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NXTG vs XPND

First Trust IndXX NextG ETF vs First Trust Expanded Technology ETF

NXTG

First Trust IndXX NextG ETF

First Trust

Annual cost

0.70%

Fund size

$499M

XPND

First Trust Expanded Technology ETF

First Trust

Annual cost

0.65%

Fund size

$37M

Key differences

  • NXTG is significantly larger than XPND — larger funds tend to be more liquid and less likely to close.
  • NXTG follows a index tracking strategy; XPND uses active selection.
  • Over the last 3 years, NXTG has delivered higher annualized returns.
  • NXTG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NXTGXPND
Annual cost (TER)0.70%0.65%
Fund size (AUM)$499M$37M
Since20112021
Dividend yield1.36%0.10%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+66.7%+30.5%
CAGR 3Y+32.7%+28.5%
CAGR 5Y+18.0%N/A
Sharpe 3Y1.551.13
Volatility 1Y17.69%17.75%
Max drawdown-33.61%-38.00%

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

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