EXPO vs. NXTG
EXPO (Exponent, Inc.) is a stock, while NXTG (First Trust IndXX NextG ETF) is Technology Equities fund tracking the Indxx 5G & NextG Thematic Index. Over the past 10 years, EXPO returned 11.27%/yr vs 15.98%/yr for NXTG. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
EXPO vs. NXTG - Performance Comparison
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Returns By Period
In the year-to-date period, EXPO achieves a -2.79% return, which is significantly lower than NXTG's 39.89% return. Over the past 10 years, EXPO has underperformed NXTG with an annualized return of 11.27%, while NXTG has yielded a comparatively higher 15.98% annualized return.
EXPO
- 1D
- -1.40%
- 1M
- 9.33%
- 6M
- -3.66%
- YTD
- -2.79%
- 1Y
- -4.40%
- 3Y*
- -7.49%
- 5Y*
- -9.16%
- 10Y*
- 11.27%
- ALL TIME*
- 11.16%
NXTG
- 1D
- -1.06%
- 1M
- -0.09%
- 6M
- 32.71%
- YTD
- 39.89%
- 1Y
- 56.45%
- 3Y*
- 30.83%
- 5Y*
- 16.25%
- 10Y*
- 15.98%
- ALL TIME*
- 12.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
EXPO Exponent, Inc. | $39.12M | $36.45M | $36.30M |
| $1.41M | $1.74M | $2.12M |
EXPO vs. NXTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | -2.79% | -20.81% | 2.42% | -10.14% | -14.25% | 30.67% | 31.74% | 37.51% | 44.22% | 19.46% |
NXTG First Trust IndXX NextG ETF | 39.89% | 28.46% | 12.85% | 28.74% | -24.70% | 21.81% | 27.58% | 29.58% | -17.25% | 28.02% |
Correlation
The correlation between EXPO and NXTG is 0.00, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.00 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 18, 2011 | 0.37 |
Over the past year, the correlation between EXPO and NXTG has dropped to 0.00 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.
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Return for Risk
EXPO vs. NXTG — Risk / Return Rank
EXPO
NXTG
EXPO vs. NXTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Exponent, Inc. (EXPO) and First Trust IndXX NextG ETF (NXTG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EXPO | NXTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.65 | ||
| Sortino ratioReturn per unit of downside risk | -3.15 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.43 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 3.68 | -3.82 |
| Martin ratioReturn relative to average drawdown | -0.30 | 11.31 | -11.62 |
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Drawdowns
EXPO vs. NXTG - Drawdown Comparison
The maximum EXPO drawdown since its inception was -86.44%, which is greater than NXTG's maximum drawdown of -33.61%. Use the drawdown chart below to compare losses from any high point for EXPO and NXTG.
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Drawdown Indicators
| EXPO | NXTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.44% | -33.61% | -52.83% |
Max Drawdown (1Y)Largest decline over 1 year | -32.45% | -15.41% | -17.04% |
Max Drawdown (3Y)Largest decline over 3 years | -52.37% | -17.75% | -34.62% |
Max Drawdown (5Y)Largest decline over 5 years | -54.79% | -33.61% | -21.18% |
Max Drawdown (10Y)Largest decline over 10 years | -54.79% | -33.61% | -21.18% |
Current DrawdownCurrent decline from peak | -43.36% | -10.23% | -33.13% |
Average DrawdownAverage peak-to-trough decline | -32.79% | -7.94% | -24.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.55% | 5.00% | +9.55% |
Volatility
EXPO vs. NXTG - Volatility Comparison
Exponent, Inc. (EXPO) has a higher volatility of 9.98% compared to First Trust IndXX NextG ETF (NXTG) at 7.29%. This indicates that EXPO's price experiences larger fluctuations and is considered to be riskier than NXTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXPO | NXTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.98% | 7.29% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 26.29% | 20.09% | +6.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.06% | 22.61% | +9.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.14% | 18.86% | +11.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.88% | 19.15% | +9.73% |
Dividends
EXPO vs. NXTG - Dividend Comparison
EXPO's dividend yield for the trailing twelve months is around 1.82%, more than NXTG's 1.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXPO Exponent, Inc. | 1.82% | 1.73% | 1.26% | 1.18% | 0.97% | 0.69% | 0.84% | 0.93% | 1.03% | 1.18% | 1.19% | 1.20% |
NXTG First Trust IndXX NextG ETF | 1.23% | 1.56% | 1.51% | 2.15% | 2.04% | 1.97% | 1.04% | 0.77% | 1.27% | 1.65% | 1.23% | 1.11% |
Frequently Asked Questions
EXPO and NXTG have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EXPO has higher volatility (9.98%) compared to NXTG (7.29%). In terms of maximum drawdown, EXPO dropped -86.44% vs NXTG's -33.61%.
NXTG currently has the higher Sharpe Ratio (2.51 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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