WMTI vs. ZHDG
Compare and contrast key facts about REX WMT Growth & Income ETF (WMTI) and ZEGA Buy and Hedge ETF (ZHDG).
WMTI and ZHDG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WMTI is an actively managed fund by REX. It was launched on Nov 4, 2025. ZHDG is an actively managed fund by ZEGA. It was launched on Jul 6, 2021.
Performance
WMTI vs. ZHDG - Performance Comparison
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WMTI vs. ZHDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 8.48% | 9.78% |
ZHDG ZEGA Buy and Hedge ETF | -5.54% | 0.80% |
Returns By Period
In the year-to-date period, WMTI achieves a 8.48% return, which is significantly higher than ZHDG's -5.54% return.
WMTI
- 1D
- 0.87%
- 1M
- -1.53%
- YTD
- 8.48%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ZHDG
- 1D
- 1.21%
- 1M
- -4.81%
- YTD
- -5.54%
- 6M
- -3.88%
- 1Y
- 12.97%
- 3Y*
- 11.41%
- 5Y*
- —
- 10Y*
- —
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WMTI vs. ZHDG - Expense Ratio Comparison
WMTI has a 0.99% expense ratio, which is higher than ZHDG's 0.98% expense ratio.
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 | — | 1.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.16 | 0.33 | +1.83 |
Correlation
The correlation between WMTI and ZHDG is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
WMTI vs. ZHDG - Dividend Comparison
WMTI's dividend yield for the trailing twelve months is around 11.73%, more than ZHDG's 2.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WMTI REX WMT Growth & Income ETF | 11.73% | 3.36% | 0.00% | 0.00% | 0.00% | 0.00% |
ZHDG ZEGA Buy and Hedge ETF | 2.72% | 2.57% | 2.59% | 1.52% | 3.58% | 1.33% |
Drawdowns
WMTI vs. ZHDG - Drawdown Comparison
The maximum WMTI drawdown since its inception was -11.71%, 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 | -11.71% | -23.27% | +11.56% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.56% | — |
Current DrawdownCurrent decline from peak | -6.34% | -6.25% | -0.09% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -8.40% | +5.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.96% | — |
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 | — | 4.62% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.10% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 11.80% | +13.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.42% | 11.80% | +13.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.42% | 11.80% | +13.62% |