WUGI vs. WCBR
Compare and contrast key facts about Esoterica NextG Economy ETF (WUGI) and WisdomTree Cybersecurity Fund (WCBR).
WUGI and WCBR 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. WCBR is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Team8 Cybersecurity Index. It was launched on Jan 28, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WUGI or WCBR.
Performance
WUGI vs. WCBR - Performance Comparison
Returns By Period
In the year-to-date period, WUGI achieves a 45.14% return, which is significantly higher than WCBR's 14.80% return.
WUGI
45.14%
2.66%
13.53%
53.81%
N/A
N/A
WCBR
14.80%
13.95%
19.46%
32.84%
N/A
N/A
Key characteristics
| WUGI | WCBR | |
|---|---|---|
| Sharpe Ratio | 2.10 | 1.42 |
| Sortino Ratio | 2.77 | 1.97 |
| Omega Ratio | 1.36 | 1.25 |
| Calmar Ratio | 1.69 | 1.21 |
| Martin Ratio | 10.80 | 3.03 |
| Ulcer Index | 4.98% | 10.86% |
| Daily Std Dev | 25.60% | 23.07% |
| Max Drawdown | -56.41% | -52.25% |
| Current Drawdown | -4.34% | -3.75% |
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WUGI vs. WCBR - Expense Ratio Comparison
WUGI has a 0.75% expense ratio, which is higher than WCBR's 0.45% expense ratio.
Correlation
The correlation between WUGI and WCBR is 0.76, 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.
Risk-Adjusted Performance
WUGI vs. WCBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Esoterica NextG Economy ETF (WUGI) and WisdomTree Cybersecurity Fund (WCBR). 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. WCBR - Dividend Comparison
Neither WUGI nor WCBR has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
WUGI Esoterica NextG Economy ETF | 0.00% | 0.00% | 0.00% | 0.00% |
WCBR WisdomTree Cybersecurity Fund | 0.00% | 0.00% | 0.03% | 0.43% |
Drawdowns
WUGI vs. WCBR - Drawdown Comparison
The maximum WUGI drawdown since its inception was -56.41%, which is greater than WCBR's maximum drawdown of -52.25%. Use the drawdown chart below to compare losses from any high point for WUGI and WCBR. For additional features, visit the drawdowns tool.
Volatility
WUGI vs. WCBR - Volatility Comparison
The current volatility for Esoterica NextG Economy ETF (WUGI) is 7.09%, while WisdomTree Cybersecurity Fund (WCBR) has a volatility of 7.77%. This indicates that WUGI experiences smaller price fluctuations and is considered to be less risky than WCBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.