WUGI vs EMDM
Comparison between AXS ESOTERICA NEXTG ECONOMY ETF (WUGI, ETF) and FIRST TRUST BLOOMBERG EMERGING MARKET DEMOCRACIES ETF (EMDM, ETF).
WUGI vs EMDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WUGI
$36M
EMDM
$36M
Expense Ratio
WUGI
0.79%
Winner
EMDM
0.75%
Max Drawdown
WUGI
56.41%
Winner
EMDM
21.90%
Sharpe Ratio
WUGI
0.78
Winner
EMDM
1.84
5Y Beta
WUGI
1.48
Winner
EMDM
0.99
P/E Ratio
WUGI
51.37
EMDM
N/A
Forward P/E
WUGI
25.68
EMDM
N/A
PEG Ratio
WUGI
0.22
EMDM
N/A
5Y EPS CAGR
WUGI
32.92%
EMDM
N/A
P/S Ratio
WUGI
3.91
EMDM
N/A
P/B Ratio
WUGI
11.79
EMDM
N/A
WUGI vs EMDM - Holdings Comparison
WUGI and EMDM have 1 common holdings. Overlap is -0.01%
WUGI's top 25 holdings weight is 94.75%. EMDM's top 25 holdings weight is 67.73%.
| Rank | WUGI | EMDM |
|---|---|---|
| #1 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 7.90% | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.75% |
| #2 | APPLIED MATERIALS INC (AMAT) - 7.15% | n/a (n/a) - 11.31% |
| #3 | ASML HOLDING NV ADR (ASML) - 6.63% | SK HYNIX INC (n/a) - 8.37% |
| #4 | MICRON TECHNOLOGY INC (MU) - 6.21% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 3.56% |
| #5 | NVIDIA CORP (NVDA) - 5.61% | DREYFUS GOVT CM INST 289 (n/a) - 2.27% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 5.46% | OTP BANK PLC (n/a) - 2.10% |
| #7 | AMAZON.COM INC (AMZN) - 5.29% | n/a (n/a) - 1.96% |
| #8 | ALPHABET INC CLASS C (GOOG) - 4.94% | NASPERS LTD CLASS N (n/a) - 1.86% |
| #9 | BROADCOM INC (AVGO) - 4.43% | ANGLOGOLD ASHANTI PLC (AU) - 1.85% |
| #10 | MARVELL TECHNOLOGY INC (MRVL) - 4.42% | HDFC BANK LTD (n/a) - 1.79% |
| #11 | INTEL CORP (INTC) - 4.05% | VALE SA (n/a) - 1.70% |
| #12 | GE VERNOVA INC (GEV) - 3.71% | n/a (n/a) - 1.70% |
| #13 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 3.66% | PKO BANK POLSKI SA (n/a) - 1.66% |
| #14 | SANDISK CORP ORDINARY SHARES (SNDK) - 3.52% | n/a (n/a) - 1.48% |
| #15 | CADENCE DESIGN SYSTEMS INC (CDNS) - 2.98% | n/a (n/a) - 1.48% |
| #16 | NATERA INC (NTRA) - 2.73% | ICICI BANK LTD (n/a) - 1.46% |
| #17 | EATON CORP PLC (ETN) - 2.67% | FIRSTRAND LTD (n/a) - 1.40% |
| #18 | CLOUDFLARE INC (NET) - 2.30% | ORLEN SA (n/a) - 1.38% |
| #19 | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 2.04% | GOLD FIELDS LTD (n/a) - 1.37% |
| #20 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.78% | n/a (n/a) - 1.28% |
| #21 | US DOLLARS (n/a) - 1.76% | RELIANCE INDUSTRIES LTD (n/a) - 1.25% |
| #22 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.75% | CAPITEC BANK HOLDINGS LTD (n/a) - 1.21% |
| #23 | ROUNDHILL MEMORY ETF (DRAM) - 1.57% | STANDARD BANK GROUP LTD (n/a) - 1.19% |
| #24 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.22% | FALABELLA SA (n/a) - 1.18% |
| #25 | MKS INC (MKSI) - 0.97% | CREDICORP LTD (BAP) - 1.17% |
| Total Holdings | 33 | 106 |
WUGI vs EMDM - Historical Returns
Returns include dividend reinvestment.
