WUGI vs. NXTG
Compare and contrast key facts about Esoterica NextG Economy ETF (WUGI) and First Trust IndXX NextG ETF (NXTG).
WUGI and NXTG 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. NXTG is a passively managed fund by First Trust that tracks the performance of the Indxx 5G & NextG Thematic Index. It was launched on Feb 17, 2011.
Performance
WUGI vs. NXTG - Performance Comparison
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WUGI vs. NXTG - 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% | 95.37% |
NXTG First Trust IndXX NextG ETF | 4.07% | 28.46% | 12.85% | 28.74% | -24.70% | 21.81% | 49.97% |
Returns By Period
In the year-to-date period, WUGI achieves a -9.42% return, which is significantly lower than NXTG's 4.07% return.
WUGI
- 1D
- 4.62%
- 1M
- -5.75%
- YTD
- -9.42%
- 6M
- -10.37%
- 1Y
- 22.87%
- 3Y*
- 28.52%
- 5Y*
- 9.93%
- 10Y*
- —
NXTG
- 1D
- 3.45%
- 1M
- -7.18%
- YTD
- 4.07%
- 6M
- 8.80%
- 1Y
- 34.24%
- 3Y*
- 19.42%
- 5Y*
- 10.75%
- 10Y*
- 13.63%
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WUGI vs. NXTG - Expense Ratio Comparison
WUGI has a 0.75% expense ratio, which is higher than NXTG's 0.70% expense ratio.
Return for Risk
WUGI vs. NXTG — Risk / Return Rank
WUGI
NXTG
WUGI vs. NXTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Esoterica NextG Economy ETF (WUGI) and First Trust IndXX NextG ETF (NXTG). 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 | NXTG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.73 | -0.91 |
Sortino ratioReturn per unit of downside risk | 1.33 | 2.41 | -1.08 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.35 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.72 | -1.51 |
Martin ratioReturn relative to average drawdown | 3.94 | 11.59 | -7.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WUGI | NXTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.73 | -0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.62 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.55 | +0.16 |
Correlation
The correlation between WUGI and NXTG is 0.79, 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.
Dividends
WUGI vs. NXTG - Dividend Comparison
WUGI's dividend yield for the trailing twelve months is around 25.21%, more than NXTG's 1.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WUGI Esoterica NextG Economy ETF | 25.21% | 22.83% | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NXTG First Trust IndXX NextG ETF | 1.64% | 1.56% | 1.51% | 2.15% | 2.04% | 1.97% | 1.04% | 0.77% | 1.27% | 1.65% | 1.23% | 1.11% |
Drawdowns
WUGI vs. NXTG - Drawdown Comparison
The maximum WUGI drawdown since its inception was -56.41%, which is greater than NXTG's maximum drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for WUGI and NXTG.
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Drawdown Indicators
| WUGI | NXTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.41% | -33.61% | -22.80% |
Max Drawdown (1Y)Largest decline over 1 year | -17.99% | -12.49% | -5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -56.41% | -33.61% | -22.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.61% | — |
Current DrawdownCurrent decline from peak | -14.20% | -7.18% | -7.02% |
Average DrawdownAverage peak-to-trough decline | -17.07% | -7.96% | -9.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.52% | 2.93% | +2.59% |
Volatility
WUGI vs. NXTG - Volatility Comparison
Esoterica NextG Economy ETF (WUGI) has a higher volatility of 9.71% compared to First Trust IndXX NextG ETF (NXTG) at 8.17%. This indicates that WUGI's price experiences larger fluctuations and is considered to be riskier than NXTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WUGI | NXTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.71% | 8.17% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 17.84% | 13.24% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.86% | 19.87% | +7.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.71% | 17.42% | +13.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.93% | 18.65% | +12.28% |