WMTI vs PRTO
Comparison between REX WMT GROWTH & INCOME ETF (WMTI, ETF) and RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF).
WMTI vs PRTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WMTI vs PRTO - Holdings Comparison
WMTI and PRTO have 1 common holdings. Overlap is 0.40%
WMTI's top 25 holdings weight is 2.10%. PRTO's top 25 holdings weight is 100.06%.
| Rank | WMTI | PRTO |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.10% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 21.11% |
| #2 | N/A | ISHARES RUSSELL 2000 ETF (IWM) - 21.10% |
| #3 | N/A | ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 12.78% |
| #4 | N/A | INVESCO QQQ TRUST (QQQ) - 8.10% |
| #5 | N/A | STATE STREET® SPDR® S&P 500® ETF (SPY) - 7.69% |
| #6 | N/A | SPDR® GOLD MINISHARES (GLDM) - 7.14% |
| #7 | N/A | SCHWAB US DIVIDEND EQUITY ETF„¢ (SCHD) - 4.97% |
| #8 | N/A | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 3.65% |
| #9 | N/A | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 2.69% |
| #10 | N/A | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 2.53% |
| #11 | N/A | LOCKHEED MARTIN CORP (LMT) - 1.62% |
| #12 | N/A | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.16% |
| #13 | N/A | EQT CORP (EQT) - 1.14% |
| #14 | N/A | TEXAS INSTRUMENTS INC (TXN) - 1.07% |
| #15 | N/A | ISHARES CORE S&P 500 ETF (IVV) - 1.04% |
| #16 | N/A | LINDE PLC (LIN) - 0.74% |
| #17 | N/A | UNION PACIFIC CORP (UNP) - 0.69% |
| #18 | N/A | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 0.44% |
| #19 | N/A | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.40% |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 1 | 19 |
WMTI vs PRTO - Historical Returns
Returns include dividend reinvestment.
WMTI vs PRTO - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WMTI | PRTO |
|---|---|---|
| 2026 | +5.16% | +9.28% |
| 2025 | +9.75% | N/A |
WMTI vs PRTO Drawdown Comparison
The maximum drawdown for WMTI was -17.22%, occurring on Jun 2, 2026. This drawdown has not yet recovered.
The maximum drawdown for PRTO was -4.46%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The current WMTI drawdown is -10.22%. The current PRTO drawdown is -1.51%.
| Rank | WMTI | PRTO |
|---|---|---|
| #1 | -17.22% May 19, 2026 - Jun 2, 2026 | -4.46% Jun 2, 2026 - Jun 10, 2026 |
| #2 | -11.71% Feb 13, 2026 - May 14, 2026 | -2.98% May 11, 2026 - May 26, 2026 |
| #3 | -5.32% Dec 12, 2025 - Jan 12, 2026 | -2.45% Mar 25, 2026 - Apr 1, 2026 |
| #4 | -3.47% Feb 6, 2026 - Feb 12, 2026 | -1.38% Apr 24, 2026 - Apr 30, 2026 |
| #5 | -3.05% Jan 13, 2026 - Feb 2, 2026 | -1.22% Apr 20, 2026 - Apr 24, 2026 |
| #6 | -2.94% Nov 20, 2025 - Nov 25, 2025 | -0.88% May 6, 2026 - May 8, 2026 |
| #7 | -2.84% Nov 11, 2025 - Nov 20, 2025 | -0.73% May 1, 2026 - May 5, 2026 |
| #8 | -2.01% Dec 5, 2025 - Dec 11, 2025 | -0.39% May 26, 2026 - May 28, 2026 |
| #9 | -1.58% Feb 3, 2026 - Feb 6, 2026 | -0.35% Apr 9, 2026 - Apr 13, 2026 |
| #10 | -0.84% Nov 4, 2025 - Nov 7, 2025 | -0.27% May 28, 2026 - Jun 2, 2026 |
| #11 | -0.36% May 14, 2026 - May 18, 2026 | -0.14% Apr 14, 2026 - Apr 16, 2026 |
| #12 | N/A | -0.10% Apr 1, 2026 - Apr 6, 2026 |
Correlation
Correlation between WMTI and PRTO is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.
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