WTIU vs. HOOI

Last updated Apr 2, 2026

Compare and contrast key facts about MicroSectors Energy 3X Leveraged ETN (WTIU) and Defiance Leveraged Long + Income HOOD ETF (HOOI).

WTIU and HOOI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIU is a passively managed fund by REX that tracks the performance of the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). It was launched on Feb 16, 2023. HOOI is an actively managed fund by Defiance. It was launched on Aug 18, 2025.

Performance

WTIU vs. HOOI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroSectors Energy 3X Leveraged ETN (WTIU) and Defiance Leveraged Long + Income HOOD ETF (HOOI). The values are adjusted to include any dividend payments, if applicable.

WTIU vs. HOOI - Yearly Performance Comparison

	2026 (YTD)	2025
WTIU MicroSectors Energy 3X Leveraged ETN	113.23%	5.04%
HOOI Defiance Leveraged Long + Income HOOD ETF	-10.33%	-14.45%

Returns By Period

In the year-to-date period, WTIU achieves a 113.23% return, which is significantly higher than HOOI's -10.33% return.

WTIU

• 1D: -11.84%
• 1M: 17.12%
• YTD: 113.23%
• 6M: 89.84%
• 1Y: 46.84%
• 3Y*: 2.42%
• 5Y*: —
• 10Y*: —

HOOI

• 1D: 0.00%
• 1M: 0.00%
• YTD: -10.33%
• 6M: -49.20%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTIU vs. HOOI - Expense Ratio Comparison

WTIU has a 0.95% expense ratio, which is lower than HOOI's 1.51% expense ratio.

HOOI

Defiance Leveraged Long + Income HOOD ETF

WTIU

MicroSectors Energy 3X Leveraged ETN

Return for Risk

WTIU vs. HOOI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTIU

WTIU Risk / Return Rank: 34
WTIU Sharpe Ratio Rank: 29
WTIU Sortino Ratio Rank: 42
WTIU Omega Ratio Rank: 43
WTIU Calmar Ratio Rank: 35
WTIU Martin Ratio Rank: 23

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	0.58	—	—
Sortino ratio Return per unit of downside risk	1.22	—	—
Omega ratio Gain probability vs. loss probability	1.18	—	—
Calmar ratio Return relative to maximum drawdown	0.92	—	—
Martin ratio Return relative to average drawdown	1.71	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WTIU	HOOI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.58	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.05	-0.37	+0.32

Correlation

The correlation between WTIU and HOOI is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

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%.

	TTM	2025
WTIU MicroSectors Energy 3X Leveraged ETN	0.00%	0.00%
HOOI Defiance Leveraged Long + Income HOOD ETF	52.10%	41.26%

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.

Drawdown Indicators

	WTIU	HOOI	Difference
Max Drawdown Largest peak-to-trough decline	-75.73%	-58.34%	-17.39%
Max Drawdown (1Y) Largest decline over 1 year	-53.11%	—	—
Current Drawdown Current decline from peak	-24.42%	-57.31%	+32.89%
Average Drawdown Average peak-to-trough decline	-39.49%	-34.40%	-5.09%
Ulcer Index Depth and duration of drawdowns from previous peaks	28.53%	—	—

Volatility

Volatility by Period

	WTIU	HOOI	Difference
Volatility (1M) Calculated over the trailing 1-month period	22.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	46.56%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	81.69%	101.01%	-19.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	69.54%	101.01%	-31.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	69.54%	101.01%	-31.47%