equities fund actively managed by REX. Both are actively managed. Their -0.02 correlation means they have often moved in opposite directions in the past. WMTI charges 0.99%/yr vs 1.05%/yr for MSTZ.
Performance
WMTI vs. MSTZ - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a -4.04% return, which is significantly higher than MSTZ's -30.44% return.
WMTI
- 1D
- 0.21%
- 1M
- -0.50%
- 6M
- -9.07%
- YTD
- -4.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
MSTZ
- 1D
- 8.95%
- 1M
- 7.38%
- 6M
- -24.16%
- YTD
- -30.44%
- 1Y
- 159.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -86.57%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $101.73M | $133.33M | $177.41M | |
| $616.62K | $528.80K | $959.03K |
WMTI vs. MSTZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | -4.04% | 9.99% |
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | -30.44% | 147.83% |
Correlation
The correlation between WMTI and MSTZ is -0.02, 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 | -0.02 |
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Return for Risk
WMTI vs. MSTZ — Risk / Return Rank
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MSTZ
WMTI vs. MSTZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and T-REX 2X Inverse MSTR Daily Target ETF (MSTZ). 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 | MSTZ | 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 | — | 2.44 | — |
| Martin ratioReturn relative to average drawdown | — | 4.53 | — |
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Drawdowns
WMTI vs. MSTZ - Drawdown Comparison
The maximum WMTI drawdown since its inception was -21.47%, smaller than the maximum MSTZ drawdown of -99.38%. Use the drawdown chart below to compare losses from any high point for WMTI and MSTZ.
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Drawdown Indicators
| WMTI | MSTZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.47% | -99.38% | +77.91% |
Max Drawdown (1Y)Largest decline over 1 year | — | -84.89% | — |
Current DrawdownCurrent decline from peak | -18.97% | -97.63% | +78.66% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -94.63% | +88.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 45.62% | — |
Volatility
WMTI vs. MSTZ - Volatility Comparison
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Volatility by Period
| WMTI | MSTZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 37.86% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 134.52% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.52% | 150.23% | -122.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 169.87% | -142.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.52% | 169.87% | -142.35% |
WMTI vs. MSTZ - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is lower than MSTZ's 1.05% expense ratio.
Dividends
WMTI vs. MSTZ - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 28.84%, while MSTZ has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
MSTZ T-REX 2X Inverse MSTR Daily Target ETF | 0.00% | 0.00% |
WMTI REX WMT Growth & Income ETF | 28.84% | 3.36% |
Frequently Asked Questions
WMTI and MSTZ have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WMTI is cheaper at 0.99% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WMTI is cheaper with a 0.99% expense ratio, compared with 1.05% for MSTZ.
WMTI has the higher dividend yield at 28.84%, compared with 0.00% for MSTZ.
WMTI is categorized as Derivative Income, while MSTZ is Inverse Equities. Their fees differ too: 0.99% for WMTI and 1.05% for MSTZ.
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