NXG vs VXUS

NXG vs VXUS

Which is better, NXG or VXUS?

Mid Cap Value against Large Cap Blend.

VXUS has a lower expense ratio. NXG led over 1Y, 3Y and 5Y, VXUS over the full window.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNXGVXUS
Expense Ratio3.15%0.05%Best
AUM$440M$158.1B
Dividend Yield11.68%2.59%
Holdings768,747
YTD Return+21.52%Best+15.71%
1Y Return+38.98%Best+25.07%
3Y Return (annualized)+29.68%Best+20.30%
5Y Return (annualized)+16.40%Best+9.21%
Volatility (annualized)29.2%14.3%Best
Max Drawdown-86.5%-39.9%Best
$10,000 over 5 years$21,368Best$15,535
Fund FamilyThe Cushing FundsVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Blend
InceptionSep 26, 2012Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 26, 2012 to Sep 8, 2026 (13.9 years).

NXG vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.9 years both funds cover.

NXG vs VXUS Performance

NXG NextGen Infrastructure Income Fund (NXG) is an ETF from The Cushing Funds and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year NXG returned +38.98% while VXUS returned +25.07%. Year to date, NXG is up 21.52% versus a gain of 15.71% for VXUS.

Over three years, NXG compounded at +29.68% per year against +20.30% for VXUS; over five years the annualized figures are +16.40% and +9.21% respectively. Across the full 14-year window we track, VXUS has the edge at +6.33% annualized vs +0.29%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NXG has been the more volatile fund, with annualized monthly volatility of 29.2% compared with 14.3% 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 what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.65. They move together some of the time, and apart the rest.

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

We hold position weights for 52 holdings in NXG and 8,092 in VXUS, totalling 133.8% and 87.5% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 2 positions appear in both.

2 positions in common, counted across the 52 positions we hold weights for in NXG and 8,092 in VXUS, against full books of 76 and 8,747.

Top Shared Holdings

StockWeight in NXGWeight in VXUSDifference
TRP:CATc Energy Corp1.59%0.15%1.44%
AMAntero Midstream Corp0.91%0.01%0.90%

You are not choosing between two funds in isolation.

Whichever of NXG and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NXGVXUS

Free for up to 10 holdings. No account needed.

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, by $310 a year on a $10,000 investment.

Which performed better, NXG or VXUS?

Over the past year NXG returned +38.98% vs +25.07% for VXUS, so NXG leads on 1-year performance. Over the longest common window we track (14 years), NXG annualized +0.29% vs +6.33% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NXG or VXUS?

NXG has been the more volatile fund at 29.2% annualized versus 14.3% 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 0.65, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

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.

Is VXUS better than NXG?

VXUS has a lower expense ratio. NXG led over 1Y, 3Y and 5Y, VXUS over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.