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IRBO vs. AGIQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IRBO vs. AGIQ

Last updated Aug 4, 2026
Documentation

IRBO (iShares Future AI & Tech ETF) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - IRBO tracks the Morningstar Global Artificial Intelligence Select Index 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. IRBO charges 0.47%/yr vs 0.69%/yr for AGIQ.

Performance

IRBO vs. AGIQ - Performance Comparison

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

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Returns By Period

In the year-to-date period, IRBO achieves a 43.11% return, which is significantly higher than AGIQ's 7.98% return.

IRBO

1D
3.39%
1M
-3.07%
6M
32.62%
YTD
43.11%
1Y
63.16%
3Y*
28.37%
5Y*
10.52%
10Y*
—
ALL TIME*
15.10%

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

IRBO

iShares Future AI & Tech ETF
$35.64M$36.90M$59.33M

IRBO vs. AGIQ - Yearly Performance Comparison

2026 (YTD)2025
IRBO
iShares Future AI & Tech ETF		43.11%14.41%
AGIQ
SoFi Agentic AI ETF		7.98%13.79%

Correlation

The correlation between IRBO 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

IRBO vs. AGIQ - Sectors Allocation Comparison

Sectors
IRBO
AGIQ

Technology

83.8%
56.0%

Communication Services

5.5%
6.0%

Industrials

4.7%
14.9%

Utilities

3.2%

-

Consumer Cyclical

2.9%
9.5%

Real Estate

1.2%

-

Consumer Defensive

0.0%

-

Healthcare

0.0%
13.4%

Basic Materials

-

-

Energy

-

-

Financial Services

-

-

Technology

IRBO
83.8%
AGIQ
56.0%

Communication Services

IRBO
5.5%
AGIQ
6.0%

Industrials

IRBO
4.7%
AGIQ
14.9%

Utilities

IRBO
3.2%
AGIQ

-

Consumer Cyclical

IRBO
2.9%
AGIQ
9.5%

Real Estate

IRBO
1.2%
AGIQ

-

Consumer Defensive

IRBO
0.0%
AGIQ

-

Healthcare

IRBO
0.0%
AGIQ
13.4%

Basic Materials

IRBO

-

AGIQ

-

Energy

IRBO

-

AGIQ

-

Financial Services

IRBO

-

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 IRBO:
IRBO vs. BOTZIRBO vs. ROBOIRBO vs. AIQIRBO vs. ROBTIRBO vs. ARKQIRBO vs. IBOTIRBO vs. IGPT
Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME

Return for Risk

IRBO vs. AGIQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
IRBO
IRBO Risk / Return Rank: 6969
Overall Rank
IRBO Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
IRBO Sortino Ratio Rank: 6464
Sortino Ratio Rank
IRBO Omega Ratio Rank: 6565
Omega Ratio Rank
IRBO Calmar Ratio Rank: 7474
Calmar Ratio Rank
IRBO Martin Ratio Rank: 6868
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.

IRBO vs. AGIQ - Risk-Adjusted Trends Comparison

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

IRBOAGIQDifference
Sharpe ratioReturn per unit of total volatility
1.70

—

—

Sortino ratioReturn per unit of downside risk
2.18

—

—

Omega ratioGain probability vs. loss probability

1.28

—

—

Calmar ratioReturn relative to maximum drawdown

2.64

—

—

Martin ratioReturn relative to average drawdown

8.49

—

—

IRBO vs. AGIQ - Sharpe Ratio Comparison

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Drawdowns

IRBO vs. AGIQ - Drawdown Comparison

The maximum IRBO 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 IRBO and AGIQ.

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Drawdown Indicators

IRBOAGIQDifference

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

-14.61%

-4.35%

-10.26%

Average Drawdown

Average peak-to-trough decline

-19.68%

-6.26%

-13.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.46%

—

—

Volatility

IRBO vs. AGIQ - Volatility Comparison

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Volatility by Period

IRBOAGIQDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.41%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

33.09%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

37.42%

23.85%

+13.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.34%

23.85%

+6.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.65%

23.85%

+4.80%

IRBO vs. AGIQ - Expense Ratio Comparison

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

Dividends

IRBO vs. AGIQ - Dividend Comparison

IRBO's dividend yield for the trailing twelve months is around 0.06%, less than AGIQ's 1.87% yield.

PositionTTM20252024202320222021202020192018
AGIQ
SoFi Agentic AI ETF		1.87%0.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IRBO
iShares Future AI & Tech ETF		0.06%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%

Frequently Asked Questions

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

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

AGIQ has the higher dividend yield at 1.87%, compared with 0.06% for IRBO.

IRBO tracks Morningstar Global Artificial Intelligence Select Index, 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 IRBO and 0.69% for AGIQ.

Portfolio Optimizer

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