AGIQ vs. CHAT
Compare and contrast key facts about SoFi Agentic AI ETF (AGIQ) and Roundhill Generative AI & Technology ETF (CHAT).
AGIQ and CHAT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGIQ is a passively managed fund by SoFi that tracks the performance of the BITA US Agentic AI Select Index. It was launched on Sep 2, 2025. CHAT is an actively managed fund by Roundhill. It was launched on May 17, 2023.
Performance
AGIQ vs. CHAT - Performance Comparison
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AGIQ vs. CHAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AGIQ SoFi Agentic AI ETF | -10.29% | 14.42% |
CHAT Roundhill Generative AI & Technology ETF | 9.04% | 14.03% |
Returns By Period
In the year-to-date period, AGIQ achieves a -10.29% return, which is significantly lower than CHAT's 9.04% return.
AGIQ
- 1D
- 1.22%
- 1M
- -4.80%
- YTD
- -10.29%
- 6M
- -8.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
CHAT
- 1D
- 3.95%
- 1M
- 0.86%
- YTD
- 9.04%
- 6M
- 5.64%
- 1Y
- 87.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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AGIQ vs. CHAT - Expense Ratio Comparison
AGIQ has a 0.69% expense ratio, which is lower than CHAT's 0.75% expense ratio.
Return for Risk
AGIQ vs. CHAT — Risk / Return Rank
AGIQ
CHAT
AGIQ vs. CHAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and Roundhill Generative AI & Technology ETF (CHAT). 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.
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Sharpe Ratios by Period
| AGIQ | CHAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 2.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 1.33 | -1.12 |
Correlation
The correlation between AGIQ and CHAT is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AGIQ vs. CHAT - Dividend Comparison
AGIQ's dividend yield for the trailing twelve months is around 0.42%, less than CHAT's 2.61% yield.
| TTM | 2025 | |
|---|---|---|
AGIQ SoFi Agentic AI ETF | 0.42% | 0.38% |
CHAT Roundhill Generative AI & Technology ETF | 2.61% | 2.85% |
Drawdowns
AGIQ vs. CHAT - Drawdown Comparison
The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum CHAT drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for AGIQ and CHAT.
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Drawdown Indicators
| AGIQ | CHAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.72% | -31.34% | +11.62% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.28% | — |
Current DrawdownCurrent decline from peak | -15.84% | -3.05% | -12.79% |
Average DrawdownAverage peak-to-trough decline | -5.97% | -5.61% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.86% | — |
Volatility
AGIQ vs. CHAT - Volatility Comparison
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Volatility by Period
| AGIQ | CHAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 13.18% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 23.54% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 23.07% | 34.44% | -11.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.07% | 29.33% | -6.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.07% | 29.33% | -6.26% |