PCQ vs NXTG

Comparison between Pimco California Municipal Income Fund (PCQ, ETF) and FIRST TRUST INDXX NEXTG ETF (NXTG, ETF).

5-Year PerformanceNXTG has outperformed PCQ, delivering a return of +16.3% compared to -10.1%

PCQ vs NXTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PCQ(ETF)	NXTG(ETF)
Net Assets	$566M	$564M
Expense Ratio	N/A	0.70%
Max Drawdown	60.60%	34.71%
Sharpe Ratio	0.82	1.87
5Y Beta	0.14	0.98
5Y Dividends CAGR	-11.37%	22.89%

Net Assets

Winner

PCQ

$566M

NXTG

$564M

Expense Ratio

PCQ

N/A

NXTG

0.70%

Max Drawdown

PCQ

60.60%

Winner

NXTG

34.71%

Sharpe Ratio

PCQ

0.82

Winner

NXTG

1.87

5Y Beta

Winner

PCQ

0.14

NXTG

0.98

5Y Dividends CAGR

PCQ

-11.37%

Winner

NXTG

22.89%

PCQ vs NXTG - Historical Returns

Returns include dividend reinvestment.

Period	PCQ	NXTG
1 month	-0.73%	-7.98%
3 months	+1.34%	+15.51%
6 months	+1.19%	+32.00%
1 year	+10.33%	+52.37%
5 years(CAGR)	-10.08%	+16.35%
10 years(CAGR)	-1.80%	+16.07%
Max(CAGR)	+3.73%	+12.35%

Winner

PCQ

-0.73%

NXTG

-7.98%

PCQ

+1.34%

Winner

NXTG

+15.51%

PCQ

+1.19%

Winner

NXTG

+32.00%

PCQ

+10.33%

Winner

NXTG

+52.37%

5Y(CAGR)

PCQ

-10.08%

Winner

NXTG

+16.35%

10Y(CAGR)

PCQ

-1.80%

Winner

NXTG

+16.07%

Max(CAGR)

PCQ

+3.73%

Winner

NXTG

+12.35%

PCQ vs NXTG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	PCQ	NXTG
2026	+2.99%	+35.24%
2025	+0.17%	+28.94%
2024	+1.28%	+14.55%
2023	-36.42%	+27.68%
2022	-15.26%	-25.21%
2021	+7.87%	+21.75%
2020	-6.19%	+26.42%
2019	+26.15%	+29.30%
2018	-1.10%	-17.25%
2017	+16.44%	+29.08%
2016	+5.62%	+17.99%
2015	+6.94%	-3.79%
2014	+26.59%	+16.97%
2013	-14.10%	+31.10%
2012	+25.62%	+4.91%
2011	+18.97%	-20.85%
2010	+6.14%	N/A
2009	+45.10%	N/A
2008	-41.29%	N/A
2007	-3.73%	N/A
2006	+16.83%	N/A
2005	+24.28%	N/A
2004	+8.38%	N/A
2003	+0.07%	N/A
2002	+2.59%	N/A
2001	+0.78%	N/A

PCQ vs NXTG Drawdown Comparison

The maximum drawdown for PCQ was -56.28%, occurring on Dec 16, 2008. Recovery took 839 trading sessions.

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

The current PCQ drawdown is -45.05%. The current NXTG drawdown is -12.02%.

Rank	PCQ	NXTG
#1	-56.28% May 11, 2007 - Sep 9, 2010	-33.62% Jan 3, 2022 - Mar 6, 2024
#2	-54.86% Nov 12, 2021 - Oct 6, 2023	-30.46% Feb 18, 2011 - Jul 16, 2013
#3	-37.82% Dec 9, 2019 - Jul 15, 2021	-29.87% Feb 12, 2020 - Jul 20, 2020
#4	-22.43% Jan 23, 2013 - Nov 20, 2014	-23.64% Jan 17, 2018 - Dec 16, 2019
#5	-17.69% Oct 15, 2010 - Sep 29, 2011	-23.50% Apr 23, 2015 - Sep 22, 2016
#6	-17.09% Dec 11, 2017 - Jul 9, 2018	-17.75% Feb 20, 2025 - May 15, 2025
#7	-14.13% Aug 13, 2018 - Jan 28, 2019	-14.00% Jun 2, 2026 - Jul 20, 2026
#8	-13.13% Sep 8, 2016 - May 8, 2017	-13.41% Sep 3, 2014 - Dec 5, 2014
#9	-12.06% Jun 13, 2003 - Apr 1, 2004	-10.27% Feb 27, 2026 - Apr 9, 2026
#10	-11.35% Feb 2, 2015 - Oct 20, 2015	-9.24% Jul 16, 2024 - Aug 30, 2024
#11	-10.17% Jul 11, 2012 - Nov 28, 2012	-9.01% Mar 7, 2024 - Jun 5, 2024
#12	-9.02% Jan 30, 2012 - Apr 24, 2012	-8.91% Oct 28, 2025 - Jan 6, 2026
#13	-8.76% Apr 1, 2004 - Aug 6, 2004	-8.50% Feb 12, 2021 - Apr 15, 2021
#14	-8.05% Sep 13, 2002 - May 22, 2003	-6.79% Apr 26, 2021 - Jun 4, 2021
#15	-7.19% Aug 16, 2001 - Aug 6, 2002	-6.73% Oct 12, 2020 - Nov 5, 2020

Correlation

Correlation between PCQ and NXTG is 0.21 which considered as a very weak or no correlation - the stocks move independently of each other.

0.21

-101

Dividend Comparison (2001 - 2026)

PCQ vs NXTG dividend yield comparison.

Year	PCQ	NXTG
2026	2.88%	0.55%
2025	4.95%	1.56%
2024	4.78%	1.51%
2023	4.64%	2.15%
2022	5.29%	2.04%
2021	4.20%	1.97%
2020	4.39%	1.04%
2019	4.65%	0.77%
2018	5.72%	1.27%
2017	5.35%	1.65%
2016	5.89%	1.23%
2015	5.89%	1.11%
2014	5.90%	1.07%
2013	7.10%	0.86%
2012	5.80%	1.24%
2011	6.87%	0.87%
2010	7.45%	0.00%
2009	7.46%	0.00%
2008	10.68%	0.00%
2007	5.95%	0.00%
2006	5.25%	0.00%
2005	5.83%	0.00%
2004	6.83%	0.00%
2003	6.90%	0.00%
2002	6.45%	0.00%
2001	2.53%	0.00%