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AGIX vs. WTAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AGIX vs. WTAI

Last updated Jun 5, 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 63.05% vs 105.11% for WTAI. Their correlation of 0.92 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.

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Returns By Period

In the year-to-date period, AGIX achieves a 32.25% return, which is significantly lower than WTAI's 57.45% return.

AGIX

1D
-0.87%
1M
15.38%
YTD
32.25%
6M
32.39%
1Y
63.05%
3Y*
—
5Y*
—
10Y*
—

WTAI

1D
-1.48%
1M
19.79%
YTD
57.45%
6M
56.30%
1Y
105.11%
3Y*
36.38%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGIX vs. WTAI - Yearly Performance Comparison

2026 (YTD)20252024
AGIX
KraneShares Artificial Intelligence & Technology ETF		32.25%29.24%15.47%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		57.45%34.83%6.84%

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 19, 2024

0.92

The correlation between AGIX and WTAI has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.

AGIX vs. WTAI - Sectors Allocation Comparison

Sectors
AGIX
WTAI

Technology

69.6%
71.6%

Communication Services

10.5%
7.2%

Consumer Cyclical

6.1%
8.3%

Financial Services

5.6%
3.8%

Industrials

2.2%
5.6%

Utilities

1.2%
0.9%

Healthcare

0.9%

-

Basic Materials

-

-

Consumer Defensive

-

0.4%

Energy

-

-

Real Estate

-

-

Technology

AGIX
69.6%
WTAI
71.6%

Communication Services

AGIX
10.5%
WTAI
7.2%

Consumer Cyclical

AGIX
6.1%
WTAI
8.3%

Financial Services

AGIX
5.6%
WTAI
3.8%

Industrials

AGIX
2.2%
WTAI
5.6%

Utilities

AGIX
1.2%
WTAI
0.9%

Healthcare

AGIX
0.9%
WTAI

-

Basic Materials

AGIX

-

WTAI

-

Consumer Defensive

AGIX

-

WTAI
0.4%

Energy

AGIX

-

WTAI

-

Real Estate

AGIX

-

WTAI

-

Compare stocks, funds, or ETFs

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KraneShares Artificial Intelligence & Technology ETF

WisdomTree Artificial Intelligence and Innovation Fund

Often compared with AGIX:
AGIX vs. AIQAGIX vs. QQQAGIX vs. VGTAGIX vs. QQQMAGIX vs. FTECAGIX vs. VOOAGIX vs. BOTZ
Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. VOOWTAI vs. SMHWTAI vs. BOTTWTAI vs. HTECWTAI vs. IYW

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: 6868
Overall Rank
AGIX Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
AGIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
AGIX Omega Ratio Rank: 6868
Omega Ratio Rank
AGIX Calmar Ratio Rank: 6565
Calmar Ratio Rank
AGIX Martin Ratio Rank: 5555
Martin Ratio Rank
WTAI
WTAI Risk / Return Rank: 9292
Overall Rank
WTAI Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 9090
Sortino Ratio Rank
WTAI Omega Ratio Rank: 8989
Omega Ratio Rank
WTAI Calmar Ratio Rank: 9393
Calmar Ratio Rank
WTAI Martin Ratio Rank: 9191
Martin Ratio Rank
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.

AGIXWTAIDifference
Sharpe ratioReturn per unit of total volatility
2.52
3.72

-1.20

Sortino ratioReturn per unit of downside risk
3.16
4.17

-1.01

Omega ratioGain probability vs. loss probability

1.40

1.55

-0.15

Calmar ratioReturn relative to maximum drawdown

3.19

6.85

-3.66

Martin ratioReturn relative to average drawdown

9.38

21.87

-12.49

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AGIX vs. WTAI - Sharpe Ratio Comparison

The current AGIX Sharpe Ratio is 2.52, which is lower than the WTAI Sharpe Ratio of 3.72. 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.

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Sharpe Ratios by Period

AGIXWTAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.52

3.72

-1.20

Sharpe Ratio (All Time)

Calculated using the full available price history

1.50

0.50

+1.01

Drawdowns

AGIX vs. WTAI - Drawdown Comparison

The maximum AGIX drawdown since its inception was -31.48%, smaller than the maximum WTAI drawdown of -45.92%. Use the drawdown chart below to compare losses from any high point for AGIX and WTAI.

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Drawdown Indicators

AGIXWTAIDifference

Max Drawdown

Largest peak-to-trough decline

-31.48%

-45.92%

+14.44%

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

-2.81%

-2.36%

-0.45%

Average Drawdown

Average peak-to-trough decline

-5.82%

-19.79%

+13.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.74%

4.82%

+1.92%

Volatility

AGIX vs. WTAI - Volatility Comparison

The current volatility for KraneShares Artificial Intelligence & Technology ETF (AGIX) is 8.43%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 10.70%. 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.

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Volatility by Period

AGIXWTAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.43%

10.70%

-2.27%

Volatility (6M)

Calculated over the trailing 6-month period

19.87%

22.78%

-2.91%

Volatility (1Y)

Calculated over the trailing 1-year period

25.13%

28.43%

-3.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.22%

30.98%

-1.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.22%

30.98%

-1.76%

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 0.91%, less than WTAI's 1.15% yield.

PositionTTM2025202420232022
AGIX
KraneShares Artificial Intelligence & Technology ETF		0.91%1.21%0.77%0.00%0.00%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		1.15%1.81%0.19%0.24%0.22%

Frequently Asked Questions

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.

WTAI has higher volatility (10.70%) compared to AGIX (8.43%). In terms of maximum drawdown, AGIX dropped -31.48% vs WTAI's -45.92%.

On 1-year performance, WTAI leads with 105.11% vs 63.05% for AGIX. On fees, WTAI is cheaper at 0.45% per year. On volatility, AGIX has been the lower-risk option at 8.43%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, WTAI has performed better with a 105.11% return vs 63.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

WTAI has the higher dividend yield at 1.15%, compared with 0.91% for AGIX.

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.

WTAI currently has the higher Sharpe Ratio (3.72 vs 2.52), 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.

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