AIBD vs. AGIQ

Last updated Jun 4, 2026

AIBD (Direxion Daily AI and Big Data Bear 2X Shares) and AGIQ (SoFi Agentic AI ETF) are both exchange-traded funds - AIBD is a Inverse Equities fund tracking the Solactive US AI & Big Data Index, while AGIQ is a Technology Equities fund tracking the BITA US Agentic AI Select Index. Both are passively managed. At a correlation of -0.78, they often move in opposite directions. AIBD charges 1.05%/yr vs 0.69%/yr for AGIQ.

Performance

AIBD vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AI and Big Data Bear 2X Shares (AIBD) and SoFi Agentic AI ETF (AGIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIBD achieves a -38.68% return, which is significantly lower than AGIQ's 11.05% return.

AIBD

• 1D: 4.30%
• 1M: -24.36%
• YTD: -38.68%
• 6M: -33.54%
• 1Y: -59.55%
• 3Y*: —
• 5Y*: —
• 10Y*: —

AGIQ

• 1D: -1.64%
• 1M: 12.40%
• YTD: 11.05%
• 6M: 10.32%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AIBD vs. AGIQ - Yearly Performance Comparison

	2026 (YTD)	2025
AIBD Direxion Daily AI and Big Data Bear 2X Shares	-38.68%	-10.61%
AGIQ SoFi Agentic AI ETF	11.05%	14.42%

Correlation

The correlation between AIBD and AGIQ is -0.78, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 4, 2025	-0.78

Return for Risk

AIBD vs. AGIQ — Risk / Return Rank

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

AIBD

AIBD Risk / Return Rank: 1
AIBD Sharpe Ratio Rank: 1
AIBD Sortino Ratio Rank: 1
AIBD Omega Ratio Rank: 1
AIBD Calmar Ratio Rank: 0
AIBD Martin Ratio Rank: 0

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.

AIBD vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AI and Big Data Bear 2X Shares (AIBD) and SoFi Agentic AI ETF (AGIQ). 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.

	AIBD	AGIQ	Difference
Sharpe ratio: Return per unit of total volatility	-1.17	—	—
Sortino ratio: Return per unit of downside risk	-2.03	—	—
Omega ratio: Gain probability vs. loss probability	0.78	—	—
Calmar ratio: Return relative to maximum drawdown	-0.97	—	—
Martin ratio: Return relative to average drawdown	-1.78	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	AIBD	AGIQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.17	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.95	1.63	-2.58

Drawdowns

AIBD vs. AGIQ - Drawdown Comparison

The maximum AIBD drawdown since its inception was -82.11%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for AIBD and AGIQ.

Drawdown Indicators

	AIBD	AGIQ	Difference
Max Drawdown Largest peak-to-trough decline	-82.11%	-19.72%	-62.39%
Max Drawdown (1Y) Largest decline over 1 year	-61.47%	—	—
Current Drawdown Current decline from peak	-81.34%	-1.64%	-79.70%
Average Drawdown Average peak-to-trough decline	-48.17%	-6.17%	-42.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.38%	—	—

Volatility

Volatility by Period

	AIBD	AGIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.63%	—	—
Volatility (6M) Calculated over the trailing 6-month period	37.40%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	51.16%	23.23%	+27.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.52%	23.23%	+33.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.52%	23.23%	+33.29%

AIBD vs. AGIQ - Expense Ratio Comparison

AIBD has a 1.05% expense ratio, which is higher than AGIQ's 0.69% expense ratio.

Dividends

AIBD vs. AGIQ - Dividend Comparison

AIBD's dividend yield for the trailing twelve months is around 5.68%, more than AGIQ's 0.34% yield.

Position	TTM	2025	2024
AGIQ SoFi Agentic AI ETF	0.34%	0.38%	0.00%
AIBD Direxion Daily AI and Big Data Bear 2X Shares	5.68%	4.37%	3.58%

Frequently Asked Questions

Can I hold both AIBD and AGIQ in my portfolio?

AIBD and AGIQ 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 ETF is better, AIBD or AGIQ?

On fees, AGIQ is cheaper at 0.69% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AIBD or AGIQ?

AGIQ is cheaper with a 0.69% expense ratio, compared with 1.05% for AIBD.

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

AIBD has the higher dividend yield at 5.68%, compared with 0.34% for AGIQ.

What is the main difference between AIBD and AGIQ?

AIBD is categorized as Inverse Equities, while AGIQ is Technology Equities. AIBD tracks Solactive US AI & Big Data Index, while AGIQ tracks BITA US Agentic AI Select Index. They also come from different issuers: Direxion and SoFi. Their fees differ too: 1.05% for AIBD and 0.69% for AGIQ.