WMTI vs. WTIU
WMTI (REX WMT Growth & Income ETF) and WTIU (MicroSectors Energy 3X Leveraged ETN) are both exchange-traded funds - WMTI is a Derivative Income fund actively managed by REX, while WTIU is a Leveraged Equities fund tracking the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). WMTI is actively managed, while WTIU is passively managed. Their 0.09 correlation means their historical movements had little consistent relationship. WMTI charges 0.99%/yr vs 0.95%/yr for WTIU.
Performance
WMTI vs. WTIU - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WMTI achieves a -4.04% return, which is significantly lower than WTIU's 104.80% return.
WMTI
- 1D
- 0.21%
- 1M
- -0.50%
- 6M
- -9.07%
- YTD
- -4.04%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
WTIU
- 1D
- 3.15%
- 1M
- 45.95%
- 6M
- 51.31%
- YTD
- 104.80%
- 1Y
- 114.64%
- 3Y*
- 0.02%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -4.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $616.62K | $528.80K | $959.03K | |
| $1.32M | $870.89K | $849.27K |
WMTI vs. WTIU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | -4.04% | 9.99% |
WTIU MicroSectors Energy 3X Leveraged ETN | 104.80% | -2.43% |
Correlation
The correlation between WMTI and WTIU is 0.09, 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 | 0.09 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WMTI vs. WTIU — Risk / Return Rank
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTIU
WMTI vs. WTIU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and MicroSectors Energy 3X Leveraged ETN (WTIU). 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 | WTIU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.09 | — |
| Martin ratioReturn relative to average drawdown | — | 4.79 | — |
Loading charts...
Drawdowns
WMTI vs. WTIU - Drawdown Comparison
The maximum WMTI drawdown since its inception was -21.47%, smaller than the maximum WTIU drawdown of -75.73%. Use the drawdown chart below to compare losses from any high point for WMTI and WTIU.
Loading charts...
Drawdown Indicators
| WMTI | WTIU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.47% | -75.73% | +54.26% |
Max Drawdown (1Y)Largest decline over 1 year | — | -48.11% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -75.73% | — |
Current DrawdownCurrent decline from peak | -18.97% | -27.41% | +8.44% |
Average DrawdownAverage peak-to-trough decline | -6.33% | -39.21% | +32.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 21.07% | — |
Volatility
WMTI vs. WTIU - Volatility Comparison
Loading charts...
Volatility by Period
| WMTI | WTIU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 21.18% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 57.82% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.52% | 69.90% | -42.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.52% | 70.86% | -43.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.52% | 70.86% | -43.34% |
WMTI vs. WTIU - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than WTIU's 0.95% expense ratio.
Dividends
WMTI vs. WTIU - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 28.84%, while WTIU has not paid dividends to shareholders.
| Position | TTM | 2025 |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 28.84% | 3.36% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% |
Frequently Asked Questions
WMTI and WTIU have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTIU is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTIU is cheaper with a 0.95% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 28.84%, compared with 0.00% for WTIU.
WMTI is categorized as Derivative Income, while WTIU is Leveraged Equities. Their fees differ too: 0.99% for WMTI and 0.95% for WTIU.
Find the right allocation for WMTI and WTIU
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer