AGIQ vs. LVHD

Last updated Jul 18, 2026

AGIQ (SoFi Agentic AI ETF) and LVHD (Franklin U.S. Low Volatility High Dividend Index ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while LVHD is a Dividend fund tracking the Franklin U.S. Low Volatility High Dividend Index. Both are passively managed. At a correlation of -0.15, they often move in opposite directions. AGIQ charges 0.69%/yr vs 0.27%/yr for LVHD.

Performance

AGIQ vs. LVHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIQ achieves a 5.09% return, which is significantly lower than LVHD's 13.84% return.

AGIQ

• 1D: -1.65%
• 1M: 1.52%
• 6M: 2.56%
• YTD: 5.09%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVHD

• 1D: -0.68%
• 1M: 4.57%
• 6M: 9.69%
• YTD: 13.84%
• 1Y: 14.98%
• 3Y*: 10.51%
• 5Y*: 7.60%
• 10Y*: 8.19%

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

AGIQ vs. LVHD - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	5.09%	13.79%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	13.84%	-0.73%

Correlation

The correlation between AGIQ and LVHD is -0.15, 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	-0.15

AGIQ vs. LVHD - Sectors Allocation Comparison

Sectors	AGIQ	LVHD
Technology	56.0%	3.1%
Industrials	14.9%	4.9%
Healthcare	13.4%	4.4%
Consumer Cyclical	9.5%	7.4%
Communication Services	6.0%	2.6%
Basic Materials	-	-
Consumer Defensive	-	21.8%
Energy	-	7.4%
Financial Services	-	8.2%
Real Estate	-	15.4%
Utilities	-	24.8%

Return for Risk

AGIQ vs. LVHD — 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.

LVHD

LVHD Risk / Return Rank: 53
LVHD Sharpe Ratio Rank: 53
LVHD Sortino Ratio Rank: 57
LVHD Omega Ratio Rank: 49
LVHD Calmar Ratio Rank: 61
LVHD Martin Ratio Rank: 46

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. LVHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and Franklin U.S. Low Volatility High Dividend Index ETF (LVHD). 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	LVHD	Difference
Sharpe ratio: Return per unit of total volatility	—	1.44	—
Sortino ratio: Return per unit of downside risk	—	2.19	—
Omega ratio: Gain probability vs. loss probability	—	1.25	—
Calmar ratio: Return relative to maximum drawdown	—	2.44	—
Martin ratio: Return relative to average drawdown	—	6.04	—

Drawdowns

AGIQ vs. LVHD - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum LVHD drawdown of -37.32%. Use the drawdown chart below to compare losses from any high point for AGIQ and LVHD.

Drawdown Indicators

	AGIQ	LVHD	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-37.32%	+17.60%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.17%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.29%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.75%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.32%	—
Current Drawdown Current decline from peak	-6.92%	-0.68%	-6.24%
Average Drawdown Average peak-to-trough decline	-6.18%	-4.02%	-2.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.49%	—

Volatility

Volatility by Period

	AGIQ	LVHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.07%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.01%	10.44%	+13.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.01%	13.02%	+10.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.01%	15.56%	+8.45%

AGIQ vs. LVHD - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than LVHD's 0.27% expense ratio.

Dividends

AGIQ vs. LVHD - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.92%, less than LVHD's 3.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AGIQ SoFi Agentic AI ETF	1.92%	0.38%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
LVHD Franklin U.S. Low Volatility High Dividend Index ETF	3.19%	3.35%	4.23%	3.55%	3.30%	2.56%	3.27%	3.30%	3.82%	3.33%	2.48%

Frequently Asked Questions

Can I hold both AGIQ and LVHD in my portfolio?

AGIQ and LVHD have a correlation of -0.15, 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 LVHD?

On fees, LVHD is cheaper at 0.27% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGIQ or LVHD?

LVHD is cheaper with a 0.27% expense ratio, compared with 0.69% for AGIQ.

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

LVHD has the higher dividend yield at 3.19%, compared with 1.92% for AGIQ.

What is the main difference between AGIQ and LVHD?

AGIQ is categorized as Technology Equities, while LVHD is Dividend. AGIQ tracks BITA US Agentic AI Select Index, while LVHD tracks Franklin U.S. Low Volatility High Dividend Index. They also come from different issuers: SoFi and Franklin Templeton. Their fees differ too: 0.69% for AGIQ and 0.27% for LVHD.