NXTG vs. WUGI
Compare and contrast key facts about First Trust Indxx NextG ETF (NXTG) and Esoterica NextG Economy ETF (WUGI).
NXTG and WUGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NXTG is a passively managed fund by First Trust that tracks the performance of the Indxx 5G & NextG Thematic Index. It was launched on Feb 17, 2011. 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: NXTG or WUGI.
Key characteristics
| NXTG | WUGI | |
|---|---|---|
| YTD Return | 10.96% | 46.03% |
| 1Y Return | 21.25% | 55.42% |
| 3Y Return (Ann) | 3.54% | 3.03% |
| Sharpe Ratio | 1.71 | 2.33 |
| Sortino Ratio | 2.34 | 3.02 |
| Omega Ratio | 1.29 | 1.39 |
| Calmar Ratio | 2.04 | 1.88 |
| Martin Ratio | 8.34 | 12.18 |
| Ulcer Index | 2.90% | 4.91% |
| Daily Std Dev | 14.20% | 25.65% |
| Max Drawdown | -33.61% | -56.41% |
| Current Drawdown | -4.97% | -3.75% |
Correlation
The correlation between NXTG and WUGI is 0.79, 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
NXTG vs. WUGI - Performance Comparison
In the year-to-date period, NXTG achieves a 10.96% return, which is significantly lower than WUGI's 46.03% 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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NXTG vs. WUGI - Expense Ratio Comparison
NXTG has a 0.70% expense ratio, which is lower than WUGI's 0.75% expense ratio.
Risk-Adjusted Performance
NXTG vs. WUGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx NextG ETF (NXTG) 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
NXTG vs. WUGI - Dividend Comparison
NXTG's dividend yield for the trailing twelve months is around 1.91%, while WUGI has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXTG First Trust Indxx NextG ETF | 1.91% | 2.15% | 2.04% | 1.66% | 1.04% | 0.77% | 1.27% | 1.65% | 1.23% | 1.11% | 1.07% | 0.86% |
WUGI Esoterica NextG Economy ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NXTG vs. WUGI - Drawdown Comparison
The maximum NXTG drawdown since its inception was -33.61%, smaller than the maximum WUGI drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for NXTG and WUGI. For additional features, visit the drawdowns tool.
Volatility
NXTG vs. WUGI - Volatility Comparison
The current volatility for First Trust Indxx NextG ETF (NXTG) is 3.40%, while Esoterica NextG Economy ETF (WUGI) has a volatility of 6.84%. This indicates that NXTG 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.