AGIQ vs. CHAT

Last updated Jun 5, 2026

AGIQ (SoFi Agentic AI ETF) and CHAT (Roundhill Generative AI & Technology ETF) are both Technology Equities funds. AGIQ is passively managed, while CHAT is actively managed. A 0.75 correlation means they provide meaningful diversification when combined. AGIQ charges 0.69%/yr vs 0.75%/yr for CHAT.

Performance

AGIQ vs. CHAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and Roundhill Generative AI & Technology ETF (CHAT). 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 lower than CHAT's 70.00% return.

AGIQ

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

CHAT

• 1D: -2.47%
• 1M: 21.73%
• YTD: 70.00%
• 6M: 67.89%
• 1Y: 133.72%
• 3Y*: 54.00%
• 5Y*: —
• 10Y*: —

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

AGIQ vs. CHAT - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	10.78%	14.42%
CHAT Roundhill Generative AI & Technology ETF	70.00%	14.03%

Correlation

The correlation between AGIQ and CHAT is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 4, 2025	0.75

AGIQ vs. CHAT - Sectors Allocation Comparison

Sectors	AGIQ	CHAT
Technology	56.0%	76.5%
Industrials	14.9%	0.8%
Healthcare	13.4%	-
Consumer Cyclical	9.5%	5.6%
Communication Services	6.0%	16.6%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	0.0%
Real Estate	-	-
Utilities	-	-

Return for Risk

AGIQ vs. CHAT — Risk / Return Rank

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

CHAT

CHAT Risk / Return Rank: 94
CHAT Sharpe Ratio Rank: 96
CHAT Sortino Ratio Rank: 93
CHAT Omega Ratio Rank: 92
CHAT Calmar Ratio Rank: 95
CHAT Martin Ratio Rank: 93

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. 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.

Sharpe Ratios by Period

	AGIQ	CHAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	4.37	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.61	1.93	-0.32

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.

Drawdown Indicators

	AGIQ	CHAT	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-31.34%	+11.62%
Max Drawdown (1Y) Largest decline over 1 year	—	-16.28%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-31.34%	—
Current Drawdown Current decline from peak	-1.88%	-3.11%	+1.23%
Average Drawdown Average peak-to-trough decline	-6.15%	-5.35%	-0.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	5.51%	—

Volatility

Volatility by Period

	AGIQ	CHAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.18%	—
Volatility (6M) Calculated over the trailing 6-month period	—	24.80%	—
Volatility (1Y) Calculated over the trailing 1-year period	23.17%	30.81%	-7.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.17%	29.92%	-6.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.17%	29.92%	-6.75%

AGIQ vs. CHAT - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is lower than CHAT's 0.75% expense ratio.

Dividends

AGIQ vs. CHAT - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 0.34%, less than CHAT's 1.68% yield.

Position	TTM	2025
AGIQ SoFi Agentic AI ETF	0.34%	0.38%
CHAT Roundhill Generative AI & Technology ETF	1.68%	2.85%

Frequently Asked Questions

Can I hold both AGIQ and CHAT in my portfolio?

AGIQ and CHAT have a correlation of 0.75, 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 CHAT?

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 CHAT?

AGIQ is cheaper with a 0.69% expense ratio, compared with 0.75% for CHAT.

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

CHAT has the higher dividend yield at 1.68%, compared with 0.34% for AGIQ.

What is the main difference between AGIQ and CHAT?

They also come from different issuers: SoFi and Roundhill. Their fees differ too: 0.69% for AGIQ and 0.75% for CHAT.