WTIU vs MART
Comparison between Bank of Montreal (WTIU, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 MAR ETF (MART, ETF).
WTIU vs MART - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WTIU
$30M
MART
$30M
Expense Ratio
WTIU
N/A
MART
0.74%
Max Drawdown
WTIU
99.57%
Winner
MART
11.61%
Sharpe Ratio
WTIU
1.32
Winner
MART
1.93
5Y Beta
WTIU
1.65
Winner
MART
0.61
P/E Ratio
WTIU
19.12
MART
N/A
Forward P/E
WTIU
10.88
MART
N/A
PEG Ratio
WTIU
0.98
MART
N/A
5Y EPS CAGR
WTIU
16.40%
MART
N/A
Debt to Equity
WTIU
17.36%
MART
N/A
P/S Ratio
WTIU
1.46
MART
N/A
P/B Ratio
WTIU
2.07
MART
N/A
WTIU vs MART - Historical Returns
Returns include dividend reinvestment.
1M
WTIU
-13.76%
Winner
MART
+1.23%
3M
WTIU
-3.17%
Winner
MART
+5.27%
6M
Winner
WTIU
+54.36%
MART
+7.98%
1Y
Winner
WTIU
+102.77%
MART
+19.17%
5Y(CAGR)
WTIU
+103.43%
MART
N/A
10Y(CAGR)
WTIU
-4.37%
MART
N/A
Max(CAGR)
WTIU
-4.37%
Winner
MART
+16.91%
WTIU vs MART - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | WTIU | MART |
|---|---|---|
| 2026 | +68.10% | +7.08% |
| 2025 | -19.59% | +14.94% |
| 2024 | -31.88% | +15.85% |
| 2023 | -28.42% | +16.94% |
| 2020 | -98.47% | N/A |
| 2019 | +53.08% | N/A |
| 2018 | -63.86% | N/A |
| 2017 | -8.08% | N/A |
WTIU vs MART Drawdown Comparison
The maximum drawdown for WTIU was -99.57%, occurring on Apr 2, 2020. This drawdown has not yet recovered.
The maximum drawdown for MART was -11.61%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.
The current WTIU drawdown is -64.19%. The current MART drawdown is -1.28%.
| Rank | WTIU | MART |
|---|---|---|
| #1 | -99.57% Oct 3, 2018 - Apr 2, 2020 | -11.61% Feb 19, 2025 - May 16, 2025 |
| #2 | -62.28% Jan 5, 2017 - Jan 8, 2018 | -6.47% Jul 28, 2023 - Nov 14, 2023 |
| #3 | -31.05% May 21, 2018 - Sep 28, 2018 | -5.46% Jul 16, 2024 - Aug 21, 2024 |
| #4 | -29.70% Jan 26, 2018 - Apr 11, 2018 | -5.30% Mar 2, 2026 - Apr 13, 2026 |
| #5 | -6.61% Apr 23, 2018 - May 4, 2018 | -3.60% Mar 28, 2024 - May 10, 2024 |
| #6 | -3.72% Jan 24, 2018 - Jan 26, 2018 | -3.33% Mar 6, 2023 - Mar 29, 2023 |
| #7 | -3.69% May 10, 2018 - May 16, 2018 | -2.76% Aug 30, 2024 - Sep 19, 2024 |
| #8 | -3.17% Jan 12, 2018 - Jan 23, 2018 | -2.17% Jan 23, 2025 - Feb 5, 2025 |
| #9 | -3.09% Apr 13, 2018 - Apr 18, 2018 | -2.14% Nov 12, 2025 - Nov 26, 2025 |
| #10 | -2.19% Apr 18, 2018 - Apr 23, 2018 | -1.74% May 19, 2025 - Jun 3, 2025 |
| #11 | -1.82% Oct 1, 2018 - Oct 3, 2018 | -1.72% May 1, 2023 - May 17, 2023 |
| #12 | -1.10% May 17, 2018 - May 21, 2018 | -1.57% Dec 11, 2024 - Dec 24, 2024 |
| #13 | -0.47% May 7, 2018 - May 9, 2018 | -1.53% Apr 18, 2023 - Apr 28, 2023 |
| #14 | N/A | -1.47% Dec 26, 2024 - Jan 17, 2025 |
| #15 | N/A | -1.44% Oct 8, 2025 - Oct 20, 2025 |
Correlation
Correlation between WTIU and MART is -0.41 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
-0.41
-101
Select Stocks to Compare
Popular: WTIU vs SPYMART vs SPY
More Comparisons
Compare with similar stocks