AGQI vs BTGD
Comparison between FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF) and STKD 100% BITCOIN & 100% GOLD ETF (BTGD, ETF).
AGQI vs BTGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGQI
$58M
Winner
BTGD
$58M
Expense Ratio
Winner
AGQI
0.85%
BTGD
1.05%
Max Drawdown
Winner
AGQI
14.91%
BTGD
54.83%
Sharpe Ratio
Winner
AGQI
1.34
BTGD
-0.62
5Y Beta
Winner
AGQI
0.64
BTGD
1.36
AGQI vs BTGD - Holdings Comparison
AGQI and BTGD have 1 common holdings. Overlap is -127.88%
AGQI's top 25 holdings weight is 73.37%. BTGD's top 25 holdings weight is 230.34%.
| Rank | AGQI | BTGD |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 4.79% | OTHER ASSETS AND LIABILITIES (n/a) - 71.52% |
| #2 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 4.63% | GOLD FUTURE DEC 25 (n/a) - 61.86% |
| #3 | ALPHABET INC CLASS C (GOOG) - 4.42% | BITCOIN FUTURE NOV 25 (n/a) - 55.10% |
| #4 | CHEVRON CORP (CVX) - 4.29% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 33.10% |
| #5 | CARLSBERG AS CLASS B (n/a) - 4.03% | SPDR® GOLD MINISHARES (GLDM) - 5.20% |
| #6 | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 3.88% | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 1.55% |
| #7 | BAE SYSTEMS PLC (n/a) - 3.73% | ISHARES BITCOIN TRUST ETF (IBIT) - 1.19% |
| #8 | RIO TINTO PLC ORDINARY SHARES (n/a) - 3.66% | GOLD FUTURE FEB 26 (n/a) - 0.32% |
| #9 | IBERDROLA SA (n/a) - 3.66% | LOW SULPHUR GAS OIL FUTURES DEC25 (n/a) - 0.15% |
| #10 | COCA-COLA CO (KO) - 3.53% | SOYBEAN FUTURE JAN 26 (n/a) - 0.13% |
| #11 | SCHNEIDER ELECTRIC SE (n/a) - 3.48% | LME PRI ALUM FUTR MAR26 (n/a) - 0.11% |
| #12 | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.48% | BRENT CRUDE FUTURES DEC25 (n/a) - 0.09% |
| #13 | TOKYO ELECTRON LTD (n/a) - 3.47% | SOYBEAN MEAL FUTURE JAN 26 (n/a) - 0.09% |
| #14 | EOG RESOURCES INC (EOG) - 3.40% | COPPER FUTURE MAR 26 (n/a) - 0.01% |
| #15 | JOHNSON & JOHNSON (JNJ) - 3.29% | ALUMINUM FUTURE NOV 25 (n/a) - 0.00% |
| #16 | PROCTER & GAMBLE CO (PG) - 3.27% | US BANK MMDA USBGFS 9 (n/a) - 0.00% |
| #17 | AIA GROUP LTD (n/a) - 3.23% | ZINC FUTURE DEC 25 (n/a) - 0.00% |
| #18 | COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 3.17% | ZINC FUTURE MAR 26 (n/a) - 0.00% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.09% | COPPER FUTURE DEC 25 (n/a) - 0.00% |
| #20 | BANK OF AMERICA CORP (BAC) - 2.87% | ALUMINUM FUTURE JAN 26 (n/a) - 0.00% |
| #21 | N/A | NICKEL FUTURE MAR 26 (n/a) - 0.00% |
| #22 | N/A | LME PRI ALUM FUTR DEC25 (n/a) - 0.00% |
| #23 | N/A | NICKEL FUTURE DEC 25 (n/a) - -0.01% |
| #24 | N/A | LEAN HOG FUTURE FEB 26 (n/a) - -0.02% |
| #25 | N/A | CRUDE OIL FUTURE MAR 26 (n/a) - -0.05% |
| Total Holdings | 20 | 44 |
AGQI vs BTGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGQI
-0.55%
BTGD
-30.98%
3M
Winner
AGQI
+3.25%
BTGD
-30.83%
6M
Winner
AGQI
+9.62%
BTGD
-36.44%
1Y
Winner
AGQI
+20.79%
BTGD
-34.89%
Max(CAGR)
Winner
AGQI
+16.97%
BTGD
+6.79%
AGQI vs BTGD - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AGQI | BTGD |
|---|---|---|
| 2026 | +7.40% | -38.00% |
| 2025 | +26.94% | +27.36% |
| 2024 | +3.47% | +29.82% |
| 2023 | +5.25% | N/A |
AGQI vs BTGD Drawdown Comparison
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for BTGD was -53.33%, occurring on Jun 5, 2026. This drawdown has not yet recovered.
The current AGQI drawdown is -2.77%. The current BTGD drawdown is -53.33%.
| Rank | AGQI | BTGD |
|---|---|---|
| #1 | -14.07% Sep 26, 2024 - May 15, 2025 | -53.33% Oct 8, 2025 - Jun 5, 2026 |
| #2 | -9.15% Feb 25, 2026 - Jun 2, 2026 | -24.83% Jan 30, 2025 - Apr 22, 2025 |
| #3 | -7.80% Jul 16, 2024 - Sep 26, 2024 | -14.44% Dec 16, 2024 - Jan 21, 2025 |
| #4 | -3.42% Oct 27, 2025 - Dec 3, 2025 | -11.26% Nov 22, 2024 - Dec 11, 2024 |
| #5 | -3.34% Apr 9, 2024 - May 6, 2024 | -10.36% Jul 22, 2025 - Sep 12, 2025 |
| #6 | -2.77% Jun 2, 2026 - Jun 5, 2026 | -8.72% Oct 29, 2024 - Nov 6, 2024 |
| #7 | -2.66% Jul 23, 2025 - Aug 12, 2025 | -7.51% May 22, 2025 - Jul 10, 2025 |
| #8 | -2.30% Jun 12, 2025 - Jun 26, 2025 | -5.43% Sep 16, 2025 - Sep 29, 2025 |
| #9 | -2.28% Oct 6, 2025 - Oct 16, 2025 | -4.81% Jan 21, 2025 - Jan 30, 2025 |
| #10 | -2.09% Sep 16, 2025 - Oct 3, 2025 | -4.63% May 9, 2025 - May 20, 2025 |
| #11 | -1.95% Feb 1, 2024 - Feb 22, 2024 | -3.84% Oct 18, 2024 - Oct 28, 2024 |
| #12 | -1.94% May 15, 2024 - Jun 5, 2024 | -3.75% Dec 11, 2024 - Dec 16, 2024 |
| #13 | -1.88% Dec 27, 2023 - Jan 23, 2024 | -3.43% Nov 12, 2024 - Nov 15, 2024 |
| #14 | -1.83% Jun 12, 2024 - Jul 3, 2024 | -2.93% Jul 14, 2025 - Jul 22, 2025 |
| #15 | -1.79% Jul 3, 2025 - Jul 23, 2025 | -2.63% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between AGQI and BTGD is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2023 - 2026)
AGQI vs BTGD dividend yield comparison.
| Year | AGQI | BTGD |
|---|---|---|
| 2026 | 0.46% | 0.00% |
| 2025 | 2.54% | 3.36% |
| 2024 | 2.14% | 0.19% |
| 2023 | 0.14% | 0.00% |
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