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GLV vs. NXG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GLV vs. NXG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Clough Global Dividend and Income Fund (GLV) and NXG NextGen Infrastructure Income Fund (NXG). The values are adjusted to include any dividend payments, if applicable.

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GLV vs. NXG - Yearly Performance Comparison


2026 (YTD)2025202420232022
GLV
Clough Global Dividend and Income Fund
1.90%23.01%17.85%-8.45%-6.61%
NXG
NXG NextGen Infrastructure Income Fund
12.14%28.75%51.16%4.54%-5.68%

Returns By Period

In the year-to-date period, GLV achieves a 1.90% return, which is significantly lower than NXG's 12.14% return.


GLV

1D
1.72%
1M
-5.60%
YTD
1.90%
6M
4.97%
1Y
20.93%
3Y*
13.30%
5Y*
-2.15%
10Y*
4.82%

NXG

1D
0.57%
1M
2.43%
YTD
12.14%
6M
20.04%
1Y
35.95%
3Y*
32.68%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GLV vs. NXG - Expense Ratio Comparison

GLV has a 0.02% expense ratio, which is lower than NXG's 1.00% expense ratio.


Return for Risk

GLV vs. NXG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GLV
GLV Risk / Return Rank: 8080
Overall Rank
GLV Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
GLV Sortino Ratio Rank: 7777
Sortino Ratio Rank
GLV Omega Ratio Rank: 7575
Omega Ratio Rank
GLV Calmar Ratio Rank: 9191
Calmar Ratio Rank
GLV Martin Ratio Rank: 8484
Martin Ratio Rank

NXG
NXG Risk / Return Rank: 7373
Overall Rank
NXG Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
NXG Sortino Ratio Rank: 7373
Sortino Ratio Rank
NXG Omega Ratio Rank: 7878
Omega Ratio Rank
NXG Calmar Ratio Rank: 7373
Calmar Ratio Rank
NXG Martin Ratio Rank: 6363
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


GLVNXGDifference

Sharpe ratio

Return per unit of total volatility

1.35

1.41

-0.05

Sortino ratio

Return per unit of downside risk

1.94

1.79

+0.15

Omega ratio

Gain probability vs. loss probability

1.29

1.30

-0.01

Calmar ratio

Return relative to maximum drawdown

2.61

1.67

+0.94

Martin ratio

Return relative to average drawdown

8.53

6.02

+2.51

GLV vs. NXG - Sharpe Ratio Comparison

The current GLV Sharpe Ratio is 1.35, which is comparable to the NXG Sharpe Ratio of 1.41. The chart below compares the historical Sharpe Ratios of GLV and NXG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GLVNXGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.35

1.41

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

0.94

-0.73

Correlation

The correlation between GLV and NXG is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

GLV vs. NXG - Dividend Comparison

GLV's dividend yield for the trailing twelve months is around 10.86%, less than NXG's 11.71% yield.


TTM20252024202320222021202020192018201720162015
GLV
Clough Global Dividend and Income Fund
10.86%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
11.71%12.67%14.15%12.00%1.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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


GLVNXGDifference

Max Drawdown

Largest peak-to-trough decline

-61.66%

-26.14%

-35.52%

Max Drawdown (1Y)

Largest decline over 1 year

-8.33%

-20.94%

+12.61%

Max Drawdown (5Y)

Largest decline over 5 years

-47.37%

Max Drawdown (10Y)

Largest decline over 10 years

-47.37%

Current Drawdown

Current decline from peak

-14.28%

-2.83%

-11.45%

Average Drawdown

Average peak-to-trough decline

-14.93%

-6.77%

-8.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

5.80%

-3.26%

Volatility

GLV vs. NXG - Volatility Comparison

The current volatility for Clough Global Dividend and Income Fund (GLV) is 5.45%, while NXG NextGen Infrastructure Income Fund (NXG) has a volatility of 7.47%. 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


GLVNXGDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.45%

7.47%

-2.02%

Volatility (6M)

Calculated over the trailing 6-month period

9.76%

11.97%

-2.21%

Volatility (1Y)

Calculated over the trailing 1-year period

15.58%

25.72%

-10.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.65%

26.91%

-9.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.82%

26.91%

-7.09%