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USOY vs AGQI

Comparison between DEFIANCE OIL ENHANCED OPTIONS INCOME ETF (USOY, ETF) and FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF).

USOY vs AGQI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USOY
$56M
Winner
AGQI
$56M
Expense Ratio
USOY
1.12%
Winner
AGQI
0.85%
Max Drawdown
USOY
68.34%
Winner
AGQI
14.91%
Sharpe Ratio
USOY
1.12
Winner
AGQI
1.26
5Y Beta
Winner
USOY
0.13
AGQI
0.64

USOY vs AGQI - Holdings Comparison

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

USOY's top 25 holdings weight is 8.11%. AGQI's top 25 holdings weight is 84.95%.

RankUSOYAGQI
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 8.01%
MICROSOFT CORP (MSFT) - 4.28%
#2
UNITED STATES OIL (USO) - 0.10%
COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 4.08%
#3N/A
ALPHABET INC CLASS C (GOOG) - 4.04%
#4N/A
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 4.03%
#5N/A
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 Holdings237

USOY vs AGQI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
USOY
+10.83%
AGQI
+0.24%
3M
USOY
-0.57%
Winner
AGQI
+5.09%
6M
Winner
USOY
+44.81%
AGQI
+6.42%
1Y
Winner
USOY
+42.12%
AGQI
+19.77%
Max(CAGR)
Winner
USOY
+20.03%
AGQI
+17.11%

USOY vs AGQI - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearUSOYAGQI
2026+50.88%+9.89%
2025-8.48%+26.94%
2024+7.42%+3.47%
2023N/A+5.25%

USOY vs AGQI Drawdown Comparison

The maximum drawdown for USOY was -25.48%, occurring on Jul 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 USOY drawdown is -11.47%. The current AGQI drawdown is -1.77%.

RankUSOYAGQI
#1-25.48%
May 19, 2026 - Jul 1, 2026
-14.07%
Sep 26, 2024 - May 15, 2025
#2-17.38%
Jan 17, 2025 - Feb 19, 2026
-9.15%
Feb 25, 2026 - Jun 2, 2026
#3-14.20%
Jul 5, 2024 - Dec 30, 2024
-7.80%
Jul 16, 2024 - Sep 26, 2024
#4-13.88%
Apr 6, 2026 - Apr 29, 2026
-3.42%
Oct 27, 2025 - Dec 3, 2025
#5-8.85%
Apr 29, 2026 - May 19, 2026
-3.34%
Apr 9, 2024 - May 6, 2024
#6-6.18%
Mar 20, 2026 - Mar 27, 2026
-2.83%
Jul 6, 2026 - Jul 20, 2026
#7-5.84%
May 28, 2024 - Jun 20, 2024
-2.77%
Jun 2, 2026 - Jun 15, 2026
#8-2.51%
May 17, 2024 - May 28, 2024
-2.66%
Jul 23, 2025 - Aug 12, 2025
#9-1.96%
May 13, 2024 - May 17, 2024
-2.30%
Jun 12, 2025 - Jun 26, 2025
#10-1.83%
Mar 6, 2026 - Mar 10, 2026
-2.28%
Oct 6, 2025 - Oct 16, 2025
#11-1.25%
Mar 18, 2026 - Mar 20, 2026
-2.17%
Jun 15, 2026 - Jul 6, 2026
#12-0.97%
Mar 30, 2026 - Apr 2, 2026
-2.09%
Sep 16, 2025 - Oct 3, 2025
#13-0.72%
Jun 24, 2024 - Jun 27, 2024
-1.95%
Feb 1, 2024 - Feb 22, 2024
#14-0.70%
Jan 7, 2025 - Jan 10, 2025
-1.94%
May 15, 2024 - Jun 5, 2024
#15-0.35%
Jan 3, 2025 - Jan 7, 2025
-1.88%
Dec 27, 2023 - Jan 23, 2024

Correlation

Correlation between USOY and AGQI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2023 - 2026)

USOY vs AGQI dividend yield comparison.

YearUSOYAGQI
202628.38%1.01%
2025104.32%2.54%
202448.60%2.14%
20230.00%0.14%

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