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. At a 0.12 correlation, their price movements are largely independent. 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 73.39% return, which is significantly higher than WMTI's -1.77% return.
WTIU
- 1D
- 0.31%
- 1M
- 0.80%
- 6M
- 55.84%
- YTD
- 73.39%
- 1Y
- 57.94%
- 3Y*
- 2.24%
- 5Y*
- —
- 10Y*
- —
WMTI
- 1D
- -0.81%
- 1M
- -7.58%
- 6M
- -8.03%
- YTD
- -1.77%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WTIU vs. WMTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
WTIU MicroSectors Energy 3X Leveraged ETN | 73.39% | -2.43% |
WMTI REX WMT Growth & Income ETF | -1.77% | 9.99% |
Correlation
The correlation between WTIU and WMTI is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 4, 2025 | 0.12 |
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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 | 1.18 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | — | — |
| Martin ratioReturn relative to average drawdown | 2.86 | — | — |
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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 -20.60%. 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% | -20.60% | -55.13% |
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 | -38.54% | -17.05% | -21.49% |
Average DrawdownAverage peak-to-trough decline | -39.32% | -5.40% | -33.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.35% | — | — |
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 | 23.20% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 56.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 69.39% | 27.84% | +41.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 70.92% | 27.84% | +43.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.92% | 27.84% | +43.08% |
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 26.99%.
| Position | TTM | 2025 |
|---|---|---|
WMTI REX WMT Growth & Income ETF | 26.99% | 3.36% |
WTIU MicroSectors Energy 3X Leveraged ETN | 0.00% | 0.00% |
Frequently Asked Questions
WTIU and WMTI have a correlation of 0.12, 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 26.99%, 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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