AGQI vs RTRE
Comparison between FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF) and RAREVIEW TOTAL RETURN BOND ETF (RTRE, ETF).
AGQI vs RTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGQI
$56M
RTRE
$56M
Expense Ratio
AGQI
0.85%
Winner
RTRE
0.70%
Max Drawdown
AGQI
14.91%
Winner
RTRE
7.25%
Sharpe Ratio
Winner
AGQI
1.50
RTRE
0.26
5Y Beta
AGQI
0.64
Winner
RTRE
0.05
AGQI vs RTRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AGQI
+2.96%
RTRE
+0.30%
3M
Winner
AGQI
+7.23%
RTRE
+0.22%
6M
Winner
AGQI
+12.25%
RTRE
+0.73%
1Y
Winner
AGQI
+22.13%
RTRE
+4.51%
Max(CAGR)
Winner
AGQI
+18.10%
RTRE
+4.21%
AGQI vs RTRE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AGQI | RTRE |
|---|---|---|
| 2026 | +10.42% | +0.29% |
| 2025 | +26.94% | +6.60% |
| 2024 | +3.47% | +1.75% |
| 2023 | +5.25% | N/A |
AGQI vs RTRE Drawdown Comparison
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for RTRE was -4.98%, occurring on Jan 13, 2025. Recovery took 220 trading sessions.
The current AGQI drawdown is -0.04%. The current RTRE drawdown is -2.07%.
| Rank | AGQI | RTRE |
|---|---|---|
| #1 | -14.07% Sep 26, 2024 - May 15, 2025 | -4.98% Sep 16, 2024 - Aug 4, 2025 |
| #2 | -9.15% Feb 25, 2026 - Jun 2, 2026 | -3.70% Feb 27, 2026 - May 19, 2026 |
| #3 | -7.80% Jul 16, 2024 - Sep 26, 2024 | -1.31% Jun 13, 2024 - Jul 10, 2024 |
| #4 | -3.42% Oct 27, 2025 - Dec 3, 2025 | -1.17% Oct 28, 2025 - Jan 14, 2026 |
| #5 | -3.34% Apr 9, 2024 - May 6, 2024 | -1.07% Aug 2, 2024 - Aug 14, 2024 |
| #6 | -2.77% Jun 2, 2026 - Jun 5, 2026 | -0.74% Sep 16, 2025 - Oct 14, 2025 |
| #7 | -2.66% Jul 23, 2025 - Aug 12, 2025 | -0.71% Jul 17, 2024 - Jul 30, 2024 |
| #8 | -2.30% Jun 12, 2025 - Jun 26, 2025 | -0.64% Jan 14, 2026 - Jan 29, 2026 |
| #9 | -2.28% Oct 6, 2025 - Oct 16, 2025 | -0.62% Jun 5, 2024 - Jun 13, 2024 |
| #10 | -2.09% Sep 16, 2025 - Oct 3, 2025 | -0.57% Aug 26, 2024 - Sep 4, 2024 |
| #11 | -1.95% Feb 1, 2024 - Feb 22, 2024 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.94% May 15, 2024 - Jun 5, 2024 | -0.40% Aug 14, 2024 - Aug 20, 2024 |
| #13 | -1.88% Dec 27, 2023 - Jan 23, 2024 | -0.39% Jan 29, 2026 - Feb 5, 2026 |
| #14 | -1.83% Jun 12, 2024 - Jul 3, 2024 | -0.35% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -1.79% Jul 3, 2025 - Jul 23, 2025 | -0.32% Aug 6, 2025 - Aug 13, 2025 |
Correlation
Correlation between AGQI and RTRE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2026)
AGQI vs RTRE dividend yield comparison.
| Year | AGQI | RTRE |
|---|---|---|
| 2026 | 0.44% | 1.71% |
| 2025 | 2.54% | 4.02% |
| 2024 | 2.14% | 3.33% |
| 2023 | 0.14% | 0.00% |
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