AGIX vs. WTAI

Last updated Jul 16, 2026

AGIX (KraneShares Artificial Intelligence & Technology ETF) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both Technology Equities funds - AGIX tracks the Solactive Etna Artificial General Intelligence Index while WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index. Both are passively managed. Over the past year, AGIX returned 41.57% vs 73.73% for WTAI. Their correlation of 0.91 suggests significant overlap in exposure. AGIX charges 1.00%/yr vs 0.45%/yr for WTAI.

Performance

AGIX vs. WTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KraneShares Artificial Intelligence & Technology ETF (AGIX) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGIX achieves a 22.49% return, which is significantly lower than WTAI's 43.96% return.

AGIX

• 1D: -0.29%
• 1M: -6.32%
• 6M: 22.27%
• YTD: 22.49%
• 1Y: 41.57%
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTAI

• 1D: -1.99%
• 1M: -9.84%
• 6M: 39.51%
• YTD: 43.96%
• 1Y: 73.73%
• 3Y*: 29.49%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AGIX vs. WTAI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
AGIX KraneShares Artificial Intelligence & Technology ETF	22.49%	29.24%	12.92%
WTAI WisdomTree Artificial Intelligence and Innovation Fund	43.96%	34.83%	5.46%

Correlation

The correlation between AGIX and WTAI is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.89
Correlation (All Time) Calculated using the full available price history since Jul 18, 2024	0.91

The correlation between AGIX and WTAI has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.

AGIX vs. WTAI - Sectors Allocation Comparison

Sectors	AGIX	WTAI
Technology	69.4%	71.6%
Communication Services	10.2%	7.2%
Consumer Cyclical	5.8%	8.3%
Financial Services	3.2%	3.8%
Industrials	2.3%	5.6%
Utilities	1.3%	0.9%
Healthcare	1.1%	-
Basic Materials	-	-
Consumer Defensive	-	0.4%
Energy	-	-
Real Estate	-	-

Return for Risk

AGIX vs. WTAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGIX

AGIX Risk / Return Rank: 50
AGIX Sharpe Ratio Rank: 54
AGIX Sortino Ratio Rank: 50
AGIX Omega Ratio Rank: 49
AGIX Calmar Ratio Rank: 51
AGIX Martin Ratio Rank: 44

WTAI

WTAI Risk / Return Rank: 80
WTAI Sharpe Ratio Rank: 83
WTAI Sortino Ratio Rank: 69
WTAI Omega Ratio Rank: 73
WTAI Calmar Ratio Rank: 92
WTAI Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGIX vs. WTAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KraneShares Artificial Intelligence & Technology ETF (AGIX) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AGIX	WTAI	Difference
Sharpe ratio: Return per unit of total volatility	1.51	2.11	-0.60
Sortino ratio: Return per unit of downside risk	2.03	2.52	-0.48
Omega ratio: Gain probability vs. loss probability	1.25	1.34	-0.09
Calmar ratio: Return relative to maximum drawdown	2.10	4.81	-2.70
Martin ratio: Return relative to average drawdown	5.74	13.24	-7.50

AGIX vs. WTAI - Sharpe Ratio Comparison

The current AGIX Sharpe Ratio is 1.51, which is comparable to the WTAI Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of AGIX and WTAI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AGIX vs. WTAI - Drawdown Comparison

The maximum AGIX drawdown since its inception was -31.48%, smaller than the maximum WTAI drawdown of -45.96%. Use the drawdown chart below to compare losses from any high point for AGIX and WTAI.

Drawdown Indicators

	AGIX	WTAI	Difference
Max Drawdown Largest peak-to-trough decline	-31.48%	-45.96%	+14.48%
Max Drawdown (1Y) Largest decline over 1 year	-19.85%	-15.42%	-4.43%
Max Drawdown (3Y) Largest decline over 3 years	—	-31.83%	—
Current Drawdown Current decline from peak	-9.98%	-13.24%	+3.26%
Average Drawdown Average peak-to-trough decline	-5.97%	-19.54%	+13.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.26%	5.59%	+1.67%

Volatility

AGIX vs. WTAI - Volatility Comparison

The current volatility for KraneShares Artificial Intelligence & Technology ETF (AGIX) is 9.93%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 18.29%. This indicates that AGIX experiences smaller price fluctuations and is considered to be less risky than WTAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGIX	WTAI	Difference
Volatility (1M) Calculated over the trailing 1-month period	9.93%	18.29%	-8.36%
Volatility (6M) Calculated over the trailing 6-month period	23.27%	30.84%	-7.57%
Volatility (1Y) Calculated over the trailing 1-year period	27.76%	35.16%	-7.40%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	29.94%	32.21%	-2.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	29.94%	32.21%	-2.27%

AGIX vs. WTAI - Expense Ratio Comparison

AGIX has a 1.00% expense ratio, which is higher than WTAI's 0.45% expense ratio.

Dividends

AGIX vs. WTAI - Dividend Comparison

AGIX's dividend yield for the trailing twelve months is around 0.98%, less than WTAI's 1.25% yield.

Position	TTM	2025	2024	2023	2022
AGIX KraneShares Artificial Intelligence & Technology ETF	0.98%	1.21%	0.77%	0.00%	0.00%
WTAI WisdomTree Artificial Intelligence and Innovation Fund	1.25%	1.81%	0.19%	0.24%	0.22%

Frequently Asked Questions

Can I hold both AGIX and WTAI in my portfolio?

AGIX and WTAI have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AGIX or WTAI?

WTAI has higher volatility (18.29%) compared to AGIX (9.93%). In terms of maximum drawdown, AGIX dropped -31.48% vs WTAI's -45.96%.

Which ETF is better, AGIX or WTAI?

On 1-year performance, WTAI leads with 73.73% vs 41.57% for AGIX. On fees, WTAI is cheaper at 0.45% per year. On volatility, AGIX has been the lower-risk option at 9.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AGIX or WTAI?

Over the 1-year period, WTAI has performed better with a 73.73% return vs 41.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AGIX or WTAI?

WTAI is cheaper with a 0.45% expense ratio, compared with 1.00% for AGIX.

Which ETF pays a higher dividend yield, AGIX or WTAI?

WTAI has the higher dividend yield at 1.25%, compared with 0.98% for AGIX.

What is the main difference between AGIX and WTAI?

AGIX tracks Solactive Etna Artificial General Intelligence Index, while WTAI tracks WisdomTree Artificial Intelligence & Innovation Index. They also come from different issuers: Kraneshares and WisdomTree. Their fees differ too: 1.00% for AGIX and 0.45% for WTAI.

Which has better risk-adjusted returns?

WTAI currently has the higher Sharpe Ratio (2.11 vs 1.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.