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NXTG vs IGV

First Trust IndXX NextG ETF vs iShares Expanded Tech-Software Sector ETF

NXTG

First Trust IndXX NextG ETF

First Trust

Annual cost

0.70%

Fund size

$499M

IGV

iShares Expanded Tech-Software Sector ETF

iShares

Annual cost

0.39%

Fund size

$12.1B

Key differences

  • IGV costs 0.31% less per year.
  • IGV is significantly larger than NXTG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, NXTG has delivered higher annualized returns.
  • IGV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NXTGIGV
Annual cost (TER)0.70%0.39%
Fund size (AUM)$499M$12.1B
Since20112001
Dividend yield1.36%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+74.0%-8.7%
CAGR 3Y+34.0%+14.1%
CAGR 5Y+18.8%+6.4%
Sharpe 3Y1.600.51
Volatility 1Y18.12%25.67%
Max drawdown-33.61%-45.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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