PortfoliosLab logoPortfoliosLab logo

Documentation

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

AGIQ vs. ROBT

Last updated Aug 2, 2026
Documentation

AGIQ (SoFi Agentic AI ETF) and ROBT (First Trust Nasdaq Artificial Intelligence & Robotics ETF) are both Artificial Intelligence funds - AGIQ tracks the BITA US Agentic AI Select Index while ROBT tracks the Nasdaq CTA Artificial Intelligence and Robotics Index. Both are passively managed. Their correlation of 0.92 means they have usually moved in the same direction. AGIQ charges 0.69%/yr vs 0.65%/yr for ROBT.

Performance

AGIQ vs. ROBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). 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 ROBT's 6.10% return.

AGIQ

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

ROBT

1D
0.96%
1M
-2.19%
6M
6.05%
YTD
6.10%
1Y
12.26%
3Y*
6.14%
5Y*
0.69%
10Y*
—
ALL TIME*
7.65%
*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

ROBT

First Trust Nasdaq Artificial Intelligence & Robotics ETF
$2.54M$2.27M$2.92M

AGIQ vs. ROBT - Yearly Performance Comparison

2026 (YTD)2025
AGIQ
SoFi Agentic AI ETF		5.61%13.79%
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF		6.10%3.88%

Correlation

The correlation between AGIQ and ROBT is 0.92, meaning they have usually moved in the same direction, including during past declines.

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

0.92

AGIQ vs. ROBT - Sectors Allocation Comparison

Sectors
AGIQ
ROBT

Technology

56.0%
53.3%

Industrials

14.9%
23.1%

Healthcare

13.4%
8.8%

Consumer Cyclical

9.5%
6.6%

Communication Services

6.0%
3.8%

Basic Materials

-

-

Consumer Defensive

-

1.2%

Energy

-

1.6%

Financial Services

-

1.6%

Real Estate

-

-

Utilities

-

-

Technology

AGIQ
56.0%
ROBT
53.3%

Industrials

AGIQ
14.9%
ROBT
23.1%

Healthcare

AGIQ
13.4%
ROBT
8.8%

Consumer Cyclical

AGIQ
9.5%
ROBT
6.6%

Communication Services

AGIQ
6.0%
ROBT
3.8%

Basic Materials

AGIQ

-

ROBT

-

Consumer Defensive

AGIQ

-

ROBT
1.2%

Energy

AGIQ

-

ROBT
1.6%

Financial Services

AGIQ

-

ROBT
1.6%

Real Estate

AGIQ

-

ROBT

-

Utilities

AGIQ

-

ROBT

-

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

First Trust Nasdaq Artificial Intelligence & Robotics ETF

Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME
Often compared with ROBT:
ROBT vs. BOTZROBT vs. ROBOROBT vs. IRBOROBT vs. ARKQROBT vs. THNQROBT vs. IBOTROBT vs. XT

Return for Risk

AGIQ vs. ROBT — 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.

ROBT
ROBT Risk / Return Rank: 2020
Overall Rank
ROBT Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
ROBT Sortino Ratio Rank: 2121
Sortino Ratio Rank
ROBT Omega Ratio Rank: 2020
Omega Ratio Rank
ROBT Calmar Ratio Rank: 1919
Calmar Ratio Rank
ROBT Martin Ratio Rank: 2020
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. ROBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). 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.

AGIQROBTDifference
Sharpe ratioReturn per unit of total volatility

—

0.41

—

Sortino ratioReturn per unit of downside risk

—

0.72

—

Omega ratioGain probability vs. loss probability

—

1.08

—

Calmar ratioReturn relative to maximum drawdown

—

0.47

—

Martin ratioReturn relative to average drawdown

—

1.23

—

AGIQ vs. ROBT - Sharpe Ratio Comparison

Loading charts...

Drawdowns

AGIQ vs. ROBT - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum ROBT drawdown of -44.47%. Use the drawdown chart below to compare losses from any high point for AGIQ and ROBT.

Loading charts...

Drawdown Indicators

AGIQROBTDifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-44.47%

+24.75%

Max Drawdown (1Y)

Largest decline over 1 year

—

-21.66%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-27.68%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-43.26%

—

Current Drawdown

Current decline from peak

-6.46%

-8.70%

+2.24%

Average Drawdown

Average peak-to-trough decline

-6.27%

-15.83%

+9.56%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

8.29%

—

Volatility

AGIQ vs. ROBT - Volatility Comparison

Loading charts...

Volatility by Period

AGIQROBTDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

5.83%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

19.41%

—

Volatility (1Y)

Calculated over the trailing 1-year period

23.79%

24.93%

-1.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

25.56%

-1.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.79%

25.53%

-1.74%

AGIQ vs. ROBT - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than ROBT's 0.65% expense ratio.

Dividends

AGIQ vs. ROBT - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.91%, more than ROBT's 0.02% yield.

PositionTTM20252024202320222021202020192018
AGIQ
SoFi Agentic AI ETF		1.91%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ROBT
First Trust Nasdaq Artificial Intelligence & Robotics ETF		0.02%0.00%0.68%0.23%0.35%0.06%0.17%0.42%0.44%

Frequently Asked Questions

With a correlation of 0.92, AGIQ and ROBT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, ROBT is cheaper at 0.65% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ROBT is cheaper with a 0.65% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.91%, compared with 0.02% for ROBT.

AGIQ tracks BITA US Agentic AI Select Index, while ROBT tracks Nasdaq CTA Artificial Intelligence and Robotics Index. They also come from different issuers: SoFi and First Trust. Their fees differ too: 0.69% for AGIQ and 0.65% for ROBT.

Portfolio Optimizer

Find the right allocation for AGIQ and ROBT

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