GLV vs. NXG
GLV (Clough Global Dividend and Income Fund) and NXG (NXG NextGen Infrastructure Income Fund) are both Global Equity Income funds. Over the past 3 years, GLV returned 19.12%/yr vs 35.87%/yr for NXG. At a 0.32 correlation, their price movements are largely independent. GLV charges 0.02%/yr vs 1.00%/yr for NXG.
Performance
GLV vs. NXG - Performance Comparison
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Returns By Period
In the year-to-date period, GLV achieves a 14.96% return, which is significantly lower than NXG's 24.88% return.
GLV
- 1D
- 0.31%
- 1M
- 5.42%
- YTD
- 14.96%
- 6M
- 14.96%
- 1Y
- 30.94%
- 3Y*
- 19.12%
- 5Y*
- 1.96%
- 10Y*
- 6.11%
NXG
- 1D
- 1.21%
- 1M
- 4.07%
- YTD
- 24.88%
- 6M
- 26.97%
- 1Y
- 38.01%
- 3Y*
- 35.87%
- 5Y*
- —
- 10Y*
- —
GLV vs. NXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
GLV Clough Global Dividend and Income Fund | 14.96% | 23.01% | 17.85% | -8.45% | -4.02% |
NXG NXG NextGen Infrastructure Income Fund | 24.88% | 25.98% | 51.16% | 4.54% | -4.87% |
Correlation
The correlation between GLV and NXG is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022 | 0.32 |
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Return for Risk
GLV vs. NXG — Risk / Return Rank
GLV
NXG
GLV vs. NXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Clough Global Dividend and Income Fund (GLV) and NXG NextGen Infrastructure Income Fund (NXG). 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.
| GLV | NXG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.42 | ||
| Sortino ratioReturn per unit of downside risk | +0.79 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.35 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 3.79 | 2.90 | +0.89 |
| Martin ratioReturn relative to average drawdown | 12.31 | 7.89 | +4.42 |
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Drawdowns
GLV vs. NXG - Drawdown Comparison
The maximum GLV drawdown since its inception was -61.66%, which is greater than NXG's maximum drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for GLV and NXG.
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Drawdown Indicators
| GLV | NXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.66% | -26.14% | -35.52% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -13.19% | +4.98% |
Max Drawdown (3Y)Largest decline over 3 years | -13.63% | -26.14% | +12.51% |
Max Drawdown (5Y)Largest decline over 5 years | -47.37% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -47.37% | — | — |
Current DrawdownCurrent decline from peak | -3.30% | -0.54% | -2.76% |
Average DrawdownAverage peak-to-trough decline | -14.87% | -6.54% | -8.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 4.83% | -2.31% |
Volatility
GLV vs. NXG - Volatility Comparison
The current volatility for Clough Global Dividend and Income Fund (GLV) is 4.67%, while NXG NextGen Infrastructure Income Fund (NXG) has a volatility of 5.17%. This indicates that GLV experiences smaller price fluctuations and is considered to be less risky than NXG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GLV | NXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.67% | 5.17% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 10.65% | 13.84% | -3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.04% | 19.41% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.19% | 26.77% | -9.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 26.77% | -6.88% |
GLV vs. NXG - Expense Ratio Comparison
GLV has a 0.02% expense ratio, which is lower than NXG's 1.00% expense ratio.
Dividends
GLV vs. NXG - Dividend Comparison
GLV's dividend yield for the trailing twelve months is around 10.08%, less than NXG's 11.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLV Clough Global Dividend and Income Fund | 10.08% | 10.57% | 11.64% | 13.92% | 16.99% | 10.82% | 11.67% | 11.17% | 13.68% | 10.00% | 11.26% | 10.69% |
NXG NXG NextGen Infrastructure Income Fund | 11.01% | 12.83% | 14.15% | 12.00% | 1.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GLV and NXG have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NXG has higher volatility (5.17%) compared to GLV (4.67%). In terms of maximum drawdown, GLV dropped -61.66% vs NXG's -26.14%.
GLV currently has the higher Sharpe Ratio (2.39 vs 1.97), 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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