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