PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
AGIQ vs. IEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIQ vs. IEO

Last updated Jul 12, 2026
Documentation

AGIQ (SoFi Agentic AI ETF) and IEO (iShares U.S. Oil & Gas Exploration & Production ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while IEO is a Energy Equities fund tracking the Dow Jones U.S. Select Oil Exploration & Production Index. Both are passively managed. At a correlation of -0.08, they often move in opposite directions. AGIQ charges 0.69%/yr vs 0.42%/yr for IEO.

Performance

AGIQ vs. IEO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and iShares U.S. Oil & Gas Exploration & Production ETF (IEO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AGIQ achieves a 7.36% return, which is significantly lower than IEO's 28.66% return.

AGIQ

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

IEO

1D
-0.11%
1M
-1.35%
6M
26.13%
YTD
28.66%
1Y
25.21%
3Y*
11.72%
5Y*
18.76%
10Y*
9.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGIQ vs. IEO - Yearly Performance Comparison

2026 (YTD)2025
AGIQ
SoFi Agentic AI ETF		7.36%13.79%
IEO
iShares U.S. Oil & Gas Exploration & Production ETF		28.66%-4.22%

Correlation

The correlation between AGIQ and IEO is -0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

-0.08

AGIQ vs. IEO - Sectors Allocation Comparison

Sectors
AGIQ
IEO

Technology

56.0%

-

Industrials

14.9%
1.0%

Healthcare

13.4%

-

Consumer Cyclical

9.5%

-

Communication Services

6.0%

-

Basic Materials

-

0.7%

Consumer Defensive

-

-

Energy

-

99.3%

Financial Services

-

-

Real Estate

-

-

Utilities

-

-

Technology

AGIQ
56.0%
IEO

-

Industrials

AGIQ
14.9%
IEO
1.0%

Healthcare

AGIQ
13.4%
IEO

-

Consumer Cyclical

AGIQ
9.5%
IEO

-

Communication Services

AGIQ
6.0%
IEO

-

Basic Materials

AGIQ

-

IEO
0.7%

Consumer Defensive

AGIQ

-

IEO

-

Energy

AGIQ

-

IEO
99.3%

Financial Services

AGIQ

-

IEO

-

Real Estate

AGIQ

-

IEO

-

Utilities

AGIQ

-

IEO

-

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 U.S. Oil & Gas Exploration & Production ETF

Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. KROPAGIQ vs. ARMHAGIQ vs. AISAGIQ vs. VOXAGIQ vs. SHOC
Often compared with IEO:
IEO vs. XLEIEO vs. VDEIEO vs. FCGIEO vs. FENYIEO vs. DEOIEO vs. PCEFIEO vs. IEZ

Return for Risk

AGIQ vs. IEO — 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.

IEO
IEO Risk / Return Rank: 3333
Overall Rank
IEO Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
IEO Sortino Ratio Rank: 3232
Sortino Ratio Rank
IEO Omega Ratio Rank: 3131
Omega Ratio Rank
IEO Calmar Ratio Rank: 3838
Calmar Ratio Rank
IEO Martin Ratio Rank: 3232
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. IEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and iShares U.S. Oil & Gas Exploration & Production ETF (IEO). 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.

AGIQIEODifference
Sharpe ratioReturn per unit of total volatility

—

1.00

—

Sortino ratioReturn per unit of downside risk

—

1.44

—

Omega ratioGain probability vs. loss probability

—

1.18

—

Calmar ratioReturn relative to maximum drawdown

—

1.56

—

Martin ratioReturn relative to average drawdown

—

3.89

—

AGIQ vs. IEO - Sharpe Ratio Comparison

Loading charts...

Drawdowns

AGIQ vs. IEO - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum IEO drawdown of -79.17%. Use the drawdown chart below to compare losses from any high point for AGIQ and IEO.

Loading charts...

Drawdown Indicators

AGIQIEODifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-79.17%

+59.45%

Max Drawdown (1Y)

Largest decline over 1 year

—

-16.32%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-31.46%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-31.46%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-75.00%

—

Current Drawdown

Current decline from peak

-4.90%

-11.39%

+6.49%

Average Drawdown

Average peak-to-trough decline

-6.20%

-26.20%

+20.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

6.56%

—

Volatility

AGIQ vs. IEO - Volatility Comparison

Loading charts...

Volatility by Period

AGIQIEODifference

Volatility (1M)

Calculated over the trailing 1-month period

—

7.63%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

20.14%

—

Volatility (1Y)

Calculated over the trailing 1-year period

24.15%

25.45%

-1.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.15%

30.40%

-6.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.15%

34.92%

-10.77%

AGIQ vs. IEO - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than IEO's 0.42% expense ratio.

Dividends

AGIQ vs. IEO - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.88%, less than IEO's 2.05% 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%
IEO
iShares U.S. Oil & Gas Exploration & Production ETF		2.05%2.61%2.63%3.00%3.77%2.62%3.17%1.85%1.67%0.94%0.98%2.03%

Frequently Asked Questions

AGIQ and IEO have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IEO is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IEO is cheaper with a 0.42% expense ratio, compared with 0.69% for AGIQ.

IEO has the higher dividend yield at 2.05%, compared with 1.88% for AGIQ.

AGIQ is categorized as Technology Equities, while IEO is Energy Equities. AGIQ tracks BITA US Agentic AI Select Index, while IEO tracks Dow Jones U.S. Select Oil Exploration & Production Index. They also come from different issuers: SoFi and iShares. Their fees differ too: 0.69% for AGIQ and 0.42% for IEO.

Portfolio Optimizer

Find the right allocation for AGIQ and IEO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer