MTBA vs WCMI
Comparison between SIMPLIFY MBS ETF (MTBA, ETF) and FIRST TRUST WCM INTERNATIONAL EQUITY ETF (WCMI, ETF).
MTBA vs WCMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MTBA
$1.50B
Winner
WCMI
$1.60B
Expense Ratio
Winner
MTBA
0.15%
WCMI
0.85%
Max Drawdown
Winner
MTBA
6.78%
WCMI
20.16%
Sharpe Ratio
MTBA
-0.35
Winner
WCMI
1.10
5Y Beta
Winner
MTBA
0.04
WCMI
0.82
MTBA vs WCMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MTBA
-0.68%
WCMI
-0.91%
3M
MTBA
-0.44%
Winner
WCMI
+1.59%
6M
MTBA
-0.86%
Winner
WCMI
+9.86%
1Y
MTBA
+2.64%
Winner
WCMI
+27.13%
Max(CAGR)
MTBA
+4.73%
Winner
WCMI
+21.36%
MTBA vs WCMI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MTBA | WCMI |
|---|---|---|
| 2026 | -0.31% | +13.03% |
| 2025 | +7.65% | +30.97% |
| 2024 | +2.47% | -5.05% |
| 2023 | +3.64% | N/A |
MTBA vs WCMI Drawdown Comparison
The maximum drawdown for MTBA was -3.48%, occurring on Jan 13, 2025. Recovery took 135 trading sessions.
The maximum drawdown for WCMI was -12.79%, occurring on Apr 8, 2025. Recovery took 30 trading sessions.
The current MTBA drawdown is -1.68%. The current WCMI drawdown is -1.62%.
| Rank | MTBA | WCMI |
|---|---|---|
| #1 | -3.48% Sep 16, 2024 - Apr 1, 2025 | -12.79% Mar 17, 2025 - Apr 29, 2025 |
| #2 | -2.81% Feb 27, 2026 - May 19, 2026 | -12.49% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -2.55% Feb 1, 2024 - Jun 5, 2024 | -8.03% Oct 6, 2025 - Dec 26, 2025 |
| #4 | -1.82% Apr 4, 2025 - Jun 23, 2025 | -7.18% Oct 18, 2024 - Jan 28, 2025 |
| #5 | -1.10% Dec 27, 2023 - Feb 1, 2024 | -6.81% Jun 22, 2026 - Jul 29, 2026 |
| #6 | -0.93% Jun 21, 2024 - Jul 9, 2024 | -5.05% Jun 4, 2026 - Jun 15, 2026 |
| #7 | -0.70% Jun 30, 2025 - Jul 29, 2025 | -4.56% May 6, 2026 - Jun 1, 2026 |
| #8 | -0.61% Jun 6, 2024 - Jun 12, 2024 | -3.85% Apr 17, 2026 - May 5, 2026 |
| #9 | -0.56% Dec 6, 2023 - Dec 13, 2023 | -3.29% Jun 12, 2025 - Jun 26, 2025 |
| #10 | -0.54% Nov 8, 2023 - Nov 14, 2023 | -3.22% Mar 5, 2025 - Mar 17, 2025 |
| #11 | -0.50% Sep 15, 2025 - Oct 13, 2025 | -3.08% Jun 30, 2025 - Sep 8, 2025 |
| #12 | -0.43% Jul 16, 2024 - Jul 29, 2024 | -2.49% Feb 18, 2025 - Mar 5, 2025 |
| #13 | -0.43% Aug 2, 2024 - Aug 20, 2024 | -1.99% Jan 12, 2026 - Jan 23, 2026 |
| #14 | -0.42% Oct 28, 2025 - Nov 21, 2025 | -1.83% Jan 30, 2025 - Feb 12, 2025 |
| #15 | -0.35% Nov 28, 2025 - Dec 17, 2025 | -1.33% May 2, 2025 - May 12, 2025 |
Correlation
Correlation between MTBA and WCMI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
MTBA vs WCMI dividend yield comparison.
| Year | MTBA | WCMI |
|---|---|---|
| 2026 | 3.46% | 0.24% |
| 2025 | 5.98% | 0.78% |
| 2024 | 6.03% | 15.26% |
| 2023 | 0.48% | 0.00% |
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