WZRD vs. ESN

Last updated Jul 11, 2026

WZRD (Opportunistic Trader ETF) and ESN (Essential 40 Stock ETF) are both Large Cap Blend Equities funds. Over the past year, WZRD returned -90.52% vs 23.39% for ESN. At a correlation of -0.03, 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 -89.20% return, which is significantly lower than ESN's 15.66% return.

WZRD

• 1D: -6.30%
• 1M: -58.43%
• 6M: -88.82%
• YTD: -89.20%
• 1Y: -90.52%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ESN

• 1D: 0.12%
• 1M: 0.26%
• 6M: 11.91%
• YTD: 15.66%
• 1Y: 23.39%
• 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	-89.20%	-18.13%
ESN Essential 40 Stock ETF	15.66%	8.88%

Correlation

The correlation between WZRD and ESN is -0.04, 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 (1Y) Calculated over the trailing 1-year period	-0.04
Correlation (All Time) Calculated using the full available price history since Jun 25, 2025	-0.03

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

WZRD Risk / Return Rank: 0
WZRD Sharpe Ratio Rank: 0
WZRD Sortino Ratio Rank: 0
WZRD Omega Ratio Rank: 0
WZRD Calmar Ratio Rank: 0
WZRD Martin Ratio Rank: 0

ESN

ESN Risk / Return Rank: 85
ESN Sharpe Ratio Rank: 88
ESN Sortino Ratio Rank: 87
ESN Omega Ratio Rank: 83
ESN Calmar Ratio Rank: 83
ESN Martin Ratio Rank: 85

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	-1.26	2.28	-3.54
Sortino ratio: Return per unit of downside risk	-3.16	3.17	-6.33
Omega ratio: Gain probability vs. loss probability	0.55	1.39	-0.84
Calmar ratio: Return relative to maximum drawdown	-0.99	3.52	-4.52
Martin ratio: Return relative to average drawdown	-2.24	13.82	-16.07

WZRD vs. ESN - Sharpe Ratio Comparison

The current WZRD Sharpe Ratio is -1.26, which is lower than the ESN Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of WZRD and ESN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WZRD vs. ESN - Drawdown Comparison

The maximum WZRD drawdown since its inception was -91.23%, 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	-91.23%	-13.60%	-77.63%
Max Drawdown (1Y) Largest decline over 1 year	-91.23%	-6.42%	-84.81%
Current Drawdown Current decline from peak	-91.23%	-1.13%	-90.10%
Average Drawdown Average peak-to-trough decline	-29.79%	-1.83%	-27.96%
Ulcer Index Depth and duration of drawdowns from previous peaks	40.28%	1.65%	+38.63%

Volatility

WZRD vs. ESN - Volatility Comparison

Opportunistic Trader ETF (WZRD) has a higher volatility of 55.27% compared to Essential 40 Stock ETF (ESN) at 3.05%. This indicates that WZRD's price experiences larger fluctuations and is considered to be riskier than ESN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WZRD	ESN	Difference
Volatility (1M) Calculated over the trailing 1-month period	55.27%	3.05%	+52.22%
Volatility (6M) Calculated over the trailing 6-month period	71.03%	7.55%	+63.48%
Volatility (1Y) Calculated over the trailing 1-year period	71.62%	9.95%	+61.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	70.67%	13.16%	+57.51%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	70.67%	13.16%	+57.51%

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 11.92%, more than ESN's 0.79% yield.

Position	TTM	2025	2024
ESN Essential 40 Stock ETF	0.79%	0.91%	0.76%
WZRD Opportunistic Trader ETF	11.92%	1.29%	0.00%

Frequently Asked Questions

Can I hold both WZRD and ESN in my portfolio?

WZRD and ESN have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WZRD or ESN?

WZRD has higher volatility (55.27%) compared to ESN (3.05%). In terms of maximum drawdown, WZRD dropped -91.23% vs ESN's -13.60%.

Which ETF is better, WZRD or ESN?

On 1-year performance, ESN leads with 23.39% vs -90.52% for WZRD. On fees, ESN is cheaper at 0.70% per year. On volatility, ESN has been the lower-risk option at 3.05%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WZRD or ESN?

Over the 1-year period, ESN has performed better with a 23.39% return vs -90.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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 11.92%, compared with 0.79% 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.

Which has better risk-adjusted returns?

ESN currently has the higher Sharpe Ratio (2.28 vs -1.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.