NXG vs. BST
NXG (NXG NextGen Infrastructure Income Fund) is Global Equity Income fund actively managed by NXG, while BST (BlackRock Science and Technology Trust) is a stock. Over the past 3 years, NXG returned 31.89%/yr vs 22.50%/yr for BST. At a 0.31 correlation, their price movements are largely independent.
Performance
NXG vs. BST - Performance Comparison
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Returns By Period
In the year-to-date period, NXG achieves a 19.67% return, which is significantly lower than BST's 21.48% return.
NXG
- 1D
- 0.03%
- 1M
- -2.75%
- YTD
- 19.67%
- 6M
- 22.38%
- 1Y
- 30.90%
- 3Y*
- 31.89%
- 5Y*
- —
- 10Y*
- —
BST
- 1D
- 2.64%
- 1M
- 6.02%
- YTD
- 21.48%
- 6M
- 27.08%
- 1Y
- 42.06%
- 3Y*
- 22.50%
- 5Y*
- 4.54%
- 10Y*
- 20.10%
NXG vs. BST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NXG NXG NextGen Infrastructure Income Fund | 19.67% | 25.98% | 51.16% | 4.54% | -4.87% |
BST BlackRock Science and Technology Trust | 21.48% | 23.65% | 17.96% | 30.07% | -7.81% |
Correlation
The correlation between NXG and BST 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 | 0.28 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022 | 0.31 |
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Return for Risk
NXG vs. BST — Risk / Return Rank
NXG
BST
NXG vs. BST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NXG NextGen Infrastructure Income Fund (NXG) and BlackRock Science and Technology Trust (BST). 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.
| NXG | BST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.57 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.39 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.35 | 2.76 | -0.41 |
| Martin ratioReturn relative to average drawdown | 6.42 | 8.87 | -2.45 |
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Drawdowns
NXG vs. BST - Drawdown Comparison
The maximum NXG drawdown since its inception was -26.14%, smaller than the maximum BST drawdown of -47.72%. Use the drawdown chart below to compare losses from any high point for NXG and BST.
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Drawdown Indicators
| NXG | BST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.14% | -47.72% | +21.58% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -15.31% | +2.12% |
Max Drawdown (3Y)Largest decline over 3 years | -26.14% | -23.37% | -2.77% |
Max Drawdown (5Y)Largest decline over 5 years | — | -47.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.72% | — |
Current DrawdownCurrent decline from peak | -4.69% | -4.13% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -12.96% | +6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 4.76% | +0.06% |
Volatility
NXG vs. BST - Volatility Comparison
The current volatility for NXG NextGen Infrastructure Income Fund (NXG) is 6.30%, while BlackRock Science and Technology Trust (BST) has a volatility of 9.75%. This indicates that NXG experiences smaller price fluctuations and is considered to be less risky than BST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NXG | BST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 9.75% | -3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.91% | 16.86% | -2.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 19.44% | -0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.82% | 23.81% | +3.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.82% | 25.83% | +0.99% |
Dividends
NXG vs. BST - Dividend Comparison
NXG's dividend yield for the trailing twelve months is around 11.27%, more than BST's 8.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BST BlackRock Science and Technology Trust | 8.79% | 10.36% | 8.21% | 8.91% | 10.57% | 5.38% | 3.85% | 10.52% | 6.41% | 4.80% | 6.69% | 6.93% |
NXG NXG NextGen Infrastructure Income Fund | 11.27% | 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
NXG and BST 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.
BST has higher volatility (9.75%) compared to NXG (6.30%). In terms of maximum drawdown, NXG dropped -26.14% vs BST's -47.72%.
BST currently has the higher Sharpe Ratio (2.17 vs 1.61), 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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