MART vs WTIU
Comparison between ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF) and Bank of Montreal (WTIU, ETF).
MART vs WTIU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MART
$30M
WTIU
$30M
Expense Ratio
MART
0.74%
WTIU
N/A
Max Drawdown
Winner
MART
11.61%
WTIU
99.57%
Sharpe Ratio
Winner
MART
1.93
WTIU
1.32
5Y Beta
Winner
MART
0.61
WTIU
1.65
P/E Ratio
MART
N/A
WTIU
19.12
Forward P/E
MART
N/A
WTIU
10.88
PEG Ratio
MART
N/A
WTIU
0.98
5Y EPS CAGR
MART
N/A
WTIU
16.40%
Debt to Equity
MART
N/A
WTIU
17.36%
P/S Ratio
MART
N/A
WTIU
1.46
P/B Ratio
MART
N/A
WTIU
2.07
MART vs WTIU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MART
+1.23%
WTIU
-13.76%
3M
Winner
MART
+5.27%
WTIU
-3.17%
6M
MART
+7.98%
Winner
WTIU
+54.36%
1Y
MART
+19.17%
Winner
WTIU
+102.77%
5Y(CAGR)
MART
N/A
WTIU
+103.43%
10Y(CAGR)
MART
N/A
WTIU
-4.37%
Max(CAGR)
Winner
MART
+16.91%
WTIU
-4.37%
MART vs WTIU - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | MART | WTIU |
|---|---|---|
| 2026 | +7.08% | +68.10% |
| 2025 | +14.94% | -19.59% |
| 2024 | +15.85% | -31.88% |
| 2023 | +16.94% | -28.42% |
| 2020 | N/A | -98.47% |
| 2019 | N/A | +53.08% |
| 2018 | N/A | -63.86% |
| 2017 | N/A | -8.08% |
MART vs WTIU Drawdown Comparison
The maximum drawdown for MART was -11.61%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The maximum drawdown for WTIU was -99.57%, occurring on Apr 2, 2020. This drawdown has not yet recovered.
The current MART drawdown is -1.28%. The current WTIU drawdown is -64.19%.
| Rank | MART | WTIU |
|---|---|---|
| #1 | -11.61% Feb 19, 2025 - May 16, 2025 | -99.57% Oct 3, 2018 - Apr 2, 2020 |
| #2 | -6.47% Jul 28, 2023 - Nov 14, 2023 | -62.28% Jan 5, 2017 - Jan 8, 2018 |
| #3 | -5.46% Jul 16, 2024 - Aug 21, 2024 | -31.05% May 21, 2018 - Sep 28, 2018 |
| #4 | -5.30% Mar 2, 2026 - Apr 13, 2026 | -29.70% Jan 26, 2018 - Apr 11, 2018 |
| #5 | -3.60% Mar 28, 2024 - May 10, 2024 | -6.61% Apr 23, 2018 - May 4, 2018 |
| #6 | -3.33% Mar 6, 2023 - Mar 29, 2023 | -3.72% Jan 24, 2018 - Jan 26, 2018 |
| #7 | -2.76% Aug 30, 2024 - Sep 19, 2024 | -3.69% May 10, 2018 - May 16, 2018 |
| #8 | -2.17% Jan 23, 2025 - Feb 5, 2025 | -3.17% Jan 12, 2018 - Jan 23, 2018 |
| #9 | -2.14% Nov 12, 2025 - Nov 26, 2025 | -3.09% Apr 13, 2018 - Apr 18, 2018 |
| #10 | -1.74% May 19, 2025 - Jun 3, 2025 | -2.19% Apr 18, 2018 - Apr 23, 2018 |
| #11 | -1.72% May 1, 2023 - May 17, 2023 | -1.82% Oct 1, 2018 - Oct 3, 2018 |
| #12 | -1.57% Dec 11, 2024 - Dec 24, 2024 | -1.10% May 17, 2018 - May 21, 2018 |
| #13 | -1.53% Apr 18, 2023 - Apr 28, 2023 | -0.47% May 7, 2018 - May 9, 2018 |
| #14 | -1.47% Dec 26, 2024 - Jan 17, 2025 | N/A |
| #15 | -1.44% Oct 8, 2025 - Oct 20, 2025 | N/A |
Correlation
Correlation between MART and WTIU is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.41
-101
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