XSPI vs AGQI
Comparison between NEOS Boosted S&P 500 High Income ETF (XSPI, ETF) and FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF (AGQI, ETF).
XSPI vs AGQI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSPI
$56M
Winner
AGQI
$56M
Expense Ratio
XSPI
N/A
AGQI
0.85%
Max Drawdown
Winner
XSPI
13.26%
AGQI
14.91%
Sharpe Ratio
XSPI
0.78
Winner
AGQI
1.50
5Y Beta
XSPI
1.23
Winner
AGQI
0.64
P/E Ratio
XSPI
27.77
AGQI
N/A
Forward P/E
XSPI
21.28
AGQI
N/A
5Y EPS CAGR
XSPI
28.35%
AGQI
N/A
Debt to Equity
XSPI
42.47%
AGQI
N/A
P/S Ratio
XSPI
3.56
AGQI
N/A
P/B Ratio
XSPI
5.47
AGQI
N/A
XSPI vs AGQI - Holdings Comparison
XSPI and AGQI have 9 common holdings. Overlap is 8.38%
XSPI's top 25 holdings weight is 49.42%. AGQI's top 25 holdings weight is 86.03%.
| Rank | XSPI | AGQI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.96% | MICROSOFT CORP (MSFT) - 5.01% |
| #2 | APPLE INC (AAPL) - 6.69% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (n/a) - 4.77% |
| #3 | MICROSOFT CORP (MSFT) - 4.72% | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 4.69% |
| #4 | AMAZON.COM INC (AMZN) - 3.74% | CHEVRON CORP (CVX) - 4.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.35% | ALPHABET INC CLASS C (GOOG) - 4.05% |
| #6 | BROADCOM INC (AVGO) - 2.93% | CARLSBERG AS CLASS B (n/a) - 3.88% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.68% | RIO TINTO PLC ORDINARY SHARES (n/a) - 3.79% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.01% | SCHNEIDER ELECTRIC SE (n/a) - 3.61% |
| #9 | TESLA INC (TSLA) - 1.75% | TOKYO ELECTRON LTD (n/a) - 3.56% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.65% | BAE SYSTEMS PLC (n/a) - 3.53% |
| #11 | ELI LILLY AND CO (LLY) - 1.42% | EOG RESOURCES INC (EOG) - 3.41% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% | COCA-COLA CO (KO) - 3.39% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.32% | COMPAGNIE FINANCIERE RICHEMONT SA CLASS A (n/a) - 3.31% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.21% | BRITISH AMERICAN TOBACCO PLC (n/a) - 3.18% |
| #15 | EXXON MOBIL CORP (XOM) - 0.98% | PROCTER & GAMBLE CO (PG) - 3.17% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.90% | JOHNSON & JOHNSON (JNJ) - 3.14% |
| #17 | VISA INC CLASS A (V) - 0.86% | QUANTA COMPUTER INC (n/a) - 3.09% |
| #18 | WALMART INC (WMT) - 0.82% | AIA GROUP LTD (n/a) - 3.09% |
| #19 | INTEL CORP (INTC) - 0.79% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.05% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.75% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 2.99% |
| #21 | ELEVANCE HEALTH INC (ELV) - 0.30% | BANK OF AMERICA CORP (BAC) - 2.84% |
| #22 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.30% | SONY GROUP CORP (n/a) - 2.61% |
| #23 | ADOBE INC (ADBE) - 0.30% | DREYFUS GOVT CM INST 289 (n/a) - 2.57% |
| #24 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.29% | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 2.52% |
| #25 | AMGEN INC (AMGN) - 0.29% | CME GROUP INC CLASS A (CME) - 2.48% |
| Total Holdings | 469 | 39 |
XSPI vs AGQI - Historical Returns
Returns include dividend reinvestment.
1M
XSPI
+2.10%
Winner
AGQI
+3.56%
3M
Winner
XSPI
+11.92%
AGQI
+6.39%
6M
XSPI
N/A
AGQI
+12.24%
1Y
XSPI
N/A
AGQI
+23.36%
Max(CAGR)
Winner
XSPI
+24.19%
AGQI
+18.20%
XSPI vs AGQI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | XSPI | AGQI |
|---|---|---|
| 2026 | +8.15% | +10.81% |
| 2025 | N/A | +26.94% |
| 2024 | N/A | +3.47% |
| 2023 | N/A | +5.25% |
XSPI vs AGQI Drawdown Comparison
The maximum drawdown for XSPI was -11.60%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for AGQI was -14.07%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.
The current XSPI drawdown is -0.90%.
| Rank | XSPI | AGQI |
|---|---|---|
| #1 | -11.60% Feb 9, 2026 - Apr 17, 2026 | -14.07% Sep 26, 2024 - May 15, 2025 |
| #2 | -5.46% Jun 2, 2026 - Jun 10, 2026 | -9.15% Feb 25, 2026 - Jun 2, 2026 |
| #3 | -2.10% Feb 3, 2026 - Feb 6, 2026 | -7.80% Jul 16, 2024 - Sep 26, 2024 |
| #4 | -1.80% May 14, 2026 - May 26, 2026 | -3.42% Oct 27, 2025 - Dec 3, 2025 |
| #5 | -0.85% Apr 17, 2026 - Apr 24, 2026 | -3.34% Apr 9, 2024 - May 6, 2024 |
| #6 | -0.51% May 1, 2026 - May 5, 2026 | -2.77% Jun 2, 2026 - Jun 15, 2026 |
| #7 | -0.38% May 6, 2026 - May 8, 2026 | -2.66% Jul 23, 2025 - Aug 12, 2025 |
| #8 | -0.30% Apr 27, 2026 - Apr 30, 2026 | -2.30% Jun 12, 2025 - Jun 26, 2025 |
| #9 | -0.24% May 11, 2026 - May 13, 2026 | -2.28% Oct 6, 2025 - Oct 16, 2025 |
| #10 | -0.05% May 26, 2026 - May 28, 2026 | -2.09% Sep 16, 2025 - Oct 3, 2025 |
| #11 | N/A | -1.95% Feb 1, 2024 - Feb 22, 2024 |
| #12 | N/A | -1.94% May 15, 2024 - Jun 5, 2024 |
| #13 | N/A | -1.88% Dec 27, 2023 - Jan 23, 2024 |
| #14 | N/A | -1.83% Jun 12, 2024 - Jul 3, 2024 |
| #15 | N/A | -1.79% Jul 3, 2025 - Jul 23, 2025 |
Correlation
Correlation between XSPI and AGQI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2023 - 2026)
XSPI vs AGQI dividend yield comparison.
| Year | XSPI | AGQI |
|---|---|---|
| 2026 | 6.83% | 0.44% |
| 2025 | 0.00% | 2.54% |
| 2024 | 0.00% | 2.14% |
| 2023 | 0.00% | 0.14% |
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