WMTI vs. TCAL
WMTI (REX WMT Growth & Income ETF) and TCAL (T. Rowe Price Capital Appreciation Premium Income ETF) are both Derivative Income funds. Both are actively managed. At a 0.24 correlation, their price movements are largely independent. WMTI charges 0.99%/yr vs 0.34%/yr for TCAL.
Performance
WMTI vs. TCAL - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a 2.10% return, which is significantly higher than TCAL's -2.88% return.
WMTI
- 1D
- 4.18%
- 1M
- -10.43%
- YTD
- 2.10%
- 6M
- -0.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TCAL
- 1D
- 0.23%
- 1M
- -1.26%
- YTD
- -2.88%
- 6M
- -2.97%
- 1Y
- -1.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WMTI vs. TCAL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 2.10% | 9.78% |
TCAL T. Rowe Price Capital Appreciation Premium Income ETF | -2.88% | 0.80% |
Correlation
The correlation between WMTI and TCAL is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.24 |
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Return for Risk
WMTI vs. TCAL — Risk / Return Rank
WMTI
TCAL
WMTI vs. TCAL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and T. Rowe Price Capital Appreciation Premium Income ETF (TCAL). 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 | TCAL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | -0.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | -0.10 | +0.89 |
Drawdowns
WMTI vs. TCAL - Drawdown Comparison
The maximum WMTI drawdown since its inception was -17.24%, which is greater than TCAL's maximum drawdown of -7.24%. Use the drawdown chart below to compare losses from any high point for WMTI and TCAL.
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Drawdown Indicators
| WMTI | TCAL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.24% | -7.24% | -10.00% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.00% | — |
Current DrawdownCurrent decline from peak | -13.78% | -5.92% | -7.86% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -2.02% | -1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.67% | — |
Volatility
WMTI vs. TCAL - Volatility Comparison
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Volatility by Period
| WMTI | TCAL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.46% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.08% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 28.30% | 9.31% | +18.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.30% | 11.25% | +17.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.30% | 11.25% | +17.05% |
WMTI vs. TCAL - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than TCAL's 0.34% expense ratio.
Dividends
WMTI vs. TCAL - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 21.32%, more than TCAL's 11.96% yield.
| Position | TTM | 2025 |
|---|---|---|
TCAL T. Rowe Price Capital Appreciation Premium Income ETF | 11.96% | 8.34% |
WMTI REX WMT Growth & Income ETF | 21.32% | 3.36% |
Frequently Asked Questions
WMTI and TCAL have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TCAL is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TCAL is cheaper with a 0.34% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 21.32%, compared with 11.96% for TCAL.
They also come from different issuers: REX and T. Rowe Price. Their fees differ too: 0.99% for WMTI and 0.34% for TCAL.
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