WISE vs. AGIQ

Last updated Aug 4, 2026

WISE (Themes Generative Artificial Intelligence ETF) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - WISE tracks the Solactive Generative Artificial Intelligence Index - Benchmark TR Gross while AGIQ tracks the BITA US Agentic AI Select Index. Both are passively managed. Their correlation of 0.82 means they have usually moved in the same direction. WISE charges 0.35%/yr vs 0.69%/yr for AGIQ.

Performance

WISE vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Themes Generative Artificial Intelligence ETF (WISE) 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, WISE achieves a -8.91% return, which is significantly lower than AGIQ's 7.98% return.

WISE

• 1D: 3.57%
• 1M: -3.63%
• 6M: -6.05%
• YTD: -8.91%
• 1Y: 0.31%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.55%

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

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AGIQ SoFi Agentic AI ETF	$87.65K	$96.78K	$185.04K
WISE Themes Generative Artificial Intelligence ETF	$181.34K	$202.97K	$449.21K

WISE vs. AGIQ - Yearly Performance Comparison

	2026 (YTD)	2025
WISE Themes Generative Artificial Intelligence ETF	-8.91%	3.60%
AGIQ SoFi Agentic AI ETF	7.98%	13.79%

Correlation

The correlation between WISE and AGIQ is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 3, 2025	0.82

WISE vs. AGIQ - Sectors Allocation Comparison

Sectors	WISE	AGIQ
Technology	91.3%	56.0%
Consumer Cyclical	3.5%	9.5%
Communication Services	2.9%	6.0%
Industrials	1.3%	14.9%
Healthcare	0.8%	13.4%
Utilities	0.2%	-
Basic Materials	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Real Estate	-	-

Return for Risk

WISE vs. AGIQ — Risk / Return Rank

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

WISE

WISE Risk / Return Rank: 12
WISE Sharpe Ratio Rank: 11
WISE Sortino Ratio Rank: 12
WISE Omega Ratio Rank: 12
WISE Calmar Ratio Rank: 11
WISE Martin Ratio Rank: 11

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.

WISE vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Themes Generative Artificial Intelligence ETF (WISE) 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.

	WISE	AGIQ	Difference
Sharpe ratio: Return per unit of total volatility	0.01	—	—
Sortino ratio: Return per unit of downside risk	0.26	—	—
Omega ratio: Gain probability vs. loss probability	1.03	—	—
Calmar ratio: Return relative to maximum drawdown	0.01	—	—
Martin ratio: Return relative to average drawdown	0.02	—	—

Drawdowns

WISE vs. AGIQ - Drawdown Comparison

The maximum WISE drawdown since its inception was -39.15%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for WISE and AGIQ.

Drawdown Indicators

	WISE	AGIQ	Difference
Max Drawdown Largest peak-to-trough decline	-39.15%	-19.72%	-19.43%
Max Drawdown (1Y) Largest decline over 1 year	-34.08%	—	—
Current Drawdown Current decline from peak	-22.45%	-4.35%	-18.10%
Average Drawdown Average peak-to-trough decline	-12.34%	-6.26%	-6.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.28%	—	—

Volatility

Volatility by Period

	WISE	AGIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.39%	—	—
Volatility (6M) Calculated over the trailing 6-month period	27.27%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	35.04%	23.85%	+11.19%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.06%	23.85%	+10.21%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.06%	23.85%	+10.21%

WISE vs. AGIQ - Expense Ratio Comparison

WISE has a 0.35% expense ratio, which is lower than AGIQ's 0.69% expense ratio.

Dividends

WISE vs. AGIQ - Dividend Comparison

WISE's dividend yield for the trailing twelve months is around 4.53%, more than AGIQ's 1.87% yield.

Position	TTM	2025
AGIQ SoFi Agentic AI ETF	1.87%	0.38%
WISE Themes Generative Artificial Intelligence ETF	4.53%	4.12%

Frequently Asked Questions

Can I hold both WISE and AGIQ in my portfolio?

WISE and AGIQ have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WISE or AGIQ?

On fees, WISE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, WISE or AGIQ?

WISE is cheaper with a 0.35% expense ratio, compared with 0.69% for AGIQ.

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

WISE has the higher dividend yield at 4.53%, compared with 1.87% for AGIQ.

What is the main difference between WISE and AGIQ?

WISE tracks Solactive Generative Artificial Intelligence Index - Benchmark TR Gross, while AGIQ tracks BITA US Agentic AI Select Index. They also come from different issuers: Themes and SoFi. Their fees differ too: 0.35% for WISE and 0.69% for AGIQ.