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IGPT vs. AGIQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IGPT vs. AGIQ

Last updated Aug 4, 2026
Documentation

IGPT (Invesco AI and Next Gen Software ETF) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - IGPT tracks the STOXX World AC NexGen Software Development Index while AGIQ tracks the BITA US Agentic AI Select Index. Both are passively managed. Their 0.74 correlation means they have sometimes moved together and sometimes differently. IGPT charges 0.56%/yr vs 0.69%/yr for AGIQ.

Performance

IGPT vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco AI and Next Gen Software ETF (IGPT) 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, IGPT achieves a 50.51% return, which is significantly higher than AGIQ's 7.98% return.

IGPT

1D
3.23%
1M
-6.05%
6M
36.61%
YTD
50.51%
1Y
80.58%
3Y*
37.96%
5Y*
12.94%
10Y*
19.82%
ALL TIME*
15.04%

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

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

AGIQ

SoFi Agentic AI ETF
$87.65K$96.78K$185.04K

IGPT

Invesco AI and Next Gen Software ETF
$24.39M$21.86M$21.83M

IGPT vs. AGIQ - Yearly Performance Comparison

2026 (YTD)2025
IGPT
Invesco AI and Next Gen Software ETF		50.51%18.03%
AGIQ
SoFi Agentic AI ETF		7.98%13.79%

Correlation

The correlation between IGPT and AGIQ is 0.74, 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

0.74

IGPT vs. AGIQ - Sectors Allocation Comparison

Sectors
IGPT
AGIQ

Technology

76.6%
56.0%

Communication Services

16.9%
6.0%

Real Estate

2.4%

-

Healthcare

2.1%
13.4%

Industrials

2.0%
14.9%

Consumer Cyclical

0.1%
9.5%

Financial Services

0.1%

-

Basic Materials

-

-

Consumer Defensive

-

-

Energy

-

-

Utilities

-

-

Technology

IGPT
76.6%
AGIQ
56.0%

Communication Services

IGPT
16.9%
AGIQ
6.0%

Real Estate

IGPT
2.4%
AGIQ

-

Healthcare

IGPT
2.1%
AGIQ
13.4%

Industrials

IGPT
2.0%
AGIQ
14.9%

Consumer Cyclical

IGPT
0.1%
AGIQ
9.5%

Financial Services

IGPT
0.1%
AGIQ

-

Basic Materials

IGPT

-

AGIQ

-

Consumer Defensive

IGPT

-

AGIQ

-

Energy

IGPT

-

AGIQ

-

Utilities

IGPT

-

AGIQ

-

Compare stocks, funds, or ETFs

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Invesco AI and Next Gen Software ETF

SoFi Agentic AI ETF

Often compared with IGPT:
IGPT vs. AIQIGPT vs. CHATIGPT vs. BOTZIGPT vs. QQQIGPT vs. VGTIGPT vs. IRBOIGPT vs. XAIX
Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME

Return for Risk

IGPT vs. AGIQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
IGPT
IGPT Risk / Return Rank: 8484
Overall Rank
IGPT Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
IGPT Sortino Ratio Rank: 8181
Sortino Ratio Rank
IGPT Omega Ratio Rank: 8282
Omega Ratio Rank
IGPT Calmar Ratio Rank: 8585
Calmar Ratio Rank
IGPT Martin Ratio Rank: 8585
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.

IGPT vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco AI and Next Gen Software ETF (IGPT) 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.

IGPTAGIQDifference
Sharpe ratioReturn per unit of total volatility
2.20

—

—

Sortino ratioReturn per unit of downside risk
2.69

—

—

Omega ratioGain probability vs. loss probability

1.36

—

—

Calmar ratioReturn relative to maximum drawdown

3.27

—

—

Martin ratioReturn relative to average drawdown

12.33

—

—

IGPT vs. AGIQ - Sharpe Ratio Comparison

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Drawdowns

IGPT vs. AGIQ - Drawdown Comparison

The maximum IGPT drawdown since its inception was -50.14%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for IGPT and AGIQ.

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Drawdown Indicators

IGPTAGIQDifference

Max Drawdown

Largest peak-to-trough decline

-50.14%

-19.72%

-30.42%

Max Drawdown (1Y)

Largest decline over 1 year

-24.74%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-29.30%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-42.04%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-50.14%

—

—

Current Drawdown

Current decline from peak

-17.20%

-4.35%

-12.85%

Average Drawdown

Average peak-to-trough decline

-11.95%

-6.26%

-5.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.56%

—

—

Volatility

IGPT vs. AGIQ - Volatility Comparison

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Volatility by Period

IGPTAGIQDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.42%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

32.86%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

36.96%

23.85%

+13.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.58%

23.85%

+5.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.31%

23.85%

+3.46%

IGPT vs. AGIQ - Expense Ratio Comparison

IGPT has a 0.56% expense ratio, which is lower than AGIQ's 0.69% expense ratio.

Dividends

IGPT vs. AGIQ - Dividend Comparison

IGPT's dividend yield for the trailing twelve months is around 0.01%, less than AGIQ's 1.87% yield.

PositionTTM20252024202320222021202020192018201720162015
AGIQ
SoFi Agentic AI ETF		1.87%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IGPT
Invesco AI and Next Gen Software ETF		0.01%0.04%0.00%0.00%1.41%6.21%0.04%0.05%0.00%0.00%0.03%0.15%

Frequently Asked Questions

IGPT and AGIQ have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IGPT is cheaper at 0.56% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IGPT is cheaper with a 0.56% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.87%, compared with 0.01% for IGPT.

IGPT tracks STOXX World AC NexGen Software Development Index, while AGIQ tracks BITA US Agentic AI Select Index. They also come from different issuers: Invesco and SoFi. Their fees differ too: 0.56% for IGPT and 0.69% for AGIQ.

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