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 36.05% vs 3.93% for LFGY. At a 0.32 correlation, their price movements are largely independent. NXG charges 1.00%/yr vs 0.99%/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 22.37% return, which is significantly higher than LFGY's 9.53% return.
NXG
- 1D
- -2.54%
- 1M
- 1.18%
- YTD
- 22.37%
- 6M
- 20.60%
- 1Y
- 36.05%
- 3Y*
- 34.13%
- 5Y*
- —
- 10Y*
- —
LFGY
- 1D
- -6.92%
- 1M
- -9.12%
- YTD
- 9.53%
- 6M
- 1.03%
- 1Y
- 3.93%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NXG vs. LFGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NXG NXG NextGen Infrastructure Income Fund | 22.37% | 17.61% |
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 9.53% | -8.18% |
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 15, 2025 | 0.32 |
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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.
| NXG | LFGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.77 | ||
| Sortino ratioReturn per unit of downside risk | +2.09 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.05 | +0.29 |
| Calmar ratioReturn relative to maximum drawdown | 2.75 | 0.11 | +2.64 |
| Martin ratioReturn relative to average drawdown | 7.55 | 0.24 | +7.31 |
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
| NXG | LFGY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.88 | 0.10 | +1.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.01 | +0.97 |
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 | -2.54% | -16.33% | +13.79% |
Average DrawdownAverage peak-to-trough decline | -6.58% | -14.06% | +7.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 16.46% | -11.67% |
Volatility
NXG vs. LFGY - Volatility Comparison
The current volatility for NXG NextGen Infrastructure Income Fund (NXG) is 6.45%, while YieldMax Crypto Industry & Tech Portfolio Option Income ETF (LFGY) has a volatility of 11.69%. 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 | 6.45% | 11.69% | -5.24% |
Volatility (6M)Calculated over the trailing 6-month period | 14.31% | 30.90% | -16.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.30% | 37.72% | -18.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.90% | 42.25% | -15.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.90% | 42.25% | -15.35% |
NXG vs. LFGY - Expense Ratio Comparison
NXG has a 1.00% expense ratio, which is higher than LFGY's 0.99% expense ratio.
Dividends
NXG vs. LFGY - Dividend Comparison
NXG's dividend yield for the trailing twelve months is around 11.02%, less than LFGY's 86.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
LFGY YieldMax Crypto Industry & Tech Portfolio Option Income ETF | 86.55% | 94.90% | 0.00% | 0.00% | 0.00% |
NXG NXG NextGen Infrastructure Income Fund | 11.02% | 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 (11.69%) compared to NXG (6.45%). In terms of maximum drawdown, NXG dropped -26.14% vs LFGY's -35.94%.
NXG currently has the higher Sharpe Ratio (1.88 vs 0.10), 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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