AGIX vs VOO

Quick Verdict

VOO has a lower expense ratio. AGIX delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: AGIXMore Diversified: VOO

Side-by-Side Comparison

MetricAGIXVOOWinner
Expense Ratio0.99%0.03%
AUM$471M$979.0B
Dividend Yield0.95%1.09%
Holdings62509
YTD Return+27.63%+13.72%
1Y Return+41.27%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)29.5%14.1%
Max Drawdown-31.5%-34.3%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionJul 18, 2024Sep 7, 2010

AGIX vs VOO Performance

KraneShares Public-Private AI & Technology ETF (AGIX) is a ETF from KraneShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year AGIX returned +41.27% while VOO returned +21.63%. Year to date, AGIX is up 27.63% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

AGIX has been the more volatile fund, with annualized monthly volatility of 29.5% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -31.5% for AGIX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AGIX charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, AGIX currently yields 0.95% against 1.09% for VOO.

Holdings Overlap

30.6%overlap

AGIX and VOO share 25 holdings out of 535 unique holdings combined, representing a 30.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGIXWeight in VOODifference
NVDA5.27%7.51%2.24%
AAPL3.32%6.59%3.27%
MSFT4.03%4.30%0.27%
AMZNProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
MUProProPro
AMDProProPro
FundXLS Pro
See all 10 holdings AGIX shares with VOO
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, AGIX or VOO?

AGIX has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

Which performed better, AGIX or VOO?

Over the past year AGIX returned +41.27% vs +21.63% for VOO, so AGIX leads on 1-year performance. Over the longest common window we track (2 years), AGIX annualized +36.47% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, AGIX or VOO?

AGIX has been the more volatile fund at 29.5% annualized versus 14.1% for VOO. Worst drawdown: AGIX -31.5% vs VOO -34.3%.

Should I hold both AGIX and VOO?

AGIX and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGIX and VOO?

AGIX and VOO share 25 common holdings with a 30.6% weight overlap. Combined, they hold 535 unique securities.

Which pays a higher dividend, AGIX or VOO?

AGIX yields 0.95% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.