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ITEQ vs. WISE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ITEQ vs. WISE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlueStar Israel Technology ETF (ITEQ) and Themes Generative Artificial Intelligence ETF (WISE). The values are adjusted to include any dividend payments, if applicable.

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ITEQ vs. WISE - Yearly Performance Comparison


2026 (YTD)202520242023
ITEQ
BlueStar Israel Technology ETF
-0.86%13.71%11.70%6.69%
WISE
Themes Generative Artificial Intelligence ETF
-17.46%5.88%40.45%7.55%

Returns By Period

In the year-to-date period, ITEQ achieves a -0.86% return, which is significantly higher than WISE's -17.46% return.


ITEQ

1D
4.15%
1M
2.18%
YTD
-0.86%
6M
-1.03%
1Y
18.84%
3Y*
7.94%
5Y*
-2.62%
10Y*
9.27%

WISE

1D
6.58%
1M
-5.41%
YTD
-17.46%
6M
-23.35%
1Y
9.18%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ITEQ vs. WISE - Expense Ratio Comparison

ITEQ has a 0.75% expense ratio, which is higher than WISE's 0.35% expense ratio.


Return for Risk

ITEQ vs. WISE — Risk / Return Rank

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

ITEQ
ITEQ Risk / Return Rank: 4343
Overall Rank
ITEQ Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
ITEQ Sortino Ratio Rank: 4343
Sortino Ratio Rank
ITEQ Omega Ratio Rank: 3838
Omega Ratio Rank
ITEQ Calmar Ratio Rank: 5454
Calmar Ratio Rank
ITEQ Martin Ratio Rank: 3939
Martin Ratio Rank

WISE
WISE Risk / Return Rank: 2020
Overall Rank
WISE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
WISE Sortino Ratio Rank: 2323
Sortino Ratio Rank
WISE Omega Ratio Rank: 2222
Omega Ratio Rank
WISE Calmar Ratio Rank: 1818
Calmar Ratio Rank
WISE Martin Ratio Rank: 1717
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.

ITEQ vs. WISE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlueStar Israel Technology ETF (ITEQ) and Themes Generative Artificial Intelligence ETF (WISE). 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.


ITEQWISEDifference

Sharpe ratio

Return per unit of total volatility

0.74

0.26

+0.48

Sortino ratio

Return per unit of downside risk

1.18

0.63

+0.54

Omega ratio

Gain probability vs. loss probability

1.15

1.08

+0.07

Calmar ratio

Return relative to maximum drawdown

1.36

0.26

+1.10

Martin ratio

Return relative to average drawdown

3.58

0.71

+2.86

ITEQ vs. WISE - Sharpe Ratio Comparison

The current ITEQ Sharpe Ratio is 0.74, which is higher than the WISE Sharpe Ratio of 0.26. The chart below compares the historical Sharpe Ratios of ITEQ and WISE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ITEQWISEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

0.26

+0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.39

-0.03

Correlation

The correlation between ITEQ and WISE is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

ITEQ vs. WISE - Dividend Comparison

ITEQ's dividend yield for the trailing twelve months is around 0.85%, less than WISE's 5.00% yield.


Drawdowns

ITEQ vs. WISE - Drawdown Comparison

The maximum ITEQ drawdown since its inception was -54.63%, which is greater than WISE's maximum drawdown of -39.15%. Use the drawdown chart below to compare losses from any high point for ITEQ and WISE.


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Drawdown Indicators


ITEQWISEDifference

Max Drawdown

Largest peak-to-trough decline

-54.63%

-39.15%

-15.48%

Max Drawdown (1Y)

Largest decline over 1 year

-13.07%

-34.08%

+21.01%

Max Drawdown (5Y)

Largest decline over 5 years

-50.29%

Max Drawdown (10Y)

Largest decline over 10 years

-54.63%

Current Drawdown

Current decline from peak

-26.54%

-29.74%

+3.20%

Average Drawdown

Average peak-to-trough decline

-18.50%

-11.56%

-6.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.96%

12.31%

-7.35%

Volatility

ITEQ vs. WISE - Volatility Comparison

The current volatility for BlueStar Israel Technology ETF (ITEQ) is 10.00%, while Themes Generative Artificial Intelligence ETF (WISE) has a volatility of 11.63%. This indicates that ITEQ experiences smaller price fluctuations and is considered to be less risky than WISE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ITEQWISEDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.00%

11.63%

-1.63%

Volatility (6M)

Calculated over the trailing 6-month period

17.28%

25.30%

-8.02%

Volatility (1Y)

Calculated over the trailing 1-year period

25.59%

35.72%

-10.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.03%

33.41%

-8.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.27%

33.41%

-10.14%