AGIX vs VTI

AGIX vs VTI
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Quick Verdict

VTI has a lower expense ratio. AGIX delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: AGIXMore Diversified: VTI

Side-by-Side Comparison

MetricAGIXVTIWinner
Expense Ratio1.00%0.03%
AUM$624M$666.9B
Dividend Yield1.05%1.07%
Holdings623,543
YTD Return+23.32%+12.65%
1Y Return+39.24%+21.39%
3Y Return (annualized)-+21.54%
5Y Return (annualized)-+12.11%
Volatility (annualized)29.2%15.3%
Max Drawdown-31.5%-56.6%
Fund FamilyKraneSharesVanguard (US)
CategoryEquityEquity
InceptionJul 18, 2024May 24, 2001

AGIX vs VTI Performance

KraneShares Public-Private AI & Technology ETF (AGIX) is a ETF from KraneShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AGIX returned +39.24% while VTI returned +21.39%. Year to date, AGIX is up 23.32% versus a gain of 12.65% for VTI.

Risk: Volatility and Drawdowns

AGIX has been the more volatile fund, with annualized monthly volatility of 29.2% compared with 15.3% for VTI. 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 -56.6% for VTI. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

AGIX charges 1.00% per year while VTI charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, AGIX currently yields 1.05% against 1.07% for VTI.

Holdings Overlap

29.4%overlap

AGIX and VTI share 41 holdings out of 2801 unique holdings combined, representing a 29.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AGIXWeight in VTIDifference
NVDA5.27%6.32%1.05%
AAPL3.32%5.84%2.52%
MSFT4.03%3.81%0.22%
AMZNProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
TSLAProProPro
MUProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, AGIX or VTI?

AGIX has an expense ratio of 1.00% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, AGIX or VTI?

Over the past year AGIX returned +39.24% vs +21.39% for VTI, so AGIX leads on 1-year performance. Over the longest common window we track (2 years), AGIX annualized +33.81% vs +8.07% for VTI. Past performance does not guarantee future results.

Which is riskier, AGIX or VTI?

AGIX has been the more volatile fund at 29.2% annualized versus 15.3% for VTI. Worst drawdown: AGIX -31.5% vs VTI -56.6%.

Should I hold both AGIX and VTI?

AGIX and VTI have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AGIX and VTI?

AGIX and VTI share 41 common holdings with a 29.4% weight overlap. Combined, they hold 2801 unique securities.

Which pays a higher dividend, AGIX or VTI?

AGIX yields 1.05% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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