JDIV vs WUGI
JPMorgan Dividend Leaders ETF vs AXS Esoterica NextG Economy ETF
Which is better, JDIV or WUGI?
JDIV has been ahead.
JDIV has a lower expense ratio. JDIV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JDIV | WUGI |
|---|---|---|
| Expense Ratio | 0.47%Best | 0.84% |
| AUM | $13M | $33M |
| Dividend Yield | 1.56% | 0.22% |
| Holdings | 98 | 35 |
| YTD Return | +5.42% | +12.21%Best |
| 1Y Return | +6.11%Best | -9.23% |
| 3Y Return (annualized) | - | +25.58% |
| 5Y Return (annualized) | - | +6.20% |
| Volatility (annualized) | 10.3%Best | 30.9% |
| Max Drawdown | -13.3%Best | -33.3% |
| $10,000 over 2.1 years | $12,009Best | $11,986 |
| Fund Family | J.P. Morgan Asset Management | AXS Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 25, 2024 | Mar 31, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Sep 26, 2024 to Oct 19, 2026 (2.1 years).
JDIV vs WUGI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.
JDIV vs WUGI Performance
JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management and AXS Esoterica NextG Economy ETF (WUGI) is an ETF from AXS Investments. Over the past year JDIV returned +6.11% while WUGI returned -9.23%. Year to date, JDIV is up 5.42% versus a gain of 12.21% for WUGI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
WUGI has been the more volatile fund, with annualized monthly volatility of 30.9% compared with 10.3% for JDIV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -13.3% for JDIV and -33.3% for WUGI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
JDIV charges 0.47% per year while WUGI charges 0.84%. On a $10,000 position that is $47 vs $84 annually, a gap of $37 per year that compounds over a long holding period. On income, JDIV currently yields 1.56% against 0.22% for WUGI.
Holdings Overlap
At least 23.8% of WUGI's money is in holdings JDIV also owns.
Stated as a floor: for JDIV, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
WUGI and JDIV share little of their money.
5 positions in common, counted across the 86 positions we hold weights for in JDIV and 31 in WUGI, against full books of 98 and 35.
23.8% of WUGI is already inside JDIV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JDIV or WUGI?
JDIV has an expense ratio of 0.47% while WUGI charges 0.84%. JDIV is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, JDIV or WUGI?
Over the past year JDIV returned +6.11% vs -9.23% for WUGI, so JDIV leads on 1-year performance. Over the longest common window we track (2 years), JDIV annualized +9.11% vs +9.01% for WUGI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JDIV or WUGI?
WUGI has been the more volatile fund at 30.9% annualized versus 10.3% for JDIV. Worst drawdown: JDIV -13.3% vs WUGI -33.3%.
Should I hold both JDIV and WUGI?
JDIV and WUGI have a monthly-return correlation of 0.40, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JDIV and WUGI?
At least 23.8% of WUGI's money is in holdings JDIV also owns. Our book for JDIV is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 86 positions we hold weights for in JDIV and 31 in WUGI.
Which pays a higher dividend, JDIV or WUGI?
JDIV yields 1.56% while WUGI yields 0.22%, so JDIV currently pays the higher dividend yield.
Is WUGI better than JDIV?
JDIV has a lower expense ratio. JDIV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.