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AGIQ vs. WTAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIQ vs. WTAI

Last updated Aug 2, 2026
Documentation

AGIQ (SoFi Agentic AI ETF) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both Artificial Intelligence funds - AGIQ tracks the BITA US Agentic AI Select Index while WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index. Both are passively managed. Their 0.80 correlation means they have sometimes moved together and sometimes differently. AGIQ charges 0.69%/yr vs 0.45%/yr for WTAI.

Performance

AGIQ vs. WTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SoFi Agentic AI ETF (AGIQ) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). 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 WTAI's 32.02% return.

AGIQ

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

WTAI

1D
1.18%
1M
-9.63%
6M
27.01%
YTD
32.02%
1Y
58.80%
3Y*
24.91%
5Y*
—
10Y*
—
ALL TIME*
10.22%
*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

WTAI

WisdomTree Artificial Intelligence and Innovation Fund
$14.53M$18.03M$13.96M

AGIQ vs. WTAI - Yearly Performance Comparison

2026 (YTD)2025
AGIQ
SoFi Agentic AI ETF		5.61%13.79%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		32.02%15.69%

Correlation

The correlation between AGIQ and WTAI is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

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

0.80

AGIQ vs. WTAI - Sectors Allocation Comparison

Sectors
AGIQ
WTAI

Technology

56.0%
71.6%

Industrials

14.9%
5.6%

Healthcare

13.4%

-

Consumer Cyclical

9.5%
8.3%

Communication Services

6.0%
7.2%

Basic Materials

-

-

Consumer Defensive

-

0.4%

Energy

-

-

Financial Services

-

3.8%

Real Estate

-

-

Utilities

-

0.9%

Technology

AGIQ
56.0%
WTAI
71.6%

Industrials

AGIQ
14.9%
WTAI
5.6%

Healthcare

AGIQ
13.4%
WTAI

-

Consumer Cyclical

AGIQ
9.5%
WTAI
8.3%

Communication Services

AGIQ
6.0%
WTAI
7.2%

Basic Materials

AGIQ

-

WTAI

-

Consumer Defensive

AGIQ

-

WTAI
0.4%

Energy

AGIQ

-

WTAI

-

Financial Services

AGIQ

-

WTAI
3.8%

Real Estate

AGIQ

-

WTAI

-

Utilities

AGIQ

-

WTAI
0.9%

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

WisdomTree Artificial Intelligence and Innovation Fund

Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME
Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. SMHWTAI vs. VOOWTAI vs. BOTTWTAI vs. HTECWTAI vs. IYW

Return for Risk

AGIQ vs. WTAI — 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.

WTAI
WTAI Risk / Return Rank: 5959
Overall Rank
WTAI Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 5757
Sortino Ratio Rank
WTAI Omega Ratio Rank: 5858
Omega Ratio Rank
WTAI Calmar Ratio Rank: 5555
Calmar Ratio Rank
WTAI Martin Ratio Rank: 6464
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. WTAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SoFi Agentic AI ETF (AGIQ) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). 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.

AGIQWTAIDifference
Sharpe ratioReturn per unit of total volatility

—

1.43

—

Sortino ratioReturn per unit of downside risk

—

1.92

—

Omega ratioGain probability vs. loss probability

—

1.25

—

Calmar ratioReturn relative to maximum drawdown

—

1.96

—

Martin ratioReturn relative to average drawdown

—

7.66

—

AGIQ vs. WTAI - Sharpe Ratio Comparison

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Drawdowns

AGIQ vs. WTAI - Drawdown Comparison

The maximum AGIQ drawdown since its inception was -19.72%, smaller than the maximum WTAI drawdown of -45.96%. Use the drawdown chart below to compare losses from any high point for AGIQ and WTAI.

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Drawdown Indicators

AGIQWTAIDifference

Max Drawdown

Largest peak-to-trough decline

-19.72%

-45.96%

+26.24%

Max Drawdown (1Y)

Largest decline over 1 year

—

-27.61%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-31.83%

—

Current Drawdown

Current decline from peak

-6.46%

-20.43%

+13.97%

Average Drawdown

Average peak-to-trough decline

-6.27%

-19.54%

+13.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

7.05%

—

Volatility

AGIQ vs. WTAI - Volatility Comparison

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Volatility by Period

AGIQWTAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

17.48%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

33.66%

—

Volatility (1Y)

Calculated over the trailing 1-year period

23.79%

37.82%

-14.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.79%

32.70%

-8.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.79%

32.70%

-8.91%

AGIQ vs. WTAI - Expense Ratio Comparison

AGIQ has a 0.69% expense ratio, which is higher than WTAI's 0.45% expense ratio.

Dividends

AGIQ vs. WTAI - Dividend Comparison

AGIQ's dividend yield for the trailing twelve months is around 1.91%, more than WTAI's 1.37% yield.

PositionTTM2025202420232022
AGIQ
SoFi Agentic AI ETF		1.91%0.38%0.00%0.00%0.00%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		1.37%1.81%0.19%0.24%0.22%

Frequently Asked Questions

AGIQ and WTAI have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WTAI is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WTAI is cheaper with a 0.45% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.91%, compared with 1.37% for WTAI.

AGIQ tracks BITA US Agentic AI Select Index, while WTAI tracks WisdomTree Artificial Intelligence & Innovation Index. They also come from different issuers: SoFi and WisdomTree. Their fees differ too: 0.69% for AGIQ and 0.45% for WTAI.

Portfolio Optimizer

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