NXTG vs CFA

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

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

NXTG vs CFA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

NXTG

$539M

CFA

$538M

Expense Ratio

NXTG

0.70%

Winner

CFA

0.35%

Max Drawdown

Winner

NXTG

34.71%

CFA

37.86%

Sharpe Ratio

Winner

NXTG

1.83

CFA

1.03

5Y Beta

NXTG

0.99

Winner

CFA

0.72

P/E Ratio

NXTG

N/A

CFA

22.27

Forward P/E

NXTG

N/A

CFA

18.13

PEG Ratio

NXTG

N/A

CFA

0.26

5Y Dividends CAGR

Winner

NXTG

22.89%

CFA

11.70%

5Y EPS CAGR

NXTG

N/A

CFA

13.70%

Debt to Equity

NXTG

N/A

CFA

50.44%

P/S Ratio

NXTG

N/A

CFA

1.97

P/B Ratio

NXTG

N/A

CFA

3.56

NXTG vs CFA - Holdings Comparison

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

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

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

NXTG vs CFA - Historical Returns

Returns include dividend reinvestment.

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

Winner

NXTG

+3.16%

CFA

+2.43%

NXTG

+0.19%

Winner

CFA

+6.18%

Winner

NXTG

+25.88%

CFA

+6.68%

Winner

NXTG

+51.11%

CFA

+14.32%

5Y(CAGR)

Winner

NXTG

+16.09%

CFA

+8.03%

10Y(CAGR)

Winner

NXTG

+15.77%

CFA

+11.63%

Max(CAGR)

Winner

NXTG

+12.41%

CFA

+10.69%

NXTG vs CFA - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

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

NXTG vs CFA Drawdown Comparison

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

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

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

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

Correlation

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

0.94

-101

Dividend Comparison (2011 - 2026)

NXTG vs CFA dividend yield comparison.

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