NXTG vs BGY

Comparison between FIRST TRUST INDXX NEXTG ETF (NXTG, ETF) and BlackRock Enhanced International Dividend Trust (BGY, ETF).

5-Year PerformanceNXTG has outperformed BGY, delivering a return of +17.4% compared to +5.2%

NXTG vs BGY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXTG(ETF)	BGY(ETF)
Net Assets	$589M	$586M
Expense Ratio	0.70%	N/A
Max Drawdown	34.71%	80.86%
Sharpe Ratio	2.44	0.42
5Y Beta	0.96	0.59
5Y Dividends CAGR	21.63%	6.43%

Net Assets

Winner

NXTG

$589M

BGY

$586M

Expense Ratio

NXTG

0.70%

BGY

N/A

Max Drawdown

Winner

NXTG

34.71%

BGY

80.86%

Sharpe Ratio

Winner

NXTG

2.44

BGY

0.42

5Y Beta

NXTG

0.96

Winner

BGY

0.59

5Y Dividends CAGR

Winner

NXTG

21.63%

BGY

6.43%

NXTG vs BGY - Historical Returns

Returns include dividend reinvestment.

Period	NXTG	BGY
1 month	+8.27%	+0.76%
3 months	+37.36%	+4.44%
6 months	+46.43%	+5.05%
1 year	+67.37%	+8.48%
5 years(CAGR)	+17.44%	+5.24%
10 years(CAGR)	+17.35%	+8.01%
Max(CAGR)	+12.85%	+3.55%

Winner

NXTG

+8.27%

BGY

+0.76%

Winner

NXTG

+37.36%

BGY

+4.44%

Winner

NXTG

+46.43%

BGY

+5.05%

Winner

NXTG

+67.37%

BGY

+8.48%

5Y(CAGR)

Winner

NXTG

+17.44%

BGY

+5.24%

10Y(CAGR)

Winner

NXTG

+17.35%

BGY

+8.01%

Max(CAGR)

Winner

NXTG

+12.85%

BGY

+3.55%

NXTG vs BGY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	NXTG	BGY
2026	+42.95%	+2.34%
2025	+28.94%	+20.70%
2024	+14.55%	+9.08%
2023	+27.68%	+12.19%
2022	-25.21%	-14.82%
2021	+21.75%	+15.55%
2020	+26.42%	+7.61%
2019	+29.30%	+26.35%
2018	-17.25%	-18.23%
2017	+29.08%	+28.36%
2016	+17.99%	-0.73%
2015	-3.79%	+1.22%
2014	+16.97%	-8.93%
2013	+31.10%	+17.93%
2012	+4.91%	+11.15%
2011	-20.85%	-20.35%
2010	N/A	+1.55%
2009	N/A	+55.35%
2008	N/A	-39.38%
2007	N/A	-11.49%

NXTG vs BGY Drawdown Comparison

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

The maximum drawdown for BGY was -64.31%, occurring on Nov 20, 2008. Recovery took 1656 trading sessions.

The current NXTG drawdown is -7.01%. The current BGY drawdown is -4.30%.

Rank	NXTG	BGY
#1	-33.62% Jan 3, 2022 - Mar 6, 2024	-64.31% May 30, 2007 - Dec 24, 2013
#2	-30.46% Feb 18, 2011 - Jul 16, 2013	-34.09% Feb 10, 2020 - Nov 11, 2020
#3	-29.87% Feb 12, 2020 - Jul 20, 2020	-28.45% Jun 15, 2021 - Mar 8, 2024
#4	-23.64% Jan 17, 2018 - Dec 16, 2019	-25.58% Jul 3, 2014 - Jul 14, 2017
#5	-23.50% Apr 23, 2015 - Sep 22, 2016	-23.66% Jan 22, 2018 - Jan 16, 2020
#6	-17.75% Feb 20, 2025 - May 15, 2025	-15.46% Feb 25, 2026 - Mar 27, 2026
#7	-13.41% Sep 3, 2014 - Dec 5, 2014	-15.00% Mar 18, 2025 - May 15, 2025
#8	-11.45% Jun 2, 2026 - Jun 10, 2026	-9.13% Nov 25, 2024 - Mar 3, 2025
#9	-10.27% Feb 27, 2026 - Apr 9, 2026	-7.19% Jan 21, 2014 - Feb 28, 2014
#10	-9.24% Jul 16, 2024 - Aug 30, 2024	-6.63% Mar 28, 2024 - May 15, 2024
#11	-9.01% Mar 7, 2024 - Jun 5, 2024	-6.17% Jul 16, 2024 - Aug 16, 2024
#12	-8.91% Oct 28, 2025 - Jan 6, 2026	-5.82% Sep 30, 2024 - Nov 25, 2024
#13	-8.50% Feb 12, 2021 - Apr 15, 2021	-5.38% Oct 8, 2025 - Dec 10, 2025
#14	-6.79% Apr 26, 2021 - Jun 4, 2021	-4.78% Jul 25, 2017 - Sep 8, 2017
#15	-6.73% Oct 12, 2020 - Nov 5, 2020	-4.21% May 22, 2025 - Jul 24, 2025

Correlation

Correlation between NXTG and BGY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2007 - 2026)

NXTG vs BGY dividend yield comparison.

Year	NXTG	BGY
2026	0.15%	3.67%
2025	1.56%	8.69%
2024	1.51%	7.80%
2023	2.15%	7.70%
2022	2.04%	8.08%
2021	1.97%	6.46%
2020	1.04%	6.91%
2019	0.77%	6.89%
2018	1.27%	8.90%
2017	1.65%	6.99%
2016	1.23%	9.47%
2015	1.11%	9.42%
2014	1.07%	9.86%
2013	0.86%	8.26%
2012	1.24%	10.55%
2011	0.87%	18.99%
2010	0.00%	14.50%
2009	0.00%	15.75%
2008	0.00%	25.19%
2007	0.00%	5.41%