XLY vs. WUGI
Compare and contrast key facts about Consumer Discretionary Select Sector SPDR Fund (XLY) and Esoterica NextG Economy ETF (WUGI).
XLY and WUGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XLY is a passively managed fund by State Street that tracks the performance of the Consumer Discretionary Select Sector Index. It was launched on Dec 16, 1998. WUGI is an actively managed fund by Esoterica. It was launched on Mar 31, 2020.
Performance
XLY vs. WUGI - Performance Comparison
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XLY vs. WUGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XLY Consumer Discretionary Select Sector SPDR Fund | -7.86% | 7.37% | 26.51% | 39.64% | -36.27% | 27.93% | 64.96% |
WUGI Esoterica NextG Economy ETF | -8.27% | 22.66% | 47.14% | 61.30% | -49.55% | 25.18% | 95.37% |
Returns By Period
In the year-to-date period, XLY achieves a -7.86% return, which is significantly higher than WUGI's -8.27% return.
XLY
- 1D
- 0.75%
- 1M
- -4.68%
- YTD
- -7.86%
- 6M
- -8.57%
- 1Y
- 10.93%
- 3Y*
- 14.60%
- 5Y*
- 6.19%
- 10Y*
- 11.88%
WUGI
- 1D
- 1.27%
- 1M
- -4.96%
- YTD
- -8.27%
- 6M
- -9.52%
- 1Y
- 22.81%
- 3Y*
- 29.06%
- 5Y*
- 10.21%
- 10Y*
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XLY vs. WUGI - Expense Ratio Comparison
XLY has a 0.13% expense ratio, which is lower than WUGI's 0.75% expense ratio.
Return for Risk
XLY vs. WUGI — Risk / Return Rank
XLY
WUGI
XLY vs. WUGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Consumer Discretionary Select Sector SPDR Fund (XLY) and Esoterica NextG Economy ETF (WUGI). 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.
| XLY | WUGI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.82 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.33 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.18 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.36 | -0.55 |
Martin ratioReturn relative to average drawdown | 2.66 | 4.37 | -1.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XLY | WUGI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.82 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.33 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.71 | -0.30 |
Correlation
The correlation between XLY and WUGI is 0.72, 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.
Dividends
XLY vs. WUGI - Dividend Comparison
XLY's dividend yield for the trailing twelve months is around 0.81%, less than WUGI's 24.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLY Consumer Discretionary Select Sector SPDR Fund | 0.81% | 0.79% | 0.72% | 0.78% | 1.00% | 0.53% | 0.82% | 1.28% | 1.34% | 1.20% | 1.71% | 1.43% |
WUGI Esoterica NextG Economy ETF | 24.89% | 22.83% | 4.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
XLY vs. WUGI - Drawdown Comparison
The maximum XLY drawdown since its inception was -59.05%, roughly equal to the maximum WUGI drawdown of -56.41%. Use the drawdown chart below to compare losses from any high point for XLY and WUGI.
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Drawdown Indicators
| XLY | WUGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.05% | -56.41% | -2.64% |
Max Drawdown (1Y)Largest decline over 1 year | -14.98% | -17.99% | +3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -39.67% | -56.41% | +16.74% |
Max Drawdown (10Y)Largest decline over 10 years | -39.67% | — | — |
Current DrawdownCurrent decline from peak | -11.64% | -13.11% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -17.07% | +7.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 5.59% | -1.05% |
Volatility
XLY vs. WUGI - Volatility Comparison
The current volatility for Consumer Discretionary Select Sector SPDR Fund (XLY) is 7.36%, while Esoterica NextG Economy ETF (WUGI) has a volatility of 9.42%. This indicates that XLY experiences smaller price fluctuations and is considered to be less risky than WUGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XLY | WUGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.36% | 9.42% | -2.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 17.89% | -4.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.65% | 27.87% | -4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.73% | 30.68% | -6.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.97% | 30.92% | -8.95% |