AGIQ vs. BILZ

Last updated Jun 5, 2026

AGIQ (SoFi Agentic AI ETF) and BILZ (PIMCO Ultra Short Government Active Exchange-Traded Fund) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while BILZ is a Ultrashort Bond fund actively managed by PIMCO. AGIQ is passively managed, while BILZ is actively managed. At a correlation of -0.03, they often move in opposite directions. AGIQ charges 0.69%/yr vs 0.14%/yr for BILZ.

Performance

AGIQ vs. BILZ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIQ achieves a 10.78% return, which is significantly higher than BILZ's 1.47% return.

AGIQ

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

BILZ

• 1D: 0.01%
• 1M: 0.28%
• YTD: 1.47%
• 6M: 1.78%
• 1Y: 3.91%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AGIQ vs. BILZ - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	10.78%	14.42%
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund	1.47%	1.30%

Correlation

The correlation between AGIQ and BILZ is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 4, 2025	-0.03

Return for Risk

AGIQ vs. BILZ — Risk / Return Rank

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

BILZ

BILZ Risk / Return Rank: 100
BILZ Sharpe Ratio Rank: 100
BILZ Sortino Ratio Rank: 100
BILZ Omega Ratio Rank: 100
BILZ Calmar Ratio Rank: 100
BILZ Martin Ratio Rank: 100

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. BILZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and PIMCO Ultra Short Government Active Exchange-Traded Fund (BILZ). 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	BILZ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	19.07	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.61	10.48	-8.87

Drawdowns

AGIQ vs. BILZ - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, which is greater than BILZ's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for AGIQ and BILZ.

Drawdown Indicators

	AGIQ	BILZ	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-0.52%	-19.20%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.02%	—
Current Drawdown Current decline from peak	-1.88%	0.00%	-1.88%
Average Drawdown Average peak-to-trough decline	-6.15%	-0.01%	-6.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.00%	—

Volatility

Volatility by Period

	AGIQ	BILZ	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.07%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	23.17%	0.21%	+22.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.17%	0.43%	+22.74%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.17%	0.43%	+22.74%

AGIQ vs. BILZ - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than BILZ's 0.14% expense ratio.

Dividends

AGIQ vs. BILZ - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 0.34%, less than BILZ's 4.07% yield.

Position	TTM	2025	2024	2023
AGIQ SoFi Agentic AI ETF	0.34%	0.38%	0.00%	0.00%
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund	4.07%	4.19%	4.95%	2.23%

Frequently Asked Questions

Can I hold both AGIQ and BILZ in my portfolio?

AGIQ and BILZ have a correlation of -0.03, 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 BILZ?

On fees, BILZ is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGIQ or BILZ?

BILZ is cheaper with a 0.14% expense ratio, compared with 0.69% for AGIQ.

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

BILZ has the higher dividend yield at 4.07%, compared with 0.34% for AGIQ.

What is the main difference between AGIQ and BILZ?

AGIQ is categorized as Technology Equities, while BILZ is Ultrashort Bond. They also come from different issuers: SoFi and PIMCO. Their fees differ too: 0.69% for AGIQ and 0.14% for BILZ.