NXTG vs. VOO
Compare and contrast key facts about First Trust Indxx NextG ETF (NXTG) and Vanguard S&P 500 ETF (VOO).
NXTG and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NXTG is a passively managed fund by First Trust that tracks the performance of the Indxx 5G & NextG Thematic Index. It was launched on Feb 17, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both NXTG and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NXTG or VOO.
Performance
NXTG vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, NXTG achieves a 12.12% return, which is significantly lower than VOO's 26.58% return. Over the past 10 years, NXTG has underperformed VOO with an annualized return of 10.62%, while VOO has yielded a comparatively higher 13.22% annualized return.
NXTG
12.12%
-1.58%
7.77%
20.73%
12.01%
10.62%
VOO
26.58%
3.05%
13.23%
32.77%
15.74%
13.22%
Key characteristics
| NXTG | VOO | |
|---|---|---|
| Sharpe Ratio | 1.48 | 2.69 |
| Sortino Ratio | 2.04 | 3.59 |
| Omega Ratio | 1.25 | 1.50 |
| Calmar Ratio | 2.01 | 3.88 |
| Martin Ratio | 6.84 | 17.58 |
| Ulcer Index | 3.03% | 1.86% |
| Daily Std Dev | 13.97% | 12.19% |
| Max Drawdown | -33.61% | -33.99% |
| Current Drawdown | -3.98% | -0.53% |
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NXTG vs. VOO - Expense Ratio Comparison
NXTG has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Correlation
The correlation between NXTG and VOO is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
NXTG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx NextG ETF (NXTG) 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.
Dividends
NXTG vs. VOO - Dividend Comparison
NXTG's dividend yield for the trailing twelve months is around 1.89%, more than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NXTG First Trust Indxx NextG ETF | 1.89% | 2.15% | 2.04% | 1.66% | 1.04% | 0.77% | 1.27% | 1.65% | 1.23% | 1.11% | 1.07% | 0.86% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NXTG vs. VOO - Drawdown Comparison
The maximum NXTG drawdown since its inception was -33.61%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NXTG and VOO. For additional features, visit the drawdowns tool.
Volatility
NXTG vs. VOO - Volatility Comparison
The current volatility for First Trust Indxx NextG ETF (NXTG) is 3.46%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.99%. This indicates that NXTG experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.