1M
WUGI
-7.62%
Winner
EMDM
-4.63%
3M
Winner
WUGI
+11.55%
EMDM
+4.68%
6M
Winner
WUGI
+16.66%
EMDM
+15.70%
1Y
WUGI
+23.76%
Winner
EMDM
+62.58%
5Y(CAGR)
WUGI
+13.77%
EMDM
N/A
Max(CAGR)
WUGI
+25.52%
Winner
EMDM
+26.87%
WUGI vs EMDM - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | WUGI | EMDM |
|---|---|---|
| 2026 | +16.32% | +26.08% |
| 2025 | +21.84% | +59.07% |
| 2024 | +51.32% | -3.39% |
| 2023 | +63.11% | +14.20% |
| 2022 | -49.75% | N/A |
| 2021 | +26.02% | N/A |
| 2020 | +95.37% | N/A |
WUGI vs EMDM Drawdown Comparison
The maximum drawdown for WUGI was -56.41%, occurring on Nov 9, 2022. Recovery took 646 trading sessions.
The maximum drawdown for EMDM was -18.84%, occurring on Apr 8, 2025. Recovery took 165 trading sessions.
The current WUGI drawdown is -11.94%. The current EMDM drawdown is -9.91%.
| Rank | WUGI | EMDM |
|---|---|---|
| #1 | -56.41% Nov 16, 2021 - Jun 13, 2024 | -18.84% Sep 26, 2024 - May 27, 2025 |
| #2 | -27.49% Feb 14, 2025 - Jun 24, 2025 | -15.65% Feb 26, 2026 - Apr 17, 2026 |
| #3 | -23.98% Feb 12, 2021 - Sep 3, 2021 | -13.22% Jul 28, 2023 - Dec 14, 2023 |
| #4 | -18.11% Oct 29, 2025 - Apr 22, 2026 | -11.79% Jun 22, 2026 - Jul 20, 2026 |
| #5 | -16.13% Jul 10, 2024 - Oct 4, 2024 | -10.24% Jul 12, 2024 - Sep 26, 2024 |
| #6 | -15.07% Jun 30, 2026 - Jul 17, 2026 | -9.10% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -10.53% Sep 7, 2021 - Oct 18, 2021 | -7.68% Dec 27, 2023 - Mar 27, 2024 |
| #8 | -10.53% Sep 2, 2020 - Oct 12, 2020 | -6.66% Mar 3, 2023 - Apr 11, 2023 |
| #9 | -9.67% Jun 3, 2026 - Jun 15, 2026 | -6.16% Apr 9, 2024 - May 14, 2024 |
| #10 | -7.79% Nov 6, 2020 - Nov 27, 2020 | -5.74% May 11, 2026 - May 26, 2026 |
| #11 | -7.71% Oct 13, 2020 - Nov 5, 2020 | -5.70% May 15, 2024 - Jul 3, 2024 |
| #12 | -6.31% Nov 7, 2024 - Dec 9, 2024 | -4.30% Nov 12, 2025 - Dec 10, 2025 |
| #13 | -6.22% Jun 22, 2026 - Jun 30, 2026 | -4.19% Apr 17, 2026 - May 5, 2026 |
| #14 | -6.04% Jan 22, 2021 - Feb 2, 2021 | -4.03% Jun 15, 2023 - Jul 12, 2023 |
| #15 | -5.72% May 14, 2026 - May 26, 2026 | -3.95% Apr 13, 2023 - Jun 2, 2023 |
Correlation
Correlation between WUGI and EMDM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2023 - 2026)
WUGI vs EMDM dividend yield comparison.
| Year | WUGI | EMDM |
|---|---|---|
| 2026 | 0.00% | 0.44% |
| 2025 | 22.83% | 3.57% |
| 2024 | 4.09% | 5.87% |
| 2023 | 0.00% | 2.16% |
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