AGQI vs TAXT
Comparison between FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF) and NORTHERN TRUST TAX-EXEMPT BOND ETF (TAXT, ETF).
AGQI vs TAXT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGQI
$58M
TAXT
$58M
Expense Ratio
AGQI
0.85%
Winner
TAXT
0.05%
Max Drawdown
AGQI
14.91%
Winner
TAXT
2.70%
Sharpe Ratio
Winner
AGQI
1.34
TAXT
1.23
5Y Beta
AGQI
0.64
Winner
TAXT
0.07
AGQI vs TAXT - Historical Returns
Returns include dividend reinvestment.
1M
AGQI
-0.55%
Winner
TAXT
+0.61%
3M
Winner
AGQI
+3.25%
TAXT
+0.12%
6M
Winner
AGQI
+9.62%
TAXT
+1.70%
1Y
AGQI
+20.79%
TAXT
N/A
Max(CAGR)
Winner
AGQI
+16.97%
TAXT
+6.92%
AGQI vs TAXT - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | AGQI | TAXT |
|---|---|---|
| 2026 | +7.40% | +1.27% |
| 2025 | +26.94% | +3.97% |
| 2024 | +3.47% | N/A |
| 2023 | +5.25% | N/A |
AGQI vs TAXT Drawdown Comparison
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The maximum drawdown for TAXT was -2.49%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current AGQI drawdown is -2.77%. The current TAXT drawdown is -0.63%.
| Rank | AGQI | TAXT |
|---|---|---|
| #1 | -14.07% Sep 26, 2024 - May 15, 2025 | -2.49% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -9.15% Feb 25, 2026 - Jun 2, 2026 | -0.49% Nov 11, 2025 - Nov 26, 2025 |
| #3 | -7.80% Jul 16, 2024 - Sep 26, 2024 | -0.37% Oct 24, 2025 - Nov 11, 2025 |
| #4 | -3.42% Oct 27, 2025 - Dec 3, 2025 | -0.36% Sep 17, 2025 - Oct 7, 2025 |
| #5 | -3.34% Apr 9, 2024 - May 6, 2024 | -0.34% Nov 28, 2025 - Dec 5, 2025 |
| #6 | -2.77% Jun 2, 2026 - Jun 5, 2026 | -0.33% Jan 14, 2026 - Jan 30, 2026 |
| #7 | -2.66% Jul 23, 2025 - Aug 12, 2025 | -0.17% Aug 22, 2025 - Sep 3, 2025 |
| #8 | -2.30% Jun 12, 2025 - Jun 26, 2025 | -0.17% Dec 5, 2025 - Dec 16, 2025 |
| #9 | -2.28% Oct 6, 2025 - Oct 16, 2025 | -0.16% Aug 19, 2025 - Aug 22, 2025 |
| #10 | -2.09% Sep 16, 2025 - Oct 3, 2025 | -0.11% Dec 29, 2025 - Jan 2, 2026 |
| #11 | -1.95% Feb 1, 2024 - Feb 22, 2024 | -0.11% Feb 9, 2026 - Feb 12, 2026 |
| #12 | -1.94% May 15, 2024 - Jun 5, 2024 | -0.09% Dec 16, 2025 - Dec 19, 2025 |
| #13 | -1.88% Dec 27, 2023 - Jan 23, 2024 | -0.09% Dec 19, 2025 - Dec 23, 2025 |
| #14 | -1.83% Jun 12, 2024 - Jul 3, 2024 | -0.07% Dec 24, 2025 - Dec 29, 2025 |
| #15 | -1.79% Jul 3, 2025 - Jul 23, 2025 | -0.07% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between AGQI and TAXT is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
AGQI vs TAXT dividend yield comparison.
| Year | AGQI | TAXT |
|---|---|---|
| 2026 | 0.46% | 1.31% |
| 2025 | 2.54% | 1.23% |
| 2024 | 2.14% | 0.00% |
| 2023 | 0.14% | 0.00% |
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