WTID vs XLII
Comparison between Bank of Montreal (WTID, ETF) and STATE STREET(R) INDUSTRIAL SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLII, ETF).
WTID vs XLII - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WTID vs XLII - Holdings Comparison
WTID and XLII have 0 common holdings. Overlap is 0.00%
WTID's top 25 holdings weight is 106.70%. XLII's top 25 holdings weight is 100.52%.
| Rank | WTID | XLII |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 17.70% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 100.52% |
| #2 | CHEVRON CORP (CVX) - 16.71% | N/A |
| #3 | CONOCOPHILLIPS (COP) - 12.47% | N/A |
| #4 | EQT CORP (EQT) - 8.83% | N/A |
| #5 | VALERO ENERGY CORP (VLO) - 8.71% | N/A |
| #6 | EOG RESOURCES INC (EOG) - 8.68% | N/A |
| #7 | OCCIDENTAL PETROLEUM CORP (OXY) - 8.33% | N/A |
| #8 | MARATHON PETROLEUM CORP (MPC) - 7.78% | N/A |
| #9 | PHILLIPS 66 (PSX) - 6.27% | N/A |
| #10 | DEVON ENERGY CORP (DVN) - 6.06% | N/A |
| #11 | DIAMONDBACK ENERGY INC (FANG) - 5.16% | N/A |
| #12 | N/A | N/A |
| #13 | N/A | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #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 | 11 | 1 |
WTID vs XLII - Historical Returns
Returns include dividend reinvestment.
WTID vs XLII - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | WTID | XLII |
|---|---|---|
| 2026 | -57.50% | +6.17% |
| 2025 | -42.74% | +6.64% |
| 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 XLII 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 XLII was -10.10%, occurring on Mar 30, 2026. Recovery took 66 trading sessions.
The current WTID drawdown is -90.30%. The current XLII drawdown is -0.65%.
| Rank | WTID | XLII |
|---|---|---|
| #1 | -92.83% Jun 21, 2017 - Jan 3, 2020 | -10.10% Mar 2, 2026 - Jun 4, 2026 |
| #2 | -30.58% May 4, 2017 - Jun 14, 2017 | -3.61% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -28.91% Mar 23, 2017 - May 4, 2017 | -2.49% Oct 8, 2025 - Oct 20, 2025 |
| #4 | -13.29% Jan 10, 2017 - Mar 8, 2017 | -1.68% Aug 28, 2025 - Sep 11, 2025 |
| #5 | -5.34% Mar 14, 2017 - Mar 21, 2017 | -1.30% Jan 16, 2026 - Feb 2, 2026 |
| #6 | -2.13% Jun 15, 2017 - Jun 19, 2017 | -1.22% Oct 27, 2025 - Nov 11, 2025 |
| #7 | -0.78% Jan 5, 2017 - Jan 9, 2017 | -1.16% Jul 30, 2025 - Aug 12, 2025 |
| #8 | N/A | -0.99% Aug 13, 2025 - Aug 22, 2025 |
| #9 | N/A | -0.94% Feb 20, 2026 - Feb 24, 2026 |
| #10 | N/A | -0.91% Dec 29, 2025 - Jan 5, 2026 |
| #11 | N/A | -0.88% Sep 11, 2025 - Sep 22, 2025 |
| #12 | N/A | -0.82% Sep 23, 2025 - Sep 29, 2025 |
| #13 | N/A | -0.81% Dec 15, 2025 - Dec 19, 2025 |
| #14 | N/A | -0.80% Oct 21, 2025 - Oct 23, 2025 |
| #15 | N/A | -0.65% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between WTID and XLII is -0.83 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
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