AGIX vs. ITOT

Last updated Jun 5, 2026

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 63.05% vs 28.81% for ITOT. Their correlation of 0.81 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.

Returns By Period

In the year-to-date period, AGIX achieves a 32.25% return, which is significantly higher than ITOT's 11.78% return.

AGIX

• 1D: -0.87%
• 1M: 15.38%
• YTD: 32.25%
• 6M: 32.39%
• 1Y: 63.05%
• 3Y*: —
• 5Y*: —
• 10Y*: —

ITOT

• 1D: 0.48%
• 1M: 4.64%
• YTD: 11.78%
• 6M: 11.52%
• 1Y: 28.81%
• 3Y*: 22.39%
• 5Y*: 12.80%
• 10Y*: 15.01%

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

AGIX vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AGIX KraneShares Artificial Intelligence & Technology ETF	32.25%	29.24%	15.47%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.78%	17.00%	7.00%

Correlation

The correlation between AGIX and ITOT is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.78
Correlation (All Time) Calculated using the full available price history since Jul 19, 2024	0.81

The correlation between AGIX and ITOT has been stable across timeframes, ranging from 0.78 to 0.81 - a consistent structural relationship.

AGIX vs. ITOT - Sectors Allocation Comparison

Sectors	AGIX	ITOT
Technology	69.6%	33.8%
Communication Services	10.5%	10.3%
Consumer Cyclical	6.1%	10.1%
Financial Services	5.6%	12.1%
Industrials	2.2%	9.5%
Utilities	1.2%	2.3%
Healthcare	0.9%	9.0%
Basic Materials	-	2.1%
Consumer Defensive	-	4.7%
Energy	-	3.7%
Real Estate	-	2.4%

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: 68
AGIX Sharpe Ratio Rank: 79
AGIX Sortino Ratio Rank: 71
AGIX Omega Ratio Rank: 68
AGIX Calmar Ratio Rank: 65
AGIX Martin Ratio Rank: 55

ITOT

ITOT Risk / Return Rank: 73
ITOT Sharpe Ratio Rank: 74
ITOT Sortino Ratio Rank: 73
ITOT Omega Ratio Rank: 72
ITOT Calmar Ratio Rank: 66
ITOT Martin Ratio Rank: 78

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.

	AGIX	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	2.52	2.37	+0.15
Sortino ratio: Return per unit of downside risk	3.16	3.24	-0.07
Omega ratio: Gain probability vs. loss probability	1.40	1.43	-0.03
Calmar ratio: Return relative to maximum drawdown	3.19	3.25	-0.06
Martin ratio: Return relative to average drawdown	9.38	14.92	-5.55
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGIX vs. ITOT - Sharpe Ratio Comparison

The current AGIX Sharpe Ratio is 2.52, which is comparable to the ITOT Sharpe Ratio of 2.37. 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.

Sharpe Ratios by Period

	AGIX	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.52	2.37	+0.15
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.50	0.57	+0.93

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.

Drawdown Indicators

	AGIX	ITOT	Difference
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	-2.81%	-0.25%	-2.56%
Average Drawdown Average peak-to-trough decline	-5.82%	-6.97%	+1.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.74%	1.94%	+4.80%

Volatility

AGIX vs. ITOT - Volatility Comparison

KraneShares Artificial Intelligence & Technology ETF (AGIX) has a higher volatility of 8.43% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 2.94%. 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.

Volatility by Period

	AGIX	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.43%	2.94%	+5.49%
Volatility (6M) Calculated over the trailing 6-month period	19.87%	9.14%	+10.73%
Volatility (1Y) Calculated over the trailing 1-year period	25.13%	12.19%	+12.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.22%	17.35%	+11.87%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.22%	18.26%	+10.96%

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 0.91%, less than ITOT's 0.97% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGIX KraneShares Artificial Intelligence & Technology ETF	0.91%	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	0.97%	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

Can I hold both AGIX and ITOT in my portfolio?

AGIX and ITOT have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AGIX or ITOT?

AGIX has higher volatility (8.43%) compared to ITOT (2.94%). In terms of maximum drawdown, AGIX dropped -31.48% vs ITOT's -55.20%.

Which ETF is better, AGIX or ITOT?

On 1-year performance, AGIX leads with 63.05% vs 28.81% for ITOT. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 2.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AGIX or ITOT?

Over the 1-year period, AGIX has performed better with a 63.05% return vs 28.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AGIX or ITOT?

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

Which ETF pays a higher dividend yield, AGIX or ITOT?

ITOT has the higher dividend yield at 0.97%, compared with 0.91% for AGIX.

What is the main difference between AGIX and ITOT?

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.

Which has better risk-adjusted returns?

AGIX currently has the higher Sharpe Ratio (2.52 vs 2.37), 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.