WUGI vs. DXYZ
WUGI (Esoterica NextG Economy ETF) is Large Cap Growth Equities fund actively managed by Esoterica, while DXYZ (Destiny Tech100 Inc) is a stock. Over the past year, WUGI returned 38.78% vs -28.04% for DXYZ. At a 0.41 correlation, their price movements are largely independent.
Performance
WUGI vs. DXYZ - Performance Comparison
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Returns By Period
In the year-to-date period, WUGI achieves a 23.35% return, which is significantly higher than DXYZ's -5.42% return.
WUGI
- 1D
- 1.10%
- 1M
- 5.98%
- YTD
- 23.35%
- 6M
- 25.24%
- 1Y
- 38.78%
- 3Y*
- 33.73%
- 5Y*
- 16.13%
- 10Y*
- —
DXYZ
- 1D
- -25.14%
- 1M
- -44.50%
- YTD
- -5.42%
- 6M
- -23.68%
- 1Y
- -28.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WUGI vs. DXYZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WUGI Esoterica NextG Economy ETF | 23.35% | 22.66% | 19.86% |
DXYZ Destiny Tech100 Inc | -5.42% | -47.96% | 613.45% |
Correlation
The correlation between WUGI and DXYZ is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024 | 0.41 |
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Return for Risk
WUGI vs. DXYZ — Risk / Return Rank
WUGI
DXYZ
WUGI vs. DXYZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Esoterica NextG Economy ETF (WUGI) and Destiny Tech100 Inc (DXYZ). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WUGI | DXYZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +1.80 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.03 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.17 | -0.47 | +2.64 |
| Martin ratioReturn relative to average drawdown | 7.02 | -0.93 | +7.95 |
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Drawdowns
WUGI vs. DXYZ - Drawdown Comparison
The maximum WUGI drawdown since its inception was -56.41%, smaller than the maximum DXYZ drawdown of -90.35%. Use the drawdown chart below to compare losses from any high point for WUGI and DXYZ.
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Drawdown Indicators
| WUGI | DXYZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.41% | -90.35% | +33.94% |
Max Drawdown (1Y)Largest decline over 1 year | -17.99% | -59.33% | +41.34% |
Max Drawdown (3Y)Largest decline over 3 years | -27.49% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -56.41% | — | — |
Current DrawdownCurrent decline from peak | -3.98% | -70.97% | +66.99% |
Average DrawdownAverage peak-to-trough decline | -16.61% | -68.37% | +51.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.54% | 30.12% | -24.58% |
Volatility
WUGI vs. DXYZ - Volatility Comparison
The current volatility for Esoterica NextG Economy ETF (WUGI) is 13.03%, while Destiny Tech100 Inc (DXYZ) has a volatility of 52.18%. This indicates that WUGI experiences smaller price fluctuations and is considered to be less risky than DXYZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WUGI | DXYZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.03% | 52.18% | -39.15% |
Volatility (6M)Calculated over the trailing 6-month period | 22.14% | 85.74% | -63.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.36% | 101.63% | -76.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.07% | 165.45% | -134.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.09% | 165.45% | -134.36% |
Dividends
WUGI vs. DXYZ - Dividend Comparison
WUGI's dividend yield for the trailing twelve months is around 18.51%, while DXYZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
DXYZ Destiny Tech100 Inc | 0.00% | 0.00% | 0.00% |
WUGI Esoterica NextG Economy ETF | 18.51% | 22.83% | 4.09% |
Frequently Asked Questions
WUGI and DXYZ have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXYZ has higher volatility (52.18%) compared to WUGI (13.03%). In terms of maximum drawdown, WUGI dropped -56.41% vs DXYZ's -90.35%.
WUGI currently has the higher Sharpe Ratio (1.54 vs -0.28), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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