WUGI vs NVBU
Comparison between AXS ESOTERICA NEXTG ECONOMY ETF (WUGI, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED NOV ETF (NVBU, ETF).
WUGI vs NVBU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
WUGI
$36M
Winner
NVBU
$36M
Expense Ratio
WUGI
0.79%
Winner
NVBU
0.74%
Max Drawdown
WUGI
56.41%
Winner
NVBU
11.97%
Sharpe Ratio
WUGI
0.78
Winner
NVBU
0.93
5Y Beta
WUGI
1.48
Winner
NVBU
0.62
P/E Ratio
WUGI
51.37
NVBU
N/A
Forward P/E
WUGI
25.68
NVBU
N/A
PEG Ratio
WUGI
0.22
NVBU
N/A
5Y EPS CAGR
WUGI
32.92%
NVBU
N/A
P/S Ratio
WUGI
3.91
NVBU
N/A
P/B Ratio
WUGI
11.79
NVBU
N/A
WUGI vs NVBU - Historical Returns
Returns include dividend reinvestment.
1M
WUGI
-9.07%
Winner
NVBU
+0.17%
3M
Winner
WUGI
+3.58%
NVBU
+1.92%
6M
Winner
WUGI
+12.44%
NVBU
+4.51%
1Y
Winner
WUGI
+18.65%
NVBU
+12.29%
5Y(CAGR)
WUGI
+12.92%
NVBU
N/A
Max(CAGR)
Winner
WUGI
+24.77%
NVBU
+11.79%
WUGI vs NVBU - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | WUGI | NVBU |
|---|---|---|
| 2026 | +12.10% | +5.19% |
| 2025 | +21.84% | +13.41% |
| 2024 | +51.32% | +1.73% |
| 2023 | +63.11% | N/A |
| 2022 | -49.75% | N/A |
| 2021 | +26.02% | N/A |
| 2020 | +95.37% | N/A |
WUGI vs NVBU Drawdown Comparison
The maximum drawdown for WUGI was -56.41%, occurring on Nov 9, 2022. Recovery took 646 trading sessions.
The maximum drawdown for NVBU was -11.97%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.
The current WUGI drawdown is -15.13%. The current NVBU drawdown is -2.77%.
| Rank | WUGI | NVBU |
|---|---|---|
| #1 | -56.41% Nov 16, 2021 - Jun 13, 2024 | -11.97% Feb 19, 2025 - Jun 30, 2025 |
| #2 | -27.49% Feb 14, 2025 - Jun 24, 2025 | -5.38% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -23.98% Feb 12, 2021 - Sep 3, 2021 | -3.70% Dec 6, 2024 - Feb 19, 2025 |
| #4 | -18.11% Oct 29, 2025 - Apr 22, 2026 | -3.59% Oct 28, 2025 - Jan 6, 2026 |
| #5 | -16.13% Jul 10, 2024 - Oct 4, 2024 | -3.53% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -15.13% Jun 30, 2026 - Jul 24, 2026 | -2.93% Oct 8, 2025 - Oct 24, 2025 |
| #7 | -10.53% Sep 7, 2021 - Oct 18, 2021 | -1.97% Jul 25, 2025 - Aug 12, 2025 |
| #8 | -10.53% Sep 2, 2020 - Oct 12, 2020 | -1.80% Jan 12, 2026 - Jan 27, 2026 |
| #9 | -9.67% Jun 3, 2026 - Jun 15, 2026 | -1.75% Sep 19, 2025 - Oct 3, 2025 |
| #10 | -7.79% Nov 6, 2020 - Nov 27, 2020 | -1.74% May 14, 2026 - May 26, 2026 |
| #11 | -7.71% Oct 13, 2020 - Nov 5, 2020 | -1.54% Nov 8, 2024 - Nov 26, 2024 |
| #12 | -6.31% Nov 7, 2024 - Dec 9, 2024 | -1.42% Aug 13, 2025 - Aug 27, 2025 |
| #13 | -6.22% Jun 22, 2026 - Jun 30, 2026 | -1.31% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -6.04% Jan 22, 2021 - Feb 2, 2021 | -0.74% Jul 3, 2025 - Jul 17, 2025 |
| #15 | -5.72% May 14, 2026 - May 26, 2026 | -0.57% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between WUGI and NVBU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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