AGIQ vs VYM

Quick Verdict

VYM has a lower expense ratio. AGIQ delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: AGIQMore Diversified: VYM

Side-by-Side Comparison

MetricAGIQVYMWinner
Expense Ratio0.69%0.04%
AUM$10M$79.0B
Dividend Yield1.88%2.86%
Holdings27568
YTD Return+15.41%+16.78%
1Y Return+32.57%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)-14.6%
Max Drawdown-19.7%-58.8%
Fund FamilySoFiVanguard (US)
CategoryEquityEquity
InceptionSep 2, 2025Nov 10, 2006

AGIQ vs VYM Performance

SoFi Agentic AI ETF (AGIQ) is a ETF from SoFi and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year AGIQ returned +32.57% while VYM returned +24.43%. Year to date, AGIQ is up 15.41% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -19.7% for AGIQ and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $69 vs $4 annually, a gap of $65 per year that compounds over a long holding period. On income, AGIQ currently yields 1.88% against 2.86% for VYM.

Holdings Overlap

0.9%overlap

AGIQ and VYM share 2 holdings out of 582 unique holdings combined, representing a 0.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGIQWeight in VYMDifference
ROK5.23%0.20%5.03%
QCOM4.09%0.67%3.42%

Frequently Asked Questions

Which is cheaper, AGIQ or VYM?

AGIQ has an expense ratio of 0.69% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $65 per year of difference.

Which performed better, AGIQ or VYM?

Over the past year AGIQ returned +32.57% vs +24.43% for VYM, so AGIQ leads on 1-year performance. Past performance does not guarantee future results.

What is the holdings overlap between AGIQ and VYM?

AGIQ and VYM share 2 common holdings with a 0.9% weight overlap. Combined, they hold 582 unique securities.

Which pays a higher dividend, AGIQ or VYM?

AGIQ yields 1.88% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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