AIPI vs. VGT

Last updated Jun 13, 2026

AIPI (REX AI Equity Premium Income ETF) and VGT (Vanguard Information Technology ETF) are both exchange-traded funds - AIPI is a Derivative Income fund actively managed by REX, while VGT is a Technology Equities fund tracking the MSCI USA IMI Information Technology 25/50 Index. AIPI is actively managed, while VGT is passively managed. Over the past year, AIPI returned 22.46% vs 47.99% for VGT. Their correlation of 0.88 suggests significant overlap in exposure. AIPI charges 0.65%/yr vs 0.09%/yr for VGT.

Performance

AIPI vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX AI Equity Premium Income ETF (AIPI) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIPI achieves a 6.90% return, which is significantly lower than VGT's 24.03% return.

AIPI

• 1D: -0.32%
• 1M: 3.48%
• YTD: 6.90%
• 6M: 6.01%
• 1Y: 22.46%
• 3Y*: —
• 5Y*: —
• 10Y*: —

VGT

• 1D: 0.58%
• 1M: 2.90%
• YTD: 24.03%
• 6M: 24.13%
• 1Y: 47.99%
• 3Y*: 29.84%
• 5Y*: 20.35%
• 10Y*: 25.19%

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

AIPI vs. VGT - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AIPI REX AI Equity Premium Income ETF	6.90%	16.38%	15.79%
VGT Vanguard Information Technology ETF	24.03%	21.77%	16.17%

Correlation

The correlation between AIPI and VGT is 0.85, 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	0.85
Correlation (All Time) Calculated using the full available price history since Jun 4, 2024	0.88

The correlation between AIPI and VGT has been stable across timeframes, ranging from 0.85 to 0.88 - a consistent structural relationship.

AIPI vs. VGT - Sectors Allocation Comparison

Sectors	AIPI	VGT
Technology	90.9%	98.5%
Communication Services	5.9%	0.5%
Consumer Cyclical	3.2%	0.1%
Basic Materials	-	0.0%
Consumer Defensive	-	-
Energy	-	0.3%
Financial Services	-	0.5%
Healthcare	-	0.0%
Industrials	-	0.4%
Real Estate	-	-
Utilities	-	-

Return for Risk

AIPI vs. VGT — Risk / Return Rank

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

AIPI

AIPI Risk / Return Rank: 40
AIPI Sharpe Ratio Rank: 45
AIPI Sortino Ratio Rank: 41
AIPI Omega Ratio Rank: 44
AIPI Calmar Ratio Rank: 36
AIPI Martin Ratio Rank: 36

VGT

VGT Risk / Return Rank: 70
VGT Sharpe Ratio Rank: 79
VGT Sortino Ratio Rank: 71
VGT Omega Ratio Rank: 72
VGT Calmar Ratio Rank: 67
VGT Martin Ratio Rank: 59

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.

AIPI vs. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX AI Equity Premium Income ETF (AIPI) and Vanguard Information Technology ETF (VGT). 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.

	AIPI	VGT	Difference
Sharpe ratio: Return per unit of total volatility	1.38	2.19	-0.81
Sortino ratio: Return per unit of downside risk	1.85	2.74	-0.89
Omega ratio: Gain probability vs. loss probability	1.25	1.36	-0.11
Calmar ratio: Return relative to maximum drawdown	1.57	2.94	-1.37
Martin ratio: Return relative to average drawdown	4.82	9.11	-4.29

AIPI vs. VGT - Sharpe Ratio Comparison

The current AIPI Sharpe Ratio is 1.38, which is lower than the VGT Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of AIPI and VGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AIPI vs. VGT - Drawdown Comparison

The maximum AIPI drawdown since its inception was -25.25%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for AIPI and VGT.

Drawdown Indicators

	AIPI	VGT	Difference
Max Drawdown Largest peak-to-trough decline	-25.25%	-54.63%	+29.38%
Max Drawdown (1Y) Largest decline over 1 year	-14.40%	-16.40%	+2.00%
Max Drawdown (3Y) Largest decline over 3 years	—	-27.23%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-35.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.07%	—
Current Drawdown Current decline from peak	-4.20%	-7.18%	+2.98%
Average Drawdown Average peak-to-trough decline	-4.64%	-7.95%	+3.31%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.67%	5.28%	-0.61%

Volatility

AIPI vs. VGT - Volatility Comparison

The current volatility for REX AI Equity Premium Income ETF (AIPI) is 5.30%, while Vanguard Information Technology ETF (VGT) has a volatility of 10.00%. This indicates that AIPI experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIPI	VGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.30%	10.00%	-4.70%
Volatility (6M) Calculated over the trailing 6-month period	13.53%	18.00%	-4.47%
Volatility (1Y) Calculated over the trailing 1-year period	16.36%	22.00%	-5.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.42%	25.40%	-3.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.42%	24.72%	-3.30%

AIPI vs. VGT - Expense Ratio Comparison

AIPI has a 0.65% expense ratio, which is higher than VGT's 0.09% expense ratio.

Dividends

AIPI vs. VGT - Dividend Comparison

AIPI's dividend yield for the trailing twelve months is around 36.97%, more than VGT's 0.33% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIPI REX AI Equity Premium Income ETF	36.97%	37.84%	18.13%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VGT Vanguard Information Technology ETF	0.33%	0.40%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Frequently Asked Questions

Can I hold both AIPI and VGT in my portfolio?

AIPI and VGT 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 is riskier, AIPI or VGT?

VGT has higher volatility (10.00%) compared to AIPI (5.30%). In terms of maximum drawdown, AIPI dropped -25.25% vs VGT's -54.63%.

Which ETF is better, AIPI or VGT?

On 1-year performance, VGT leads with 47.99% vs 22.46% for AIPI. On fees, VGT is cheaper at 0.09% per year. On volatility, AIPI has been the lower-risk option at 5.30%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIPI or VGT?

Over the 1-year period, VGT has performed better with a 47.99% return vs 22.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIPI or VGT?

VGT is cheaper with a 0.09% expense ratio, compared with 0.65% for AIPI.

Which ETF pays a higher dividend yield, AIPI or VGT?

AIPI has the higher dividend yield at 36.97%, compared with 0.33% for VGT.

What is the main difference between AIPI and VGT?

AIPI is categorized as Derivative Income, while VGT is Technology Equities. They also come from different issuers: REX and Vanguard. Their fees differ too: 0.65% for AIPI and 0.09% for VGT.

Which has better risk-adjusted returns?

VGT currently has the higher Sharpe Ratio (2.19 vs 1.38), 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.