NXTG vs VKQ

Comparison between FIRST TRUST INDXX NEXTG ETF (NXTG, ETF) and Invesco Municipal Trust (VKQ, ETF).

5-Year PerformanceNXTG has outperformed VKQ, delivering a return of +16.3% compared to -0.2%

NXTG vs VKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NXTG(ETF)	VKQ(ETF)
Net Assets	$564M	$562M
Expense Ratio	0.70%	N/A
Max Drawdown	34.71%	55.10%
Sharpe Ratio	1.87	1.64
5Y Beta	0.98	0.19
5Y Dividends CAGR	22.89%	3.89%

Net Assets

Winner

NXTG

$564M

VKQ

$562M

Expense Ratio

NXTG

0.70%

VKQ

N/A

Max Drawdown

Winner

NXTG

34.71%

VKQ

55.10%

Sharpe Ratio

Winner

NXTG

1.87

VKQ

1.64

5Y Beta

NXTG

0.98

Winner

VKQ

0.19

5Y Dividends CAGR

Winner

NXTG

22.89%

VKQ

3.89%

NXTG vs VKQ - Historical Returns

Returns include dividend reinvestment.

Period	NXTG	VKQ
1 month	-7.98%	+0.12%
3 months	+15.51%	+3.19%
6 months	+32.00%	+5.74%
1 year	+52.37%	+18.15%
5 years(CAGR)	+16.35%	-0.16%
10 years(CAGR)	+16.07%	+2.27%
Max(CAGR)	+12.35%	+5.05%

NXTG

-7.98%

Winner

VKQ

+0.12%

Winner

NXTG

+15.51%

VKQ

+3.19%

Winner

NXTG

+32.00%

VKQ

+5.74%

Winner

NXTG

+52.37%

VKQ

+18.15%

5Y(CAGR)

Winner

NXTG

+16.35%

VKQ

-0.16%

10Y(CAGR)

Winner

NXTG

+16.07%

VKQ

+2.27%

Max(CAGR)

Winner

NXTG

+12.35%

VKQ

+5.05%

NXTG vs VKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NXTG	VKQ
2026	+35.24%	+6.20%
2025	+28.94%	+5.95%
2024	+14.55%	+9.60%
2023	+27.68%	+1.27%
2022	-25.21%	-22.51%
2021	+21.75%	+10.50%
2020	+26.42%	+8.50%
2019	+29.30%	+15.02%
2018	-17.25%	-6.10%
2017	+29.08%	+7.88%
2016	+17.99%	+1.23%
2015	-3.79%	+7.45%
2014	+16.97%	+16.72%
2013	+31.10%	-16.55%
2012	+4.91%	+10.08%
2011	-20.85%	+20.62%
2010	N/A	+3.27%
2009	N/A	+49.36%
2008	N/A	-36.79%
2007	N/A	+1.29%
2006	N/A	+18.83%
2005	N/A	+3.17%
2004	N/A	+5.81%
2003	N/A	+8.90%
2002	N/A	+15.08%
2001	N/A	+5.97%
2000	N/A	+6.32%
1999	N/A	-4.71%

NXTG vs VKQ Drawdown Comparison

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

The maximum drawdown for VKQ was -50.96%, occurring on Dec 16, 2008. Recovery took 408 trading sessions.

The current NXTG drawdown is -12.02%. The current VKQ drawdown is -5.50%.

Rank	NXTG	VKQ
#1	-33.62% Jan 3, 2022 - Mar 6, 2024	-50.96% Jan 24, 2008 - Sep 4, 2009
#2	-30.46% Feb 18, 2011 - Jul 16, 2013	-37.26% Sep 1, 2021 - Oct 25, 2023
#3	-29.87% Feb 12, 2020 - Jul 20, 2020	-26.43% Dec 3, 2012 - Jan 5, 2016
#4	-23.64% Jan 17, 2018 - Dec 16, 2019	-25.76% Feb 25, 2020 - Nov 23, 2020
#5	-23.50% Apr 23, 2015 - Sep 22, 2016	-18.91% Sep 1, 2010 - Nov 11, 2011
#6	-17.75% Feb 20, 2025 - May 15, 2025	-14.85% Mar 15, 2004 - Feb 8, 2005
#7	-14.00% Jun 2, 2026 - Jul 20, 2026	-14.76% May 11, 2007 - Jan 23, 2008
#8	-13.41% Sep 3, 2014 - Dec 5, 2014	-14.41% Aug 12, 2016 - May 13, 2019
#9	-10.27% Feb 27, 2026 - Apr 9, 2026	-11.73% Nov 3, 1999 - Jul 11, 2000
#10	-9.24% Jul 16, 2024 - Aug 30, 2024	-11.10% Jun 17, 2003 - Jan 13, 2004
#11	-9.01% Mar 7, 2024 - Jun 5, 2024	-10.96% Oct 5, 2009 - Mar 9, 2010
#12	-8.91% Oct 28, 2025 - Jan 6, 2026	-10.27% Aug 17, 2000 - Jan 5, 2001
#13	-8.50% Feb 12, 2021 - Apr 15, 2021	-9.67% Oct 2, 2002 - Apr 24, 2003
#14	-6.79% Apr 26, 2021 - Jun 4, 2021	-9.45% Feb 15, 2005 - Sep 6, 2005
#15	-6.73% Oct 12, 2020 - Nov 5, 2020	-7.51% Mar 1, 2012 - May 21, 2012

Correlation

Correlation between NXTG and VKQ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

NXTG vs VKQ dividend yield comparison.

Year	NXTG	VKQ
2026	0.55%	4.46%
2025	1.56%	7.81%
2024	1.51%	6.43%
2023	2.15%	4.60%
2022	2.04%	5.63%
2021	1.97%	4.71%
2020	1.04%	4.65%
2019	0.77%	4.96%
2018	1.27%	5.98%
2017	1.65%	5.78%
2016	1.23%	6.44%
2015	1.11%	6.39%
2014	1.07%	6.38%
2013	0.86%	7.38%
2012	1.24%	6.64%
2011	0.87%	6.86%
2010	0.00%	7.69%
2009	0.00%	6.76%
2008	0.00%	9.27%
2007	0.00%	5.28%
2006	0.00%	4.92%
2005	0.00%	7.90%
2004	0.00%	6.38%
2003	0.00%	6.49%
2002	0.00%	6.45%
2001	0.00%	6.13%
2000	0.00%	2.75%