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AGIQ vs. HDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIQ vs. HDV

Last updated Jul 12, 2026
Documentation

AGIQ (SoFi Agentic AI ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. Both are passively managed. At a correlation of -0.17, they often move in opposite directions. AGIQ charges 0.69%/yr vs 0.08%/yr for HDV.

Performance

AGIQ vs. HDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and iShares Core High Dividend ETF (HDV). 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 7.36% return, which is significantly lower than HDV's 15.36% return.

AGIQ

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

HDV

1D
0.44%
1M
0.05%
6M
13.47%
YTD
15.36%
1Y
19.24%
3Y*
15.04%
5Y*
11.16%
10Y*
9.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGIQ vs. HDV - Yearly Performance Comparison

2026 (YTD)2025
AGIQ
SoFi Agentic AI ETF		7.36%13.79%
HDV
iShares Core High Dividend ETF		15.36%0.43%

Correlation

The correlation between AGIQ and HDV is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

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

-0.17

AGIQ vs. HDV - Sectors Allocation Comparison

Sectors
AGIQ
HDV

Technology

56.0%
0.2%

Industrials

14.9%
3.6%

Healthcare

13.4%
23.7%

Consumer Cyclical

9.5%
9.2%

Communication Services

6.0%
5.2%

Basic Materials

-

0.8%

Consumer Defensive

-

24.5%

Energy

-

19.6%

Financial Services

-

4.8%

Real Estate

-

-

Utilities

-

8.2%

Technology

AGIQ
56.0%
HDV
0.2%

Industrials

AGIQ
14.9%
HDV
3.6%

Healthcare

AGIQ
13.4%
HDV
23.7%

Consumer Cyclical

AGIQ
9.5%
HDV
9.2%

Communication Services

AGIQ
6.0%
HDV
5.2%

Basic Materials

AGIQ

-

HDV
0.8%

Consumer Defensive

AGIQ

-

HDV
24.5%

Energy

AGIQ

-

HDV
19.6%

Financial Services

AGIQ

-

HDV
4.8%

Real Estate

AGIQ

-

HDV

-

Utilities

AGIQ

-

HDV
8.2%

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

iShares Core High Dividend ETF

Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. KROPAGIQ vs. ARMHAGIQ vs. AISAGIQ vs. VOXAGIQ vs. SHOC
Often compared with HDV:
HDV vs. SCHDHDV vs. VYMHDV vs. SPYDHDV vs. DGROHDV vs. DVYHDV vs. VIGHDV vs. SPY

Return for Risk

AGIQ vs. HDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments 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.

HDV
HDV Risk / Return Rank: 7272
Overall Rank
HDV Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
HDV Sortino Ratio Rank: 7474
Sortino Ratio Rank
HDV Omega Ratio Rank: 6464
Omega Ratio Rank
HDV Calmar Ratio Rank: 8383
Calmar Ratio Rank
HDV Martin Ratio Rank: 6868
Martin Ratio Rank
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. HDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and iShares Core High Dividend ETF (HDV). 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.

AGIQHDVDifference
Sharpe ratioReturn per unit of total volatility

—

1.79

—

Sortino ratioReturn per unit of downside risk

—

2.67

—

Omega ratioGain probability vs. loss probability

—

1.31

—

Calmar ratioReturn relative to maximum drawdown

—

3.60

—

Martin ratioReturn relative to average drawdown

—

9.85

—

AGIQ vs. HDV - Sharpe Ratio Comparison

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Drawdowns

AGIQ vs. HDV - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for AGIQ and HDV.

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Drawdown Indicators

AGIQHDVDifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-37.04%

+17.32%

Max Drawdown (1Y)

Largest decline over 1 year

—

-5.18%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-10.49%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-15.42%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.04%

—

Current Drawdown

Current decline from peak

-4.90%

-1.39%

-3.51%

Average Drawdown

Average peak-to-trough decline

-6.20%

-3.07%

-3.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.90%

—

Volatility

AGIQ vs. HDV - Volatility Comparison

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Volatility by Period

AGIQHDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

4.51%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.34%

—

Volatility (1Y)

Calculated over the trailing 1-year period

24.15%

10.47%

+13.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.15%

12.88%

+11.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.15%

15.74%

+8.41%

AGIQ vs. HDV - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than HDV's 0.08% expense ratio.

Dividends

AGIQ vs. HDV - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.88%, less than HDV's 2.87% yield.

PositionTTM20252024202320222021202020192018201720162015
AGIQ
SoFi Agentic AI ETF		1.88%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HDV
iShares Core High Dividend ETF		2.87%3.22%3.67%3.82%3.56%3.47%4.07%3.27%3.67%3.27%3.28%3.92%

Frequently Asked Questions

AGIQ and HDV have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, HDV is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.

HDV is cheaper with a 0.08% expense ratio, compared with 0.69% for AGIQ.

HDV has the higher dividend yield at 2.87%, compared with 1.88% for AGIQ.

AGIQ is categorized as Technology Equities, while HDV is Dividend. AGIQ tracks BITA US Agentic AI Select Index, while HDV tracks Morningstar Dividend Yield Focus Index. They also come from different issuers: SoFi and iShares. Their fees differ too: 0.69% for AGIQ and 0.08% for HDV.

Portfolio Optimizer

Find the right allocation for AGIQ and HDV

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