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GTND vs AGQI

Comparison between GOALTENDER ETF (GTND, ETF) and FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF).

GTND vs AGQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GTND
$56M
Winner
AGQI
$56M
Expense Ratio
Winner
GTND
0.46%
AGQI
0.85%
Max Drawdown
Winner
GTND
5.38%
AGQI
14.91%
Sharpe Ratio
GTND
-0.25
Winner
AGQI
1.26
5Y Beta
GTND
1.23
Winner
AGQI
0.64

GTND vs AGQI - Holdings Comparison

GTND and AGQI have 0 common holdings. Overlap is 0.00%

GTND's top 25 holdings weight is 99.96%. AGQI's top 25 holdings weight is 84.95%.

RankGTNDAGQI
#1
INVESCO QQQ TRUST (QQQ) - 41.27%
MICROSOFT CORP (MSFT) - 4.28%
#2
ISHARES CORE S&P 500 ETF (IVV) - 39.31%
COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 4.08%
#3
STATE STREET® SPDR® S&P 500® ETF (SPY) - 18.69%
ALPHABET INC CLASS C (GOOG) - 4.04%
#4
STATE STREET® SPDR® PORT S&P 500® ETF (SPYM) - 0.55%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 4.03%
#5
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.14%
TOKYO ELECTRON LTD (n/a) - 4.00%
#6N/A
CARLSBERG AS CLASS B (n/a) - 3.93%
#7N/A
EOG RESOURCES INC (EOG) - 3.91%
#8N/A
SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 3.85%
#9N/A
JOHNSON & JOHNSON (JNJ) - 3.62%
#10N/A
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 Holdings537

GTND vs AGQI - Historical Returns

Returns include dividend reinvestment.

1M
GTND
-1.32%
Winner
AGQI
+0.24%
3M
GTND
N/A
AGQI
+5.09%
6M
GTND
N/A
AGQI
+6.42%
1Y
GTND
N/A
AGQI
+19.77%
Max(CAGR)
GTND
-2.14%
Winner
AGQI
+17.11%

GTND vs AGQI - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearGTNDAGQI
2026-0.40%+9.89%
2025N/A+26.94%
2024N/A+3.47%
2023N/A+5.25%

GTND vs AGQI Drawdown Comparison

The maximum drawdown for GTND was -5.38%, occurring on Jun 10, 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 GTND drawdown is -2.74%. The current AGQI drawdown is -1.77%.

RankGTNDAGQI
#1-5.38%
Jun 2, 2026 - Jun 10, 2026
-14.07%
Sep 26, 2024 - May 15, 2025
#2-2.22%
May 14, 2026 - May 26, 2026
-9.15%
Feb 25, 2026 - Jun 2, 2026
#3N/A-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 GTND and AGQI is -0.72 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.72
-101

Dividend Comparison (2023 - 2026)

GTND vs AGQI dividend yield comparison.

YearGTNDAGQI
20260.16%1.01%
20250.00%2.54%
20240.00%2.14%
20230.00%0.14%

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