AIBU vs. AGIQ

Last updated Aug 4, 2026

AIBU (Direxion Daily AI and Big Data Bull 2X Shares) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - AIBU tracks the Solactive US AI & Big Data Index while AGIQ tracks the BITA US Agentic AI Select Index. Both are passively managed. Their correlation of 0.85 means they have usually moved in the same direction. AIBU charges 0.96%/yr vs 0.69%/yr for AGIQ.

Performance

AIBU vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Direxion Daily AI and Big Data Bull 2X Shares (AIBU) 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, AIBU achieves a 24.34% return, which is significantly higher than AGIQ's 7.98% return.

AIBU

• 1D: 7.06%
• 1M: 2.59%
• 6M: 27.87%
• YTD: 24.34%
• 1Y: 44.34%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 51.00%

AGIQ

• 1D: 2.25%
• 1M: 1.02%
• 6M: 10.16%
• YTD: 7.98%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AGIQ SoFi Agentic AI ETF	$87.65K	$96.78K	$185.04K
AIBU Direxion Daily AI and Big Data Bull 2X Shares	$445.98K	$469.28K	$1.04M

AIBU vs. AGIQ - Yearly Performance Comparison

	2026 (YTD)	2025
AIBU Direxion Daily AI and Big Data Bull 2X Shares	24.34%	9.52%
AGIQ SoFi Agentic AI ETF	7.98%	13.79%

Correlation

The correlation between AIBU and AGIQ is 0.85, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 3, 2025	0.85

AIBU vs. AGIQ - Sectors Allocation Comparison

Sectors	AIBU	AGIQ
Technology	82.8%	56.0%
Communication Services	10.2%	6.0%
Consumer Cyclical	6.2%	9.5%
Healthcare	0.8%	13.4%
Industrials	0.1%	14.9%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Real Estate	-	-
Utilities	-	-

Return for Risk

AIBU vs. AGIQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AIBU

AIBU Risk / Return Rank: 32
AIBU Sharpe Ratio Rank: 33
AIBU Sortino Ratio Rank: 36
AIBU Omega Ratio Rank: 35
AIBU Calmar Ratio Rank: 28
AIBU Martin Ratio Rank: 26

AGIQ

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

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.

AIBU vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Direxion Daily AI and Big Data Bull 2X Shares (AIBU) 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.

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.

	AIBU	AGIQ	Difference
Sharpe ratio: Return per unit of total volatility	0.85	—	—
Sortino ratio: Return per unit of downside risk	1.41	—	—
Omega ratio: Gain probability vs. loss probability	1.17	—	—
Calmar ratio: Return relative to maximum drawdown	0.91	—	—
Martin ratio: Return relative to average drawdown	2.05	—	—

Drawdowns

AIBU vs. AGIQ - Drawdown Comparison

The maximum AIBU drawdown since its inception was -51.17%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for AIBU and AGIQ.

Drawdown Indicators

	AIBU	AGIQ	Difference
Max Drawdown Largest peak-to-trough decline	-51.17%	-19.72%	-31.45%
Max Drawdown (1Y) Largest decline over 1 year	-48.71%	—	—
Current Drawdown Current decline from peak	-19.67%	-4.35%	-15.32%
Average Drawdown Average peak-to-trough decline	-14.24%	-6.26%	-7.98%
Ulcer Index Depth and duration of drawdowns from previous peaks	21.67%	—	—

Volatility

Volatility by Period

	AIBU	AGIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.26%	—	—
Volatility (6M) Calculated over the trailing 6-month period	42.14%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	52.73%	23.85%	+28.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.16%	23.85%	+32.31%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.16%	23.85%	+32.31%

AIBU vs. AGIQ - Expense Ratio Comparison

AIBU has a 0.96% expense ratio, which is higher than AGIQ's 0.69% expense ratio.

Dividends

AIBU vs. AGIQ - Dividend Comparison

AIBU's dividend yield for the trailing twelve months is around 1.73%, less than AGIQ's 1.87% yield.

Position	TTM	2025	2024
AGIQ SoFi Agentic AI ETF	1.87%	0.38%	0.00%
AIBU Direxion Daily AI and Big Data Bull 2X Shares	1.73%	2.27%	1.33%

Frequently Asked Questions

Can I hold both AIBU and AGIQ in my portfolio?

AIBU and AGIQ have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AIBU 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, AIBU or AGIQ?

AGIQ is cheaper with a 0.69% expense ratio, compared with 0.96% for AIBU.

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

AGIQ has the higher dividend yield at 1.87%, compared with 1.73% for AIBU.

What is the main difference between AIBU and AGIQ?

AIBU 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: 0.96% for AIBU and 0.69% for AGIQ.