XQQI vs AGZD

Comparison between NEOS Boosted Nasdaq100 High Income ETF (XQQI, ETF) and WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND (AGZD, ETF).

XQQI vs AGZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XQQI(ETF)	AGZD(ETF)
Net Assets	$93M	$93M
Expense Ratio	N/A	0.23%
Max Drawdown	14.91%	14.53%
Sharpe Ratio	1.26	0.73
5Y Beta	1.58	0.01
P/E Ratio	38.52	N/A
Forward P/E	25.60	N/A
PEG Ratio	0.32	N/A
5Y Dividends CAGR	N/A	14.16%
5Y EPS CAGR	30.55%	N/A
Debt to Equity	35.87%	N/A
P/S Ratio	6.00	N/A
P/B Ratio	9.27	N/A

Net Assets

Winner

XQQI

$93M

AGZD

$93M

Expense Ratio

XQQI

N/A

AGZD

0.23%

Max Drawdown

XQQI

14.91%

Winner

AGZD

14.53%

Sharpe Ratio

Winner

XQQI

1.26

AGZD

0.73

5Y Beta

XQQI

1.58

Winner

AGZD

0.01

P/E Ratio

XQQI

38.52

AGZD

N/A

Forward P/E

XQQI

25.60

AGZD

N/A

PEG Ratio

XQQI

0.32

AGZD

N/A

5Y Dividends CAGR

XQQI

N/A

AGZD

14.16%

5Y EPS CAGR

XQQI

30.55%

AGZD

N/A

Debt to Equity

XQQI

35.87%

AGZD

N/A

P/S Ratio

XQQI

6.00

AGZD

N/A

P/B Ratio

XQQI

9.27

AGZD

N/A

XQQI vs AGZD - Historical Returns

Returns include dividend reinvestment.

Period	XQQI	AGZD
1 month	+1.77%	+1.03%
3 months	+12.15%	+2.15%
6 months	N/A	+3.20%
1 year	N/A	+6.11%
5 years(CAGR)	N/A	+4.44%
10 years(CAGR)	N/A	+3.26%
Max(CAGR)	+36.64%	+2.56%

Winner

XQQI

+1.77%

AGZD

+1.03%

Winner

XQQI

+12.15%

AGZD

+2.15%

XQQI

N/A

AGZD

+3.20%

XQQI

N/A

AGZD

+6.11%

5Y(CAGR)

XQQI

N/A

AGZD

+4.44%

10Y(CAGR)

XQQI

N/A

AGZD

+3.26%

Max(CAGR)

Winner

XQQI

+36.64%

AGZD

+2.56%

XQQI vs AGZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	XQQI	AGZD
2026	+10.99%	+2.97%
2025	N/A	+4.67%
2024	N/A	+6.78%
2023	N/A	+7.36%
2022	N/A	+0.97%
2021	N/A	+0.66%
2020	N/A	+0.21%
2019	N/A	+4.45%
2018	N/A	+0.45%
2017	N/A	+2.82%
2016	N/A	+2.42%
2015	N/A	-0.79%
2014	N/A	+0.49%
2013	N/A	-0.07%

XQQI vs AGZD Drawdown Comparison

The maximum drawdown for XQQI was -12.55%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The maximum drawdown for AGZD was -8.46%, occurring on Mar 20, 2020. Recovery took 201 trading sessions.

The current XQQI drawdown is -6.54%.

Rank	XQQI	AGZD
#1	-12.55% Feb 25, 2026 - Apr 14, 2026	-8.46% Feb 20, 2020 - Dec 4, 2020
#2	-6.54% Jun 2, 2026 - Jun 5, 2026	-4.55% Apr 8, 2014 - Feb 15, 2017
#3	-3.41% Feb 3, 2026 - Feb 25, 2026	-2.23% Apr 6, 2022 - Nov 18, 2022
#4	-2.12% May 14, 2026 - May 22, 2026	-1.88% Feb 22, 2023 - Jun 2, 2023
#5	-0.76% May 11, 2026 - May 13, 2026	-1.71% Mar 3, 2025 - May 28, 2025
#6	-0.76% Apr 24, 2026 - Apr 30, 2026	-1.52% Nov 10, 2021 - Apr 5, 2022
#7	-0.69% Apr 17, 2026 - Apr 22, 2026	-1.38% Feb 12, 2014 - Mar 5, 2014
#8	-0.34% May 1, 2026 - May 5, 2026	-1.03% Sep 18, 2018 - Feb 13, 2019
#9	-0.16% Apr 22, 2026 - Apr 24, 2026	-1.00% Jan 13, 2023 - Feb 14, 2023
#10	-0.02% May 6, 2026 - May 8, 2026	-0.95% Feb 2, 2018 - Jul 19, 2018
#11	N/A	-0.90% Sep 21, 2023 - Nov 6, 2023
#12	N/A	-0.88% Jan 8, 2025 - Mar 3, 2025
#13	N/A	-0.87% Jun 11, 2025 - Jul 8, 2025
#14	N/A	-0.79% Mar 11, 2021 - Oct 19, 2021
#15	N/A	-0.77% Nov 27, 2023 - Dec 11, 2023

Correlation

Correlation between XQQI and AGZD is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2013 - 2026)

XQQI vs AGZD dividend yield comparison.

Year	XQQI	AGZD
2026	8.38%	1.58%
2025	0.00%	4.12%
2024	0.00%	3.96%
2023	0.00%	6.07%
2022	0.00%	8.61%
2021	0.00%	1.66%
2020	0.00%	2.28%
2019	0.00%	2.83%
2018	0.00%	2.62%
2017	0.00%	2.31%
2016	0.00%	1.81%
2015	0.00%	1.66%
2014	0.00%	1.69%
2013	0.00%	0.05%