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 -1.80% vs 38.77% for NXG. At a 0.31 correlation, their price movements are largely independent. LFGY charges 1.02%/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 10.26% return, which is significantly lower than NXG's 24.92% return.
LFGY
- 1D
- -2.04%
- 1M
- -7.41%
- YTD
- 10.26%
- 6M
- 6.48%
- 1Y
- -1.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NXG
- 1D
- 1.24%
- 1M
- 2.66%
- YTD
- 24.92%
- 6M
- 25.42%
- 1Y
- 38.77%
- 3Y*
- 35.43%
- 5Y*
- —
- 10Y*
- —
LFGY vs. NXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 10.26% | -9.35% |
NXG NXG NextGen Infrastructure Income Fund | 24.92% | 21.44% |
Correlation
The correlation between LFGY and NXG is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jan 14, 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.
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.
| LFGY | NXG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.05 | ||
| Sortino ratioReturn per unit of downside risk | -2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.35 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 2.95 | -3.00 |
| Martin ratioReturn relative to average drawdown | -0.11 | 8.04 | -8.15 |
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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 | -15.78% | -0.50% | -15.28% |
Average DrawdownAverage peak-to-trough decline | -13.95% | -6.52% | -7.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.69% | 4.84% | +11.85% |
Volatility
LFGY vs. NXG - Volatility Comparison
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a higher volatility of 13.75% compared to NXG NextGen Infrastructure Income Fund (NXG) at 4.74%. 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 | 13.75% | 4.74% | +9.01% |
Volatility (6M)Calculated over the trailing 6-month period | 31.52% | 13.95% | +17.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.63% | 19.47% | +19.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.38% | 26.74% | +15.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.38% | 26.74% | +15.64% |
LFGY vs. NXG - Expense Ratio Comparison
LFGY has a 1.02% expense ratio, which is higher than NXG's 1.00% expense ratio.
Dividends
LFGY vs. NXG - Dividend Comparison
LFGY's dividend yield for the trailing twelve months is around 87.63%, more than NXG's 11.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 87.63% | 94.90% | 0.00% | 0.00% | 0.00% |
NXG NXG NextGen Infrastructure Income Fund | 11.01% | 12.83% | 14.15% | 12.00% | 1.11% |
Frequently Asked Questions
LFGY and NXG have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LFGY has higher volatility (13.75%) compared to NXG (4.74%). In terms of maximum drawdown, LFGY dropped -35.94% vs NXG's -26.14%.
NXG currently has the higher Sharpe Ratio (2.00 vs -0.05), 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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