WUGI vs. CHAT

In the year-to-date period, WUGI achieves a -8.61% return, which is significantly higher than CHAT's -11.76% return.

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Both WUGI and CHAT have an expense ratio of 0.75%.

This table presents a comparison of risk-adjusted performance metrics for Esoterica NextG Economy ETF (WUGI) and Roundhill Generative AI & Technology ETF (CHAT). 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.

The current WUGI Sharpe Ratio is 0.54, which is higher than the CHAT Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of WUGI and CHAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WUGI's dividend yield for the trailing twelve months is around 4.48%, while CHAT has not paid dividends to shareholders.

The maximum WUGI drawdown since its inception was -56.41%, which is greater than CHAT's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for WUGI and CHAT. For additional features, visit the drawdowns tool.

The current volatility for Esoterica NextG Economy ETF (WUGI) is 18.73%, while Roundhill Generative AI & Technology ETF (CHAT) has a volatility of 20.47%. This indicates that WUGI experiences smaller price fluctuations and is considered to be less risky than CHAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.