The AGIQ ETF is a passive product designed to track the performance of the Vita US Agentic AI Select Index. The index targets US-listed companies that develop, provide, or use agentic artificial intelligence, and its constituents may change as the related industries evolve.

It suits investors who want to examine, over a long-term horizon, how the spread of AI adoption affects various industries, and who can tolerate the high volatility and concentration risk of a single technology theme.

It is a passive (index-tracking) ETF managed by SoFi.

The AGIQ ETF holds US-listed companies connected to the agentic AI ecosystem using an index-based approach. It covers autonomous driving, AI assistant features, cybersecurity, industrial automation, and foundational technologies such as semiconductors and cloud computing, so the performance of a particular application area can influence the overall trend.

• A thematic structure covering both developers and users of agentic AI
• A structure with simultaneous exposure to industry-level changes in application software and foundational technologies

Assets under management (AUM) stand at $12.3M, and the total expense ratio is 0.69% per year.

Thematic products can be affected more heavily by industry and technology shifts than broad market indexes. Trading convenience and expense burden influence long-term holding costs, so it is worth checking the product's size, liquidity, and index inclusion criteria together.

The performance of the agentic AI theme can be sensitive to the pace of technology adoption, corporate investment plans, semiconductor and cloud demand, and market risk appetite. Strong momentum can appear when earnings expectations for related companies improve, but price swings can also widen when those expectations are revised.

Because this product concentrates on a specific technology theme, its fund flows may move differently from the general market environment. Expectations of expanded AI investment can raise interest, but the speed of technological change, the competitive landscape in each industry, and geopolitical variables can increase uncertainty around inflows and outflows.

Being able to look at agentic AI-related industries through a single product is an advantage, but theme concentration and volatility driven by technological change are factors to accept in advance.

The PAVE ETF shown in the table covers the US infrastructure theme, so its industry focus differs from AI technology exposure. The IFRA ETF centers on infrastructure demand, and the MSOS ETF reflects regulatory and demand changes in the US cannabis industry. The UFO ETF focuses on the space industry theme, while the FAI ETF focuses on artificial intelligence broadly. When comparing these products, it is advisable to consider the directness of the theme, industry concentration, expense burden, and liquidity together.

When reviewing the AGIQ ETF, first check the index inclusion criteria and actual industry exposure rather than the broad subject of artificial intelligence. Reviewing the costs, liquidity, distribution policy, and exchange rate effects of a thematic product together makes it easier to define your purpose for holding it.

The profitability of the underlying companies can vary with the pace of AI commercialization, customer demand, capital expenditure, and intensifying competition. Because of its theme concentration, losses can widen if valuations in related sectors are revised, even when the broader market is stable, and investors holding in Korean won also bear exchange rate fluctuations.

The AGIQ ETF can be considered by those who want to reflect the growth potential of the specific technology theme of agentic AI in their portfolio. However, its industry drivers differ from broad AI theme products and from infrastructure, space, and cannabis theme products, so it is advisable to confirm that it fits your purpose for holding and your tolerance for volatility, and then approach it under the principle of diversification.