DXYZ vs. WUGI
DXYZ (Destiny Tech100 Inc) is a stock, while WUGI (Esoterica NextG Economy ETF) is Large Cap Growth Equities fund actively managed by Esoterica. Over the past year, DXYZ returned -28.04% vs 38.78% for WUGI. At a 0.41 correlation, their price movements are largely independent.
Performance
DXYZ vs. WUGI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DXYZ achieves a -5.42% return, which is significantly lower than WUGI's 23.35% return.
DXYZ
- 1D
- -25.14%
- 1M
- -44.50%
- YTD
- -5.42%
- 6M
- -23.68%
- 1Y
- -28.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WUGI
- 1D
- 1.10%
- 1M
- 5.98%
- YTD
- 23.35%
- 6M
- 25.24%
- 1Y
- 38.78%
- 3Y*
- 33.73%
- 5Y*
- 16.13%
- 10Y*
- —
DXYZ vs. WUGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | -5.42% | -47.96% | 613.45% |
WUGI Esoterica NextG Economy ETF | 23.35% | 22.66% | 19.86% |
Correlation
The correlation between DXYZ and WUGI is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.41 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DXYZ vs. WUGI — Risk / Return Rank
DXYZ
WUGI
DXYZ vs. WUGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destiny Tech100 Inc (DXYZ) and Esoterica NextG Economy ETF (WUGI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DXYZ | WUGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.28 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 2.17 | -2.64 |
| Martin ratioReturn relative to average drawdown | -0.93 | 7.02 | -7.95 |
Loading charts...
Drawdowns
DXYZ vs. WUGI - Drawdown Comparison
The maximum DXYZ drawdown since its inception was -90.35%, which is greater than WUGI's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for DXYZ and WUGI.
Loading charts...
Drawdown Indicators
| DXYZ | WUGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -90.35% | -56.41% | -33.94% |
Max Drawdown (1Y)Largest decline over 1 year | -59.33% | -17.99% | -41.34% |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -56.41% | — |
Current DrawdownCurrent decline from peak | -70.97% | -3.98% | -66.99% |
Average DrawdownAverage peak-to-trough decline | -68.37% | -16.61% | -51.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.12% | 5.54% | +24.58% |
Volatility
DXYZ vs. WUGI - Volatility Comparison
Destiny Tech100 Inc (DXYZ) has a higher volatility of 52.18% compared to Esoterica NextG Economy ETF (WUGI) at 13.03%. This indicates that DXYZ's price experiences larger fluctuations and is considered to be riskier than WUGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DXYZ | WUGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 52.18% | 13.03% | +39.15% |
Volatility (6M)Calculated over the trailing 6-month period | 85.74% | 22.14% | +63.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.63% | 25.36% | +76.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 165.45% | 31.07% | +134.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 165.45% | 31.09% | +134.36% |
Dividends
DXYZ vs. WUGI - Dividend Comparison
DXYZ has not paid dividends to shareholders, while WUGI's dividend yield for the trailing twelve months is around 18.51%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | 0.00% | 0.00% | 0.00% |
WUGI Esoterica NextG Economy ETF | 18.51% | 22.83% | 4.09% |
Frequently Asked Questions
DXYZ and WUGI have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (52.18%) compared to WUGI (13.03%). In terms of maximum drawdown, DXYZ dropped -90.35% vs WUGI's -56.41%.
WUGI currently has the higher Sharpe Ratio (1.54 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DXYZ and WUGI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer