WUGI vs. ALTL

Last updated Apr 1, 2026

Compare and contrast key facts about Esoterica NextG Economy ETF (WUGI) and Pacer Lunt Large Cap Alternator ETF (ALTL).

WUGI and ALTL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WUGI is an actively managed fund by Esoterica. It was launched on Mar 31, 2020. ALTL is a passively managed fund by Pacer that tracks the performance of the Lunt Capital US Large Cap Equity Rotation Index. It was launched on Jun 24, 2020.

Performance

WUGI vs. ALTL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Esoterica NextG Economy ETF (WUGI) and Pacer Lunt Large Cap Alternator ETF (ALTL). The values are adjusted to include any dividend payments, if applicable.

WUGI vs. ALTL - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
WUGI Esoterica NextG Economy ETF	-9.42%	22.66%	47.14%	61.30%	-49.55%	25.18%	39.87%
ALTL Pacer Lunt Large Cap Alternator ETF	2.39%	16.61%	12.30%	-15.85%	-10.67%	45.30%	33.74%

Returns By Period

In the year-to-date period, WUGI achieves a -9.42% return, which is significantly lower than ALTL's 2.39% return.

WUGI

• 1D: 4.62%
• 1M: -5.75%
• YTD: -9.42%
• 6M: -10.37%
• 1Y: 22.87%
• 3Y*: 28.52%
• 5Y*: 9.93%
• 10Y*: —

ALTL

• 1D: 0.37%
• 1M: -5.36%
• YTD: 2.39%
• 6M: 4.18%
• 1Y: 27.47%
• 3Y*: 6.25%
• 5Y*: 3.27%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WUGI vs. ALTL - Expense Ratio Comparison

WUGI has a 0.75% expense ratio, which is higher than ALTL's 0.60% expense ratio.

WUGI

Esoterica NextG Economy ETF

ALTL

Pacer Lunt Large Cap Alternator ETF

Return for Risk

WUGI vs. ALTL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WUGI

WUGI Risk / Return Rank: 47
WUGI Sharpe Ratio Rank: 47
WUGI Sortino Ratio Rank: 51
WUGI Omega Ratio Rank: 49
WUGI Calmar Ratio Rank: 49
WUGI Martin Ratio Rank: 42

ALTL

ALTL Risk / Return Rank: 82
ALTL Sharpe Ratio Rank: 79
ALTL Sortino Ratio Rank: 79
ALTL Omega Ratio Rank: 75
ALTL Calmar Ratio Rank: 89
ALTL Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WUGI vs. ALTL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Esoterica NextG Economy ETF (WUGI) and Pacer Lunt Large Cap Alternator ETF (ALTL). 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.

	WUGI	ALTL	Difference
Sharpe ratio Return per unit of total volatility	0.83	1.49	-0.66
Sortino ratio Return per unit of downside risk	1.33	2.03	-0.69
Omega ratio Gain probability vs. loss probability	1.18	1.28	-0.10
Calmar ratio Return relative to maximum drawdown	1.21	2.98	-1.77
Martin ratio Return relative to average drawdown	3.94	10.34	-6.40
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WUGI vs. ALTL - Sharpe Ratio Comparison

The current WUGI Sharpe Ratio is 0.83, which is lower than the ALTL Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of WUGI and ALTL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	WUGI	ALTL	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.83	1.49	-0.66
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.33	0.18	+0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.71	0.62	+0.09

Correlation

The correlation between WUGI and ALTL is 0.45, 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.

Dividends

WUGI vs. ALTL - Dividend Comparison

WUGI's dividend yield for the trailing twelve months is around 25.21%, more than ALTL's 1.07% yield.

	TTM	2025	2024	2023	2022	2021	2020
WUGI Esoterica NextG Economy ETF	25.21%	22.83%	4.09%	0.00%	0.00%	0.00%	0.00%
ALTL Pacer Lunt Large Cap Alternator ETF	1.07%	0.95%	1.56%	1.28%	1.23%	1.06%	0.75%

Drawdowns

WUGI vs. ALTL - Drawdown Comparison

The maximum WUGI drawdown since its inception was -56.41%, which is greater than ALTL's maximum drawdown of -31.91%. Use the drawdown chart below to compare losses from any high point for WUGI and ALTL.

Drawdown Indicators

	WUGI	ALTL	Difference
Max Drawdown Largest peak-to-trough decline	-56.41%	-31.91%	-24.50%
Max Drawdown (1Y) Largest decline over 1 year	-17.99%	-9.79%	-8.20%
Max Drawdown (5Y) Largest decline over 5 years	-56.41%	-31.91%	-24.50%
Current Drawdown Current decline from peak	-14.20%	-5.43%	-8.77%
Average Drawdown Average peak-to-trough decline	-17.07%	-11.85%	-5.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.52%	2.82%	+2.70%

Volatility

WUGI vs. ALTL - Volatility Comparison

Esoterica NextG Economy ETF (WUGI) has a higher volatility of 9.71% compared to Pacer Lunt Large Cap Alternator ETF (ALTL) at 2.97%. This indicates that WUGI's price experiences larger fluctuations and is considered to be riskier than ALTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WUGI	ALTL	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.71%	2.97%	+6.74%
Volatility (6M) Calculated over the trailing 6-month period	17.84%	13.20%	+4.64%
Volatility (1Y) Calculated over the trailing 1-year period	27.86%	18.61%	+9.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.71%	18.23%	+12.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.93%	20.11%	+10.82%