AIFD vs. AGIQ

Last updated Aug 2, 2026

AIFD (TCW Artificial Intelligence ETF) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds. AIFD is actively managed, while AGIQ is passively managed. Their 0.78 correlation means they have sometimes moved together and sometimes differently. AIFD charges 0.75%/yr vs 0.69%/yr for AGIQ.

Performance

AIFD vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in TCW Artificial Intelligence ETF (AIFD) 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, AIFD achieves a 30.44% return, which is significantly higher than AGIQ's 5.61% return.

AIFD

• 1D: 1.48%
• 1M: -5.02%
• 6M: 27.69%
• YTD: 30.44%
• 1Y: 55.82%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 34.17%

AGIQ

• 1D: 1.95%
• 1M: -1.21%
• 6M: 6.78%
• YTD: 5.61%
• 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	$89.14K	$98.01K	$199.12K
AIFD TCW Artificial Intelligence ETF	$710.64K	$728.72K	$1.19M

AIFD vs. AGIQ - Yearly Performance Comparison

	2026 (YTD)	2025
AIFD TCW Artificial Intelligence ETF	30.44%	17.40%
AGIQ SoFi Agentic AI ETF	5.61%	13.79%

Correlation

The correlation between AIFD and AGIQ is 0.78, 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	0.78

AIFD vs. AGIQ - Sectors Allocation Comparison

Sectors	AIFD	AGIQ
Technology	73.7%	56.0%
Industrials	10.0%	14.9%
Communication Services	7.0%	6.0%
Consumer Cyclical	5.2%	9.5%
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Healthcare	-	13.4%
Real Estate	-	-
Utilities	-	-

Return for Risk

AIFD vs. AGIQ — Risk / Return Rank

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

AIFD

AIFD Risk / Return Rank: 73
AIFD Sharpe Ratio Rank: 76
AIFD Sortino Ratio Rank: 69
AIFD Omega Ratio Rank: 67
AIFD Calmar Ratio Rank: 74
AIFD Martin Ratio Rank: 81

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.

AIFD vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for TCW Artificial Intelligence ETF (AIFD) 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.

	AIFD	AGIQ	Difference
Sharpe ratio: Return per unit of total volatility	1.73	—	—
Sortino ratio: Return per unit of downside risk	2.24	—	—
Omega ratio: Gain probability vs. loss probability	1.28	—	—
Calmar ratio: Return relative to maximum drawdown	2.60	—	—
Martin ratio: Return relative to average drawdown	10.64	—	—

Drawdowns

AIFD vs. AGIQ - Drawdown Comparison

The maximum AIFD drawdown since its inception was -33.20%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for AIFD and AGIQ.

Drawdown Indicators

	AIFD	AGIQ	Difference
Max Drawdown Largest peak-to-trough decline	-33.20%	-19.72%	-13.48%
Max Drawdown (1Y) Largest decline over 1 year	-20.22%	—	—
Current Drawdown Current decline from peak	-14.44%	-6.46%	-7.98%
Average Drawdown Average peak-to-trough decline	-5.98%	-6.27%	+0.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.93%	—	—

Volatility

Volatility by Period

	AIFD	AGIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.69%	—	—
Volatility (6M) Calculated over the trailing 6-month period	25.06%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	30.35%	23.79%	+6.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.57%	23.79%	+6.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.57%	23.79%	+6.78%

AIFD vs. AGIQ - Expense Ratio Comparison

AIFD has a 0.75% expense ratio, which is higher than AGIQ's 0.69% expense ratio.

Dividends

AIFD vs. AGIQ - Dividend Comparison

AIFD has not paid dividends to shareholders, while AGIQ's dividend yield for the trailing twelve months is around 1.91%.

Position	TTM	2025
AGIQ SoFi Agentic AI ETF	1.91%	0.38%
AIFD TCW Artificial Intelligence ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both AIFD and AGIQ in my portfolio?

AIFD 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, AIFD 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, AIFD or AGIQ?

AGIQ is cheaper with a 0.69% expense ratio, compared with 0.75% for AIFD.

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

AGIQ has the higher dividend yield at 1.91%, compared with 0.00% for AIFD.

What is the main difference between AIFD and AGIQ?

They also come from different issuers: TCW and SoFi. Their fees differ too: 0.75% for AIFD and 0.69% for AGIQ.