AGIQ vs. SFY

Last updated Jul 12, 2026

AGIQ (SoFi Agentic AI ETF) and SFY (SoFi Select 500 ETF) are both exchange-traded funds - AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index, while SFY is a Large Cap Growth Equities fund tracking the Solactive SoFi US 500 Growth Index. Both are passively managed. Their correlation of 0.84 suggests significant overlap in exposure. AGIQ charges 0.69%/yr vs 0.00%/yr for SFY.

Performance

AGIQ vs. SFY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and SoFi Select 500 ETF (SFY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIQ achieves a 7.36% return, which is significantly lower than SFY's 13.74% return.

AGIQ

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

SFY

• 1D: 0.51%
• 1M: 2.10%
• 6M: 11.92%
• YTD: 13.74%
• 1Y: 26.60%
• 3Y*: 25.30%
• 5Y*: 14.56%
• 10Y*: —

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

AGIQ vs. SFY - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	7.36%	13.79%
SFY SoFi Select 500 ETF	13.74%	8.12%

Correlation

The correlation between AGIQ and SFY is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 3, 2025	0.84

AGIQ vs. SFY - Sectors Allocation Comparison

Sectors	AGIQ	SFY
Technology	56.0%	44.1%
Industrials	14.9%	5.9%
Healthcare	13.4%	10.6%
Consumer Cyclical	9.5%	7.7%
Communication Services	6.0%	9.7%
Basic Materials	-	1.7%
Consumer Defensive	-	3.2%
Energy	-	2.0%
Financial Services	-	11.1%
Real Estate	-	1.5%
Utilities	-	2.1%

Return for Risk

AGIQ vs. SFY — 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.

SFY

SFY Risk / Return Rank: 63
SFY Sharpe Ratio Rank: 64
SFY Sortino Ratio Rank: 59
SFY Omega Ratio Rank: 61
SFY Calmar Ratio Rank: 61
SFY Martin Ratio Rank: 67

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. SFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and SoFi Select 500 ETF (SFY). 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	SFY	Difference
Sharpe ratio: Return per unit of total volatility	—	1.68	—
Sortino ratio: Return per unit of downside risk	—	2.27	—
Omega ratio: Gain probability vs. loss probability	—	1.30	—
Calmar ratio: Return relative to maximum drawdown	—	2.44	—
Martin ratio: Return relative to average drawdown	—	9.75	—

Drawdowns

AGIQ vs. SFY - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum SFY drawdown of -33.25%. Use the drawdown chart below to compare losses from any high point for AGIQ and SFY.

Drawdown Indicators

	AGIQ	SFY	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-33.25%	+13.53%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.79%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.04%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-27.72%	—
Current Drawdown Current decline from peak	-4.90%	-1.69%	-3.21%
Average Drawdown Average peak-to-trough decline	-6.20%	-6.14%	-0.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.70%	—

Volatility

Volatility by Period

	AGIQ	SFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.82%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.62%	—
Volatility (1Y) Calculated over the trailing 1-year period	24.15%	15.66%	+8.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.15%	19.23%	+4.92%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.15%	20.22%	+3.93%

AGIQ vs. SFY - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than SFY's 0.00% expense ratio.

Dividends

AGIQ vs. SFY - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.88%, more than SFY's 0.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
AGIQ SoFi Agentic AI ETF	1.88%	0.38%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SFY SoFi Select 500 ETF	0.83%	0.96%	0.99%	1.40%	1.61%	0.90%	1.18%	1.02%

Frequently Asked Questions

Can I hold both AGIQ and SFY in my portfolio?

AGIQ and SFY have a correlation of 0.84, 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 SFY?

On fees, SFY is cheaper at 0.00% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGIQ or SFY?

SFY is cheaper with a 0.00% expense ratio, compared with 0.69% for AGIQ.

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

AGIQ has the higher dividend yield at 1.88%, compared with 0.83% for SFY.

What is the main difference between AGIQ and SFY?

AGIQ is categorized as Technology Equities, while SFY is Large Cap Growth Equities. AGIQ tracks BITA US Agentic AI Select Index, while SFY tracks Solactive SoFi US 500 Growth Index. Their fees differ too: 0.69% for AGIQ and 0.00% for SFY.