AGIQ vs. EPAI

Last updated Jul 12, 2026

AGIQ (SoFi Agentic AI ETF) and EPAI (Harbor AI Inflection Strategy ETF) are both Technology Equities funds. AGIQ is passively managed, while EPAI is actively managed. A 0.63 correlation means they provide meaningful diversification when combined. AGIQ charges 0.69%/yr vs 0.88%/yr for EPAI.

Performance

AGIQ vs. EPAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and Harbor AI Inflection Strategy ETF (EPAI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIQ achieves a 7.36% return, which is significantly lower than EPAI's 42.98% return.

AGIQ

• 1D: -0.48%
• 1M: 2.91%
• 6M: 3.36%
• YTD: 7.36%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPAI

• 1D: -0.36%
• 1M: -2.42%
• 6M: 34.19%
• YTD: 42.98%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AGIQ vs. EPAI - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	7.36%	1.98%
EPAI Harbor AI Inflection Strategy ETF	42.98%	-0.33%

Correlation

The correlation between AGIQ and EPAI is 0.63, 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 Dec 18, 2025	0.63

Return for Risk

AGIQ vs. EPAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and Harbor AI Inflection Strategy ETF (EPAI). 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.

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

Drawdowns

AGIQ vs. EPAI - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, which is greater than EPAI's maximum drawdown of -13.29%. Use the drawdown chart below to compare losses from any high point for AGIQ and EPAI.

Drawdown Indicators

	AGIQ	EPAI	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-13.29%	-6.43%
Current Drawdown Current decline from peak	-4.90%	-10.20%	+5.30%
Average Drawdown Average peak-to-trough decline	-6.20%	-3.02%	-3.18%

Volatility

Volatility by Period

	AGIQ	EPAI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	24.15%	35.72%	-11.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.15%	35.72%	-11.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.15%	35.72%	-11.57%

AGIQ vs. EPAI - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is lower than EPAI's 0.88% expense ratio.

Dividends

AGIQ vs. EPAI - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.88%, while EPAI has not paid dividends to shareholders.

Position	TTM	2025
AGIQ SoFi Agentic AI ETF	1.88%	0.38%
EPAI Harbor AI Inflection Strategy ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both AGIQ and EPAI in my portfolio?

AGIQ and EPAI have a correlation of 0.63, 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 EPAI?

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 EPAI?

AGIQ is cheaper with a 0.69% expense ratio, compared with 0.88% for EPAI.

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

AGIQ has the higher dividend yield at 1.88%, compared with 0.00% for EPAI.

What is the main difference between AGIQ and EPAI?

They also come from different issuers: SoFi and Harbor. Their fees differ too: 0.69% for AGIQ and 0.88% for EPAI.