NXG vs SPY
Comparison between Cushing NextGen Infrastructure Income Fund (NXG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNXG has outperformed SPY, delivering a return of +16.3% compared to +13.3%
NXG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NXG
$360M
Winner
SPY
$735B
Expense Ratio
NXG
N/A
SPY
0.09%
Max Drawdown
NXG
86.54%
Winner
SPY
56.47%
Sharpe Ratio
NXG
1.55
Winner
SPY
1.62
5Y Beta
Winner
NXG
0.71
SPY
1.00
P/E Ratio
NXG
N/A
SPY
28.99
Forward P/E
NXG
N/A
SPY
22.37
5Y Dividends CAGR
Winner
NXG
17.72%
SPY
5.43%
5Y EPS CAGR
NXG
N/A
SPY
26.05%
Debt to Equity
NXG
N/A
SPY
32.40%
P/S Ratio
NXG
N/A
SPY
3.74
P/B Ratio
NXG
N/A
SPY
5.61
NXG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NXG
+0.85%
Winner
SPY
+1.90%
3M
Winner
NXG
+13.00%
SPY
+8.55%
6M
Winner
NXG
+20.62%
SPY
+8.18%
1Y
Winner
NXG
+36.07%
SPY
+25.79%
5Y(CAGR)
Winner
NXG
+16.32%
SPY
+13.32%
10Y(CAGR)
NXG
+10.43%
Winner
SPY
+15.19%
Max(CAGR)
NXG
+6.04%
Winner
SPY
+8.47%
NXG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NXG | SPY |
|---|---|---|
| 2026 | +21.74% | +8.26% |
| 2025 | +23.13% | +18.00% |
| 2024 | +48.80% | +25.59% |
| 2023 | +7.36% | +26.72% |
| 2022 | -9.47% | -18.64% |
| 2021 | +28.60% | +30.52% |
| 2020 | -23.75% | +17.28% |
| 2019 | +8.41% | +31.09% |
| 2018 | -28.28% | -5.24% |
| 2017 | +25.55% | +20.78% |
| 2016 | +37.04% | +13.59% |
| 2015 | -27.05% | +1.31% |
| 2014 | -8.46% | +14.56% |
| 2013 | +14.89% | +29.00% |
| 2012 | -8.26% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NXG vs SPY Drawdown Comparison
The maximum drawdown for NXG was -76.48%, occurring on Mar 18, 2020. Recovery took 2561 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NXG drawdown is -2.54%. The current SPY drawdown is -2.90%.
| Rank | NXG | SPY |
|---|---|---|
| #1 | -76.48% Jul 29, 2014 - Oct 1, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -26.16% Jan 24, 2025 - Jun 30, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.87% Nov 29, 2024 - Jan 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.18% Jul 31, 2025 - Dec 3, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.59% May 28, 2013 - Dec 23, 2013 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.27% Oct 22, 2012 - Feb 1, 2013 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.18% Mar 2, 2026 - Mar 17, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -6.79% Mar 25, 2026 - Apr 27, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.18% May 14, 2026 - Jun 4, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.00% Jul 3, 2025 - Jul 29, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.41% Dec 5, 2025 - Jan 15, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.71% Jan 22, 2014 - Feb 13, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.69% Apr 11, 2013 - May 8, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.37% Oct 9, 2024 - Nov 6, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.16% Jul 1, 2014 - Jul 22, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NXG and SPY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (1999 - 2026)
NXG vs SPY dividend yield comparison.
| Year | NXG | SPY |
|---|---|---|
| 2026 | 4.59% | 0.24% |
| 2025 | 12.83% | 1.07% |
| 2024 | 14.15% | 1.21% |
| 2023 | 12.00% | 1.40% |
| 2022 | 6.69% | 1.65% |
| 2021 | 5.81% | 1.20% |
| 2020 | 11.60% | 1.52% |
| 2019 | 12.12% | 1.75% |
| 2018 | 12.21% | 2.04% |
| 2017 | 6.73% | 1.80% |
| 2016 | 9.44% | 2.03% |
| 2015 | 11.49% | 2.06% |
| 2014 | 7.69% | 1.87% |
| 2013 | 6.55% | 1.81% |
| 2012 | 1.10% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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