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AGIQ vs. FPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIQ vs. FPX

Last updated Aug 2, 2026
Documentation

AGIQ (SoFi Agentic AI ETF) and FPX (First Trust US Equity Opportunities ETF) are both exchange-traded funds - AGIQ is a Artificial Intelligence fund tracking the BITA US Agentic AI Select Index, while FPX is a Large Cap Growth Equities fund tracking the IPOX-100 U.S. Index. Both are passively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. AGIQ charges 0.69%/yr vs 0.57%/yr for FPX.

Performance

AGIQ vs. FPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and First Trust US Equity Opportunities ETF (FPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGIQ achieves a 5.61% return, which is significantly lower than FPX's 8.51% return.

AGIQ

1D
1.95%
1M
-1.21%
6M
6.78%
YTD
5.61%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

FPX

1D
-1.38%
1M
-9.10%
6M
8.46%
YTD
8.51%
1Y
19.55%
3Y*
23.96%
5Y*
7.39%
10Y*
13.50%
ALL TIME*
12.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

AGIQ

SoFi Agentic AI ETF
$89.14K$98.01K$199.12K

FPX

First Trust US Equity Opportunities ETF
$11.19M$11.53M$10.30M

AGIQ vs. FPX - Yearly Performance Comparison

2026 (YTD)2025
AGIQ
SoFi Agentic AI ETF		5.61%13.79%
FPX
First Trust US Equity Opportunities ETF		8.51%10.03%

Correlation

The correlation between AGIQ and FPX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 3, 2025

0.72

AGIQ vs. FPX - Sectors Allocation Comparison

Sectors
AGIQ
FPX

Technology

56.0%
33.7%

Industrials

14.9%
20.9%

Healthcare

13.4%
15.4%

Consumer Cyclical

9.5%
5.6%

Communication Services

6.0%
7.2%

Basic Materials

-

2.4%

Consumer Defensive

-

2.5%

Energy

-

3.5%

Financial Services

-

4.8%

Real Estate

-

2.6%

Utilities

-

1.4%

Technology

AGIQ
56.0%
FPX
33.7%

Industrials

AGIQ
14.9%
FPX
20.9%

Healthcare

AGIQ
13.4%
FPX
15.4%

Consumer Cyclical

AGIQ
9.5%
FPX
5.6%

Communication Services

AGIQ
6.0%
FPX
7.2%

Basic Materials

AGIQ

-

FPX
2.4%

Consumer Defensive

AGIQ

-

FPX
2.5%

Energy

AGIQ

-

FPX
3.5%

Financial Services

AGIQ

-

FPX
4.8%

Real Estate

AGIQ

-

FPX
2.6%

Utilities

AGIQ

-

FPX
1.4%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SoFi Agentic AI ETF

First Trust US Equity Opportunities ETF

Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME
Often compared with FPX:
FPX vs. IPOFPX vs. SPYFPX vs. IBUYFPX vs. MSOSFPX vs. MJFPX vs. VOOFPX vs. IUSG

Return for Risk

AGIQ vs. FPX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
AGIQ

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

FPX
FPX Risk / Return Rank: 3030
Overall Rank
FPX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FPX Sortino Ratio Rank: 2828
Sortino Ratio Rank
FPX Omega Ratio Rank: 2727
Omega Ratio Rank
FPX Calmar Ratio Rank: 3232
Calmar Ratio Rank
FPX Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AGIQ vs. FPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and First Trust US Equity Opportunities ETF (FPX). 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.

AGIQFPXDifference
Sharpe ratioReturn per unit of total volatility

—

0.66

—

Sortino ratioReturn per unit of downside risk

—

1.04

—

Omega ratioGain probability vs. loss probability

—

1.13

—

Calmar ratioReturn relative to maximum drawdown

—

1.06

—

Martin ratioReturn relative to average drawdown

—

3.58

—

AGIQ vs. FPX - Sharpe Ratio Comparison

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Drawdowns

AGIQ vs. FPX - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum FPX drawdown of -56.29%. Use the drawdown chart below to compare losses from any high point for AGIQ and FPX.

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Drawdown Indicators

AGIQFPXDifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-56.29%

+36.57%

Max Drawdown (1Y)

Largest decline over 1 year

—

-16.29%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-30.88%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-43.14%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-43.14%

—

Current Drawdown

Current decline from peak

-6.46%

-13.94%

+7.48%

Average Drawdown

Average peak-to-trough decline

-6.27%

-11.29%

+5.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

4.80%

—

Volatility

AGIQ vs. FPX - Volatility Comparison

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Volatility by Period

AGIQFPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

9.65%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

20.96%

—

Volatility (1Y)

Calculated over the trailing 1-year period

23.79%

26.29%

-2.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

27.10%

-3.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.79%

24.60%

-0.81%

AGIQ vs. FPX - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than FPX's 0.57% expense ratio.

Dividends

AGIQ vs. FPX - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.91%, more than FPX's 0.48% yield.

PositionTTM20252024202320222021202020192018201720162015
AGIQ
SoFi Agentic AI ETF		1.91%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FPX
First Trust US Equity Opportunities ETF		0.48%0.53%0.09%0.27%1.08%0.14%0.28%0.67%0.88%0.68%0.77%0.62%

Frequently Asked Questions

AGIQ and FPX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FPX is cheaper at 0.57% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FPX is cheaper with a 0.57% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.91%, compared with 0.48% for FPX.

AGIQ is categorized as Artificial Intelligence, while FPX is Large Cap Growth Equities. AGIQ tracks BITA US Agentic AI Select Index, while FPX tracks IPOX-100 U.S. Index. They also come from different issuers: SoFi and First Trust. Their fees differ too: 0.69% for AGIQ and 0.57% for FPX.

Portfolio Optimizer

Find the right allocation for AGIQ and FPX

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