TEMP vs WUGI

TEMP vs WUGI

Which is better, TEMP or WUGI?

WUGI has been ahead.

TEMP has a lower expense ratio. WUGI led over 1Y and the full window.

Lower Fees: TEMPHigher Returns: WUGI

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

MetricTEMPWUGI
Expense Ratio0.49%Best0.84%
AUM$8M$33M
Dividend Yield1.31%0.22%
Holdings7235
Volatility (annualized)21.0%Best27.6%
Max Drawdown-32.1%Best-53.2%
$10,000 over 3.8 years$11,342$15,273Best
Fund FamilyJ.P. Morgan Asset ManagementAXS Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionDec 13, 2021Mar 31, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. TEMP has data through Oct 3, 2025 and WUGI through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 3.8 years row, are measured over the window both funds cover: Dec 14, 2021 to Oct 3, 2025 (3.8 years).

Compare TEMP against instead:TEMP vs SPYTEMP vs QQQTEMP vs VOOTEMP vs VTIWUGI against:WUGI vs VXUS

Risk: Volatility and Drawdowns

WUGI has been the more volatile fund, with annualized monthly volatility of 27.6% compared with 21.0% for TEMP. 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 -32.1% for TEMP and -53.2% 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 0.71. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TEMP charges 0.49% per year while WUGI charges 0.84%. On a $10,000 position that is $49 vs $84 annually, a gap of $35 per year that compounds over a long holding period. On income, TEMP currently yields 1.31% against 0.22% for WUGI.

You are not choosing between two funds in isolation.

Whichever of TEMP and WUGI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TEMPWUGI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TEMP or WUGI?

TEMP has an expense ratio of 0.49% while WUGI charges 0.84%. TEMP is the cheaper option, by $35 a year on a $10,000 investment.

Which is riskier, TEMP or WUGI?

WUGI has been the more volatile fund at 27.6% annualized versus 21.0% for TEMP. Worst drawdown: TEMP -32.1% vs WUGI -53.2%.

Should I hold both TEMP and WUGI?

TEMP and WUGI have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, TEMP or WUGI?

TEMP yields 1.31% while WUGI yields 0.22%, so TEMP currently pays the higher dividend yield.

Is WUGI better than TEMP?

TEMP has a lower expense ratio. WUGI 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.