HFEQ vs WMTI
Comparison between UNLIMITED HFEQ EQUITY LONG/SHORT ETF (HFEQ, ETF) and REX WMT GROWTH & INCOME ETF (WMTI, ETF).
HFEQ vs WMTI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HFEQ vs WMTI - Holdings Comparison
HFEQ and WMTI have 1 common holdings. Overlap is 2.10%
HFEQ's top 25 holdings weight is 99.99%. WMTI's top 25 holdings weight is 2.10%.
| Rank | HFEQ | WMTI |
|---|---|---|
| #1 | E-MINI NASDAQ 100 FUTURE JUNE 26 (n/a) - 24.04% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.10% |
| #2 | VANGUARD VALUE ETF (VTV) - 17.98% | N/A |
| #3 | MSCI EMERGING MARKETS INDEX FUTURE JUNE 26 (n/a) - 17.95% | N/A |
| #4 | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 14.98% | N/A |
| #5 | E-MINI FINANCIAL SELECT SECTOR FUTURE JUNE 26 (n/a) - 13.72% | N/A |
| #6 | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 13.68% | N/A |
| #7 | STATE STREET®MATSELSECTSPDR®ETF (XLB) - 13.45% | N/A |
| #8 | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 9.93% | N/A |
| #9 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 9.86% | N/A |
| #10 | VANGUARD MID-CAP ETF (VO) - 9.43% | N/A |
| #11 | VANGUARD US MOMENTUM FACTOR ETF (VFMO) - 8.64% | N/A |
| #12 | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 7.44% | N/A |
| #13 | NIKKEI/USD FUTURE JUNE 26 (n/a) - 7.21% | N/A |
| #14 | STATE STREET® SPDR® S&P® BIOTECH ETF (XBI) - 6.56% | N/A |
| #15 | E-MINI RUSSELL 2000 INDEX FUTURE JUNE 26 (n/a) - 6.36% | N/A |
| #16 | CBOE VIX FUTURE JUN26 (n/a) - 6.24% | N/A |
| #17 | STATE STREET® SPDR® S&P® RETAIL ETF (XRT) - 5.17% | N/A |
| #18 | OTHER ASSETS AND LIABILITIES (n/a) - 4.22% | N/A |
| #19 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 4.00% | N/A |
| #20 | STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 3.64% | N/A |
| #21 | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 2.98% | N/A |
| #22 | BTIC ON E-MINI S&P REAL ESTATE SELECT SECTOR INDEX FUTURE JUNE 26 (n/a) - -4.43% | N/A |
| #23 | CASH OFFSET (n/a) - -103.06% | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 23 | 1 |
HFEQ vs WMTI - Historical Returns
Returns include dividend reinvestment.
HFEQ vs WMTI - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | HFEQ | WMTI |
|---|---|---|
| 2026 | +12.91% | +5.16% |
| 2025 | +14.87% | +9.75% |
HFEQ vs WMTI Drawdown Comparison
The maximum drawdown for HFEQ was -12.46%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.
The maximum drawdown for WMTI was -17.22%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The current HFEQ drawdown is -0.09%. The current WMTI drawdown is -10.22%.
| Rank | HFEQ | WMTI |
|---|---|---|
| #1 | -12.46% Feb 25, 2026 - May 6, 2026 | -17.22% May 19, 2026 - Jun 2, 2026 |
| #2 | -10.71% Oct 27, 2025 - Jan 5, 2026 | -11.71% Feb 13, 2026 - May 14, 2026 |
| #3 | -7.12% Oct 6, 2025 - Oct 24, 2025 | -5.32% Dec 12, 2025 - Jan 12, 2026 |
| #4 | -5.24% May 6, 2026 - May 26, 2026 | -3.47% Feb 6, 2026 - Feb 12, 2026 |
| #5 | -4.42% Jun 4, 2026 - Jun 10, 2026 | -3.05% Jan 13, 2026 - Feb 2, 2026 |
| #6 | -2.72% Jul 23, 2025 - Aug 8, 2025 | -2.94% Nov 20, 2025 - Nov 25, 2025 |
| #7 | -2.36% Feb 20, 2026 - Feb 25, 2026 | -2.84% Nov 11, 2025 - Nov 20, 2025 |
| #8 | -2.20% Jan 28, 2026 - Feb 6, 2026 | -2.01% Dec 5, 2025 - Dec 11, 2025 |
| #9 | -2.15% Aug 22, 2025 - Sep 9, 2025 | -1.58% Feb 3, 2026 - Feb 6, 2026 |
| #10 | -2.12% Feb 11, 2026 - Feb 20, 2026 | -0.84% Nov 4, 2025 - Nov 7, 2025 |
| #11 | -2.10% Jan 12, 2026 - Jan 22, 2026 | -0.36% May 14, 2026 - May 18, 2026 |
| #12 | -1.81% Aug 13, 2025 - Aug 22, 2025 | N/A |
| #13 | -1.34% Sep 22, 2025 - Sep 30, 2025 | N/A |
| #14 | -1.22% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -1.09% Jan 22, 2026 - Jan 27, 2026 | N/A |
Correlation
Correlation between HFEQ and WMTI is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2025 - 2026)
HFEQ vs WMTI dividend yield comparison.
| Year | HFEQ | WMTI |
|---|---|---|
| 2026 | 0.00% | 18.05% |
| 2025 | 10.55% | 3.36% |
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