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AGIQ vs. IGPT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIQ vs. IGPT

Last updated Aug 2, 2026
Documentation

AGIQ (SoFi Agentic AI ETF) and IGPT (Invesco AI and Next Gen Software ETF) are both Artificial Intelligence funds - AGIQ tracks the BITA US Agentic AI Select Index while IGPT tracks the STOXX World AC NexGen Software Development Index. Both are passively managed. Their 0.74 correlation means they have sometimes moved together and sometimes differently. AGIQ charges 0.69%/yr vs 0.56%/yr for IGPT.

Performance

AGIQ vs. IGPT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and Invesco AI and Next Gen Software ETF (IGPT). 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 5.61% return, which is significantly lower than IGPT's 45.80% return.

AGIQ

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

IGPT

1D
0.59%
1M
-8.98%
6M
33.98%
YTD
45.80%
1Y
74.93%
3Y*
33.09%
5Y*
12.06%
10Y*
19.74%
ALL TIME*
14.87%
*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

IGPT

Invesco AI and Next Gen Software ETF
$28.12M$21.89M$21.69M

AGIQ vs. IGPT - Yearly Performance Comparison

2026 (YTD)2025
AGIQ
SoFi Agentic AI ETF		5.61%13.79%
IGPT
Invesco AI and Next Gen Software ETF		45.80%18.03%

Correlation

The correlation between AGIQ and IGPT is 0.74, 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

0.74

AGIQ vs. IGPT - Sectors Allocation Comparison

Sectors
AGIQ
IGPT

Technology

56.0%
76.6%

Industrials

14.9%
2.0%

Healthcare

13.4%
2.1%

Consumer Cyclical

9.5%
0.1%

Communication Services

6.0%
16.9%

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

0.1%

Real Estate

-

2.4%

Utilities

-

-

Technology

AGIQ
56.0%
IGPT
76.6%

Industrials

AGIQ
14.9%
IGPT
2.0%

Healthcare

AGIQ
13.4%
IGPT
2.1%

Consumer Cyclical

AGIQ
9.5%
IGPT
0.1%

Communication Services

AGIQ
6.0%
IGPT
16.9%

Basic Materials

AGIQ

-

IGPT

-

Consumer Defensive

AGIQ

-

IGPT

-

Energy

AGIQ

-

IGPT

-

Financial Services

AGIQ

-

IGPT
0.1%

Real Estate

AGIQ

-

IGPT
2.4%

Utilities

AGIQ

-

IGPT

-

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

Invesco AI and Next Gen Software ETF

Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME
Often compared with IGPT:
IGPT vs. AIQIGPT vs. CHATIGPT vs. BOTZIGPT vs. QQQIGPT vs. VGTIGPT vs. IRBOIGPT vs. XAIX

Return for Risk

AGIQ vs. IGPT — 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.

IGPT
IGPT Risk / Return Rank: 8080
Overall Rank
IGPT Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
IGPT Sortino Ratio Rank: 7777
Sortino Ratio Rank
IGPT Omega Ratio Rank: 7878
Omega Ratio Rank
IGPT Calmar Ratio Rank: 8080
Calmar Ratio Rank
IGPT Martin Ratio Rank: 8383
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. IGPT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and Invesco AI and Next Gen Software ETF (IGPT). 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.

AGIQIGPTDifference
Sharpe ratioReturn per unit of total volatility

—

1.94

—

Sortino ratioReturn per unit of downside risk

—

2.46

—

Omega ratioGain probability vs. loss probability

—

1.32

—

Calmar ratioReturn relative to maximum drawdown

—

2.89

—

Martin ratioReturn relative to average drawdown

—

11.04

—

AGIQ vs. IGPT - Sharpe Ratio Comparison

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Drawdowns

AGIQ vs. IGPT - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum IGPT drawdown of -50.14%. Use the drawdown chart below to compare losses from any high point for AGIQ and IGPT.

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Drawdown Indicators

AGIQIGPTDifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-50.14%

+30.42%

Max Drawdown (1Y)

Largest decline over 1 year

—

-24.74%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-29.30%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-42.04%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-50.14%

—

Current Drawdown

Current decline from peak

-6.46%

-19.79%

+13.33%

Average Drawdown

Average peak-to-trough decline

-6.27%

-11.95%

+5.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

6.47%

—

Volatility

AGIQ vs. IGPT - Volatility Comparison

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Volatility by Period

AGIQIGPTDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

14.66%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

32.84%

—

Volatility (1Y)

Calculated over the trailing 1-year period

23.79%

36.85%

-13.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

29.53%

-5.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.79%

27.29%

-3.50%

AGIQ vs. IGPT - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than IGPT's 0.56% expense ratio.

Dividends

AGIQ vs. IGPT - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.91%, more than IGPT's 0.01% 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%
IGPT
Invesco AI and Next Gen Software ETF		0.01%0.04%0.00%0.00%1.41%6.21%0.04%0.05%0.00%0.00%0.03%0.15%

Frequently Asked Questions

AGIQ and IGPT have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGPT is cheaper at 0.56% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGPT is cheaper with a 0.56% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.91%, compared with 0.01% for IGPT.

AGIQ tracks BITA US Agentic AI Select Index, while IGPT tracks STOXX World AC NexGen Software Development Index. They also come from different issuers: SoFi and Invesco. Their fees differ too: 0.69% for AGIQ and 0.56% for IGPT.

Portfolio Optimizer

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