AGIQ vs. AIBD

Last updated Aug 2, 2026

AGIQ (SoFi Agentic AI ETF) and AIBD (Direxion Daily AI and Big Data Bear 2X Shares) are both Artificial Intelligence funds - AGIQ tracks the BITA US Agentic AI Select Index while AIBD tracks the Solactive US AI & Big Data Index. Both are passively managed. Their -0.79 correlation means they have often moved in opposite directions in the past. AGIQ charges 0.69%/yr vs 1.05%/yr for AIBD.

Performance

AGIQ vs. AIBD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and Direxion Daily AI and Big Data Bear 2X Shares (AIBD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIQ achieves a 5.61% return, which is significantly higher than AIBD's -26.64% return.

AGIQ

• 1D: 1.95%
• 1M: -1.21%
• 6M: 6.78%
• YTD: 5.61%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

AIBD

• 1D: -2.32%
• 1M: 1.29%
• 6M: -28.58%
• YTD: -26.64%
• 1Y: -37.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: -47.18%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AGIQ SoFi Agentic AI ETF	$89.14K	$98.01K	$199.12K
AIBD Direxion Daily AI and Big Data Bear 2X Shares	$520.16K	$446.88K	$480.75K

AGIQ vs. AIBD - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	5.61%	13.79%
AIBD Direxion Daily AI and Big Data Bear 2X Shares	-26.64%	-12.02%

Correlation

The correlation between AGIQ and AIBD is -0.79, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 3, 2025	-0.79

Return for Risk

AGIQ vs. AIBD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AGIQ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AIBD

AIBD Risk / Return Rank: 4
AIBD Sharpe Ratio Rank: 4
AIBD Sortino Ratio Rank: 4
AIBD Omega Ratio Rank: 5
AIBD Calmar Ratio Rank: 4
AIBD Martin Ratio Rank: 3

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AGIQ vs. AIBD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and Direxion Daily AI and Big Data Bear 2X Shares (AIBD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AGIQ	AIBD	Difference
Sharpe ratio: Return per unit of total volatility	—	-0.64	—
Sortino ratio: Return per unit of downside risk	—	-0.72	—
Omega ratio: Gain probability vs. loss probability	—	0.92	—
Calmar ratio: Return relative to maximum drawdown	—	-0.61	—
Martin ratio: Return relative to average drawdown	—	-1.21	—

Drawdowns

AGIQ vs. AIBD - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum AIBD drawdown of -82.11%. Use the drawdown chart below to compare losses from any high point for AGIQ and AIBD.

Drawdown Indicators

	AGIQ	AIBD	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-82.11%	+62.39%
Max Drawdown (1Y) Largest decline over 1 year	—	-58.75%	—
Current Drawdown Current decline from peak	-6.46%	-77.68%	+71.22%
Average Drawdown Average peak-to-trough decline	-6.27%	-50.27%	+44.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	29.74%	—

Volatility

Volatility by Period

	AGIQ	AIBD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	18.22%	—
Volatility (6M) Calculated over the trailing 6-month period	—	43.85%	—
Volatility (1Y) Calculated over the trailing 1-year period	23.79%	56.04%	-32.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.79%	57.40%	-33.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.79%	57.40%	-33.61%

AGIQ vs. AIBD - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is lower than AIBD's 1.05% expense ratio.

Dividends

AGIQ vs. AIBD - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.91%, less than AIBD's 3.44% yield.

Position	TTM	2025	2024
AGIQ SoFi Agentic AI ETF	1.91%	0.38%	0.00%
AIBD Direxion Daily AI and Big Data Bear 2X Shares	3.44%	4.37%	3.58%

Frequently Asked Questions

Can I hold both AGIQ and AIBD in my portfolio?

AGIQ and AIBD have a correlation of -0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AGIQ or AIBD?

On fees, AGIQ is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGIQ or AIBD?

AGIQ is cheaper with a 0.69% expense ratio, compared with 1.05% for AIBD.

Which ETF pays a higher dividend yield, AGIQ or AIBD?

AIBD has the higher dividend yield at 3.44%, compared with 1.91% for AGIQ.

What is the main difference between AGIQ and AIBD?

AGIQ tracks BITA US Agentic AI Select Index, while AIBD tracks Solactive US AI & Big Data Index. They also come from different issuers: SoFi and Direxion. Their fees differ too: 0.69% for AGIQ and 1.05% for AIBD.