WUGI vs. OGIG
Compare and contrast key facts about Esoterica NextG Economy ETF (WUGI) and O’Shares Global Internet Giants ETF (OGIG).
WUGI and OGIG 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. OGIG is a passively managed fund by O'Shares Investments that tracks the performance of the O’Shares Global Internet Giants Index. It was launched on Jun 5, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WUGI or OGIG.
Key characteristics
| WUGI | OGIG | |
|---|---|---|
| YTD Return | 47.36% | 26.42% |
| 1Y Return | 61.23% | 44.10% |
| 3Y Return (Ann) | 3.35% | -7.20% |
| Sharpe Ratio | 2.53 | 2.44 |
| Sortino Ratio | 3.23 | 3.12 |
| Omega Ratio | 1.42 | 1.41 |
| Calmar Ratio | 2.01 | 0.94 |
| Martin Ratio | 13.31 | 13.06 |
| Ulcer Index | 4.90% | 3.59% |
| Daily Std Dev | 25.69% | 19.20% |
| Max Drawdown | -56.41% | -66.05% |
| Current Drawdown | -2.87% | -27.52% |
Correlation
The correlation between WUGI and OGIG is 0.89, 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.
Performance
WUGI vs. OGIG - Performance Comparison
In the year-to-date period, WUGI achieves a 47.36% return, which is significantly higher than OGIG's 26.42% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WUGI vs. OGIG - Expense Ratio Comparison
WUGI has a 0.75% expense ratio, which is higher than OGIG's 0.48% expense ratio.
Risk-Adjusted Performance
WUGI vs. OGIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Esoterica NextG Economy ETF (WUGI) and O’Shares Global Internet Giants ETF (OGIG). 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
WUGI vs. OGIG - Dividend Comparison
Neither WUGI nor OGIG has paid dividends to shareholders.
Drawdowns
WUGI vs. OGIG - Drawdown Comparison
The maximum WUGI drawdown since its inception was -56.41%, smaller than the maximum OGIG drawdown of -66.05%. Use the drawdown chart below to compare losses from any high point for WUGI and OGIG. For additional features, visit the drawdowns tool.
Volatility
WUGI vs. OGIG - Volatility Comparison
Esoterica NextG Economy ETF (WUGI) has a higher volatility of 8.15% compared to O’Shares Global Internet Giants ETF (OGIG) at 5.62%. This indicates that WUGI's price experiences larger fluctuations and is considered to be riskier than OGIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.