NVBU vs WUGI

Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF (NVBU, ETF) and AXS ESOTERICA NEXTG ECONOMY ETF (WUGI, ETF).

NVBU vs WUGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVBU(ETF)	WUGI(ETF)
Net Assets	$36M	$36M
Expense Ratio	0.74%	0.79%
Max Drawdown	11.97%	56.41%
Sharpe Ratio	1.05	0.80
5Y Beta	0.61	1.49
P/E Ratio	N/A	53.22
Forward P/E	N/A	24.33
PEG Ratio	N/A	0.24
5Y EPS CAGR	N/A	32.64%
P/S Ratio	N/A	4.13
P/B Ratio	N/A	12.00

Net Assets

Winner

NVBU

$36M

WUGI

$36M

Expense Ratio

Winner

NVBU

0.74%

WUGI

0.79%

Max Drawdown

Winner

NVBU

11.97%

WUGI

56.41%

Sharpe Ratio

Winner

NVBU

1.05

WUGI

0.80

5Y Beta

Winner

NVBU

0.61

WUGI

1.49

P/E Ratio

NVBU

N/A

WUGI

53.22

Forward P/E

NVBU

N/A

WUGI

24.33

PEG Ratio

NVBU

N/A

WUGI

0.24

5Y EPS CAGR

NVBU

N/A

WUGI

32.64%

P/S Ratio

NVBU

N/A

WUGI

4.13

P/B Ratio

NVBU

N/A

WUGI

12.00

NVBU vs WUGI - Historical Returns

Returns include dividend reinvestment.

Period	NVBU	WUGI
1 month	-0.23%	-7.62%
3 months	+2.70%	+11.55%
6 months	+4.54%	+16.66%
1 year	+12.51%	+23.76%
5 years(CAGR)	N/A	+13.77%
Max(CAGR)	+11.83%	+25.52%

Winner

NVBU

-0.23%

WUGI

-7.62%

NVBU

+2.70%

Winner

WUGI

+11.55%

NVBU

+4.54%

Winner

WUGI

+16.66%

NVBU

+12.51%

Winner

WUGI

+23.76%

5Y(CAGR)

NVBU

N/A

WUGI

+13.77%

Max(CAGR)

NVBU

+11.83%

Winner

WUGI

+25.52%

NVBU vs WUGI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	NVBU	WUGI
2026	+5.22%	+16.32%
2025	+13.41%	+21.84%
2024	+1.73%	+51.32%
2023	N/A	+63.11%
2022	N/A	-49.75%
2021	N/A	+26.02%
2020	N/A	+95.37%

NVBU vs WUGI Drawdown Comparison

The maximum drawdown for NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for WUGI was -56.41%, occurring on Nov 9, 2022. Recovery took 646 trading sessions.

The current NVBU drawdown is -2.74%. The current WUGI drawdown is -11.94%.

Rank	NVBU	WUGI
#1	-11.97% Feb 19, 2025 - Jun 30, 2025	-56.41% Nov 16, 2021 - Jun 13, 2024
#2	-5.38% Jan 28, 2026 - Apr 15, 2026	-27.49% Feb 14, 2025 - Jun 24, 2025
#3	-3.70% Dec 6, 2024 - Feb 19, 2025	-23.98% Feb 12, 2021 - Sep 3, 2021
#4	-3.59% Oct 28, 2025 - Jan 6, 2026	-18.11% Oct 29, 2025 - Apr 22, 2026
#5	-3.53% Jun 2, 2026 - Jun 10, 2026	-16.13% Jul 10, 2024 - Oct 4, 2024
#6	-2.93% Oct 8, 2025 - Oct 24, 2025	-15.07% Jun 30, 2026 - Jul 17, 2026
#7	-1.97% Jul 25, 2025 - Aug 12, 2025	-10.53% Sep 7, 2021 - Oct 18, 2021
#8	-1.80% Jan 12, 2026 - Jan 27, 2026	-10.53% Sep 2, 2020 - Oct 12, 2020
#9	-1.75% Sep 19, 2025 - Oct 3, 2025	-9.67% Jun 3, 2026 - Jun 15, 2026
#10	-1.74% May 14, 2026 - May 26, 2026	-7.79% Nov 6, 2020 - Nov 27, 2020
#11	-1.54% Nov 8, 2024 - Nov 26, 2024	-7.71% Oct 13, 2020 - Nov 5, 2020
#12	-1.42% Aug 13, 2025 - Aug 27, 2025	-6.31% Nov 7, 2024 - Dec 9, 2024
#13	-1.31% Aug 28, 2025 - Sep 9, 2025	-6.22% Jun 22, 2026 - Jun 30, 2026
#14	-0.74% Jul 3, 2025 - Jul 17, 2025	-6.04% Jan 22, 2021 - Feb 2, 2021
#15	-0.57% Apr 27, 2026 - Apr 30, 2026	-5.72% May 14, 2026 - May 26, 2026