VKQ vs NXTG

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

5-Year PerformanceNXTG has outperformed VKQ, delivering a return of +16.1% compared to -1.1%

VKQ vs NXTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VKQ(ETF)	NXTG(ETF)
Net Assets	$542M	$539M
Expense Ratio	N/A	0.70%
Max Drawdown	55.10%	34.71%
Sharpe Ratio	1.38	1.83
5Y Beta	0.20	0.99
5Y Dividends CAGR	5.35%	22.89%

Net Assets

Winner

VKQ

$542M

NXTG

$539M

Expense Ratio

VKQ

N/A

NXTG

0.70%

Max Drawdown

VKQ

55.10%

Winner

NXTG

34.71%

Sharpe Ratio

VKQ

1.38

Winner

NXTG

1.83

5Y Beta

Winner

VKQ

0.20

NXTG

0.99

5Y Dividends CAGR

VKQ

5.35%

Winner

NXTG

22.89%

VKQ vs NXTG - Historical Returns

Returns include dividend reinvestment.

Period	VKQ	NXTG
1 month	+0.85%	+3.16%
3 months	+3.20%	+0.19%
6 months	+1.62%	+25.88%
1 year	+15.53%	+51.11%
5 years(CAGR)	-1.12%	+16.09%
10 years(CAGR)	+2.05%	+15.77%
Max(CAGR)	+5.00%	+12.41%

VKQ

+0.85%

Winner

NXTG

+3.16%

Winner

VKQ

+3.20%

NXTG

+0.19%

VKQ

+1.62%

Winner

NXTG

+25.88%

VKQ

+15.53%

Winner

NXTG

+51.11%

5Y(CAGR)

VKQ

-1.12%

Winner

NXTG

+16.09%

10Y(CAGR)

VKQ

+2.05%

Winner

NXTG

+15.77%

Max(CAGR)

VKQ

+5.00%

Winner

NXTG

+12.41%

VKQ vs NXTG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VKQ	NXTG
2026	+5.25%	+37.80%
2025	+5.95%	+28.94%
2024	+9.60%	+14.55%
2023	+1.27%	+27.68%
2022	-22.51%	-25.21%
2021	+10.50%	+21.75%
2020	+8.50%	+26.42%
2019	+15.02%	+29.30%
2018	-6.10%	-17.25%
2017	+7.88%	+29.08%
2016	+1.23%	+17.99%
2015	+7.45%	-3.79%
2014	+16.72%	+16.97%
2013	-16.55%	+31.10%
2012	+10.08%	+4.91%
2011	+20.62%	-20.85%
2010	+3.27%	N/A
2009	+49.36%	N/A
2008	-36.79%	N/A
2007	+1.29%	N/A
2006	+18.83%	N/A
2005	+3.17%	N/A
2004	+5.81%	N/A
2003	+8.90%	N/A
2002	+15.08%	N/A
2001	+5.97%	N/A
2000	+6.32%	N/A
1999	-4.71%	N/A

VKQ vs NXTG Drawdown Comparison

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

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

The current VKQ drawdown is -6.34%. The current NXTG drawdown is -10.36%.

Rank	VKQ	NXTG
#1	-50.96% Jan 24, 2008 - Sep 4, 2009	-33.62% Jan 3, 2022 - Mar 6, 2024
#2	-37.26% Sep 1, 2021 - Oct 25, 2023	-30.46% Feb 18, 2011 - Jul 16, 2013
#3	-26.43% Dec 3, 2012 - Jan 5, 2016	-29.87% Feb 12, 2020 - Jul 20, 2020
#4	-25.76% Feb 25, 2020 - Nov 23, 2020	-23.64% Jan 17, 2018 - Dec 16, 2019
#5	-18.91% Sep 1, 2010 - Nov 11, 2011	-23.50% Apr 23, 2015 - Sep 22, 2016
#6	-14.85% Mar 15, 2004 - Feb 8, 2005	-17.75% Feb 20, 2025 - May 15, 2025
#7	-14.76% May 11, 2007 - Jan 23, 2008	-15.41% Jun 2, 2026 - Jul 29, 2026
#8	-14.41% Aug 12, 2016 - May 13, 2019	-13.41% Sep 3, 2014 - Dec 5, 2014
#9	-11.73% Nov 3, 1999 - Jul 11, 2000	-10.27% Feb 27, 2026 - Apr 9, 2026
#10	-11.10% Jun 17, 2003 - Jan 13, 2004	-9.24% Jul 16, 2024 - Aug 30, 2024
#11	-10.96% Oct 5, 2009 - Mar 9, 2010	-9.01% Mar 7, 2024 - Jun 5, 2024
#12	-10.27% Aug 17, 2000 - Jan 5, 2001	-8.91% Oct 28, 2025 - Jan 6, 2026
#13	-9.67% Oct 2, 2002 - Apr 24, 2003	-8.50% Feb 12, 2021 - Apr 15, 2021
#14	-9.45% Feb 15, 2005 - Sep 6, 2005	-6.79% Apr 26, 2021 - Jun 4, 2021
#15	-7.51% Mar 1, 2012 - May 21, 2012	-6.73% Oct 12, 2020 - Nov 5, 2020

Correlation

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

0.78

-101

Dividend Comparison (2000 - 2026)

VKQ vs NXTG dividend yield comparison.

Year	VKQ	NXTG
2026	5.18%	0.54%
2025	7.81%	1.56%
2024	6.43%	1.51%
2023	4.60%	2.15%
2022	5.63%	2.04%
2021	4.71%	1.97%
2020	4.65%	1.04%
2019	4.96%	0.77%
2018	5.98%	1.27%
2017	5.78%	1.65%
2016	6.44%	1.23%
2015	6.39%	1.11%
2014	6.38%	1.07%
2013	7.38%	0.86%
2012	6.64%	1.24%
2011	6.86%	0.87%
2010	7.69%	0.00%
2009	6.76%	0.00%
2008	9.27%	0.00%
2007	5.28%	0.00%
2006	4.92%	0.00%
2005	7.90%	0.00%
2004	6.38%	0.00%
2003	6.49%	0.00%
2002	6.45%	0.00%
2001	6.13%	0.00%
2000	2.75%	0.00%