AGIQ vs. IBID

Last updated Jun 23, 2026

AGIQ (SoFi Agentic AI ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. Both are passively managed. At a correlation of -0.11, they often move in opposite directions. AGIQ charges 0.69%/yr vs 0.10%/yr for IBID.

Performance

AGIQ vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIQ achieves a 4.45% return, which is significantly higher than IBID's 1.99% return.

AGIQ

• 1D: -0.92%
• 1M: -1.22%
• YTD: 4.45%
• 6M: 2.14%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBID

• 1D: 0.00%
• 1M: -0.19%
• YTD: 1.99%
• 6M: 2.08%
• 1Y: 4.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AGIQ vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	4.45%	13.79%
IBID iShares iBonds Oct 2027 Term TIPS ETF	1.99%	0.41%

Correlation

The correlation between AGIQ and IBID is -0.11, 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	-0.11

Return for Risk

AGIQ vs. IBID — 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.

IBID

IBID Risk / Return Rank: 95
IBID Sharpe Ratio Rank: 93
IBID Sortino Ratio Rank: 96
IBID Omega Ratio Rank: 96
IBID Calmar Ratio Rank: 96
IBID Martin Ratio Rank: 95

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. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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.

	AGIQ	IBID	Difference
Sharpe ratio: Return per unit of total volatility	—	3.29	—
Sortino ratio: Return per unit of downside risk	—	5.55	—
Omega ratio: Gain probability vs. loss probability	—	1.75	—
Calmar ratio: Return relative to maximum drawdown	—	8.22	—
Martin ratio: Return relative to average drawdown	—	30.99	—

Drawdowns

AGIQ vs. IBID - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for AGIQ and IBID.

Drawdown Indicators

	AGIQ	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-1.28%	-18.44%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.49%	—
Current Drawdown Current decline from peak	-7.48%	-0.49%	-6.99%
Average Drawdown Average peak-to-trough decline	-6.20%	-0.22%	-5.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.13%	—

Volatility

Volatility by Period

	AGIQ	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.35%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.09%	1.23%	+22.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.09%	2.24%	+21.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.09%	2.24%	+21.85%

AGIQ vs. IBID - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

AGIQ vs. IBID - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 0.36%, less than IBID's 3.68% yield.

Position	TTM	2025	2024	2023
AGIQ SoFi Agentic AI ETF	0.36%	0.38%	0.00%	0.00%
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.68%	4.43%	4.24%	0.81%

Frequently Asked Questions

Can I hold both AGIQ and IBID in my portfolio?

AGIQ and IBID have a correlation of -0.11, 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 IBID?

On fees, IBID is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGIQ or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.69% for AGIQ.

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

IBID has the higher dividend yield at 3.68%, compared with 0.36% for AGIQ.

What is the main difference between AGIQ and IBID?

AGIQ is categorized as Technology Equities, while IBID is Inflation-Protected Bonds. AGIQ tracks BITA US Agentic AI Select Index, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: SoFi and iShares. Their fees differ too: 0.69% for AGIQ and 0.10% for IBID.