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AGIQ - ETF AI Analysis
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SoFi Agentic AI ETF (AGIQ)
Rating:71Outperform
Price Target:―
Positive Factors
Focused AI Theme
The ETF targets companies tied to agentic AI and related technologies, giving investors direct exposure to a fast-evolving area of the market.
Sector Diversification Within Growth Areas
Holdings are spread across technology, industrials, health care, consumer cyclical, and communication services, helping reduce the impact if one growth sector struggles.
Several Strong Recent Performers in Top Holdings
Some of the larger positions, such as Baidu, Teradyne, Deere, and Thermo Fisher, have shown strong recent performance, helping offset weaker names in the portfolio.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Recent Weak Overall Performance
The ETF’s returns over the past month and three months have been slightly negative, suggesting recent performance has been soft.
Concentration in a Few Volatile AI Leaders
Top holdings like Nvidia, Tesla, Palantir, and others each make up a meaningful slice of the fund and have recently shown weak performance, increasing both stock-specific and AI-sector risk.
AGIQ vs. SPDR S&P 500 ETF (SPY)
AUM10.17M
RegionNorth America
Expense Ratio0.69%
Beta1.73
IssuerSoFi
Inception DateSep 03, 2025
Dividend Yield0.4%
Asset ClassEquity
Index TrackedBITA US Agentic AI Select Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,184
30 Day Avg. Volume8,343
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
27.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AGIQ Summary
The SoFi Agentic AI ETF (AGIQ) is an exchange-traded fund that follows the BITA US Agentic AI Select Index, focusing on U.S. companies using advanced artificial intelligence in areas like robotics, cloud computing, cybersecurity, and semiconductors. It holds well-known names such as Nvidia and Tesla, along with other tech and industrial innovators. Someone might invest in AGIQ to seek long-term growth from the expanding use of AI across many industries while getting diversification across several sectors. A key risk is that it is heavily focused on AI and technology-related companies, so its price can be very volatile and may drop sharply if the AI sector falls.
How much will it cost me?The SoFi Agentic AI ETF (AGIQ) has an expense ratio of 0.69%, meaning you’ll pay $6.90 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on a specialized theme in Robotics & AI, requiring more research and oversight. It’s designed to give investors targeted exposure to innovative companies in the AI sector.
What would affect this ETF?The SoFi Agentic AI ETF (AGIQ) could benefit from increasing demand for AI technologies across sectors like cloud computing, cybersecurity, and autonomous systems, as well as continued innovation by top holdings like Nvidia and Tesla. However, it may face challenges from regulatory scrutiny on AI development, economic slowdowns affecting technology investments, or rising interest rates that could pressure growth-focused companies. Its strong U.S. focus also makes it sensitive to domestic economic conditions.
AGIQ Top 10 Holdings
AGIQ is a U.S.-focused bet on agentic AI, with a clear tilt toward tech and automation. Nvidia is more of a steady engine than a rocket right now, helping but not carrying the fund. The real drag comes from Tesla and Palantir, both losing steam and weighing on recent returns. On the brighter side, industrial names like Rockwell Automation and Deere, along with chip tester Teradyne, have been rising and quietly pulling their weight. Overall, performance is a tug-of-war between lagging AI darlings and improving automation plays.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.12% | $826.09K | $4.44T | 31.66% | 76 Outperform | |
| Teradyne | 7.76% | $788.77K | $49.28B | 177.84% | 71 Outperform | |
| Tesla | 7.27% | $739.05K | $1.57T | 17.31% | 73 Outperform | |
| Deere | 6.67% | $678.85K | $163.44B | 25.55% | 66 Neutral | |
| Baidu | 6.06% | $616.62K | $47.79B | 40.55% | 64 Neutral | |
| Palantir Technologies | 5.63% | $572.30K | $313.21B | 10.28% | 74 Outperform | |
| Arista Networks | 5.59% | $568.45K | $178.30B | 32.49% | 83 Outperform | |
| Rockwell Automation | 5.47% | $556.57K | $44.31B | 33.96% | 71 Outperform | |
| Thermo Fisher | 4.68% | $475.66K | $189.66B | -5.08% | 72 Outperform | |
| Palo Alto Networks | 4.42% | $449.19K | $134.91B | -16.54% | 73 Outperform |
AGIQ Technical Analysis
Negative
―
Price Trends
22.91
Negative
22.72
Negative
Market Momentum
-0.39
Positive
40.24
Neutral
48.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGIQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.46, equal to the 50-day MA of 22.91, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.39 indicates Positive momentum. The RSI at 40.24 is Neutral, neither overbought nor oversold. The STOCH value of 48.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AGIQ.
AGIQ Peer Comparison
Comparison Results
Performance Comparison
AGIQ
SoFi Agentic AI ETF
21.68
1.79
9.00%
LFGY
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CEPI
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GPTY
YieldMax AI & Tech Portfolio Option Income ETF
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LRNZ
TrueShares Technology, AI & Deep Learning ETF
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EPAI
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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