AGQI vs NCPB
Comparison between FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF) and NUVEEN CORE PLUS BOND ETF (NCPB, ETF).
AGQI vs NCPB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGQI
$56M
NCPB
$56M
Expense Ratio
AGQI
0.85%
Winner
NCPB
0.31%
Max Drawdown
AGQI
14.91%
Winner
NCPB
6.14%
Sharpe Ratio
Winner
AGQI
1.26
NCPB
0.28
5Y Beta
AGQI
0.64
Winner
NCPB
0.07
AGQI vs NCPB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGQI
+0.24%
NCPB
-0.48%
3M
Winner
AGQI
+5.09%
NCPB
-0.38%
6M
Winner
AGQI
+6.42%
NCPB
+0.08%
1Y
Winner
AGQI
+19.77%
NCPB
+4.47%
Max(CAGR)
Winner
AGQI
+17.11%
NCPB
+4.81%
AGQI vs NCPB - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AGQI | NCPB |
|---|---|---|
| 2026 | +9.89% | +0.33% |
| 2025 | +26.94% | +7.65% |
| 2024 | +3.47% | +3.55% |
| 2023 | +5.25% | N/A |
AGQI vs NCPB Drawdown Comparison
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for NCPB was -3.59%, occurring on Jan 13, 2025. Recovery took 113 trading sessions.
The current AGQI drawdown is -1.77%. The current NCPB drawdown is -1.59%.
| Rank | AGQI | NCPB |
|---|---|---|
| #1 | -14.07% Sep 26, 2024 - May 15, 2025 | -3.59% Sep 16, 2024 - Feb 28, 2025 |
| #2 | -9.15% Feb 25, 2026 - Jun 2, 2026 | -2.88% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -7.80% Jul 16, 2024 - Sep 26, 2024 | -2.83% Mar 27, 2024 - Jun 4, 2024 |
| #4 | -3.42% Oct 27, 2025 - Dec 3, 2025 | -2.49% Apr 3, 2025 - Jun 23, 2025 |
| #5 | -3.34% Apr 9, 2024 - May 6, 2024 | -1.27% Jun 25, 2024 - Jul 10, 2024 |
| #6 | -2.83% Jul 6, 2026 - Jul 20, 2026 | -1.14% Jun 30, 2025 - Aug 1, 2025 |
| #7 | -2.77% Jun 2, 2026 - Jun 15, 2026 | -1.11% Mar 8, 2024 - Mar 27, 2024 |
| #8 | -2.66% Jul 23, 2025 - Aug 12, 2025 | -1.11% Mar 3, 2025 - Apr 3, 2025 |
| #9 | -2.30% Jun 12, 2025 - Jun 26, 2025 | -1.04% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -2.28% Oct 6, 2025 - Oct 16, 2025 | -0.90% Jun 5, 2024 - Jun 13, 2024 |
| #11 | -2.17% Jun 15, 2026 - Jul 6, 2026 | -0.88% Aug 2, 2024 - Aug 13, 2024 |
| #12 | -2.09% Sep 16, 2025 - Oct 3, 2025 | -0.88% Jul 17, 2024 - Jul 31, 2024 |
| #13 | -1.95% Feb 1, 2024 - Feb 22, 2024 | -0.73% Nov 26, 2025 - Dec 29, 2025 |
| #14 | -1.94% May 15, 2024 - Jun 5, 2024 | -0.69% Sep 16, 2025 - Oct 13, 2025 |
| #15 | -1.88% Dec 27, 2023 - Jan 23, 2024 | -0.59% Jan 14, 2026 - Jan 26, 2026 |
Correlation
Correlation between AGQI and NCPB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2023 - 2026)
AGQI vs NCPB dividend yield comparison.
| Year | AGQI | NCPB |
|---|---|---|
| 2026 | 1.01% | 2.52% |
| 2025 | 2.54% | 5.21% |
| 2024 | 2.14% | 5.14% |
| 2023 | 0.14% | 0.00% |
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