WTIU vs. VOO
Compare and contrast key facts about MicroSectors Energy 3X Leveraged ETN (WTIU) and Vanguard S&P 500 ETF (VOO).
WTIU and VOO 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 Microsectors that tracks the performance of the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). It was launched on Feb 16, 2023. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both WTIU and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTIU or VOO.
Correlation
The correlation between WTIU and VOO is 0.28, 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.
Performance
WTIU vs. VOO - Performance Comparison
Key characteristics
WTIU:
-0.67
VOO:
2.25
WTIU:
-0.74
VOO:
2.98
WTIU:
0.91
VOO:
1.42
WTIU:
-0.63
VOO:
3.31
WTIU:
-1.23
VOO:
14.77
WTIU:
31.69%
VOO:
1.90%
WTIU:
57.91%
VOO:
12.46%
WTIU:
-61.53%
VOO:
-33.99%
WTIU:
-61.53%
VOO:
-2.47%
Returns By Period
In the year-to-date period, WTIU achieves a -36.71% return, which is significantly lower than VOO's 26.02% return.
WTIU
-36.71%
-37.19%
-42.41%
-39.85%
N/A
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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WTIU vs. VOO - Expense Ratio Comparison
WTIU has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
WTIU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors Energy 3X Leveraged ETN (WTIU) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
WTIU vs. VOO - Dividend Comparison
WTIU has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
WTIU vs. VOO - Drawdown Comparison
The maximum WTIU drawdown since its inception was -61.53%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WTIU and VOO. For additional features, visit the drawdowns tool.
Volatility
WTIU vs. VOO - Volatility Comparison
MicroSectors Energy 3X Leveraged ETN (WTIU) has a higher volatility of 20.67% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that WTIU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.