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ARTY vs. AGIQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ARTY vs. AGIQ

Last updated Aug 2, 2026
Documentation

ARTY (iShares Future AI & Tech ETF) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - ARTY tracks the Morningstar Global Artificial Intelligence Select Index (Net) while AGIQ tracks the BITA US Agentic AI Select Index. Both are passively managed. Their 0.77 correlation means they have sometimes moved together and sometimes differently. ARTY charges 0.47%/yr vs 0.69%/yr for AGIQ.

Performance

ARTY vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Future AI & Tech ETF (ARTY) and SoFi Agentic AI ETF (AGIQ). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ARTY achieves a 38.42% return, which is significantly higher than AGIQ's 5.61% return.

ARTY

1D
0.60%
1M
-6.25%
6M
29.47%
YTD
38.42%
1Y
57.81%
3Y*
25.12%
5Y*
9.92%
10Y*
—
ALL TIME*
14.64%

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

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

AGIQ

SoFi Agentic AI ETF
$89.14K$98.01K$199.12K

ARTY

iShares Future AI & Tech ETF
$36.04M$40.00M$59.74M

ARTY vs. AGIQ - Yearly Performance Comparison

2026 (YTD)2025
ARTY
iShares Future AI & Tech ETF		38.42%14.41%
AGIQ
SoFi Agentic AI ETF		5.61%13.79%

Correlation

The correlation between ARTY and AGIQ is 0.77, 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

0.77

ARTY vs. AGIQ - Sectors Allocation Comparison

Sectors
ARTY
AGIQ

Technology

87.8%
56.0%

Industrials

5.3%
14.9%

Communication Services

3.0%
6.0%

Utilities

1.6%

-

Real Estate

1.4%

-

Healthcare

0.9%
13.4%

Financial Services

0.7%

-

Basic Materials

-

-

Consumer Cyclical

-

9.5%

Consumer Defensive

-

-

Energy

-

-

Technology

ARTY
87.8%
AGIQ
56.0%

Industrials

ARTY
5.3%
AGIQ
14.9%

Communication Services

ARTY
3.0%
AGIQ
6.0%

Utilities

ARTY
1.6%
AGIQ

-

Real Estate

ARTY
1.4%
AGIQ

-

Healthcare

ARTY
0.9%
AGIQ
13.4%

Financial Services

ARTY
0.7%
AGIQ

-

Basic Materials

ARTY

-

AGIQ

-

Consumer Cyclical

ARTY

-

AGIQ
9.5%

Consumer Defensive

ARTY

-

AGIQ

-

Energy

ARTY

-

AGIQ

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Future AI & Tech ETF

SoFi Agentic AI ETF

Often compared with ARTY:
ARTY vs. BOTZARTY vs. QQQARTY vs. ARKQARTY vs. AIQARTY vs. BAIARTY vs. SPYARTY vs. IETC
Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME

Return for Risk

ARTY vs. AGIQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
ARTY
ARTY Risk / Return Rank: 6060
Overall Rank
ARTY Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
ARTY Sortino Ratio Rank: 5656
Sortino Ratio Rank
ARTY Omega Ratio Rank: 5757
Omega Ratio Rank
ARTY Calmar Ratio Rank: 6565
Calmar Ratio Rank
ARTY Martin Ratio Rank: 6161
Martin Ratio Rank
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.

ARTY vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Future AI & Tech ETF (ARTY) 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.

ARTYAGIQDifference
Sharpe ratioReturn per unit of total volatility
1.44

—

—

Sortino ratioReturn per unit of downside risk
1.93

—

—

Omega ratioGain probability vs. loss probability

1.25

—

—

Calmar ratioReturn relative to maximum drawdown

2.24

—

—

Martin ratioReturn relative to average drawdown

7.25

—

—

ARTY vs. AGIQ - Sharpe Ratio Comparison

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Drawdowns

ARTY vs. AGIQ - Drawdown Comparison

The maximum ARTY drawdown since its inception was -54.50%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for ARTY and AGIQ.

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Drawdown Indicators

ARTYAGIQDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-19.72%

-34.78%

Max Drawdown (1Y)

Largest decline over 1 year

-24.00%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-32.44%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-50.53%

—

—

Current Drawdown

Current decline from peak

-17.41%

-6.46%

-10.95%

Average Drawdown

Average peak-to-trough decline

-19.68%

-6.27%

-13.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.42%

—

—

Volatility

ARTY vs. AGIQ - Volatility Comparison

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Volatility by Period

ARTYAGIQDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.17%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

33.16%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

37.34%

23.79%

+13.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.29%

23.79%

+6.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.64%

23.79%

+4.85%

ARTY vs. AGIQ - Expense Ratio Comparison

ARTY has a 0.47% expense ratio, which is lower than AGIQ's 0.69% expense ratio.

Dividends

ARTY vs. AGIQ - Dividend Comparison

ARTY's dividend yield for the trailing twelve months is around 0.07%, less than AGIQ's 1.91% yield.

PositionTTM20252024202320222021202020192018
AGIQ
SoFi Agentic AI ETF		1.91%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
ARTY
iShares Future AI & Tech ETF		0.07%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%

Frequently Asked Questions

ARTY and AGIQ have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ARTY is cheaper at 0.47% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ARTY is cheaper with a 0.47% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.91%, compared with 0.07% for ARTY.

ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net), while AGIQ tracks BITA US Agentic AI Select Index. They also come from different issuers: iShares and SoFi. Their fees differ too: 0.47% for ARTY and 0.69% for AGIQ.

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