NXG vs VXUS

NXG vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. NXG delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: NXGMore Diversified: VXUS

Side-by-Side Comparison

MetricNXGVXUSWinner
Expense Ratio3.15%0.05%
AUM$482M$158.1B
Dividend Yield11.68%2.59%
Holdings658,747
YTD Return+22.87%+14.26%
1Y Return+41.19%+25.40%
3Y Return (annualized)+36.88%+20.47%
5Y Return (annualized)+18.46%+9.76%
Volatility (annualized)29.3%15.1%
Max Drawdown-86.5%-39.9%
Fund FamilyThe Cushing FundsVanguard (US)
CategoryEquityEquity
InceptionSep 26, 2012Jan 26, 2011

NXG vs VXUS Performance

NXG NextGen Infrastructure Income Fund (NXG) is a ETF from The Cushing Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NXG returned +41.19% while VXUS returned +25.40%. Year to date, NXG is up 22.87% versus a gain of 14.26% for VXUS.

Over three years, NXG compounded at +36.88% per year against +20.47% for VXUS; over five years the annualized figures are +18.46% and +9.76% respectively. Across the full 14-year window we track, VXUS has the edge at +4.83% annualized vs +0.37%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NXG has been the more volatile fund, with annualized monthly volatility of 29.3% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -86.5% for NXG and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NXG charges 3.15% per year while VXUS charges 0.05%. On a $10,000 position that is $315 vs $5 annually, a gap of $310 per year that compounds over a long holding period. On income, NXG currently yields 11.68% against 2.59% for VXUS.

Holdings Overlap

0.2%overlap

NXG and VXUS share 2 holdings out of 7920 unique holdings combined, representing a 0.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NXGWeight in VXUSDifference
TRP:CA1.59%0.15%1.44%
AM0.91%0.02%0.89%

Frequently Asked Questions

Which is cheaper, NXG or VXUS?

NXG has an expense ratio of 3.15% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $310 per year of difference.

Which performed better, NXG or VXUS?

Over the past year NXG returned +41.19% vs +25.40% for VXUS, so NXG leads on 1-year performance. Over the longest common window we track (14 years), NXG annualized +0.37% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, NXG or VXUS?

NXG has been the more volatile fund at 29.3% annualized versus 15.1% for VXUS. Worst drawdown: NXG -86.5% vs VXUS -39.9%.

Should I hold both NXG and VXUS?

NXG and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NXG and VXUS?

NXG and VXUS share 2 common holdings with a 0.2% weight overlap. Combined, they hold 7920 unique securities.

Which pays a higher dividend, NXG or VXUS?

NXG yields 11.68% while VXUS yields 2.59%, so NXG currently pays the higher dividend yield.

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