WCBR vs. WUGI
Compare and contrast key facts about WisdomTree Cybersecurity Fund (WCBR) and Esoterica NextG Economy ETF (WUGI).
WCBR and WUGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WCBR is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Team8 Cybersecurity Index. It was launched on Jan 28, 2021. 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: WCBR or WUGI.
Correlation
The correlation between WCBR and WUGI is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WCBR vs. WUGI - Performance Comparison
Key characteristics
WCBR:
0.41
WUGI:
0.54
WCBR:
0.77
WUGI:
0.94
WCBR:
1.10
WUGI:
1.12
WCBR:
0.47
WUGI:
0.62
WCBR:
1.52
WUGI:
2.02
WCBR:
7.65%
WUGI:
8.38%
WCBR:
28.60%
WUGI:
31.72%
WCBR:
-52.25%
WUGI:
-56.41%
WCBR:
-14.96%
WUGI:
-16.33%
Returns By Period
In the year-to-date period, WCBR achieves a -1.88% return, which is significantly higher than WUGI's -8.61% return.
WCBR
-1.88%
-3.41%
6.84%
11.35%
N/A
N/A
WUGI
-8.61%
-4.24%
-6.07%
17.37%
19.06%
N/A
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WCBR vs. WUGI - Expense Ratio Comparison
WCBR has a 0.45% expense ratio, which is lower than WUGI's 0.75% expense ratio.
Risk-Adjusted Performance
WCBR vs. WUGI — Risk-Adjusted Performance Rank
WCBR
WUGI
WCBR vs. WUGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Cybersecurity Fund (WCBR) 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
WCBR vs. WUGI - Dividend Comparison
WCBR's dividend yield for the trailing twelve months is around 0.03%, less than WUGI's 4.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
WCBR WisdomTree Cybersecurity Fund | 0.03% | 0.02% | 0.00% | 0.03% | 0.43% |
WUGI Esoterica NextG Economy ETF | 4.48% | 4.09% | 0.00% | 0.00% | 0.00% |
Drawdowns
WCBR vs. WUGI - Drawdown Comparison
The maximum WCBR drawdown since its inception was -52.25%, smaller than the maximum WUGI drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for WCBR and WUGI. For additional features, visit the drawdowns tool.
Volatility
WCBR vs. WUGI - Volatility Comparison
The current volatility for WisdomTree Cybersecurity Fund (WCBR) is 16.42%, while Esoterica NextG Economy ETF (WUGI) has a volatility of 18.73%. This indicates that WCBR 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.