WTBN vs MSTZ

Comparison between WISDOMTREE BIANCO TOTAL RETURN FUND (WTBN, ETF) and T-REX 2X INVERSE MSTR DAILY TARGET ETF (MSTZ, ETF).

WTBN vs MSTZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTBN(ETF)	MSTZ(ETF)
Net Assets	$107M	$107M
Expense Ratio	0.60%	N/A
Max Drawdown	5.60%	99.36%
Sharpe Ratio	0.06	1.20
5Y Beta	0.01	-4.72

Net Assets

Winner

WTBN

$107M

MSTZ

$107M

Expense Ratio

WTBN

0.60%

MSTZ

N/A

Max Drawdown

Winner

WTBN

5.60%

MSTZ

99.36%

Sharpe Ratio

WTBN

0.06

Winner

MSTZ

1.20

5Y Beta

WTBN

0.01

Winner

MSTZ

-4.72

WTBN vs MSTZ - Historical Returns

Returns include dividend reinvestment.

Period	WTBN	MSTZ
1 month	+0.30%	+90.87%
3 months	+0.20%	-16.91%
6 months	+0.38%	-32.20%
1 year	+3.65%	+86.13%
Max(CAGR)	+3.66%	-90.07%

WTBN

+0.30%

Winner

MSTZ

+90.87%

Winner

WTBN

+0.20%

MSTZ

-16.91%

Winner

WTBN

+0.38%

MSTZ

-32.20%

WTBN

+3.65%

Winner

MSTZ

+86.13%

Max(CAGR)

Winner

WTBN

+3.66%

MSTZ

-90.07%

WTBN vs MSTZ - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	WTBN	MSTZ
2026	-0.04%	-43.67%
2025	+6.83%	-34.09%
2024	+2.80%	-94.26%
2023	+0.03%	N/A

WTBN vs MSTZ Drawdown Comparison

The maximum drawdown for WTBN was -4.08%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.

The maximum drawdown for MSTZ was -99.36%, occurring on Jul 16, 2025. This drawdown has not yet recovered.

The current WTBN drawdown is -1.51%. The current MSTZ drawdown is -98.16%.

Rank	WTBN	MSTZ
#1	-4.08% Sep 16, 2024 - Apr 3, 2025	-99.36% Sep 18, 2024 - Jul 16, 2025
#2	-3.30% Dec 27, 2023 - Jun 13, 2024	N/A
#3	-2.86% Feb 27, 2026 - May 19, 2026	N/A
#4	-2.40% Apr 3, 2025 - Jun 23, 2025	N/A
#5	-1.50% Jun 18, 2024 - Jul 11, 2024	N/A
#6	-1.06% Jun 30, 2025 - Aug 1, 2025	N/A
#7	-1.03% Aug 2, 2024 - Aug 14, 2024	N/A
#8	-0.91% Oct 21, 2025 - Nov 25, 2025	N/A
#9	-0.90% Nov 26, 2025 - Feb 10, 2026	N/A
#10	-0.85% Sep 16, 2025 - Oct 14, 2025	N/A
#11	-0.70% Jul 16, 2024 - Jul 30, 2024	N/A
#12	-0.53% Aug 13, 2025 - Aug 26, 2025	N/A
#13	-0.45% Aug 23, 2024 - Sep 4, 2024	N/A
#14	-0.41% Aug 14, 2024 - Aug 21, 2024	N/A
#15	-0.39% Aug 27, 2025 - Sep 4, 2025	N/A

Correlation

Correlation between WTBN and MSTZ is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101