AGIQ vs IVV
SoFi Agentic AI ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AGIQ delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AGIQ | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.69% | 0.03% | |
| AUM | $12M | $907.0B | |
| Dividend Yield | 1.92% | 1.10% | |
| Holdings | 27 | 508 | |
| YTD Return | +11.16% | +12.28% | |
| 1Y Return | +27.69% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -19.7% | -56.5% | |
| Fund Family | SoFi | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Sep 2, 2025 | May 15, 2000 |
AGIQ vs IVV Performance
SoFi Agentic AI ETF (AGIQ) is a ETF from SoFi and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AGIQ returned +27.69% while IVV returned +20.94%. Year to date, AGIQ is up 11.16% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -19.7% for AGIQ and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
AGIQ charges 0.69% per year while IVV charges 0.03%. On a $10,000 position that is $69 vs $3 annually, a gap of $66 per year that compounds over a long holding period. On income, AGIQ currently yields 1.92% against 1.10% for IVV.
Holdings Overlap
AGIQ and IVV share 16 holdings out of 515 unique holdings combined, representing a 13.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AGIQ or IVV?
AGIQ has an expense ratio of 0.69% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $66 per year of difference.
Which performed better, AGIQ or IVV?
Over the past year AGIQ returned +27.69% vs +20.94% for IVV, so AGIQ leads on 1-year performance. Past performance does not guarantee future results.
What is the holdings overlap between AGIQ and IVV?
AGIQ and IVV share 16 common holdings with a 13.6% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, AGIQ or IVV?
AGIQ yields 1.92% while IVV yields 1.10%, so AGIQ currently pays the higher dividend yield.
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