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 -10.77% vs 41.23% 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 6.60% return, which is significantly lower than NXG's 28.90% return.
LFGY
- 1D
- -4.23%
- 1M
- -11.01%
- 6M
- -1.96%
- YTD
- 6.60%
- 1Y
- -10.77%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NXG
- 1D
- -1.86%
- 1M
- 5.58%
- 6M
- 26.87%
- YTD
- 28.90%
- 1Y
- 41.23%
- 3Y*
- 34.01%
- 5Y*
- —
- 10Y*
- —
LFGY vs. NXG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 6.60% | -9.35% |
NXG NXG NextGen Infrastructure Income Fund | 28.90% | 21.44% |
Correlation
The correlation between LFGY and NXG is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
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 | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -2.84 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.36 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 3.14 | -3.44 |
| Martin ratioReturn relative to average drawdown | -0.63 | 8.52 | -9.15 |
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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 | -18.57% | -5.27% | -13.30% |
Average DrawdownAverage peak-to-trough decline | -14.04% | -6.46% | -7.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.12% | 4.85% | +12.27% |
Volatility
LFGY vs. NXG - Volatility Comparison
YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a higher volatility of 10.64% compared to NXG NextGen Infrastructure Income Fund (NXG) at 8.18%. 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 | 10.64% | 8.18% | +2.46% |
Volatility (6M)Calculated over the trailing 6-month period | 32.11% | 15.78% | +16.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.30% | 20.74% | +18.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.23% | 26.85% | +15.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.23% | 26.85% | +15.38% |
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 89.21%, more than NXG's 10.87% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 89.21% | 94.90% | 0.00% | 0.00% | 0.00% |
NXG NXG NextGen Infrastructure Income Fund | 10.87% | 12.83% | 14.15% | 12.00% | 1.11% |
Frequently Asked Questions
LFGY and NXG have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LFGY has higher volatility (10.64%) compared to NXG (8.18%). In terms of maximum drawdown, LFGY dropped -35.94% vs NXG's -26.14%.
NXG currently has the higher Sharpe Ratio (2.00 vs -0.28), 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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