WTIU vs. HOOI
WTIU (MicroSectors Energy 3X Leveraged ETN) and HOOI (Defiance Leveraged Long + Income HOOD ETF) are both Leveraged Equities funds. WTIU is passively managed, while HOOI is actively managed. At a 0.08 correlation, their price movements are largely independent. WTIU charges 0.95%/yr vs 1.51%/yr for HOOI.
Performance
WTIU vs. HOOI - Performance Comparison
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Returns By Period
In the year-to-date period, WTIU achieves a 91.57% return, which is significantly higher than HOOI's -10.33% return.
WTIU
- 1D
- 4.02%
- 1M
- -7.74%
- YTD
- 91.57%
- 6M
- 66.33%
- 1Y
- 103.25%
- 3Y*
- 5.93%
- 5Y*
- —
- 10Y*
- —
HOOI
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- -10.33%
- 6M
- -33.83%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTIU vs. HOOI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIU MicroSectors Energy 3X Leveraged ETN | 91.57% | 5.04% |
HOOI Defiance Leveraged Long + Income HOOD ETF | -10.33% | -14.45% |
Correlation
The correlation between WTIU and HOOI is 0.08, 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 Aug 20, 2025 | 0.08 |
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Return for Risk
WTIU vs. HOOI — Risk / Return Rank
WTIU
HOOI
WTIU vs. HOOI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors Energy 3X Leveraged ETN (WTIU) and Defiance Leveraged Long + Income HOOD ETF (HOOI). 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.
| WTIU | HOOI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.65 | — | — |
| Martin ratioReturn relative to average drawdown | 6.55 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTIU | HOOI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | -0.34 | +0.25 |
Drawdowns
WTIU vs. HOOI - Drawdown Comparison
The maximum WTIU drawdown since its inception was -75.73%, which is greater than HOOI's maximum drawdown of -58.34%. Use the drawdown chart below to compare losses from any high point for WTIU and HOOI.
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Drawdown Indicators
| WTIU | HOOI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.73% | -58.34% | -17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -39.11% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -75.73% | — | — |
Current DrawdownCurrent decline from peak | -32.10% | -57.31% | +25.21% |
Average DrawdownAverage peak-to-trough decline | -39.19% | -39.57% | +0.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.83% | — | — |
Volatility
WTIU vs. HOOI - Volatility Comparison
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Volatility by Period
| WTIU | HOOI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.06% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 54.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 67.51% | 88.80% | -21.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 70.62% | 88.80% | -18.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.62% | 88.80% | -18.18% |
WTIU vs. HOOI - Expense Ratio Comparison
WTIU has a 0.95% expense ratio, which is lower than HOOI's 1.51% expense ratio.
Dividends
WTIU vs. HOOI - Dividend Comparison
WTIU has not paid dividends to shareholders, while HOOI's dividend yield for the trailing twelve months is around 52.10%.
| Position | TTM | 2025 |
|---|---|---|
HOOI Defiance Leveraged Long + Income HOOD ETF | 52.10% | 41.26% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% |
Frequently Asked Questions
WTIU and HOOI have a correlation of 0.08, 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 1.51% for HOOI.
HOOI has the higher dividend yield at 52.10%, compared with 0.00% for WTIU.
They also come from different issuers: REX and Defiance. Their fees differ too: 0.95% for WTIU and 1.51% for HOOI.
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