Get the weekly note
ETFIQetfiq.com · independent ETF data

Data as of .

AGIQ vs HLTH: which is really different?

AGIQ and HLTH hold 10% of their weight in the same names.

SoFi Agentic AI ETF and Tema Healthcare AI ETF.

85.6%AGIQ in the S&P 500
19.2%HLTH in the S&P 500
+22.5%AGIQ total return, 1 year
+15.8%HLTH total return, 1 year

ETFIQ Off-Index Score: HLTH scores higher

How much of it is not the index it is sold as an alternative to?

AGIQ 18.5HLTH 65.80.1, the lowest in this set91.8, the highest

A percentile among the 379 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it · How it is computed

AGIQ14% of its weight is outside the S&P 500 · 1 year to Sep 18, 2026
86%14%of its weight in S&P 500 companiesoutsideactive share 85% · top ten 65% of the fund · 25 holdings filed May 31, 2026 · Nasdaq-100: 53% in86%14%of its weight in S&P 500 companies14% of its weight outside the S&P 500active share 85% · top ten 65% of the fund
HLTH81% of its weight is outside the S&P 500 · since launch to Sep 18, 2026
19%81%in the S&P 500of its weight outside the S&P 500active share 99% · top ten 50% of the fund · 32 holdings filed Sep 18, 2026 · Nasdaq-100: 12% in19%81%inoutside the S&P 500active share 99% · top ten 50% of the fund

10% of the two portfolios are the same securities at the same weight.

What they hold in common

By the books each fund has filed, AGIQ and HLTH hold 10% of their money in the same securities at the same weight.

Positions AGIQ and HLTH both hold, largest shared weight first
HoldingAGIQHLTH
Thermo Fisher Scientific Inc4.02%3.77%
Intuitive Surgical Inc3.57%4.36%
Illumina Inc2.51%5.44%
Only in each
Only in AGIQOnly in HLTH
Alphabet Inc 7.85%10X GENOMICS INC 7.67%
QUALCOMM Inc 7.61%TWIST BIOSCIENCE CORP 6.52%
NVIDIA Corp 7.39%NATERA INC 5.11%
Palo Alto Networks Inc 7.01%CYTOKINETICS INC 4.61%
Crowdstrike Holdings Inc 6.99%REVOLUTION MEDICINES INC 4.28%
Tesla Inc 6.83%VERTEX PHARMACEUTICALS INC 4.08%
Teradyne Inc 5.82%COGENT BIOSCIENCES INC 4.04%
Palantir Technologies Inc 5.32%GUARDANT HEALTH INC 3.77%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Sep 18, 2026.

Performance, window by window

AGIQ and HLTH over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnvs the S&P 500vs the Nasdaq-100
AGIQHLTHAGIQHLTHAGIQHLTH
3 months+10.2%not published+7.9 ptsnot published+12.6 ptsnot published
6 months+28.6%not published+10.6 ptsnot published+4.4 ptsnot published
1 year+22.5%not published+5.9 ptsnot published+0.7 ptsnot published
Since launch+32.9%+15.8%+12.9 pts+13.7 pts+5.7 pts+14.0 pts
Open the live comparison on ETFIQ
AGIQ and HLTH on the same fields, as of Sep 18, 2026. Source: ETFIQ.
AGIQ
SoFi Agentic AI ETF
Holds 25 stocks in artificial intelligence, 86% of its weight in S&P 500 companies
HLTH
Tema Healthcare AI ETF
Holds 32 stocks in artificial intelligence, 19% of its weight in S&P 500 companies
IssuerSoFiTema
ThemeArtificial intelligenceArtificial intelligence
In the S&P 50085.6%19.2%
Active share vs the S&P 50085.1%99.2%
In the Nasdaq-10052.6%11.9%
Holdings2532
Top ten, share of the fund64.5%49.9%
Expense ratio0.69%0.75%
Fee for the differing part0.81%0.76%
Total return, 1 year+22.5%+15.8% (since launch on Jul 21, 2026)
vs the S&P 500+5.9 pts+13.7 pts
vs the Nasdaq-100+0.7 pts+14.0 pts
Below its high−1.0%−2.1%
Net assets$11mnot published

AGIQ in plain words

By weight, 86% of AGIQ's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 85%. The top ten holdings are 64% of the fund across 25 positions, as filed for May 31, 2026. Over the year to Sep 18, 2026 the fund returned +22.5% with distributions reinvested against +16.6% for the S&P 500, so a holder was ahead by 5.9 pts.

HLTH in plain words

By weight, 19% of HLTH's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 50% of the fund across 32 positions, as published by its issuer for Sep 18, 2026. Since it launched on Jul 21, 2026 the fund returned +15.8% with distributions reinvested against +2.0% for the S&P 500, so a holder was ahead by 13.7 pts.

Questions people ask

Do AGIQ and HLTH hold the same stocks?
By their latest filings, 10% of their books are the same securities at the same weight, which is mostly different names. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, AGIQ or HLTH?
AGIQ has 86% of its weight in S&P 500 names and HLTH has 19%, so HLTH differs more from the index.
Which is cheaper, AGIQ or HLTH?
AGIQ charges 0.69% a year and HLTH charges 0.75%, so AGIQ is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

AGIQ against HLTH, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, AGIQ against HLTH, data as of Sep 18, 2026. https://etfiq.com/compare/themes/agiq-vs-hlth Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources