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NXG vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

NXG vs. VOO

Last updated Jun 4, 2026

NXG (NXG NextGen Infrastructure Income Fund) and VOO (Vanguard S&P 500 ETF) are both funds - NXG is a Global Equity Income fund actively managed by NXG, while VOO is a S&P 500 fund tracking the S&P 500 Index. NXG is actively managed, while VOO is passively managed. Over the past 3 years, NXG returned 35.01%/yr vs 22.44%/yr for VOO. At a 0.39 correlation, their price movements are largely independent. NXG charges 1.00%/yr vs 0.03%/yr for VOO.

Performance

NXG vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NXG NextGen Infrastructure Income Fund (NXG) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NXG achieves a 24.20% return, which is significantly higher than VOO's 10.91% return.

NXG

1D
1.05%
1M
4.62%
YTD
24.20%
6M
24.75%
1Y
39.68%
3Y*
35.01%
5Y*
—
10Y*
—

VOO

1D
-0.70%
1M
5.04%
YTD
10.91%
6M
10.93%
1Y
28.04%
3Y*
22.44%
5Y*
13.90%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NXG vs. VOO - Yearly Performance Comparison

2026 (YTD)2025202420232022
NXG
NXG NextGen Infrastructure Income Fund		24.20%25.98%51.16%4.54%-5.68%
VOO
Vanguard S&P 500 ETF		10.91%17.82%24.98%26.32%-0.14%

Correlation

The correlation between NXG and VOO 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

0.33

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2022

0.39

Compare stocks, funds, or ETFs

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NXG NextGen Infrastructure Income Fund

Vanguard S&P 500 ETF

Often compared with NXG:
NXG vs. SRVNXG vs. TYGNXG vs. EMONXG vs. NMLNXG vs. KYNNXG vs. IAUMNXG vs. LFGY
Often compared with VOO:
VOO vs. VTIVOO vs. QQQVOO vs. SCHDVOO vs. VTVOO vs. SPYVOO vs. FXAIXVOO vs. IVV

Return for Risk

NXG vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
NXG
NXG Risk / Return Rank: 4848
Overall Rank
NXG Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
NXG Sortino Ratio Rank: 4343
Sortino Ratio Rank
NXG Omega Ratio Rank: 4747
Omega Ratio Rank
NXG Calmar Ratio Rank: 6262
Calmar Ratio Rank
NXG Martin Ratio Rank: 3838
Martin Ratio Rank
VOO
VOO Risk / Return Rank: 7070
Overall Rank
VOO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7070
Sortino Ratio Rank
VOO Omega Ratio Rank: 7070
Omega Ratio Rank
VOO Calmar Ratio Rank: 6262
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NXG vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NXG NextGen Infrastructure Income Fund (NXG) and Vanguard S&P 500 ETF (VOO). 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.

NXGVOODifference
Sharpe ratioReturn per unit of total volatility
2.09
2.39

-0.30

Sortino ratioReturn per unit of downside risk
2.75
3.25

-0.51

Omega ratioGain probability vs. loss probability

1.37

1.43

-0.06

Calmar ratioReturn relative to maximum drawdown

3.02

3.16

-0.14

Martin ratioReturn relative to average drawdown

8.32

14.73

-6.41

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NXG vs. VOO - Sharpe Ratio Comparison

The current NXG Sharpe Ratio is 2.09, which is comparable to the VOO Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of NXG and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

NXGVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

2.39

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.83

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.87

—

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

0.89

+0.11

Drawdowns

NXG vs. VOO - Drawdown Comparison

The maximum NXG drawdown since its inception was -26.14%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NXG and VOO.

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Drawdown Indicators

NXGVOODifference

Max Drawdown

Largest peak-to-trough decline

-26.14%

-33.99%

+7.85%

Max Drawdown (1Y)

Largest decline over 1 year

-13.19%

-8.90%

-4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-26.14%

-18.69%

-7.45%

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.52%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.99%

—

Current Drawdown

Current decline from peak

-0.28%

-0.70%

+0.42%

Average Drawdown

Average peak-to-trough decline

-6.60%

-3.69%

-2.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.78%

1.91%

+2.87%

Volatility

NXG vs. VOO - Volatility Comparison

NXG NextGen Infrastructure Income Fund (NXG) has a higher volatility of 6.13% compared to Vanguard S&P 500 ETF (VOO) at 2.84%. This indicates that NXG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

NXGVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.13%

2.84%

+3.29%

Volatility (6M)

Calculated over the trailing 6-month period

14.04%

8.90%

+5.14%

Volatility (1Y)

Calculated over the trailing 1-year period

19.12%

11.80%

+7.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.88%

16.81%

+10.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.88%

18.01%

+8.87%

NXG vs. VOO - Expense Ratio Comparison

NXG has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

NXG vs. VOO - Dividend Comparison

NXG's dividend yield for the trailing twelve months is around 10.86%, more than VOO's 1.03% yield.

PositionTTM20252024202320222021202020192018201720162015
NXG
NXG NextGen Infrastructure Income Fund		10.86%12.83%14.15%12.00%1.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF		1.03%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions

NXG and VOO 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.

NXG has higher volatility (6.13%) compared to VOO (2.84%). In terms of maximum drawdown, NXG dropped -26.14% vs VOO's -33.99%.

VOO currently has the higher Sharpe Ratio (2.39 vs 2.09), 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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