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AGIX vs. ITOT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIX vs. ITOT

Last updated Jul 16, 2026
Documentation

AGIX (KraneShares Artificial Intelligence & Technology ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - AGIX is a Technology Equities fund tracking the Solactive Etna Artificial General Intelligence Index, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Both are passively managed. Over the past year, AGIX returned 41.57% vs 23.01% for ITOT. Their correlation of 0.82 suggests significant overlap in exposure. AGIX charges 1.00%/yr vs 0.03%/yr for ITOT.

Performance

AGIX vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KraneShares Artificial Intelligence & Technology ETF (AGIX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGIX achieves a 22.49% return, which is significantly higher than ITOT's 11.80% return.

AGIX

1D
-0.29%
1M
-6.32%
6M
22.27%
YTD
22.49%
1Y
41.57%
3Y*
—
5Y*
—
10Y*
—

ITOT

1D
0.34%
1M
0.24%
6M
9.96%
YTD
11.80%
1Y
23.01%
3Y*
20.07%
5Y*
12.43%
10Y*
14.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGIX vs. ITOT - Yearly Performance Comparison

2026 (YTD)20252024
AGIX
KraneShares Artificial Intelligence & Technology ETF		22.49%29.24%12.92%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		11.80%17.00%6.02%

Correlation

The correlation between AGIX and ITOT is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (All Time)
Calculated using the full available price history since Jul 18, 2024

0.82

The correlation between AGIX and ITOT has been stable across timeframes, ranging from 0.80 to 0.82 - a consistent structural relationship.

AGIX vs. ITOT - Sectors Allocation Comparison

Sectors
AGIX
ITOT

Technology

69.4%
37.2%

Communication Services

10.2%
9.8%

Consumer Cyclical

5.8%
9.8%

Financial Services

3.2%
11.4%

Industrials

2.3%
9.1%

Utilities

1.3%
2.1%

Healthcare

1.1%
8.8%

Basic Materials

-

2.0%

Consumer Defensive

-

4.3%

Energy

-

3.3%

Real Estate

-

2.3%

Technology

AGIX
69.4%
ITOT
37.2%

Communication Services

AGIX
10.2%
ITOT
9.8%

Consumer Cyclical

AGIX
5.8%
ITOT
9.8%

Financial Services

AGIX
3.2%
ITOT
11.4%

Industrials

AGIX
2.3%
ITOT
9.1%

Utilities

AGIX
1.3%
ITOT
2.1%

Healthcare

AGIX
1.1%
ITOT
8.8%

Basic Materials

AGIX

-

ITOT
2.0%

Consumer Defensive

AGIX

-

ITOT
4.3%

Energy

AGIX

-

ITOT
3.3%

Real Estate

AGIX

-

ITOT
2.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

KraneShares Artificial Intelligence & Technology ETF

iShares Core S&P Total U.S. Stock Market ETF

Often compared with AGIX:
AGIX vs. AIQAGIX vs. QQQAGIX vs. VGTAGIX vs. QQQMAGIX vs. BOTZAGIX vs. VOOAGIX vs. FTEC
Often compared with ITOT:
ITOT vs. VTIITOT vs. VOOITOT vs. SCHBITOT vs. SPYITOT vs. FSKAXITOT vs. IVVITOT vs. IXUS

Return for Risk

AGIX vs. ITOT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AGIX
AGIX Risk / Return Rank: 5050
Overall Rank
AGIX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
AGIX Sortino Ratio Rank: 5050
Sortino Ratio Rank
AGIX Omega Ratio Rank: 4949
Omega Ratio Rank
AGIX Calmar Ratio Rank: 5151
Calmar Ratio Rank
AGIX Martin Ratio Rank: 4444
Martin Ratio Rank
ITOT
ITOT Risk / Return Rank: 6969
Overall Rank
ITOT Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 6868
Sortino Ratio Rank
ITOT Omega Ratio Rank: 6868
Omega Ratio Rank
ITOT Calmar Ratio Rank: 6565
Calmar Ratio Rank
ITOT Martin Ratio Rank: 7777
Martin Ratio Rank
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.

AGIX vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KraneShares Artificial Intelligence & Technology ETF (AGIX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.

AGIXITOTDifference
Sharpe ratioReturn per unit of total volatility
1.51
1.80

-0.29

Sortino ratioReturn per unit of downside risk
2.03
2.47

-0.44

Omega ratioGain probability vs. loss probability

1.25

1.32

-0.07

Calmar ratioReturn relative to maximum drawdown

2.10

2.60

-0.49

Martin ratioReturn relative to average drawdown

5.74

11.32

-5.58

AGIX vs. ITOT - Sharpe Ratio Comparison

The current AGIX Sharpe Ratio is 1.51, which is comparable to the ITOT Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of AGIX and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AGIX vs. ITOT - Drawdown Comparison

The maximum AGIX drawdown since its inception was -31.48%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for AGIX and ITOT.

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Drawdown Indicators

AGIXITOTDifference

Max Drawdown

Largest peak-to-trough decline

-31.48%

-55.20%

+23.72%

Max Drawdown (1Y)

Largest decline over 1 year

-19.85%

-8.90%

-10.95%

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.44%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-25.36%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-35.00%

—

Current Drawdown

Current decline from peak

-9.98%

-0.24%

-9.74%

Average Drawdown

Average peak-to-trough decline

-5.97%

-6.94%

+0.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.26%

2.04%

+5.22%

Volatility

AGIX vs. ITOT - Volatility Comparison

KraneShares Artificial Intelligence & Technology ETF (AGIX) has a higher volatility of 9.93% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 3.67%. This indicates that AGIX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AGIXITOTDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.93%

3.67%

+6.26%

Volatility (6M)

Calculated over the trailing 6-month period

23.27%

10.14%

+13.13%

Volatility (1Y)

Calculated over the trailing 1-year period

27.76%

12.85%

+14.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.94%

17.47%

+12.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.94%

18.25%

+11.69%

AGIX vs. ITOT - Expense Ratio Comparison

AGIX has a 1.00% expense ratio, which is higher than ITOT's 0.03% expense ratio.

Dividends

AGIX vs. ITOT - Dividend Comparison

AGIX's dividend yield for the trailing twelve months is around 0.98%, less than ITOT's 1.00% yield.

PositionTTM20252024202320222021202020192018201720162015
AGIX
KraneShares Artificial Intelligence & Technology ETF		0.98%1.21%0.77%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ITOT
iShares Core S&P Total U.S. Stock Market ETF		1.00%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions

AGIX and ITOT 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.

AGIX has higher volatility (9.93%) compared to ITOT (3.67%). In terms of maximum drawdown, AGIX dropped -31.48% vs ITOT's -55.20%.

On 1-year performance, AGIX leads with 41.57% vs 23.01% for ITOT. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 3.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, AGIX has performed better with a 41.57% return vs 23.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ITOT is cheaper with a 0.03% expense ratio, compared with 1.00% for AGIX.

ITOT has the higher dividend yield at 1.00%, compared with 0.98% for AGIX.

AGIX is categorized as Technology Equities, while ITOT is Large Cap Blend Equities. AGIX tracks Solactive Etna Artificial General Intelligence Index, while ITOT tracks S&P Total Market Index. They also come from different issuers: Kraneshares and iShares. Their fees differ too: 1.00% for AGIX and 0.03% for ITOT.

ITOT currently has the higher Sharpe Ratio (1.80 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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