AGIQ vs. MLPX
AGIQ (SoFi Agentic AI ETF) and MLPX (Global X MLP & Energy Infrastructure ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while MLPX is a MLPs fund tracking the Solactive MLP & Energy Infrastructure Index. Both are passively managed. At a correlation of -0.11, they often move in opposite directions. AGIQ charges 0.69%/yr vs 0.45%/yr for MLPX.
Performance
AGIQ vs. MLPX - Performance Comparison
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Returns By Period
In the year-to-date period, AGIQ achieves a 2.43% return, which is significantly lower than MLPX's 25.35% return.
AGIQ
- 1D
- -1.94%
- 1M
- -3.13%
- YTD
- 2.43%
- 6M
- 0.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MLPX
- 1D
- 1.68%
- 1M
- -3.98%
- YTD
- 25.35%
- 6M
- 25.51%
- 1Y
- 27.11%
- 3Y*
- 29.56%
- 5Y*
- 21.27%
- 10Y*
- 12.45%
AGIQ vs. MLPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AGIQ SoFi Agentic AI ETF | 2.43% | 13.79% |
MLPX Global X MLP & Energy Infrastructure ETF | 25.35% | 0.83% |
Correlation
The correlation between AGIQ and MLPX 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 |
AGIQ vs. MLPX - Sectors Allocation Comparison
Sectors
AGIQ
MLPX
Technology
-
Communication Services
-
Industrials
-
Healthcare
-
Consumer Cyclical
-
Basic Materials
-
-
Consumer Defensive
-
-
Energy
-
Financial Services
-
-
Real Estate
-
-
Utilities
-
Technology
AGIQ
MLPX
-
Communication Services
AGIQ
MLPX
-
Industrials
AGIQ
MLPX
-
Healthcare
AGIQ
MLPX
-
Consumer Cyclical
AGIQ
MLPX
-
Basic Materials
AGIQ
-
MLPX
-
Consumer Defensive
AGIQ
-
MLPX
-
Energy
AGIQ
-
MLPX
Financial Services
AGIQ
-
MLPX
-
Real Estate
AGIQ
-
MLPX
-
Utilities
AGIQ
-
MLPX
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Return for Risk
AGIQ vs. MLPX — Risk / Return Rank
AGIQ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MLPX
AGIQ vs. MLPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and Global X MLP & Energy Infrastructure ETF (MLPX). 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 | MLPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.33 | — |
| Martin ratioReturn relative to average drawdown | — | 8.00 | — |
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Drawdowns
AGIQ vs. MLPX - Drawdown Comparison
The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum MLPX drawdown of -70.67%. Use the drawdown chart below to compare losses from any high point for AGIQ and MLPX.
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Drawdown Indicators
| AGIQ | MLPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.72% | -70.67% | +50.95% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.77% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.72% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.70% | — |
Current DrawdownCurrent decline from peak | -9.27% | -4.34% | -4.93% |
Average DrawdownAverage peak-to-trough decline | -6.22% | -16.58% | +10.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.40% | — |
Volatility
AGIQ vs. MLPX - Volatility Comparison
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Volatility by Period
| AGIQ | MLPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.80% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.78% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.13% | 15.43% | +8.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.13% | 19.99% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.13% | 26.47% | -2.34% |
AGIQ vs. MLPX - Expense Ratio Comparison
AGIQ has a 0.69% expense ratio, which is higher than MLPX's 0.45% expense ratio.
Dividends
AGIQ vs. MLPX - Dividend Comparison
AGIQ's dividend yield for the trailing twelve months is around 0.37%, less than MLPX's 4.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGIQ SoFi Agentic AI ETF | 0.37% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MLPX Global X MLP & Energy Infrastructure ETF | 4.09% | 4.88% | 4.30% | 5.22% | 5.23% | 5.98% | 8.32% | 5.78% | 5.77% | 4.36% | 5.50% | 4.81% |
Frequently Asked Questions
AGIQ and MLPX 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.
On fees, MLPX is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MLPX is cheaper with a 0.45% expense ratio, compared with 0.69% for AGIQ.
MLPX has the higher dividend yield at 4.09%, compared with 0.37% for AGIQ.
AGIQ is categorized as Technology Equities, while MLPX is MLPs. AGIQ tracks BITA US Agentic AI Select Index, while MLPX tracks Solactive MLP & Energy Infrastructure Index. They also come from different issuers: SoFi and Global X. Their fees differ too: 0.69% for AGIQ and 0.45% for MLPX.
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