WTIU vs. WMTI
WTIU (MicroSectors Energy 3X Leveraged ETN) and WMTI (REX WMT Growth & Income ETF) are both exchange-traded funds - WTIU is a Leveraged Equities fund tracking the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%), while WMTI is a Derivative Income fund actively managed by REX. WTIU is passively managed, while WMTI is actively managed. Their 0.09 correlation means their historical movements had little consistent relationship. WTIU charges 0.95%/yr vs 0.99%/yr for WMTI.
Performance
WTIU vs. WMTI - Performance Comparison
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Returns By Period
In the year-to-date period, WTIU achieves a 95.37% return, which is significantly higher than WMTI's -4.42% return.
WTIU
- 1D
- -4.60%
- 1M
- 39.23%
- 6M
- 55.77%
- YTD
- 95.37%
- 1Y
- 104.76%
- 3Y*
- -1.04%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -5.73%
WMTI
- 1D
- -0.39%
- 1M
- -0.89%
- 6M
- -12.39%
- YTD
- -4.42%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $603.80K | $497.82K | $964.90K | |
| $1.41M | $930.94K | $851.49K |
WTIU vs. WMTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIU MicroSectors Energy 3X Leveraged ETN | 95.37% | -2.43% |
WMTI REX WMT Growth & Income ETF | -4.42% | 9.99% |
Correlation
The correlation between WTIU and WMTI is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | 0.09 |
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Return for Risk
WTIU vs. WMTI — Risk / Return Rank
WTIU
WMTI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WTIU vs. WMTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors Energy 3X Leveraged ETN (WTIU) and REX WMT Growth & Income ETF (WMTI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WTIU | WMTI | 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 | 2.19 | — | — |
| Martin ratioReturn relative to average drawdown | 4.99 | — | — |
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Drawdowns
WTIU vs. WMTI - Drawdown Comparison
The maximum WTIU drawdown since its inception was -75.73%, which is greater than WMTI's maximum drawdown of -21.47%. Use the drawdown chart below to compare losses from any high point for WTIU and WMTI.
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Drawdown Indicators
| WTIU | WMTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.73% | -21.47% | -54.26% |
Max Drawdown (1Y)Largest decline over 1 year | -48.11% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -75.73% | — | — |
Current DrawdownCurrent decline from peak | -30.75% | -19.29% | -11.46% |
Average DrawdownAverage peak-to-trough decline | -39.20% | -6.40% | -32.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.07% | — | — |
Volatility
WTIU vs. WMTI - Volatility Comparison
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Volatility by Period
| WTIU | WMTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.17% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 57.97% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 69.79% | 27.45% | +42.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 70.86% | 27.45% | +43.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.86% | 27.45% | +43.41% |
WTIU vs. WMTI - Expense Ratio Comparison
WTIU has a 0.95% expense ratio, which is lower than WMTI's 0.99% expense ratio.
Dividends
WTIU vs. WMTI - Dividend Comparison
WTIU has not paid dividends to shareholders, while WMTI's dividend yield for the trailing twelve months is around 28.95%.
| Position | TTM | 2025 |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 28.95% | 3.36% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% |
Frequently Asked Questions
WTIU and WMTI have a correlation of 0.09, 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 0.99% for WMTI.
WMTI has the higher dividend yield at 28.95%, compared with 0.00% for WTIU.
WTIU is categorized as Leveraged Equities, while WMTI is Derivative Income. Their fees differ too: 0.95% for WTIU and 0.99% for WMTI.
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