NXTG vs ETO

Comparison between FIRST TRUST INDXX NEXTG ETF (NXTG, ETF) and Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO, ETF).

5-Year PerformanceNXTG has outperformed ETO, delivering a return of +16.3% compared to +8.7%

NXTG vs ETO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXTG(ETF)	ETO(ETF)
Net Assets	$564M	$563M
Expense Ratio	0.70%	N/A
Max Drawdown	34.71%	75.20%
Sharpe Ratio	1.87	1.04
5Y Beta	0.98	0.84
5Y Dividends CAGR	22.89%	5.67%

Net Assets

Winner

NXTG

$564M

ETO

$563M

Expense Ratio

NXTG

0.70%

ETO

N/A

Max Drawdown

Winner

NXTG

34.71%

ETO

75.20%

Sharpe Ratio

Winner

NXTG

1.87

ETO

1.04

5Y Beta

NXTG

0.98

Winner

ETO

0.84

5Y Dividends CAGR

Winner

NXTG

22.89%

ETO

5.67%

NXTG vs ETO - Historical Returns

Returns include dividend reinvestment.

Period	NXTG	ETO
1 month	-7.98%	+0.76%
3 months	+15.51%	+6.59%
6 months	+32.00%	+5.87%
1 year	+52.37%	+20.19%
5 years(CAGR)	+16.35%	+8.70%
10 years(CAGR)	+16.07%	+11.88%
Max(CAGR)	+12.35%	+10.53%

NXTG

-7.98%

Winner

ETO

+0.76%

Winner

NXTG

+15.51%

ETO

+6.59%

Winner

NXTG

+32.00%

ETO

+5.87%

Winner

NXTG

+52.37%

ETO

+20.19%

5Y(CAGR)

Winner

NXTG

+16.35%

ETO

+8.70%

10Y(CAGR)

Winner

NXTG

+16.07%

ETO

+11.88%

Max(CAGR)

Winner

NXTG

+12.35%

ETO

+10.53%

NXTG vs ETO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	NXTG	ETO
2026	+35.24%	+7.92%
2025	+28.94%	+30.49%
2024	+14.55%	+16.89%
2023	+27.68%	+21.38%
2022	-25.21%	-30.30%
2021	+21.75%	+38.76%
2020	+26.42%	+5.60%
2019	+29.30%	+48.13%
2018	-17.25%	-18.67%
2017	+29.08%	+33.20%
2016	+17.99%	+9.91%
2015	-3.79%	-3.13%
2014	+16.97%	+13.76%
2013	+31.10%	+30.52%
2012	+4.91%	+24.01%
2011	-20.85%	-12.34%
2010	N/A	+11.90%
2009	N/A	+40.57%
2008	N/A	-52.19%
2007	N/A	+19.59%
2006	N/A	+33.45%
2005	N/A	+31.87%
2004	N/A	+6.89%

NXTG vs ETO Drawdown Comparison

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

The maximum drawdown for ETO was -71.95%, occurring on Mar 9, 2009. Recovery took 1384 trading sessions.

The current NXTG drawdown is -12.02%. The current ETO drawdown is -1.16%.

Rank	NXTG	ETO
#1	-33.62% Jan 3, 2022 - Mar 6, 2024	-71.95% Oct 31, 2007 - May 2, 2013
#2	-30.46% Feb 18, 2011 - Jul 16, 2013	-51.93% Feb 20, 2020 - Dec 16, 2020
#3	-29.87% Feb 12, 2020 - Jul 20, 2020	-35.40% Nov 11, 2021 - Dec 4, 2024
#4	-23.64% Jan 17, 2018 - Dec 16, 2019	-29.75% Aug 28, 2018 - Mar 21, 2019
#5	-23.50% Apr 23, 2015 - Sep 22, 2016	-24.20% Apr 22, 2015 - Aug 23, 2016
#6	-17.75% Feb 20, 2025 - May 15, 2025	-23.75% Jul 12, 2007 - Oct 5, 2007
#7	-14.00% Jun 2, 2026 - Jul 20, 2026	-18.24% Feb 20, 2025 - May 13, 2025
#8	-13.41% Sep 3, 2014 - Dec 5, 2014	-16.44% May 21, 2013 - Nov 15, 2013
#9	-10.27% Feb 27, 2026 - Apr 9, 2026	-15.27% Feb 25, 2026 - May 6, 2026
#10	-9.24% Jul 16, 2024 - Aug 30, 2024	-14.73% Jun 1, 2004 - Nov 16, 2004
#11	-9.01% Mar 7, 2024 - Jun 5, 2024	-13.96% Jul 23, 2014 - Nov 6, 2014
#12	-8.91% Oct 28, 2025 - Jan 6, 2026	-13.70% May 10, 2006 - Aug 9, 2006
#13	-8.50% Feb 12, 2021 - Apr 15, 2021	-11.74% Dec 29, 2006 - Apr 3, 2007
#14	-6.79% Apr 26, 2021 - Jun 4, 2021	-11.38% Jan 24, 2018 - Aug 7, 2018
#15	-6.73% Oct 12, 2020 - Nov 5, 2020	-11.20% Sep 13, 2021 - Nov 11, 2021

Correlation

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

0.97

-101

Dividend Comparison (2004 - 2026)

NXTG vs ETO dividend yield comparison.

Year	NXTG	ETO
2026	0.55%	3.96%
2025	1.56%	6.85%
2024	1.51%	7.81%
2023	2.15%	6.97%
2022	2.04%	9.87%
2021	1.97%	5.82%
2020	1.04%	7.36%
2019	0.77%	8.32%
2018	1.27%	11.51%
2017	1.65%	8.50%
2016	1.23%	9.51%
2015	1.11%	9.29%
2014	1.07%	12.51%
2013	0.86%	8.49%
2012	1.24%	6.48%
2011	0.87%	7.55%
2010	0.00%	6.26%
2009	0.00%	6.62%
2008	0.00%	14.74%
2007	0.00%	5.66%
2006	0.00%	5.82%
2005	0.00%	6.16%
2004	0.00%	4.31%