WZRD vs. ESN

Last updated Jun 23, 2026

WZRD (Opportunistic Trader ETF) and ESN (Essential 40 Stock ETF) are both Large Cap Blend Equities funds. At a correlation of -0.02, they often move in opposite directions. WZRD charges 1.07%/yr vs 0.70%/yr for ESN.

Performance

WZRD vs. ESN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Opportunistic Trader ETF (WZRD) and Essential 40 Stock ETF (ESN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WZRD achieves a -74.01% return, which is significantly lower than ESN's 14.03% return.

WZRD

• 1D: 1.73%
• 1M: -25.12%
• YTD: -74.01%
• 6M: -74.33%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESN

• 1D: -0.05%
• 1M: -0.37%
• YTD: 14.03%
• 6M: 13.86%
• 1Y: 26.37%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WZRD vs. ESN - Yearly Performance Comparison

	2026 (YTD)	2025
WZRD Opportunistic Trader ETF	-74.01%	-18.13%
ESN Essential 40 Stock ETF	14.03%	8.88%

Correlation

The correlation between WZRD and ESN is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 25, 2025	-0.02

Return for Risk

WZRD vs. ESN — Risk / Return Rank

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

WZRD

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ESN

ESN Risk / Return Rank: 83
ESN Sharpe Ratio Rank: 85
ESN Sortino Ratio Rank: 85
ESN Omega Ratio Rank: 80
ESN Calmar Ratio Rank: 81
ESN Martin Ratio Rank: 83

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WZRD vs. ESN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Opportunistic Trader ETF (WZRD) and Essential 40 Stock ETF (ESN). 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.

	WZRD	ESN	Difference
Sharpe ratio: Return per unit of total volatility	—	2.64	—
Sortino ratio: Return per unit of downside risk	—	3.65	—
Omega ratio: Gain probability vs. loss probability	—	1.45	—
Calmar ratio: Return relative to maximum drawdown	—	4.12	—
Martin ratio: Return relative to average drawdown	—	16.22	—

Drawdowns

WZRD vs. ESN - Drawdown Comparison

The maximum WZRD drawdown since its inception was -79.25%, which is greater than ESN's maximum drawdown of -13.60%. Use the drawdown chart below to compare losses from any high point for WZRD and ESN.

Drawdown Indicators

	WZRD	ESN	Difference
Max Drawdown Largest peak-to-trough decline	-79.25%	-13.60%	-65.65%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.42%	—
Current Drawdown Current decline from peak	-78.89%	-1.61%	-77.28%
Average Drawdown Average peak-to-trough decline	-26.85%	-1.86%	-24.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.63%	—

Volatility

Volatility by Period

	WZRD	ESN	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.29%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	56.33%	10.04%	+46.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.33%	13.29%	+43.04%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.33%	13.29%	+43.04%

WZRD vs. ESN - Expense Ratio Comparison

WZRD has a 1.07% expense ratio, which is higher than ESN's 0.70% expense ratio.

Dividends

WZRD vs. ESN - Dividend Comparison

WZRD's dividend yield for the trailing twelve months is around 4.95%, more than ESN's 0.80% yield.

Position	TTM	2025	2024
ESN Essential 40 Stock ETF	0.80%	0.91%	0.76%
WZRD Opportunistic Trader ETF	4.95%	1.29%	0.00%

Frequently Asked Questions

Can I hold both WZRD and ESN in my portfolio?

WZRD and ESN have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WZRD or ESN?

On fees, ESN is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WZRD or ESN?

ESN is cheaper with a 0.70% expense ratio, compared with 1.07% for WZRD.

Which ETF pays a higher dividend yield, WZRD or ESN?

WZRD has the higher dividend yield at 4.95%, compared with 0.80% for ESN.

What is the main difference between WZRD and ESN?

They also come from different issuers: Opportunistic Trader and KKM Financial. Their fees differ too: 1.07% for WZRD and 0.70% for ESN.