OGIG vs. WUGI
Compare and contrast key facts about O’Shares Global Internet Giants ETF (OGIG) and Esoterica NextG Economy ETF (WUGI).
OGIG and WUGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. OGIG is a passively managed fund by O'Shares Investments that tracks the performance of the O’Shares Global Internet Giants Index. It was launched on Jun 5, 2018. 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: OGIG or WUGI.
Key characteristics
| OGIG | WUGI | |
|---|---|---|
| YTD Return | 25.56% | 48.62% |
| 1Y Return | 45.90% | 66.65% |
| 3Y Return (Ann) | -7.24% | 3.89% |
| Sharpe Ratio | 2.31 | 2.55 |
| Sortino Ratio | 2.99 | 3.25 |
| Omega Ratio | 1.39 | 1.43 |
| Calmar Ratio | 0.88 | 1.93 |
| Martin Ratio | 12.39 | 13.41 |
| Ulcer Index | 3.59% | 4.90% |
| Daily Std Dev | 19.27% | 25.73% |
| Max Drawdown | -66.05% | -56.41% |
| Current Drawdown | -28.01% | -2.04% |
Correlation
The correlation between OGIG and WUGI is 0.90, 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
OGIG vs. WUGI - Performance Comparison
In the year-to-date period, OGIG achieves a 25.56% 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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OGIG vs. WUGI - Expense Ratio Comparison
OGIG has a 0.48% expense ratio, which is lower than WUGI's 0.75% expense ratio.
Risk-Adjusted Performance
OGIG vs. WUGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for O’Shares Global Internet Giants ETF (OGIG) 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
OGIG vs. WUGI - Dividend Comparison
Neither OGIG nor WUGI has paid dividends to shareholders.
Drawdowns
OGIG vs. WUGI - Drawdown Comparison
The maximum OGIG drawdown since its inception was -66.05%, which is greater than WUGI's maximum drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for OGIG and WUGI. For additional features, visit the drawdowns tool.
Volatility
OGIG vs. WUGI - Volatility Comparison
The current volatility for O’Shares Global Internet Giants ETF (OGIG) is 5.65%, while Esoterica NextG Economy ETF (WUGI) has a volatility of 8.12%. This indicates that OGIG 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.