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FNGD vs AGQI

Comparison between Bank of Montreal (FNGD, ETF) and FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF).

FNGD vs AGQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FNGD
$56M
Winner
AGQI
$56M
Expense Ratio
FNGD
N/A
AGQI
0.85%
Max Drawdown
FNGD
100.00%
Winner
AGQI
14.91%
Sharpe Ratio
FNGD
-0.73
Winner
AGQI
1.26
5Y Beta
Winner
FNGD
0.00
AGQI
0.64
P/E Ratio
FNGD
31.16
AGQI
N/A
Forward P/E
FNGD
17.98
AGQI
N/A
PEG Ratio
FNGD
0.19
AGQI
N/A
5Y EPS CAGR
FNGD
40.87%
AGQI
N/A
Debt to Equity
FNGD
27.76%
AGQI
N/A
P/S Ratio
FNGD
9.41
AGQI
N/A
P/B Ratio
FNGD
10.99
AGQI
N/A

FNGD vs AGQI - Holdings Comparison

FNGD and AGQI have 1 common holdings. Overlap is 4.28%

FNGD's top 25 holdings weight is 99.99%. AGQI's top 25 holdings weight is 84.95%.

RankFNGDAGQI
#1
MICRON TECHNOLOGY INC (MU) - 11.27%
MICROSOFT CORP (MSFT) - 4.28%
#2
AMAZON.COM INC (AMZN) - 10.38%
COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 4.08%
#3
META PLATFORMS INC CLASS A (META) - 10.17%
ALPHABET INC CLASS C (GOOG) - 4.04%
#4
ALPHABET INC CLASS A (GOOGL) - 9.98%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 4.03%
#5
MICROSOFT CORP (MSFT) - 9.98%
TOKYO ELECTRON LTD (n/a) - 4.00%
#6
NETFLIX INC (NFLX) - 9.84%
CARLSBERG AS CLASS B (n/a) - 3.93%
#7
NVIDIA CORP (NVDA) - 9.78%
EOG RESOURCES INC (EOG) - 3.91%
#8
APPLE INC (AAPL) - 9.77%
SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 3.85%
#9
BROADCOM INC (AVGO) - 9.73%
JOHNSON & JOHNSON (JNJ) - 3.62%
#10
PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 9.09%
SCHNEIDER ELECTRIC SE (n/a) - 3.56%
#11N/A
COCA-COLA CO (KO) - 3.55%
#12N/A
LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 3.55%
#13N/A
PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.44%
#14N/A
BAE SYSTEMS PLC (n/a) - 3.40%
#15N/A
PROCTER & GAMBLE CO (PG) - 3.34%
#16N/A
BRITISH AMERICAN TOBACCO PLC (n/a) - 3.31%
#17N/A
RIO TINTO PLC ORDINARY SHARES (n/a) - 3.23%
#18N/A
BANK OF AMERICA CORP (BAC) - 3.12%
#19N/A
ASTRAZENECA PLC (AZN) - 3.00%
#20N/A
KOMATSU LTD (n/a) - 2.85%
#21N/A
QUANTA COMPUTER INC (n/a) - 2.84%
#22N/A
AIA GROUP LTD (n/a) - 2.72%
#23N/A
DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 2.51%
#24N/A
THE HOME DEPOT INC (HD) - 2.47%
#25N/A
SONY GROUP CORP (n/a) - 2.32%
Total Holdings1037

FNGD vs AGQI - Historical Returns

Returns include dividend reinvestment.

1M
FNGD
-5.96%
Winner
AGQI
+0.24%
3M
FNGD
-31.96%
Winner
AGQI
+5.09%
6M
FNGD
-44.26%
Winner
AGQI
+6.42%
1Y
FNGD
-46.57%
Winner
AGQI
+19.77%
5Y(CAGR)
FNGD
-63.26%
AGQI
N/A
10Y(CAGR)
FNGD
-70.02%
AGQI
N/A
Max(CAGR)
FNGD
-70.02%
Winner
AGQI
+17.11%

FNGD vs AGQI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearFNGDAGQI
2026-38.78%+9.89%
2025-61.08%+26.94%
2024-78.18%+3.47%
2023-90.58%+5.25%
2022+62.87%N/A
2021-61.24%N/A
2020-95.17%N/A
2019-72.20%N/A
2018-13.73%N/A

FNGD vs AGQI Drawdown Comparison

The maximum drawdown for FNGD was -100.00%, occurring on Jun 1, 2026. This drawdown has not yet recovered.

The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.

The current FNGD drawdown is -100.00%. The current AGQI drawdown is -1.77%.

RankFNGDAGQI
#1-100.00%
Feb 8, 2018 - Jun 1, 2026
-14.07%
Sep 26, 2024 - May 15, 2025
#2-10.11%
Jan 24, 2018 - Feb 5, 2018
-9.15%
Feb 25, 2026 - Jun 2, 2026
#3-8.18%
Feb 5, 2018 - Feb 8, 2018
-7.80%
Jul 16, 2024 - Sep 26, 2024
#4N/A-3.42%
Oct 27, 2025 - Dec 3, 2025
#5N/A-3.34%
Apr 9, 2024 - May 6, 2024
#6N/A-2.83%
Jul 6, 2026 - Jul 20, 2026
#7N/A-2.77%
Jun 2, 2026 - Jun 15, 2026
#8N/A-2.66%
Jul 23, 2025 - Aug 12, 2025
#9N/A-2.30%
Jun 12, 2025 - Jun 26, 2025
#10N/A-2.28%
Oct 6, 2025 - Oct 16, 2025
#11N/A-2.17%
Jun 15, 2026 - Jul 6, 2026
#12N/A-2.09%
Sep 16, 2025 - Oct 3, 2025
#13N/A-1.95%
Feb 1, 2024 - Feb 22, 2024
#14N/A-1.94%
May 15, 2024 - Jun 5, 2024
#15N/A-1.88%
Dec 27, 2023 - Jan 23, 2024

Correlation

Correlation between FNGD and AGQI is -0.75 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.75
-101

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