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WTID vs JUDO

Comparison between Bank of Montreal (WTID, ETF) and JANUS HENDERSON U.S. EQUITY ENHANCED INCOME ETF (JUDO, ETF).

WTID vs JUDO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WTID
$6.60M
Winner
JUDO
$6.80M
Expense Ratio
WTID
N/A
JUDO
0.55%
Max Drawdown
WTID
92.83%
Winner
JUDO
3.92%
Sharpe Ratio
WTID
-1.68
Winner
JUDO
3.30
5Y Beta
Winner
WTID
-1.68
JUDO
0.95
P/E Ratio
Winner
WTID
20.21
JUDO
28.77
Forward P/E
Winner
WTID
10.87
JUDO
23.09
PEG Ratio
WTID
0.99
Winner
JUDO
0.54
5Y EPS CAGR
WTID
16.35%
Winner
JUDO
34.74%
Debt to Equity
Winner
WTID
16.70%
JUDO
40.29%
P/S Ratio
Winner
WTID
1.40
JUDO
7.24
P/B Ratio
Winner
WTID
2.18
JUDO
7.88

WTID vs JUDO - Holdings Comparison

WTID and JUDO have 1 common holdings. Overlap is 1.27%

WTID's top 25 holdings weight is 106.70%. JUDO's top 25 holdings weight is 61.49%.

RankWTIDJUDO
#1
EXXON MOBIL CORP (XOM) - 17.70%
NVIDIA CORP (NVDA) - 8.41%
#2
CHEVRON CORP (CVX) - 16.71%
ALPHABET INC CLASS C (GOOG) - 7.35%
#3
CONOCOPHILLIPS (COP) - 12.47%
MICROSOFT CORP (MSFT) - 5.96%
#4
EQT CORP (EQT) - 8.83%
APPLE INC (AAPL) - 5.18%
#5
VALERO ENERGY CORP (VLO) - 8.71%
AMAZON.COM INC (AMZN) - 5.07%
#6
EOG RESOURCES INC (EOG) - 8.68%
BROADCOM INC (AVGO) - 3.86%
#7
OCCIDENTAL PETROLEUM CORP (OXY) - 8.33%
JPMORGAN CHASE & CO (JPM) - 2.20%
#8
MARATHON PETROLEUM CORP (MPC) - 7.78%
MICRON TECHNOLOGY INC (MU) - 2.18%
#9
PHILLIPS 66 (PSX) - 6.27%
ELI LILLY AND CO (LLY) - 2.09%
#10
DEVON ENERGY CORP (DVN) - 6.06%
META PLATFORMS INC CLASS A (META) - 1.70%
#11
DIAMONDBACK ENERGY INC (FANG) - 5.16%
GE AEROSPACE (GE) - 1.63%
#12N/A
THE GOLDMAN SACHS GROUP INC (GS) - 1.58%
#13N/A
MASTERCARD INC CLASS A (MA) - 1.57%
#14N/A
VISA INC CLASS A (V) - 1.56%
#15N/A
APPLIED MATERIALS INC (AMAT) - 1.45%
#16N/A
CISCO SYSTEMS INC (CSCO) - 1.43%
#17N/A
LAM RESEARCH CORP (LRCX) - 1.41%
#18N/A
JOHNSON & JOHNSON (JNJ) - 1.38%
#19N/A
VERIZON COMMUNICATIONS INC (VZ) - 1.32%
#20N/A
CHEVRON CORP (CVX) - 1.27%
#21N/A
SOUTHERN CO (SO) - 0.60%
#22N/A
MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 0.59%
#23N/A
MONSTER BEVERAGE CORP (MNST) - 0.58%
#24N/A
MEDTRONIC PLC (MDT) - 0.56%
#25N/A
FREEPORT-MCMORAN INC (FCX) - 0.56%
Total Holdings1133

WTID vs JUDO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WTID
+5.41%
JUDO
+2.14%
3M
WTID
-16.90%
JUDO
N/A
6M
WTID
-55.40%
JUDO
N/A
1Y
WTID
-73.06%
JUDO
N/A
5Y(CAGR)
WTID
-18.83%
JUDO
N/A
10Y(CAGR)
WTID
-16.09%
JUDO
N/A
Max(CAGR)
WTID
-16.09%
Winner
JUDO
+65.38%

WTID vs JUDO - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearWTIDJUDO
2026-57.50%+10.42%
2025-42.74%N/A
2024-4.89%N/A
2023-17.12%N/A
2020+348.70%N/A
2019-76.86%N/A
2018+14.74%N/A
2017-37.31%N/A

WTID vs JUDO Drawdown Comparison

The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.

The maximum drawdown for JUDO was -3.92%, occurring on Mar 30, 2026. Recovery took 7 trading sessions.

The current WTID drawdown is -90.30%. The current JUDO drawdown is -2.43%.

RankWTIDJUDO
#1-92.83%
Jun 21, 2017 - Jan 3, 2020
-3.92%
Mar 25, 2026 - Apr 6, 2026
#2-30.58%
May 4, 2017 - Jun 14, 2017
-2.43%
Jun 1, 2026 - Jun 5, 2026
#3-28.91%
Mar 23, 2017 - May 4, 2017
-1.26%
May 14, 2026 - May 22, 2026
#4-13.29%
Jan 10, 2017 - Mar 8, 2017
-0.90%
Apr 27, 2026 - Apr 30, 2026
#5-5.34%
Mar 14, 2017 - Mar 21, 2017
-0.87%
Apr 17, 2026 - Apr 24, 2026
#6-2.13%
Jun 15, 2017 - Jun 19, 2017
-0.71%
May 6, 2026 - May 13, 2026
#7-0.78%
Jan 5, 2017 - Jan 9, 2017
-0.32%
May 1, 2026 - May 5, 2026
#8N/A-0.04%
Apr 15, 2026 - Apr 17, 2026
#9N/A-0.00%
Apr 9, 2026 - Apr 13, 2026

Correlation

Correlation between WTID and JUDO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

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