LFGY vs. NXG
LFGY (YieldMax Crypto Industry & Tech Portfolio Option Income ETF) and NXG (NXG NextGen Infrastructure Income Fund) are both funds - LFGY is a Derivative Income fund actively managed by YieldMax, while NXG is a Global Equity Income fund actively managed by NXG. Both are actively managed. Over the past year, LFGY returned 8.63% vs 40.65% for NXG. At a 0.31 correlation, their price movements are largely independent. LFGY charges 0.99%/yr vs 1.00%/yr for NXG.
Performance
LFGY vs. NXG - Performance Comparison
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Returns By Period
In the year-to-date period, LFGY achieves a 17.68% return, which is significantly lower than NXG's 25.55% return.
LFGY
- 1D
- 0.00%
- 1M
- 2.32%
- YTD
- 17.68%
- 6M
- 7.03%
- 1Y
- 8.63%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NXG
- 1D
- 1.09%
- 1M
- 3.46%
- YTD
- 25.55%
- 6M
- 25.58%
- 1Y
- 40.65%
- 3Y*
- 35.48%
- 5Y*
- —
- 10Y*
- —
LFGY vs. NXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 17.68% | -8.18% |
NXG NXG NextGen Infrastructure Income Fund | 25.55% | 17.61% |
Correlation
The correlation between LFGY and NXG is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jan 15, 2025 | 0.31 |
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Return for Risk
LFGY vs. NXG — Risk / Return Rank
LFGY
NXG
LFGY vs. NXG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) 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.
| LFGY | NXG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.38 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.24 | 3.10 | -2.86 |
| Martin ratioReturn relative to average drawdown | 0.53 | 8.52 | -7.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LFGY | NXG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 2.14 | -1.90 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 1.01 | -0.87 |
Drawdowns
LFGY vs. NXG - Drawdown Comparison
The maximum LFGY drawdown since its inception was -35.94%, which is greater than NXG's maximum drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for LFGY and NXG.
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Drawdown Indicators
| LFGY | NXG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.94% | -26.14% | -9.80% |
Max Drawdown (1Y)Largest decline over 1 year | -35.94% | -13.19% | -22.75% |
Max Drawdown (3Y)Largest decline over 3 years | — | -26.14% | — |
Current DrawdownCurrent decline from peak | -10.11% | 0.00% | -10.11% |
Average DrawdownAverage peak-to-trough decline | -14.06% | -6.59% | -7.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.43% | 4.78% | +11.65% |
Volatility
LFGY vs. NXG - Volatility Comparison
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a higher volatility of 10.49% compared to NXG NextGen Infrastructure Income Fund (NXG) at 5.85%. This indicates that LFGY's price experiences larger fluctuations and is considered to be riskier 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
| LFGY | NXG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.49% | 5.85% | +4.64% |
Volatility (6M)Calculated over the trailing 6-month period | 30.08% | 14.07% | +16.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.07% | 19.12% | +17.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.90% | 26.87% | +15.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.90% | 26.87% | +15.03% |
LFGY vs. NXG - Expense Ratio Comparison
LFGY has a 0.99% expense ratio, which is lower than NXG's 1.00% expense ratio.
Dividends
LFGY vs. NXG - Dividend Comparison
LFGY's dividend yield for the trailing twelve months is around 82.56%, more than NXG's 10.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 82.56% | 94.90% | 0.00% | 0.00% | 0.00% |
NXG NXG NextGen Infrastructure Income Fund | 10.74% | 12.83% | 14.15% | 12.00% | 1.11% |
Frequently Asked Questions
LFGY and NXG have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LFGY has higher volatility (10.49%) compared to NXG (5.85%). In terms of maximum drawdown, LFGY dropped -35.94% vs NXG's -26.14%.
NXG currently has the higher Sharpe Ratio (2.14 vs 0.23), 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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