WTIP vs MEXX

Comparison between WISDOMTREE INFLATION PLUS FUND (WTIP, ETF) and DIREXION DAILY MSCI MEXICO BULL 3X SHARES (MEXX, ETF).

WTIP vs MEXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTIP(ETF)	MEXX(ETF)
Net Assets	$23M	$23M
Expense Ratio	0.65%	N/A
Max Drawdown	12.36%	95.79%
Sharpe Ratio	1.26	1.18
5Y Beta	0.19	2.10
5Y Dividends CAGR	N/A	87.00%

Net Assets

WTIP

$23M

MEXX

$23M

Expense Ratio

WTIP

0.65%

MEXX

N/A

Max Drawdown

Winner

WTIP

12.36%

MEXX

95.79%

Sharpe Ratio

Winner

WTIP

1.26

MEXX

1.18

5Y Beta

Winner

WTIP

0.19

MEXX

2.10

5Y Dividends CAGR

WTIP

N/A

MEXX

87.00%

WTIP vs MEXX - Holdings Comparison

WTIP and MEXX have 0 common holdings. Overlap is 0.00%

WTIP's top 25 holdings weight is 148.69%. MEXX's top 25 holdings weight is 58.09%.

Rank	WTIP	MEXX
#1	UNITED STATES TREASURY NOTES 0.125% (n/a) - 29.35%	ISHARES MSCI MEXICO ETF (EWW) - 46.96%
#2	UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.21%	ISHARES MSCI SOUTH AFRICA ETF (EZA) - 11.13%
#3	FUTURE ON MINI GOLD (n/a) - 11.50%	N/A
#4	FUTURE ON GAS OIL (n/a) - 8.91%	N/A
#5	BRENT CRUDE FUTURE SEPT 25 (n/a) - 8.90%	N/A
#6	UNITED STATES TREASURY NOTES 0.375% (n/a) - 7.74%	N/A
#7	COPPER FUTURE DEC 25 (n/a) - 7.57%	N/A
#8	FUTURE ON MINI SILVER (n/a) - 6.71%	N/A
#9	DREYFUS TREASURY OBLIGATIONS CSH MGT INS (DTRXX) - 6.50%	N/A
#10	NY HARB ULSD (n/a) - 6.22%	N/A
#11	RBOB GASOLINE FUTURE APR 26 (n/a) - 5.73%	N/A
#12	UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.07%	N/A
#13	UNITED STATES TREASURY NOTES 2.375% (n/a) - 4.95%	N/A
#14	WISDOMTREE BITCOIN FUND (BTCW) - 4.65%	N/A
#15	UNITED STATES TREASURY NOTES 1.25% (n/a) - 4.58%	N/A
#16	LME PRI ALUM (n/a) - 4.34%	N/A
#17	CRUDE OIL SEPT25 (n/a) - 4.22%	N/A
#18	UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.19%	N/A
#19	UNITED STATES TREASURY NOTES 0.625% (n/a) - 3.92%	N/A
#20	UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.64%	N/A
#21	UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.57%	N/A
#22	UNITED STATES TREASURY NOTES 0.875% (n/a) - 3.11%	N/A
#23	DREYFUS TRSY OBLIG CASH M (n/a) - 0.21%	N/A
#24	FUTURE ON SUGAR (n/a) - -6.05%	N/A
#25	NICKEL FUTURE SEPT 25 (n/a) - -6.05%	N/A
Total Holdings	29	2

WTIP vs MEXX - Historical Returns

Returns include dividend reinvestment.

Period	WTIP	MEXX
1 month	-8.91%	-8.18%
3 months	-3.35%	+18.79%
6 months	+11.48%	+24.28%
1 year	+26.16%	+80.25%
5 years(CAGR)	N/A	+13.57%
10 years(CAGR)	N/A	-4.89%
Max(CAGR)	+26.67%	-4.89%

WTIP

-8.91%

Winner

MEXX

-8.18%

WTIP

-3.35%

Winner

MEXX

+18.79%

WTIP

+11.48%

Winner

MEXX

+24.28%

WTIP

+26.16%

Winner

MEXX

+80.25%

5Y(CAGR)

WTIP

N/A

MEXX

+13.57%

10Y(CAGR)

WTIP

N/A

MEXX

-4.89%

Max(CAGR)

Winner

WTIP

+26.67%

MEXX

-4.89%

WTIP vs MEXX - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	WTIP	MEXX
2026	+9.90%	+23.56%
2025	+14.00%	+166.19%
2024	N/A	-72.25%
2023	N/A	+104.98%
2022	N/A	-12.32%
2021	N/A	+49.97%
2020	N/A	-57.17%
2019	N/A	+13.02%
2018	N/A	-52.91%
2017	N/A	-13.80%

WTIP vs MEXX Drawdown Comparison

The maximum drawdown for WTIP was -12.36%, occurring on Jun 10, 2026. This drawdown has not yet recovered.

The maximum drawdown for MEXX was -95.58%, occurring on Apr 3, 2020. This drawdown has not yet recovered.

The current WTIP drawdown is -11.28%. The current MEXX drawdown is -54.45%.

Rank	WTIP	MEXX
#1	-12.36% May 27, 2026 - Jun 10, 2026	-95.58% Jul 26, 2017 - Apr 3, 2020
#2	-7.45% Jan 28, 2026 - Feb 27, 2026	-11.79% May 16, 2017 - Jun 5, 2017
#3	-4.68% Mar 12, 2026 - Apr 14, 2026	-6.14% Jun 26, 2017 - Jul 10, 2017
#4	-3.99% May 12, 2026 - May 27, 2026	-2.56% Jul 18, 2017 - Jul 26, 2017
#5	-3.99% Jul 29, 2025 - Sep 12, 2025	-1.68% Jun 13, 2017 - Jun 23, 2017
#6	-2.33% Jan 6, 2026 - Jan 14, 2026	-1.67% May 3, 2017 - May 12, 2017
#7	-2.15% Dec 26, 2025 - Jan 5, 2026	-1.38% Jun 5, 2017 - Jun 13, 2017
#8	-2.04% Oct 16, 2025 - Nov 25, 2025	-0.62% Jul 14, 2017 - Jul 18, 2017
#9	-1.97% Jan 14, 2026 - Jan 26, 2026	N/A
#10	-1.30% May 4, 2026 - May 11, 2026	N/A
#11	-1.10% Jul 11, 2025 - Jul 21, 2025	N/A
#12	-1.08% Jul 23, 2025 - Jul 29, 2025	N/A
#13	-1.06% Sep 22, 2025 - Sep 29, 2025	N/A
#14	-1.06% Apr 16, 2026 - Apr 22, 2026	N/A
#15	-1.04% Dec 1, 2025 - Dec 10, 2025	N/A