CFA vs NXTG

Comparison between VICTORYSHARES US 500 VOLATILITY WTD ETF (CFA, ETF) and FIRST TRUST INDXX NEXTG ETF (NXTG, ETF).

5-Year PerformanceNXTG has outperformed CFA, delivering a return of +16.1% compared to +8.0%

CFA vs NXTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CFA(ETF)	NXTG(ETF)
Net Assets	$538M	$539M
Expense Ratio	0.35%	0.70%
Max Drawdown	37.86%	34.71%
Sharpe Ratio	1.03	1.83
5Y Beta	0.72	0.99
P/E Ratio	22.27	N/A
Forward P/E	18.13	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	11.70%	22.89%
5Y EPS CAGR	13.70%	N/A
Debt to Equity	50.44%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	3.56	N/A

Net Assets

CFA

$538M

Winner

NXTG

$539M

Expense Ratio

Winner

CFA

0.35%

NXTG

0.70%

Max Drawdown

CFA

37.86%

Winner

NXTG

34.71%

Sharpe Ratio

CFA

1.03

Winner

NXTG

1.83

5Y Beta

Winner

CFA

0.72

NXTG

0.99

P/E Ratio

CFA

22.27

NXTG

N/A

Forward P/E

CFA

18.13

NXTG

N/A

PEG Ratio

CFA

0.26

NXTG

N/A

5Y Dividends CAGR

CFA

11.70%

Winner

NXTG

22.89%

5Y EPS CAGR

CFA

13.70%

NXTG

N/A

Debt to Equity

CFA

50.44%

NXTG

N/A

P/S Ratio

CFA

1.97

NXTG

N/A

P/B Ratio

CFA

3.56

NXTG

N/A

CFA vs NXTG - Holdings Comparison

CFA and NXTG have 19 common holdings. Overlap is 3.36%

CFA's top 25 holdings weight is 8.60%. NXTG's top 25 holdings weight is 36.81%.

Rank	CFA	NXTG
#1	PALO ALTO NETWORKS INC (PANW) - 0.42%	FUJIKURA LTD (n/a) - 1.90%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.39%	UNITED MICROELECTRONICS CORP (n/a) - 1.79%
#3	LOEWS CORP (L) - 0.38%	INTEL CORP (INTC) - 1.69%
#4	DUKE ENERGY CORP (DUK) - 0.37%	MICRON TECHNOLOGY INC (MU) - 1.68%
#5	FIRSTENERGY CORP (FE) - 0.37%	ADVANCED MICRO DEVICES INC (AMD) - 1.67%
#6	NETAPP INC (NTAP) - 0.37%	ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.63%
#7	WEC ENERGY GROUP INC (WEC) - 0.37%	MARVELL TECHNOLOGY INC (MRVL) - 1.53%
#8	EVERGY INC (EVRG) - 0.37%	n/a (TSM) - 1.52%
#9	COCA-COLA CO (KO) - 0.37%	CIENA CORP (CIEN) - 1.46%
#10	BANK OF NEW YORK MELLON CORP (BNY) - 0.36%	ARISTA NETWORKS INC (ANET) - 1.45%
#11	ALLIANT ENERGY CORP (LNT) - 0.36%	RENESAS ELECTRONICS CORP (n/a) - 1.43%
#12	AMEREN CORP (AEE) - 0.36%	SAMSUNG ELECTRONICS CO LTD (n/a) - 1.41%
#13	JOHNSON & JOHNSON (JNJ) - 0.35%	INFINEON TECHNOLOGIES AG (n/a) - 1.40%
#14	MARATHON PETROLEUM CORP (MPC) - 0.35%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.40%
#15	THE TRAVELERS COMPANIES INC (TRV) - 0.34%	WIPRO LTD ADR (WIT) - 1.39%
#16	DTE ENERGY CO (DTE) - 0.34%	F5 INC (FFIV) - 1.38%
#17	AFLAC INC (AFL) - 0.34%	PRYSMIAN SPA (n/a) - 1.38%
#18	SOUTHERN CO (SO) - 0.33%	ADVANTECH CO LTD (n/a) - 1.36%
#19	TD SYNNEX CORP (SNX) - 0.33%	STMICROELECTRONICS NV (n/a) - 1.35%
#20	n/a (DELL) - 0.33%	MICROCHIP TECHNOLOGY INC (MCHP) - 1.35%
#21	MORGAN STANLEY (MS) - 0.28%	MITSUBISHI ELECTRIC CORP (n/a) - 1.35%
#22	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 0.28%	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.34%
#23	MICROSOFT CORP (MSFT) - 0.28%	MEDIATEK INC (n/a) - 1.32%
#24	NORDSON CORP (NDSN) - 0.28%	BROADCOM INC (AVGO) - 1.32%
#25	CHARLES SCHWAB CORP (SCHW) - 0.28%	ANALOG DEVICES INC (ADI) - 1.31%
Total Holdings	461	108

CFA vs NXTG - Historical Returns

Returns include dividend reinvestment.

