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NXTG vs. NFTY
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NXTG vs. NFTY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust IndXX NextG ETF (NXTG) and First Trust India NIFTY 50 Equal Weight ETF (NFTY). The values are adjusted to include any dividend payments, if applicable.

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NXTG vs. NFTY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NXTG
First Trust IndXX NextG ETF
5.29%28.46%12.85%28.74%-24.70%21.81%27.58%29.58%-17.25%28.02%
NFTY
First Trust India NIFTY 50 Equal Weight ETF
-11.54%5.47%5.18%24.00%-3.46%26.83%10.04%0.58%-1.51%21.78%

Returns By Period

In the year-to-date period, NXTG achieves a 5.29% return, which is significantly higher than NFTY's -11.54% return. Over the past 10 years, NXTG has outperformed NFTY with an annualized return of 13.76%, while NFTY has yielded a comparatively lower 7.60% annualized return.


NXTG

1D
1.18%
1M
-5.32%
YTD
5.29%
6M
9.14%
1Y
35.19%
3Y*
19.89%
5Y*
11.01%
10Y*
13.76%

NFTY

1D
-0.40%
1M
-8.21%
YTD
-11.54%
6M
-8.94%
1Y
-5.66%
3Y*
8.12%
5Y*
5.79%
10Y*
7.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NXTG vs. NFTY - Expense Ratio Comparison

NXTG has a 0.70% expense ratio, which is lower than NFTY's 0.80% expense ratio.


Return for Risk

NXTG vs. NFTY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NXTG
NXTG Risk / Return Rank: 8787
Overall Rank
NXTG Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
NXTG Sortino Ratio Rank: 8787
Sortino Ratio Rank
NXTG Omega Ratio Rank: 8585
Omega Ratio Rank
NXTG Calmar Ratio Rank: 8787
Calmar Ratio Rank
NXTG Martin Ratio Rank: 8989
Martin Ratio Rank

NFTY
NFTY Risk / Return Rank: 55
Overall Rank
NFTY Sharpe Ratio Rank: 66
Sharpe Ratio Rank
NFTY Sortino Ratio Rank: 55
Sortino Ratio Rank
NFTY Omega Ratio Rank: 55
Omega Ratio Rank
NFTY Calmar Ratio Rank: 66
Calmar Ratio Rank
NFTY Martin Ratio Rank: 22
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.

NXTG vs. NFTY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust IndXX NextG ETF (NXTG) and First Trust India NIFTY 50 Equal Weight ETF (NFTY). 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.


NXTGNFTYDifference

Sharpe ratio

Return per unit of total volatility

1.78

-0.36

+2.14

Sortino ratio

Return per unit of downside risk

2.47

-0.43

+2.90

Omega ratio

Gain probability vs. loss probability

1.35

0.95

+0.40

Calmar ratio

Return relative to maximum drawdown

2.87

-0.39

+3.26

Martin ratio

Return relative to average drawdown

12.13

-1.37

+13.51

NXTG vs. NFTY - Sharpe Ratio Comparison

The current NXTG Sharpe Ratio is 1.78, which is higher than the NFTY Sharpe Ratio of -0.36. The chart below compares the historical Sharpe Ratios of NXTG and NFTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NXTGNFTYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.78

-0.36

+2.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.33

+0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.74

0.37

+0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.55

0.27

+0.28

Correlation

The correlation between NXTG and NFTY is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

NXTG vs. NFTY - Dividend Comparison

NXTG's dividend yield for the trailing twelve months is around 1.62%, less than NFTY's 2.00% yield.


TTM20252024202320222021202020192018201720162015
NXTG
First Trust IndXX NextG ETF
1.62%1.56%1.51%2.15%2.04%1.97%1.04%0.77%1.27%1.65%1.23%1.11%
NFTY
First Trust India NIFTY 50 Equal Weight ETF
2.00%1.24%1.61%0.13%5.89%1.53%0.61%0.97%0.00%4.10%3.28%4.39%

Drawdowns

NXTG vs. NFTY - Drawdown Comparison

The maximum NXTG drawdown since its inception was -33.61%, smaller than the maximum NFTY drawdown of -47.67%. Use the drawdown chart below to compare losses from any high point for NXTG and NFTY.


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Drawdown Indicators


NXTGNFTYDifference

Max Drawdown

Largest peak-to-trough decline

-33.61%

-47.67%

+14.06%

Max Drawdown (1Y)

Largest decline over 1 year

-12.49%

-16.14%

+3.65%

Max Drawdown (5Y)

Largest decline over 5 years

-33.61%

-21.55%

-12.06%

Max Drawdown (10Y)

Largest decline over 10 years

-33.61%

-47.67%

+14.06%

Current Drawdown

Current decline from peak

-6.09%

-19.14%

+13.05%

Average Drawdown

Average peak-to-trough decline

-7.95%

-9.51%

+1.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.95%

4.59%

-1.64%

Volatility

NXTG vs. NFTY - Volatility Comparison

First Trust IndXX NextG ETF (NXTG) and First Trust India NIFTY 50 Equal Weight ETF (NFTY) have volatilities of 7.61% and 7.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NXTGNFTYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.61%

7.42%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

13.28%

11.42%

+1.86%

Volatility (1Y)

Calculated over the trailing 1-year period

19.90%

15.79%

+4.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.42%

17.53%

-0.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.64%

20.72%

-2.08%