NXTG vs BLUX
Comparison between FIRST TRUST INDXX NEXTG ETF (NXTG, ETF) and BLUEMONTE DYNAMIC TOTAL MARKET ETF (BLUX, ETF).
NXTG vs BLUX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NXTG
$500M
Winner
BLUX
$502M
Expense Ratio
NXTG
0.70%
Winner
BLUX
0.25%
Max Drawdown
NXTG
34.71%
Winner
BLUX
9.23%
Sharpe Ratio
Winner
NXTG
2.48
BLUX
1.41
5Y Beta
Winner
NXTG
0.95
BLUX
1.08
5Y Dividends CAGR
NXTG
21.63%
BLUX
N/A
NXTG vs BLUX - Holdings Comparison
NXTG and BLUX have 0 common holdings. Overlap is 0.00%
NXTG's top 25 holdings weight is 49.71%. BLUX's top 25 holdings weight is 99.83%.
| Rank | NXTG | BLUX |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.13% | STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 48.66% |
| #2 | INTEL CORP (INTC) - 2.82% | VANGUARD RUSSELL 2000 ETF (VTWO) - 31.01% |
| #3 | MEDIATEK INC (n/a) - 2.75% | ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV) - 14.87% |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 2.46% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 5.29% |
| #5 | STMICROELECTRONICS NV (n/a) - 2.43% | N/A |
| #6 | UNITED MICROELECTRONICS CORP (n/a) - 2.41% | N/A |
| #7 | NOKIA OYJ ADR (NOK) - 2.34% | N/A |
| #8 | LG ELECTRONICS INC (n/a) - 2.24% | N/A |
| #9 | CIENA CORP (CIEN) - 2.24% | N/A |
| #10 | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 2.24% | N/A |
| #11 | DELTA ELECTRONICS INC (n/a) - 2.23% | N/A |
| #12 | MARVELL TECHNOLOGY INC (MRVL) - 2.10% | N/A |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 2.05% | N/A |
| #14 | INFINEON TECHNOLOGIES AG (n/a) - 1.89% | N/A |
| #15 | RENESAS ELECTRONICS CORP (n/a) - 1.89% | N/A |
| #16 | LENOVO GROUP LTD (n/a) - 1.72% | N/A |
| #17 | ADVANTECH CO LTD (n/a) - 1.63% | N/A |
| #18 | PRYSMIAN SPA (n/a) - 1.60% | N/A |
| #19 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.50% | N/A |
| #20 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.40% | N/A |
| #21 | F5 INC (FFIV) - 1.36% | N/A |
| #22 | CISCO SYSTEMS INC (CSCO) - 1.35% | N/A |
| #23 | ANALOG DEVICES INC (ADI) - 1.34% | N/A |
| #24 | NXP SEMICONDUCTORS NV (NXPI) - 1.30% | N/A |
| #25 | EQUINIX INC (EQIX) - 1.29% | N/A |
| Total Holdings | 110 | 4 |
NXTG vs BLUX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NXTG
+9.45%
BLUX
+1.02%
3M
Winner
NXTG
+32.27%
BLUX
+8.48%
6M
Winner
NXTG
+41.04%
BLUX
+10.26%
1Y
Winner
NXTG
+66.30%
BLUX
+23.91%
5Y(CAGR)
NXTG
+17.07%
BLUX
N/A
10Y(CAGR)
NXTG
+16.75%
BLUX
N/A
Max(CAGR)
NXTG
+12.69%
Winner
BLUX
+25.31%
NXTG vs BLUX - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | NXTG | BLUX |
|---|---|---|
| 2026 | +39.59% | +10.18% |
| 2025 | +28.94% | +11.82% |
| 2024 | +14.55% | N/A |
| 2023 | +27.68% | N/A |
| 2022 | -25.21% | N/A |
| 2021 | +21.75% | N/A |
| 2020 | +26.42% | N/A |
| 2019 | +29.30% | N/A |
| 2018 | -17.25% | N/A |
| 2017 | +29.08% | N/A |
| 2016 | +17.99% | N/A |
| 2015 | -3.79% | N/A |
| 2014 | +16.97% | N/A |
| 2013 | +31.10% | N/A |
| 2012 | +4.91% | N/A |
| 2011 | -20.85% | N/A |
NXTG vs BLUX Drawdown Comparison
The maximum drawdown for NXTG was -33.62%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for BLUX was -9.03%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current NXTG drawdown is -9.19%. The current BLUX drawdown is -2.70%.
| Rank | NXTG | BLUX |
|---|---|---|
| #1 | -33.62% Jan 3, 2022 - Mar 6, 2024 | -9.03% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -30.46% Feb 18, 2011 - Jul 16, 2013 | -6.12% Oct 27, 2025 - Dec 3, 2025 |
| #3 | -29.87% Feb 12, 2020 - Jul 20, 2020 | -3.55% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -23.64% Jan 17, 2018 - Dec 16, 2019 | -3.02% Jul 25, 2025 - Aug 13, 2025 |
| #5 | -23.50% Apr 23, 2015 - Sep 22, 2016 | -2.89% Dec 11, 2025 - Jan 6, 2026 |
| #6 | -17.75% Feb 20, 2025 - May 15, 2025 | -2.75% Jan 22, 2026 - Feb 9, 2026 |
| #7 | -13.41% Sep 3, 2014 - Dec 5, 2014 | -2.70% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -10.27% Feb 27, 2026 - Apr 9, 2026 | -2.65% May 14, 2026 - May 22, 2026 |
| #9 | -9.24% Jul 16, 2024 - Aug 30, 2024 | -1.75% Jan 15, 2026 - Jan 22, 2026 |
| #10 | -9.19% Jun 2, 2026 - Jun 5, 2026 | -1.66% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -9.01% Mar 7, 2024 - Jun 5, 2024 | -1.47% Sep 22, 2025 - Oct 2, 2025 |
| #12 | -8.91% Oct 28, 2025 - Jan 6, 2026 | -1.24% Jul 10, 2025 - Jul 22, 2025 |
| #13 | -8.50% Feb 12, 2021 - Apr 15, 2021 | -1.11% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -6.79% Apr 26, 2021 - Jun 4, 2021 | -1.06% Apr 27, 2026 - Apr 30, 2026 |
| #15 | -6.73% Oct 12, 2020 - Nov 5, 2020 | -0.99% May 6, 2026 - May 14, 2026 |
Correlation
Correlation between NXTG and BLUX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2011 - 2026)
NXTG vs BLUX dividend yield comparison.
| Year | NXTG | BLUX |
|---|---|---|
| 2026 | 0.15% | 0.20% |
| 2025 | 1.56% | 0.73% |
| 2024 | 1.51% | 0.00% |
| 2023 | 2.15% | 0.00% |
| 2022 | 2.04% | 0.00% |
| 2021 | 1.97% | 0.00% |
| 2020 | 1.04% | 0.00% |
| 2019 | 0.77% | 0.00% |
| 2018 | 1.27% | 0.00% |
| 2017 | 1.65% | 0.00% |
| 2016 | 1.23% | 0.00% |
| 2015 | 1.11% | 0.00% |
| 2014 | 1.07% | 0.00% |
| 2013 | 0.86% | 0.00% |
| 2012 | 1.24% | 0.00% |
| 2011 | 0.87% | 0.00% |
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