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NXTG vs. XLC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NXTG and XLC is 0.82, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

NXTG vs. XLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Indxx NextG ETF (NXTG) and Communication Services Select Sector SPDR Fund (XLC). The values are adjusted to include any dividend payments, if applicable.

70.00%80.00%90.00%100.00%110.00%120.00%NovemberDecember2025FebruaryMarchApril
88.59%
101.20%
NXTG
XLC

Key characteristics

Sharpe Ratio

NXTG:

0.80

XLC:

0.91

Sortino Ratio

NXTG:

1.24

XLC:

1.32

Omega Ratio

NXTG:

1.17

XLC:

1.19

Calmar Ratio

NXTG:

0.86

XLC:

1.01

Martin Ratio

NXTG:

3.84

XLC:

3.97

Ulcer Index

NXTG:

4.00%

XLC:

4.56%

Daily Std Dev

NXTG:

19.17%

XLC:

20.01%

Max Drawdown

NXTG:

-33.61%

XLC:

-46.65%

Current Drawdown

NXTG:

-6.35%

XLC:

-10.13%

Returns By Period

In the year-to-date period, NXTG achieves a -0.22% return, which is significantly higher than XLC's -2.24% return.


NXTG

YTD

-0.22%

1M

-1.62%

6M

-1.21%

1Y

13.81%

5Y*

12.54%

10Y*

9.58%

XLC

YTD

-2.24%

1M

-4.35%

6M

4.44%

1Y

19.12%

5Y*

15.08%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


NXTG vs. XLC - Expense Ratio Comparison

NXTG has a 0.70% expense ratio, which is higher than XLC's 0.13% expense ratio.


Expense ratio chart for NXTG: current value is 0.70%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
NXTG: 0.70%
Expense ratio chart for XLC: current value is 0.13%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
XLC: 0.13%

Risk-Adjusted Performance

NXTG vs. XLC — Risk-Adjusted Performance Rank

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

NXTG
The Risk-Adjusted Performance Rank of NXTG is 7777
Overall Rank
The Sharpe Ratio Rank of NXTG is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of NXTG is 7575
Sortino Ratio Rank
The Omega Ratio Rank of NXTG is 7575
Omega Ratio Rank
The Calmar Ratio Rank of NXTG is 8080
Calmar Ratio Rank
The Martin Ratio Rank of NXTG is 7979
Martin Ratio Rank

XLC
The Risk-Adjusted Performance Rank of XLC is 7979
Overall Rank
The Sharpe Ratio Rank of XLC is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of XLC is 7777
Sortino Ratio Rank
The Omega Ratio Rank of XLC is 7878
Omega Ratio Rank
The Calmar Ratio Rank of XLC is 8383
Calmar Ratio Rank
The Martin Ratio Rank of XLC is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NXTG vs. XLC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx NextG ETF (NXTG) and Communication Services Select Sector SPDR Fund (XLC). 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.


The chart of Sharpe ratio for NXTG, currently valued at 0.80, compared to the broader market-1.000.001.002.003.004.00
NXTG: 0.80
XLC: 0.91
The chart of Sortino ratio for NXTG, currently valued at 1.24, compared to the broader market-2.000.002.004.006.008.00
NXTG: 1.24
XLC: 1.32
The chart of Omega ratio for NXTG, currently valued at 1.17, compared to the broader market0.501.001.502.002.50
NXTG: 1.17
XLC: 1.19
The chart of Calmar ratio for NXTG, currently valued at 0.86, compared to the broader market0.002.004.006.008.0010.0012.00
NXTG: 0.86
XLC: 1.01
The chart of Martin ratio for NXTG, currently valued at 3.84, compared to the broader market0.0020.0040.0060.00
NXTG: 3.84
XLC: 3.97

The current NXTG Sharpe Ratio is 0.80, which is comparable to the XLC Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of NXTG and XLC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.80
0.91
NXTG
XLC

Dividends

NXTG vs. XLC - Dividend Comparison

NXTG's dividend yield for the trailing twelve months is around 1.55%, more than XLC's 1.10% yield.


TTM20242023202220212020201920182017201620152014
NXTG
First Trust Indxx NextG ETF
1.55%1.51%2.15%2.04%0.78%1.04%0.77%1.27%1.65%1.23%1.11%1.07%
XLC
Communication Services Select Sector SPDR Fund
1.10%0.99%0.82%1.11%0.74%0.68%0.81%0.64%0.00%0.00%0.00%0.00%

Drawdowns

NXTG vs. XLC - Drawdown Comparison

The maximum NXTG drawdown since its inception was -33.61%, smaller than the maximum XLC drawdown of -46.65%. Use the drawdown chart below to compare losses from any high point for NXTG and XLC. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-6.35%
-10.13%
NXTG
XLC

Volatility

NXTG vs. XLC - Volatility Comparison

First Trust Indxx NextG ETF (NXTG) and Communication Services Select Sector SPDR Fund (XLC) have volatilities of 13.00% and 13.68%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.00%
13.68%
NXTG
XLC