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WUGI vs. OGIG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between WUGI and OGIG is 0.73, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

WUGI vs. OGIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Esoterica NextG Economy ETF (WUGI) and O’Shares Global Internet Giants ETF (OGIG). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%200.00%NovemberDecember2025FebruaryMarchApril
167.63%
83.10%
WUGI
OGIG

Key characteristics

Sharpe Ratio

WUGI:

0.54

OGIG:

0.77

Sortino Ratio

WUGI:

0.94

OGIG:

1.21

Omega Ratio

WUGI:

1.12

OGIG:

1.17

Calmar Ratio

WUGI:

0.62

OGIG:

0.46

Martin Ratio

WUGI:

2.02

OGIG:

2.65

Ulcer Index

WUGI:

8.38%

OGIG:

7.80%

Daily Std Dev

WUGI:

31.72%

OGIG:

26.77%

Max Drawdown

WUGI:

-56.41%

OGIG:

-66.05%

Current Drawdown

WUGI:

-16.33%

OGIG:

-28.75%

Returns By Period

In the year-to-date period, WUGI achieves a -8.61% return, which is significantly lower than OGIG's -1.34% return.


WUGI

YTD

-8.61%

1M

-4.24%

6M

-6.07%

1Y

17.37%

5Y*

19.06%

10Y*

N/A

OGIG

YTD

-1.34%

1M

-1.36%

6M

6.41%

1Y

22.35%

5Y*

9.52%

10Y*

N/A

*Annualized

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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.


Expense ratio chart for WUGI: current value is 0.75%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
WUGI: 0.75%
Expense ratio chart for OGIG: current value is 0.48%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
OGIG: 0.48%

Risk-Adjusted Performance

WUGI vs. OGIG — Risk-Adjusted Performance Rank

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

WUGI
The Risk-Adjusted Performance Rank of WUGI is 6262
Overall Rank
The Sharpe Ratio Rank of WUGI is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of WUGI is 6262
Sortino Ratio Rank
The Omega Ratio Rank of WUGI is 6060
Omega Ratio Rank
The Calmar Ratio Rank of WUGI is 6969
Calmar Ratio Rank
The Martin Ratio Rank of WUGI is 6060
Martin Ratio Rank

OGIG
The Risk-Adjusted Performance Rank of OGIG is 6969
Overall Rank
The Sharpe Ratio Rank of OGIG is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of OGIG is 7474
Sortino Ratio Rank
The Omega Ratio Rank of OGIG is 7373
Omega Ratio Rank
The Calmar Ratio Rank of OGIG is 5858
Calmar Ratio Rank
The Martin Ratio Rank of OGIG is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for WUGI, currently valued at 0.54, compared to the broader market-1.000.001.002.003.004.00
WUGI: 0.54
OGIG: 0.77
The chart of Sortino ratio for WUGI, currently valued at 0.94, compared to the broader market-2.000.002.004.006.008.00
WUGI: 0.94
OGIG: 1.21
The chart of Omega ratio for WUGI, currently valued at 1.12, compared to the broader market0.501.001.502.002.50
WUGI: 1.12
OGIG: 1.17
The chart of Calmar ratio for WUGI, currently valued at 0.62, compared to the broader market0.002.004.006.008.0010.0012.00
WUGI: 0.62
OGIG: 0.46
The chart of Martin ratio for WUGI, currently valued at 2.02, compared to the broader market0.0020.0040.0060.00
WUGI: 2.02
OGIG: 2.65

The current WUGI Sharpe Ratio is 0.54, which is lower than the OGIG Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of WUGI and OGIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.54
0.77
WUGI
OGIG

Dividends

WUGI vs. OGIG - Dividend Comparison

WUGI's dividend yield for the trailing twelve months is around 4.48%, while OGIG has not 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.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-16.33%
-28.75%
WUGI
OGIG

Volatility

WUGI vs. OGIG - Volatility Comparison

Esoterica NextG Economy ETF (WUGI) has a higher volatility of 18.73% compared to O’Shares Global Internet Giants ETF (OGIG) at 17.10%. 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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
18.73%
17.10%
WUGI
OGIG