NXG vs. LFGY
NXG (NXG NextGen Infrastructure Income Fund) and LFGY (YieldMax Crypto Industry & Tech Portfolio Option Income ETF) are both funds - NXG is a Global Equity Income fund actively managed by NXG, while LFGY is a Derivative Income fund actively managed by YieldMax. Both are actively managed. Over the past year, NXG returned 38.77% vs -1.80% for LFGY. At a 0.31 correlation, their price movements are largely independent. NXG charges 1.00%/yr vs 1.02%/yr for LFGY.
Performance
NXG vs. LFGY - Performance Comparison
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Returns By Period
In the year-to-date period, NXG achieves a 24.92% return, which is significantly higher than LFGY's 10.26% return.
NXG
- 1D
- 1.24%
- 1M
- 2.66%
- YTD
- 24.92%
- 6M
- 25.42%
- 1Y
- 38.77%
- 3Y*
- 35.43%
- 5Y*
- —
- 10Y*
- —
LFGY
- 1D
- -2.04%
- 1M
- -7.41%
- YTD
- 10.26%
- 6M
- 6.48%
- 1Y
- -1.80%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NXG vs. LFGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NXG NXG NextGen Infrastructure Income Fund | 24.92% | 21.44% |
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 10.26% | -9.35% |
Correlation
The correlation between NXG and LFGY 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
NXG vs. LFGY — Risk / Return Rank
NXG
LFGY
NXG vs. LFGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NXG NextGen Infrastructure Income Fund (NXG) and YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY). 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 | LFGY | 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 | 1.35 | 1.02 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | -0.05 | +3.00 |
| Martin ratioReturn relative to average drawdown | 8.04 | -0.11 | +8.15 |
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Drawdowns
NXG vs. LFGY - Drawdown Comparison
The maximum NXG drawdown since its inception was -26.14%, smaller than the maximum LFGY drawdown of -35.94%. Use the drawdown chart below to compare losses from any high point for NXG and LFGY.
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Drawdown Indicators
| NXG | LFGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.14% | -35.94% | +9.80% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -35.94% | +22.75% |
Max Drawdown (3Y)Largest decline over 3 years | -26.14% | — | — |
Current DrawdownCurrent decline from peak | -0.50% | -15.78% | +15.28% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -13.95% | +7.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 16.69% | -11.85% |
Volatility
NXG vs. LFGY - Volatility Comparison
The current volatility for NXG NextGen Infrastructure Income Fund (NXG) is 4.74%, while YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a volatility of 13.75%. This indicates that NXG experiences smaller price fluctuations and is considered to be less risky than LFGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NXG | LFGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 13.75% | -9.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 31.52% | -17.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.47% | 38.63% | -19.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.74% | 42.38% | -15.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.74% | 42.38% | -15.64% |
NXG vs. LFGY - Expense Ratio Comparison
NXG has a 1.00% expense ratio, which is lower than LFGY's 1.02% expense ratio.
Dividends
NXG vs. LFGY - Dividend Comparison
NXG's dividend yield for the trailing twelve months is around 11.01%, less than LFGY's 87.63% 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
NXG and LFGY 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, NXG dropped -26.14% vs LFGY's -35.94%.
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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