EIM vs NXTG

Comparison between Eaton Vance Municipal Bond Fund (EIM, ETF) and FIRST TRUST INDXX NEXTG ETF (NXTG, ETF).

5-Year PerformanceNXTG has outperformed EIM, delivering a return of +16.1% compared to -2.0%

EIM vs NXTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EIM(ETF)	NXTG(ETF)
Net Assets	$543M	$539M
Expense Ratio	N/A	0.70%
Max Drawdown	56.59%	34.71%
Sharpe Ratio	0.27	1.83
5Y Beta	0.14	0.99
5Y Dividends CAGR	2.10%	22.89%

Net Assets

Winner

EIM

$543M

NXTG

$539M

Expense Ratio

EIM

N/A

NXTG

0.70%

Max Drawdown

EIM

56.59%

Winner

NXTG

34.71%

Sharpe Ratio

EIM

0.27

Winner

NXTG

1.83

5Y Beta

Winner

EIM

0.14

NXTG

0.99

5Y Dividends CAGR

EIM

2.10%

Winner

NXTG

22.89%

EIM vs NXTG - Historical Returns

Returns include dividend reinvestment.

Period	EIM	NXTG
1 month	+0.94%	+3.16%
3 months	+0.52%	+0.19%
6 months	-0.98%	+25.88%
1 year	+4.29%	+51.11%
5 years(CAGR)	-2.00%	+16.09%
10 years(CAGR)	+1.29%	+15.77%
Max(CAGR)	+4.30%	+12.41%

EIM

+0.94%

Winner

NXTG

+3.16%

Winner

EIM

+0.52%

NXTG

+0.19%

EIM

-0.98%

Winner

NXTG

+25.88%

EIM

+4.29%

Winner

NXTG

+51.11%

5Y(CAGR)

EIM

-2.00%

Winner

NXTG

+16.09%

10Y(CAGR)

EIM

+1.29%

Winner

NXTG

+15.77%

Max(CAGR)

EIM

+4.30%

Winner

NXTG

+12.41%

EIM vs NXTG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	EIM	NXTG
2026	+3.24%	+37.80%
2025	-0.67%	+28.94%
2024	+8.21%	+14.55%
2023	+3.26%	+27.68%
2022	-19.82%	-25.21%
2021	+4.58%	+21.75%
2020	+10.73%	+26.42%
2019	+17.96%	+29.30%
2018	-5.45%	-17.25%
2017	+6.28%	+29.08%
2016	+0.62%	+17.99%
2015	+7.23%	-3.79%
2014	+21.23%	+16.97%
2013	-15.89%	+31.10%
2012	+17.58%	+4.91%
2011	+20.30%	-20.85%
2010	-1.71%	N/A
2009	+42.16%	N/A
2008	-34.49%	N/A
2007	-4.87%	N/A
2006	+13.91%	N/A
2005	+23.19%	N/A
2004	+4.61%	N/A
2003	+9.41%	N/A
2002	-8.99%	N/A

EIM vs NXTG Drawdown Comparison

The maximum drawdown for EIM was -52.49%, occurring on Dec 15, 2008. Recovery took 597 trading sessions.

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

The current EIM drawdown is -10.27%. The current NXTG drawdown is -10.36%.

Rank	EIM	NXTG
#1	-52.49% Jan 14, 2008 - May 27, 2010	-33.62% Jan 3, 2022 - Mar 6, 2024
#2	-31.68% Sep 15, 2021 - Oct 25, 2023	-30.46% Feb 18, 2011 - Jul 16, 2013
#3	-26.00% Dec 6, 2012 - Jan 28, 2015	-29.87% Feb 12, 2020 - Jul 20, 2020
#4	-24.04% Feb 25, 2020 - Jul 21, 2020	-23.64% Jan 17, 2018 - Dec 16, 2019
#5	-23.12% Oct 4, 2010 - Dec 27, 2011	-23.50% Apr 23, 2015 - Sep 22, 2016
#6	-15.00% Jul 8, 2016 - May 13, 2019	-17.75% Feb 20, 2025 - May 15, 2025
#7	-14.38% Mar 18, 2004 - Oct 19, 2004	-15.41% Jun 2, 2026 - Jul 29, 2026
#8	-12.21% Sep 5, 2002 - May 13, 2003	-13.41% Sep 3, 2014 - Dec 5, 2014
#9	-11.75% May 3, 2007 - Jan 11, 2008	-10.27% Feb 27, 2026 - Apr 9, 2026
#10	-10.50% Jun 19, 2003 - Jan 12, 2004	-9.24% Jul 16, 2024 - Aug 30, 2024
#11	-8.57% Dec 29, 2005 - Aug 17, 2006	-9.01% Mar 7, 2024 - Jun 5, 2024
#12	-7.84% Jan 30, 2015 - Oct 20, 2015	-8.91% Oct 28, 2025 - Jan 6, 2026
#13	-7.62% Feb 14, 2005 - May 4, 2005	-8.50% Feb 12, 2021 - Apr 15, 2021
#14	-7.30% Mar 5, 2012 - May 9, 2012	-6.79% Apr 26, 2021 - Jun 4, 2021
#15	-4.71% Oct 19, 2004 - Jan 13, 2005	-6.73% Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between EIM and NXTG is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2002 - 2026)

EIM vs NXTG dividend yield comparison.

Year	EIM	NXTG
2026	4.23%	0.54%
2025	6.27%	1.56%
2024	5.65%	1.51%
2023	4.07%	2.15%
2022	4.87%	2.04%
2021	4.38%	1.97%
2020	4.29%	1.04%
2019	4.00%	0.77%
2018	4.98%	1.27%
2017	5.48%	1.65%
2016	5.64%	1.23%
2015	5.90%	1.11%
2014	5.97%	1.07%
2013	6.78%	0.86%
2012	5.56%	1.24%
2011	7.15%	0.87%
2010	7.96%	0.00%
2009	6.74%	0.00%
2008	8.76%	0.00%
2007	6.80%	0.00%
2006	7.10%	0.00%
2005	10.57%	0.00%
2004	6.92%	0.00%
2003	6.59%	0.00%
2002	1.69%	0.00%