FMED vs AGQI
Comparison between FIDELITY DISRUPTIVE MEDICINE ETF (FMED, ETF) and FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF).
FMED vs AGQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMED
$58M
AGQI
$58M
Expense Ratio
Winner
FMED
0.50%
AGQI
0.85%
Max Drawdown
FMED
21.84%
Winner
AGQI
14.91%
Sharpe Ratio
FMED
0.08
Winner
AGQI
1.34
5Y Beta
FMED
0.79
Winner
AGQI
0.64
P/E Ratio
FMED
-33.03
AGQI
N/A
Forward P/E
FMED
21.16
AGQI
N/A
Debt to Equity
FMED
13.07%
AGQI
N/A
P/S Ratio
FMED
4.78
AGQI
N/A
P/B Ratio
FMED
4.55
AGQI
N/A
FMED vs AGQI - Holdings Comparison
FMED and AGQI have 1 common holdings. Overlap is -0.61%
FMED's top 25 holdings weight is 70.29%. AGQI's top 25 holdings weight is 73.37%.
| Rank | FMED | AGQI |
|---|---|---|
| #1 | n/a (n/a) - 12.50% | MICROSOFT CORP (MSFT) - 4.79% |
| #2 | UCB SA (n/a) - 4.73% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 4.63% |
| #3 | n/a (LFST) - 4.25% | ALPHABET INC CLASS C (GOOG) - 4.42% |
| #4 | DANAHER CORP (DHR) - 3.28% | CHEVRON CORP (CVX) - 4.29% |
| #5 | INTUITIVE SURGICAL INC (ISRG) - 3.04% | CARLSBERG AS CLASS B (n/a) - 4.03% |
| #6 | COGENT BIOSCIENCES INC (COGT) - 2.81% | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 3.88% |
| #7 | ALNYLAM PHARMACEUTICALS INC (ALNY) - 2.77% | BAE SYSTEMS PLC (n/a) - 3.73% |
| #8 | n/a (TXG) - 2.74% | RIO TINTO PLC ORDINARY SHARES (n/a) - 3.66% |
| #9 | ARGENX SE ADR (ARGX) - 2.73% | IBERDROLA SA (n/a) - 3.66% |
| #10 | LEGEND BIOTECH CORP ADR (LEGN) - 2.53% | COCA-COLA CO (KO) - 3.53% |
| #11 | ASCENDIS PHARMA AS (ASND) - 2.29% | SCHNEIDER ELECTRIC SE (n/a) - 3.48% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 2.26% | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.48% |
| #13 | EDWARDS LIFESCIENCES CORP (EW) - 2.17% | TOKYO ELECTRON LTD (n/a) - 3.47% |
| #14 | MODERNA INC (MRNA) - 2.13% | EOG RESOURCES INC (EOG) - 3.40% |
| #15 | BIO-TECHNE CORP (TECH) - 2.11% | JOHNSON & JOHNSON (JNJ) - 3.29% |
| #16 | KYMERA THERAPEUTICS INC ORDINARY SHARES (KYMR) - 2.00% | PROCTER & GAMBLE CO (PG) - 3.27% |
| #17 | XENON PHARMACEUTICALS INC (XENE) - 1.92% | AIA GROUP LTD (n/a) - 3.23% |
| #18 | INSMED INC (INSM) - 1.85% | COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 3.17% |
| #19 | SARTORIUS STEDIM BIOTECH SA (n/a) - 1.83% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.09% |
| #20 | HEARTFLOW INC (HTFL) - 1.76% | BANK OF AMERICA CORP (BAC) - 2.87% |
| #21 | VAXCYTE INC ORDINARY SHARES (PCVX) - 1.75% | N/A |
| #22 | BOSTON SCIENTIFIC CORP (BSX) - 1.74% | N/A |
| #23 | CRINETICS PHARMACEUTICALS INC (CRNX) - 1.73% | N/A |
| #24 | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 1.73% | N/A |
| #25 | VEEVA SYSTEMS INC CLASS A (VEEV) - 1.64% | N/A |
| Total Holdings | 72 | 20 |
FMED vs AGQI - Historical Returns
Returns include dividend reinvestment.
1M
FMED
-2.10%
Winner
AGQI
-0.55%
3M
FMED
-3.48%
Winner
AGQI
+3.25%
6M
FMED
-13.37%
Winner
AGQI
+9.62%
1Y
FMED
+3.18%
Winner
AGQI
+20.79%
Max(CAGR)
FMED
-0.81%
Winner
AGQI
+16.97%
FMED vs AGQI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | FMED | AGQI |
|---|---|---|
| 2026 | -8.66% | +7.40% |
| 2025 | +9.24% | +26.94% |
| 2024 | +2.42% | +3.47% |
| 2023 | -4.20% | +5.25% |
FMED vs AGQI Drawdown Comparison
The maximum drawdown for FMED was -21.84%, occurring on Oct 30, 2023. Recovery took 151 trading sessions.
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The current FMED drawdown is -14.83%. The current AGQI drawdown is -2.77%.
| Rank | FMED | AGQI |
|---|---|---|
| #1 | -21.84% Jul 21, 2023 - Feb 27, 2024 | -14.07% Sep 26, 2024 - May 15, 2025 |
| #2 | -19.46% Jan 30, 2025 - Oct 27, 2025 | -9.15% Feb 25, 2026 - Jun 2, 2026 |
| #3 | -18.33% Nov 28, 2025 - Mar 30, 2026 | -7.80% Jul 16, 2024 - Sep 26, 2024 |
| #4 | -8.49% Feb 27, 2024 - Aug 21, 2024 | -3.42% Oct 27, 2025 - Dec 3, 2025 |
| #5 | -7.13% Sep 19, 2024 - Dec 4, 2024 | -3.34% Apr 9, 2024 - May 6, 2024 |
| #6 | -6.80% Dec 4, 2024 - Jan 30, 2025 | -2.77% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -4.70% Oct 27, 2025 - Nov 11, 2025 | -2.66% Jul 23, 2025 - Aug 12, 2025 |
| #8 | -4.36% Jun 13, 2023 - Jul 21, 2023 | -2.30% Jun 12, 2025 - Jun 26, 2025 |
| #9 | -1.91% Aug 29, 2024 - Sep 12, 2024 | -2.28% Oct 6, 2025 - Oct 16, 2025 |
| #10 | -1.33% Nov 12, 2025 - Nov 19, 2025 | -2.09% Sep 16, 2025 - Oct 3, 2025 |
| #11 | -0.82% Sep 16, 2024 - Sep 19, 2024 | -1.95% Feb 1, 2024 - Feb 22, 2024 |
| #12 | -0.51% Nov 19, 2025 - Nov 21, 2025 | -1.94% May 15, 2024 - Jun 5, 2024 |
| #13 | -0.40% Aug 23, 2024 - Aug 27, 2024 | -1.88% Dec 27, 2023 - Jan 23, 2024 |
| #14 | -0.16% Aug 27, 2024 - Aug 29, 2024 | -1.83% Jun 12, 2024 - Jul 3, 2024 |
| #15 | -0.12% Aug 21, 2024 - Aug 23, 2024 | -1.79% Jul 3, 2025 - Jul 23, 2025 |
Correlation
Correlation between FMED and AGQI is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2023 - 2026)
FMED vs AGQI dividend yield comparison.
| Year | FMED | AGQI |
|---|---|---|
| 2026 | 0.00% | 0.46% |
| 2025 | 0.00% | 2.54% |
| 2024 | 0.46% | 2.14% |
| 2023 | 0.00% | 0.14% |
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