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ICDU.L vs. WTAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ICDU.L vs. WTAI

Last updated Jun 5, 2026

ICDU.L (iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc)) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both exchange-traded funds - ICDU.L is a Consumer Discretionary Equities fund tracking the S&P 500 Capped 35/20 Consumer Discretionary Index, while WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index. Both are passively managed. Over the past 3 years, ICDU.L returned 14.04%/yr vs 32.96%/yr for WTAI. At a 0.47 correlation, their price movements are largely independent. ICDU.L charges 0.15%/yr vs 0.45%/yr for WTAI.

Performance

ICDU.L vs. WTAI - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc) (ICDU.L) and WisdomTree Artificial Intelligence and Innovation Fund (WTAI). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

ICDU.L is traded in GBp, while WTAI is traded in USD. To make them comparable, the WTAI values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, ICDU.L achieves a -0.52% return, which is significantly lower than WTAI's 58.09% return.

ICDU.L

1D
0.54%
1M
-0.10%
YTD
-0.52%
6M
0.18%
1Y
13.34%
3Y*
14.04%
5Y*
9.32%
10Y*
13.79%

WTAI

1D
-1.48%
1M
20.89%
YTD
58.09%
6M
55.22%
1Y
107.10%
3Y*
32.96%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICDU.L vs. WTAI - Yearly Performance Comparison

2026 (YTD)20252024202320222021
ICDU.L
iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc)		-0.52%-0.77%33.05%35.72%-29.67%-2.81%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		58.09%25.23%8.39%39.01%-35.40%-3.13%

Correlation

The correlation between ICDU.L and WTAI is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.32

Correlation (3Y)
Calculated over the trailing 3-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2021

0.47

The correlation between ICDU.L and WTAI shifts across timeframes, from 0.32 (1 year) to 0.47 (all time), reflecting how their relationship changes across market environments.

ICDU.L vs. WTAI - Sectors Allocation Comparison

Sectors
ICDU.L
WTAI

Consumer Cyclical

97.6%
8.3%

Communication Services

1.3%
7.2%

Technology

0.8%
71.6%

Industrials

0.1%
5.6%

Basic Materials

-

-

Consumer Defensive

-

0.4%

Energy

-

-

Financial Services

-

3.8%

Healthcare

-

-

Real Estate

-

-

Utilities

-

0.9%

Consumer Cyclical

ICDU.L
97.6%
WTAI
8.3%

Communication Services

ICDU.L
1.3%
WTAI
7.2%

Technology

ICDU.L
0.8%
WTAI
71.6%

Industrials

ICDU.L
0.1%
WTAI
5.6%

Basic Materials

ICDU.L

-

WTAI

-

Consumer Defensive

ICDU.L

-

WTAI
0.4%

Energy

ICDU.L

-

WTAI

-

Financial Services

ICDU.L

-

WTAI
3.8%

Healthcare

ICDU.L

-

WTAI

-

Real Estate

ICDU.L

-

WTAI

-

Utilities

ICDU.L

-

WTAI
0.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc)

WisdomTree Artificial Intelligence and Innovation Fund

Often compared with ICDU.L:
ICDU.L vs. SXLY.LICDU.L vs. XDWC.LICDU.L vs. VCRICDU.L vs. SCHDICDU.L vs. QQQICDU.L vs. XLYICDU.L vs. SPY
Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. VOOWTAI vs. SMHWTAI vs. BOTTWTAI vs. HTECWTAI vs. IYW

Return for Risk

ICDU.L vs. WTAI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ICDU.L
ICDU.L Risk / Return Rank: 2222
Overall Rank
ICDU.L Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
ICDU.L Sortino Ratio Rank: 2323
Sortino Ratio Rank
ICDU.L Omega Ratio Rank: 2222
Omega Ratio Rank
ICDU.L Calmar Ratio Rank: 2222
Calmar Ratio Rank
ICDU.L Martin Ratio Rank: 2222
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.

ICDU.L vs. WTAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc) (ICDU.L) 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.

ICDU.LWTAIDifference
Sharpe ratioReturn per unit of total volatility
0.80
3.99

-3.19

Sortino ratioReturn per unit of downside risk
1.21
4.38

-3.18

Omega ratioGain probability vs. loss probability

1.15

1.60

-0.45

Calmar ratioReturn relative to maximum drawdown

0.95

6.86

-5.91

Martin ratioReturn relative to average drawdown

2.61

18.40

-15.79

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

ICDU.L vs. WTAI - Sharpe Ratio Comparison

The current ICDU.L Sharpe Ratio is 0.80, which is lower than the WTAI Sharpe Ratio of 3.99. The chart below compares the historical Sharpe Ratios of ICDU.L 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

ICDU.LWTAIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.80

3.99

-3.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.44

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.52

+0.14

Drawdowns

ICDU.L vs. WTAI - Drawdown Comparison

The maximum ICDU.L drawdown since its inception was -33.84%, smaller than the maximum WTAI drawdown of -39.27%. Use the drawdown chart below to compare losses from any high point for ICDU.L and WTAI.

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Drawdown Indicators

ICDU.LWTAIDifference

Max Drawdown

Largest peak-to-trough decline

-33.84%

-39.27%

+5.43%

Max Drawdown (1Y)

Largest decline over 1 year

-14.03%

-15.70%

+1.67%

Max Drawdown (3Y)

Largest decline over 3 years

-27.64%

-33.21%

+5.57%

Max Drawdown (5Y)

Largest decline over 5 years

-33.84%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-33.84%

—

—

Current Drawdown

Current decline from peak

-5.81%

-2.01%

-3.80%

Average Drawdown

Average peak-to-trough decline

-7.67%

-16.99%

+9.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.10%

5.84%

-0.74%

Volatility

ICDU.L vs. WTAI - Volatility Comparison

The current volatility for iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc) (ICDU.L) is 5.13%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 10.04%. This indicates that ICDU.L 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

ICDU.LWTAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.13%

10.04%

-4.91%

Volatility (6M)

Calculated over the trailing 6-month period

12.59%

21.01%

-8.42%

Volatility (1Y)

Calculated over the trailing 1-year period

16.68%

26.98%

-10.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.06%

28.97%

-7.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.15%

28.97%

-8.82%

ICDU.L vs. WTAI - Expense Ratio Comparison

ICDU.L has a 0.15% expense ratio, which is lower than WTAI's 0.45% expense ratio.

Dividends

ICDU.L vs. WTAI - Dividend Comparison

ICDU.L has not paid dividends to shareholders, while WTAI's dividend yield for the trailing twelve months is around 1.15%.

PositionTTM2025202420232022
ICDU.L
iShares S&P 500 Consumer Discretionary Sector UCITS ETF USD (Acc)		0.00%0.00%0.00%0.00%0.00%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		1.15%1.81%0.19%0.24%0.22%

Frequently Asked Questions

ICDU.L and WTAI have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ICDU.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ICDU.L is cheaper with a 0.15% expense ratio, compared with 0.45% for WTAI.

ICDU.L is categorized as Consumer Discretionary Equities, while WTAI is Technology Equities. ICDU.L tracks S&P 500 Capped 35/20 Consumer Discretionary Index, while WTAI tracks WisdomTree Artificial Intelligence & Innovation Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.15% for ICDU.L and 0.45% for WTAI.

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