LDAX.DE vs. WTAI
LDAX.DE (Amundi Dax III UCITS ETF Dist) and WTAI (WisdomTree Artificial Intelligence and Innovation Fund) are both exchange-traded funds - LDAX.DE is a Europe Equities fund tracking the DAX®, while WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index. Both are passively managed. Over the past 3 years, LDAX.DE returned 15.01%/yr vs 25.00%/yr for WTAI. At a 0.40 correlation, their price movements are largely independent. LDAX.DE charges 0.15%/yr vs 0.45%/yr for WTAI.
Performance
LDAX.DE vs. WTAI - Performance Comparison
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Different Trading Currencies
LDAX.DE is traded in EUR, while WTAI is traded in USD. To make them comparable, the WTAI values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, LDAX.DE achieves a 1.18% return, which is significantly lower than WTAI's 39.23% return.
LDAX.DE
- 1D
- 0.00%
- 1M
- -0.09%
- 6M
- -1.89%
- YTD
- 1.18%
- 1Y
- 1.71%
- 3Y*
- 15.01%
- 5Y*
- 9.29%
- 10Y*
- —
WTAI
- 1D
- -0.72%
- 1M
- -11.79%
- 6M
- 33.02%
- YTD
- 39.23%
- 1Y
- 63.14%
- 3Y*
- 25.00%
- 5Y*
- —
- 10Y*
- —
LDAX.DE vs. WTAI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.18% | 22.70% | 18.08% | 19.61% | -12.89% | 1.28% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 39.23% | 18.83% | 13.56% | 41.94% | -38.69% | -2.59% |
Correlation
The correlation between LDAX.DE and WTAI is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.40 |
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Return for Risk
LDAX.DE vs. WTAI — Risk / Return Rank
LDAX.DE
WTAI
LDAX.DE vs. WTAI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Dax III UCITS ETF Dist (LDAX.DE) 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.
| LDAX.DE | WTAI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.97 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.30 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.14 | 3.45 | -3.31 |
| Martin ratioReturn relative to average drawdown | 0.44 | 9.87 | -9.43 |
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Drawdowns
LDAX.DE vs. WTAI - Drawdown Comparison
The maximum LDAX.DE drawdown since its inception was -26.68%, smaller than the maximum WTAI drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for LDAX.DE and WTAI.
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Drawdown Indicators
| LDAX.DE | WTAI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.68% | -41.92% | +15.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -18.38% | +6.02% |
Max Drawdown (3Y)Largest decline over 3 years | -15.92% | -35.04% | +19.12% |
Max Drawdown (5Y)Largest decline over 5 years | -26.68% | — | — |
Current DrawdownCurrent decline from peak | -3.53% | -18.38% | +14.85% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -17.53% | +12.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 6.42% | -2.49% |
Volatility
LDAX.DE vs. WTAI - Volatility Comparison
The current volatility for Amundi Dax III UCITS ETF Dist (LDAX.DE) is 4.62%, while WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a volatility of 17.66%. This indicates that LDAX.DE 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
| LDAX.DE | WTAI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.62% | 17.66% | -13.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 29.96% | -16.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 34.78% | -18.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 31.15% | -13.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.36% | 31.15% | -13.79% |
LDAX.DE vs. WTAI - Expense Ratio Comparison
LDAX.DE has a 0.15% expense ratio, which is lower than WTAI's 0.45% expense ratio.
Dividends
LDAX.DE vs. WTAI - Dividend Comparison
LDAX.DE's dividend yield for the trailing twelve months is around 1.93%, more than WTAI's 1.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
LDAX.DE Amundi Dax III UCITS ETF Dist | 1.93% | 1.95% | 2.31% | 2.73% | 3.32% | 2.73% | 0.39% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.33% | 1.81% | 0.19% | 0.24% | 0.22% | 0.00% | 0.00% |
Frequently Asked Questions
LDAX.DE and WTAI have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LDAX.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LDAX.DE is cheaper with a 0.15% expense ratio, compared with 0.45% for WTAI.
LDAX.DE is categorized as Europe Equities, while WTAI is Technology Equities. LDAX.DE tracks DAX®, while WTAI tracks WisdomTree Artificial Intelligence & Innovation Index. They also come from different issuers: Amundi and WisdomTree. Their fees differ too: 0.15% for LDAX.DE and 0.45% for WTAI.
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