Period	CFA	NXTG
1 month	+2.43%	+3.16%
3 months	+6.18%	+0.19%
6 months	+6.68%	+25.88%
1 year	+14.32%	+51.11%
5 years(CAGR)	+8.03%	+16.09%
10 years(CAGR)	+11.63%	+15.77%
Max(CAGR)	+10.69%	+12.41%

CFA

+2.43%

Winner

NXTG

+3.16%

Winner

CFA

+6.18%

NXTG

+0.19%

CFA

+6.68%

Winner

NXTG

+25.88%

CFA

+14.32%

Winner

NXTG

+51.11%

5Y(CAGR)

CFA

+8.03%

Winner

NXTG

+16.09%

10Y(CAGR)

CFA

+11.63%

Winner

NXTG

+15.77%

Max(CAGR)

CFA

+10.69%

Winner

NXTG

+12.41%

CFA vs NXTG - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	CFA	NXTG
2026	+12.19%	+37.80%
2025	+8.76%	+28.94%
2024	+15.26%	+14.55%
2023	+11.98%	+27.68%
2022	-10.96%	-25.21%
2021	+27.98%	+21.75%
2020	+11.49%	+26.42%
2019	+31.11%	+29.30%
2018	-9.01%	-17.25%
2017	+21.65%	+29.08%
2016	+16.93%	+17.99%
2015	+0.12%	-3.79%
2014	+4.74%	+16.97%
2013	N/A	+31.10%
2012	N/A	+4.91%
2011	N/A	-20.85%

CFA vs NXTG Drawdown Comparison

The maximum drawdown for CFA was -37.73%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.

The maximum drawdown for NXTG was -33.62%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

The current CFA drawdown is -1.16%. The current NXTG drawdown is -10.36%.

Rank	CFA	NXTG
#1	-37.73% Feb 19, 2020 - Nov 5, 2020	-33.62% Jan 3, 2022 - Mar 6, 2024
#2	-20.87% Dec 29, 2021 - Jan 29, 2024	-30.46% Feb 18, 2011 - Jul 16, 2013
#3	-20.84% Sep 20, 2018 - Apr 30, 2019	-29.87% Feb 12, 2020 - Jul 20, 2020
#4	-17.28% Nov 29, 2024 - Aug 22, 2025	-23.64% Jan 17, 2018 - Dec 16, 2019
#5	-14.17% Jun 23, 2015 - Apr 27, 2016	-23.50% Apr 23, 2015 - Sep 22, 2016
#6	-9.12% Jan 26, 2018 - Aug 17, 2018	-17.75% Feb 20, 2025 - May 15, 2025
#7	-7.52% Sep 17, 2014 - Oct 29, 2014	-15.41% Jun 2, 2026 - Jul 29, 2026
#8	-7.13% Mar 2, 2026 - Jun 2, 2026	-13.41% Sep 3, 2014 - Dec 5, 2014
#9	-6.65% Jun 8, 2016 - Jul 11, 2016	-10.27% Feb 27, 2026 - Apr 9, 2026
#10	-6.21% Jul 26, 2019 - Oct 29, 2019	-9.24% Jul 16, 2024 - Aug 30, 2024
#11	-5.85% Apr 30, 2019 - Jun 20, 2019	-9.01% Mar 7, 2024 - Jun 5, 2024
#12	-5.54% Nov 16, 2021 - Dec 27, 2021	-8.91% Oct 28, 2025 - Jan 6, 2026
#13	-5.53% Mar 28, 2024 - Jul 12, 2024	-8.50% Feb 12, 2021 - Apr 15, 2021
#14	-5.29% Nov 26, 2014 - Dec 29, 2014	-6.79% Apr 26, 2021 - Jun 4, 2021
#15	-5.13% Sep 2, 2021 - Oct 21, 2021	-6.73% Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between CFA and NXTG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2011 - 2026)

CFA vs NXTG dividend yield comparison.

Year	CFA	NXTG
2026	0.67%	0.54%
2025	1.29%	1.56%
2024	1.32%	1.51%
2023	1.42%	2.15%
2022	1.59%	2.04%
2021	1.04%	1.97%
2020	1.21%	1.04%
2019	1.35%	0.77%
2018	1.50%	1.27%
2017	1.15%	1.65%
2016	1.37%	1.23%
2015	1.31%	1.11%
2014	0.63%	1.07%
2013	0.00%	0.86%
2012	0.00%	1.24%
2011	0.00%	0.87%