AGIQ vs. AIPI

Last updated Jun 5, 2026

AGIQ (SoFi Agentic AI ETF) and AIPI (REX AI Equity Premium Income ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while AIPI is a Derivative Income fund actively managed by REX. AGIQ is passively managed, while AIPI is actively managed. Their correlation of 0.83 suggests significant overlap in exposure. AGIQ charges 0.69%/yr vs 0.65%/yr for AIPI.

Performance

AGIQ vs. AIPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and REX AI Equity Premium Income ETF (AIPI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with AGIQ having a 10.78% return and AIPI slightly higher at 10.97%.

AGIQ

• 1D: -0.24%
• 1M: 11.12%
• YTD: 10.78%
• 6M: 8.45%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AIPI

• 1D: 0.26%
• 1M: 9.17%
• YTD: 10.97%
• 6M: 9.91%
• 1Y: 29.84%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AGIQ vs. AIPI - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	10.78%	14.42%
AIPI REX AI Equity Premium Income ETF	10.97%	9.53%

Correlation

The correlation between AGIQ and AIPI is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 4, 2025	0.83

AGIQ vs. AIPI - Sectors Allocation Comparison

Sectors	AGIQ	AIPI
Technology	56.0%	90.9%
Industrials	14.9%	-
Healthcare	13.4%	-
Consumer Cyclical	9.5%	3.2%
Communication Services	6.0%	5.9%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

AGIQ vs. AIPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIPI

AIPI Risk / Return Rank: 50
AIPI Sharpe Ratio Rank: 56
AIPI Sortino Ratio Rank: 51
AIPI Omega Ratio Rank: 56
AIPI Calmar Ratio Rank: 43
AIPI Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGIQ vs. AIPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and REX AI Equity Premium Income ETF (AIPI). 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.

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

Sharpe Ratios by Period

	AGIQ	AIPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.88	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.61	1.04	+0.57

Drawdowns

AGIQ vs. AIPI - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum AIPI drawdown of -25.25%. Use the drawdown chart below to compare losses from any high point for AGIQ and AIPI.

Drawdown Indicators

	AGIQ	AIPI	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-25.25%	+5.53%
Max Drawdown (1Y) Largest decline over 1 year	—	-14.40%	—
Current Drawdown Current decline from peak	-1.88%	-0.55%	-1.33%
Average Drawdown Average peak-to-trough decline	-6.15%	-4.65%	-1.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.63%	—

Volatility

Volatility by Period

	AGIQ	AIPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.86%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.91%	—
Volatility (1Y) Calculated over the trailing 1-year period	23.17%	15.91%	+7.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.17%	21.37%	+1.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.17%	21.37%	+1.80%

AGIQ vs. AIPI - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than AIPI's 0.65% expense ratio.

Dividends

AGIQ vs. AIPI - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 0.34%, less than AIPI's 34.72% yield.

Position	TTM	2025	2024
AGIQ SoFi Agentic AI ETF	0.34%	0.38%	0.00%
AIPI REX AI Equity Premium Income ETF	34.72%	37.84%	18.13%

Frequently Asked Questions

Can I hold both AGIQ and AIPI in my portfolio?

AGIQ and AIPI have a correlation of 0.83, 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 AIPI?

On fees, AIPI is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGIQ or AIPI?

AIPI is cheaper with a 0.65% expense ratio, compared with 0.69% for AGIQ.

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

AIPI has the higher dividend yield at 34.72%, compared with 0.34% for AGIQ.

What is the main difference between AGIQ and AIPI?

AGIQ is categorized as Technology Equities, while AIPI is Derivative Income. They also come from different issuers: SoFi and REX. Their fees differ too: 0.69% for AGIQ and 0.65% for AIPI.