WMTI vs. ZHDG
WMTI (REX WMT Growth & Income ETF) and ZHDG (ZEGA Buy and Hedge ETF) are both Derivative Income funds. Both are actively managed. At a correlation of -0.06, they often move in opposite directions. WMTI charges 0.99%/yr vs 0.98%/yr for ZHDG.
Performance
WMTI vs. ZHDG - Performance Comparison
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Returns By Period
In the year-to-date period, WMTI achieves a 2.10% return, which is significantly lower than ZHDG's 5.12% return.
WMTI
- 1D
- 4.18%
- 1M
- -10.43%
- YTD
- 2.10%
- 6M
- -0.33%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZHDG
- 1D
- -0.60%
- 1M
- 4.65%
- YTD
- 5.12%
- 6M
- 5.49%
- 1Y
- 18.31%
- 3Y*
- 14.68%
- 5Y*
- —
- 10Y*
- —
WMTI vs. ZHDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 2.10% | 9.78% |
ZHDG ZEGA Buy and Hedge ETF | 5.12% | 0.80% |
Correlation
The correlation between WMTI and ZHDG is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | -0.06 |
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Return for Risk
WMTI vs. ZHDG — Risk / Return Rank
WMTI
ZHDG
WMTI vs. ZHDG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for REX WMT Growth & Income ETF (WMTI) and ZEGA Buy and Hedge ETF (ZHDG). 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 | ZHDG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.51 | +0.27 |
Drawdowns
WMTI vs. ZHDG - Drawdown Comparison
The maximum WMTI drawdown since its inception was -17.24%, smaller than the maximum ZHDG drawdown of -23.27%. Use the drawdown chart below to compare losses from any high point for WMTI and ZHDG.
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Drawdown Indicators
| WMTI | ZHDG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.24% | -23.27% | +6.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.56% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.63% | — |
Current DrawdownCurrent decline from peak | -13.78% | -0.60% | -13.18% |
Average DrawdownAverage peak-to-trough decline | -3.77% | -8.16% | +4.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.05% | — |
Volatility
WMTI vs. ZHDG - Volatility Comparison
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Volatility by Period
| WMTI | ZHDG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.06% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 28.30% | 10.27% | +18.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.30% | 11.75% | +16.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.30% | 11.75% | +16.55% |
WMTI vs. ZHDG - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than ZHDG's 0.98% expense ratio.
Dividends
WMTI vs. ZHDG - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 21.32%, more than ZHDG's 2.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
WMTI REX WMT Growth & Income ETF | 21.32% | 3.36% | 0.00% | 0.00% | 0.00% | 0.00% |
ZHDG ZEGA Buy and Hedge ETF | 2.44% | 2.57% | 2.59% | 1.52% | 3.58% | 1.33% |
Frequently Asked Questions
WMTI and ZHDG have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ZHDG is cheaper at 0.98% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ZHDG is cheaper with a 0.98% expense ratio, compared with 0.99% for WMTI.
WMTI has the higher dividend yield at 21.32%, compared with 2.44% for ZHDG.
They also come from different issuers: REX and ZEGA. Their fees differ too: 0.99% for WMTI and 0.98% for ZHDG.
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