AGIQ vs. SMH

Last updated Apr 2, 2026

Compare and contrast key facts about SoFi Agentic AI ETF (AGIQ) and VanEck Semiconductor ETF (SMH).

AGIQ and SMH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGIQ is a passively managed fund by SoFi that tracks the performance of the BITA US Agentic AI Select Index. It was launched on Sep 2, 2025. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011. Both AGIQ and SMH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

AGIQ vs. SMH - Performance Comparison

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

AGIQ vs. SMH - Yearly Performance Comparison

	2026 (YTD)	2025
AGIQ SoFi Agentic AI ETF	-10.29%	14.42%
SMH VanEck Semiconductor ETF	8.84%	26.12%

Returns By Period

In the year-to-date period, AGIQ achieves a -10.29% return, which is significantly lower than SMH's 8.84% return.

AGIQ

• 1D: 1.22%
• 1M: -4.80%
• YTD: -10.29%
• 6M: -8.57%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SMH

• 1D: 2.24%
• 1M: -3.55%
• YTD: 8.84%
• 6M: 17.83%
• 1Y: 85.04%
• 3Y*: 44.53%
• 5Y*: 26.15%
• 10Y*: 31.58%

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

AGIQ vs. SMH - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than SMH's 0.35% expense ratio.

AGIQ

SoFi Agentic AI ETF

SMH

VanEck Semiconductor ETF

Return for Risk

AGIQ vs. SMH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SMH

SMH Risk / Return Rank: 95
SMH Sharpe Ratio Rank: 94
SMH Sortino Ratio Rank: 93
SMH Omega Ratio Rank: 92
SMH Calmar Ratio Rank: 97
SMH Martin Ratio Rank: 97

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. SMH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and VanEck Semiconductor ETF (SMH). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	AGIQ	SMH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.98	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.28	-0.08

Correlation

The correlation between AGIQ and SMH is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

AGIQ vs. SMH - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 0.42%, more than SMH's 0.28% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGIQ SoFi Agentic AI ETF	0.42%	0.38%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SMH VanEck Semiconductor ETF	0.28%	0.31%	0.44%	0.60%	1.18%	0.51%	0.69%	1.50%	1.88%	1.43%	0.80%	2.14%

Drawdowns

AGIQ vs. SMH - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum SMH drawdown of -84.96%. Use the drawdown chart below to compare losses from any high point for AGIQ and SMH.

Drawdown Indicators

	AGIQ	SMH	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-84.96%	+65.24%
Max Drawdown (1Y) Largest decline over 1 year	—	-15.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-45.30%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.30%	—
Current Drawdown Current decline from peak	-15.84%	-8.02%	-7.82%
Average Drawdown Average peak-to-trough decline	-5.97%	-41.35%	+35.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.47%	—

Volatility

Volatility by Period

	AGIQ	SMH	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	11.74%	—
Volatility (6M) Calculated over the trailing 6-month period	—	24.02%	—
Volatility (1Y) Calculated over the trailing 1-year period	23.07%	36.88%	-13.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	23.07%	34.68%	-11.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.07%	32.29%	-9.22%