FFOG vs. WUGI
Compare and contrast key facts about Franklin Focused Growth ETF (FFOG) and Esoterica NextG Economy ETF (WUGI).
FFOG and WUGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FFOG is an actively managed fund by Franklin. It was launched on Apr 12, 2016. WUGI is an actively managed fund by Esoterica. It was launched on Mar 31, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFOG or WUGI.
Key characteristics
| FFOG | WUGI | |
|---|---|---|
| YTD Return | 38.16% | 48.62% |
| 1Y Return | 54.91% | 66.65% |
| Sharpe Ratio | 2.52 | 2.55 |
| Sortino Ratio | 3.24 | 3.25 |
| Omega Ratio | 1.44 | 1.43 |
| Calmar Ratio | 3.49 | 1.93 |
| Martin Ratio | 13.15 | 13.41 |
| Ulcer Index | 4.02% | 4.90% |
| Daily Std Dev | 21.00% | 25.73% |
| Max Drawdown | -15.14% | -56.41% |
| Current Drawdown | 0.00% | -2.04% |
Correlation
The correlation between FFOG and WUGI is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FFOG vs. WUGI - Performance Comparison
In the year-to-date period, FFOG achieves a 38.16% return, which is significantly lower than WUGI's 48.62% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFOG vs. WUGI - Expense Ratio Comparison
FFOG has a 0.55% expense ratio, which is lower than WUGI's 0.75% expense ratio.
Risk-Adjusted Performance
FFOG vs. WUGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Focused Growth ETF (FFOG) 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.
Dividends
FFOG vs. WUGI - Dividend Comparison
Neither FFOG nor WUGI has paid dividends to shareholders.
Drawdowns
FFOG vs. WUGI - Drawdown Comparison
The maximum FFOG drawdown since its inception was -15.14%, smaller than the maximum WUGI drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for FFOG and WUGI. For additional features, visit the drawdowns tool.
Volatility
FFOG vs. WUGI - Volatility Comparison
The current volatility for Franklin Focused Growth ETF (FFOG) is 6.03%, while Esoterica NextG Economy ETF (WUGI) has a volatility of 8.12%. This indicates that FFOG experiences smaller price fluctuations and is considered to be less risky than WUGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.