AGIQ vs QTUM

AGIQCSoFi Agentic AI ETF

QTUMADefiance Quantum ETF

In short

AGIQ Most AI funds buy the whole theme. AGIQ narrows it to agentic AI, the systems built to take actions rather than just answer, tracking a BITA index of US-listed companies drawing significant revenue from it. Young, small, and unusually specific.

QTUM Live since 2018, QTUM turns the quantum-computing story into a plain index fund: about 90 global names spanning quantum hardware and machine learning, for 0.40% a year.

Stated mandate

AGIQ The fund seeks to track, before fees and expenses, the BITA US Agentic AI Select Index, which targets U.S.-listed companies obtaining significant revenue from agentic artificial intelligence.

QTUM The Fund seeks to track, before fees and expenses, the total return of the BlueStar® Quantum Computing and Machine Learning Index. It uses a passive indexing approach.

Why people hold it

• AGIQ One clear job: track the BITA US Agentic AI Select Index of US-listed companies earning significant revenue from agentic AI. Rules pick the names, not a manager's hunch.
• The portfolio sticks tightly to that stated mandate instead of quietly drifting into generic big-tech, which is more than a few theme funds can say.
• At 0.69% a year, the fee sits right around the typical AI thematic fund rather than carrying a novelty premium for the narrower slice.
• Simple plumbing: a standard 1940 Act fund holding US-listed stocks. No leverage math or derivatives overlay to decode.

• QTUM 0.40% a year against a 0.68% median for its AI-theme cohort, and it undercuts peers like WTAI (0.45%) and ALAI (0.55%).
• Rules-based by design: it tracks the BlueStar Quantum Computing and Machine Learning Index, so no manager is hand-picking which quantum story wins.
• About 90 holdings across global markets, so the theme rides on a basket instead of two or three pure plays.
• Size and liquidity back it up: a multi-billion-dollar fund that trades actively, and one of the stronger implementations in its thematic peer group.

Worth knowing

• AGIQ Thinly traded with a small asset base, so spreads can run wider than in the category's household names.
• Launched in 2025, so there is only a short window of live history behind any risk read on it.
• Broader AI peers charge less for wider nets: XAIX at 0.35% and QTUM at 0.40%.

• QTUM Risk is the softest part of the profile. One narrow, early-stage theme in a single asset class means sharper swings than a broad-market fund.
• The index covers machine learning as well as quantum, so part of the basket is familiar AI exposure rather than quantum specialists.
• Distributions come quarterly, but a growth theme like this is not built around income.

Full AGIQ profile⁠

Full QTUM profile⁠