AGIX vs. WTAI
AGIX (KraneShares Artificial Intelligence & Technology ETF) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both Artificial Intelligence 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 41.17% vs 67.57% for WTAI. Their correlation of 0.92 means they have usually moved in the same direction. AGIX charges 1.00%/yr vs 0.45%/yr for WTAI.
Performance
AGIX vs. WTAI - Performance Comparison
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Returns By Period
In the year-to-date period, AGIX achieves a 22.77% return, which is significantly lower than WTAI's 42.24% return.
AGIX
- 1D
- -1.61%
- 1M
- -2.11%
- 6M
- 33.77%
- YTD
- 22.77%
- 1Y
- 41.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 32.94%
WTAI
- 1D
- -1.66%
- 1M
- -5.45%
- 6M
- 43.28%
- YTD
- 42.24%
- 1Y
- 67.57%
- 3Y*
- 30.54%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.66M | $6.82M | $17.79M | |
| $10.98M | $17.74M | $14.46M |
AGIX vs. WTAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AGIX KraneShares Artificial Intelligence & Technology ETF | 22.77% | 29.24% | 12.92% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 42.24% | 34.83% | 5.46% |
Correlation
The correlation between AGIX and WTAI is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2024 | 0.92 |
The correlation between AGIX and WTAI has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
AGIX vs. WTAI - Sectors Allocation Comparison
Sectors
AGIX
WTAI
Technology
Communication Services
Consumer Cyclical
Industrials
Financial Services
Utilities
Healthcare
-
Basic Materials
-
Consumer Defensive
-
Energy
-
-
Real Estate
-
-
Technology
AGIX
WTAI
Communication Services
AGIX
WTAI
Consumer Cyclical
AGIX
WTAI
Industrials
AGIX
WTAI
Financial Services
AGIX
WTAI
Utilities
AGIX
WTAI
Healthcare
AGIX
WTAI
-
Basic Materials
AGIX
WTAI
-
Consumer Defensive
AGIX
-
WTAI
Energy
AGIX
-
WTAI
-
Real Estate
AGIX
-
WTAI
-
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Return for Risk
AGIX vs. WTAI — Risk / Return Rank
AGIX
WTAI
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 ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.30 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.08 | 2.46 | -0.38 |
| Martin ratioReturn relative to average drawdown | 5.16 | 9.38 | -4.21 |
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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.
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Drawdown Indicators
| AGIX | WTAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.48% | -45.96% | +14.48% |
Max Drawdown (1Y)Largest decline over 1 year | -19.85% | -27.61% | +7.76% |
Max Drawdown (3Y)Largest decline over 3 years | — | -31.83% | — |
Current DrawdownCurrent decline from peak | -9.78% | -14.27% | +4.49% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -19.53% | +13.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.99% | 7.23% | +0.76% |
Volatility
AGIX vs. WTAI - Volatility Comparison
The current volatility for KraneShares Artificial Intelligence & Technology ETF (AGIX) is 10.35%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 17.46%. 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
| AGIX | WTAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.35% | 17.46% | -7.11% |
Volatility (6M)Calculated over the trailing 6-month period | 24.26% | 34.15% | -9.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.00% | 38.15% | -9.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.23% | 32.82% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.23% | 32.82% | -2.59% |
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 1.27% 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 | 1.27% | 1.81% | 0.19% | 0.24% | 0.22% |
Frequently Asked Questions
With a correlation of 0.90, AGIX and WTAI move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
WTAI has higher volatility (17.46%) compared to AGIX (10.35%). In terms of maximum drawdown, AGIX dropped -31.48% vs WTAI's -45.96%.
On 1-year performance, WTAI leads with 67.57% vs 41.17% for AGIX. On fees, WTAI is cheaper at 0.45% per year. On volatility, AGIX has been the lower-risk option at 10.35%. 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 67.57% return vs 41.17%. 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 1.27%, compared with 0.98% 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 (1.78 vs 1.43), 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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