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WTAI vs. AGIQ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WTAI vs. AGIQ

Last updated Aug 4, 2026
Documentation

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and AGIQ (SoFi Agentic AI ETF) are both Artificial Intelligence funds - WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index while AGIQ tracks the BITA US Agentic AI Select Index. Both are passively managed. Their 0.80 correlation means they have sometimes moved together and sometimes differently. WTAI charges 0.45%/yr vs 0.69%/yr for AGIQ.

Performance

WTAI vs. AGIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and SoFi Agentic AI ETF (AGIQ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTAI achieves a 37.13% return, which is significantly higher than AGIQ's 7.98% return.

WTAI

1D
3.87%
1M
-6.13%
6M
31.19%
YTD
37.13%
1Y
64.95%
3Y*
28.96%
5Y*
—
10Y*
—
ALL TIME*
11.11%

AGIQ

1D
2.25%
1M
1.02%
6M
10.16%
YTD
7.98%
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

AGIQ

SoFi Agentic AI ETF
$87.65K$96.78K$185.04K

WTAI

WisdomTree Artificial Intelligence and Innovation Fund
$14.96M$17.61M$14.18M

WTAI vs. AGIQ - Yearly Performance Comparison

2026 (YTD)2025
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		37.13%15.69%
AGIQ
SoFi Agentic AI ETF		7.98%13.79%

Correlation

The correlation between WTAI and AGIQ is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 3, 2025

0.80

WTAI vs. AGIQ - Sectors Allocation Comparison

Sectors
WTAI
AGIQ

Technology

71.6%
56.0%

Consumer Cyclical

8.3%
9.5%

Communication Services

7.2%
6.0%

Industrials

5.6%
14.9%

Financial Services

3.8%

-

Utilities

0.9%

-

Consumer Defensive

0.4%

-

Basic Materials

-

-

Energy

-

-

Healthcare

-

13.4%

Real Estate

-

-

Technology

WTAI
71.6%
AGIQ
56.0%

Consumer Cyclical

WTAI
8.3%
AGIQ
9.5%

Communication Services

WTAI
7.2%
AGIQ
6.0%

Industrials

WTAI
5.6%
AGIQ
14.9%

Financial Services

WTAI
3.8%
AGIQ

-

Utilities

WTAI
0.9%
AGIQ

-

Consumer Defensive

WTAI
0.4%
AGIQ

-

Basic Materials

WTAI

-

AGIQ

-

Energy

WTAI

-

AGIQ

-

Healthcare

WTAI

-

AGIQ
13.4%

Real Estate

WTAI

-

AGIQ

-

Compare stocks, funds, or ETFs

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

WisdomTree Artificial Intelligence and Innovation Fund

SoFi Agentic AI ETF

Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. SMHWTAI vs. VOOWTAI vs. BOTTWTAI vs. HTECWTAI vs. IYW
Often compared with AGIQ:
AGIQ vs. TCAIAGIQ vs. THTAAGIQ vs. AISAGIQ vs. KROPAGIQ vs. VOXAGIQ vs. ARMHAGIQ vs. TIME

Return for Risk

WTAI vs. AGIQ — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
WTAI
WTAI Risk / Return Rank: 6969
Overall Rank
WTAI Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 6565
Sortino Ratio Rank
WTAI Omega Ratio Rank: 6767
Omega Ratio Rank
WTAI Calmar Ratio Rank: 6666
Calmar Ratio Rank
WTAI Martin Ratio Rank: 7272
Martin Ratio Rank
AGIQ

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WTAI vs. AGIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and SoFi Agentic AI ETF (AGIQ). 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.

WTAIAGIQDifference
Sharpe ratioReturn per unit of total volatility
1.73

—

—

Sortino ratioReturn per unit of downside risk
2.21

—

—

Omega ratioGain probability vs. loss probability

1.29

—

—

Calmar ratioReturn relative to maximum drawdown

2.36

—

—

Martin ratioReturn relative to average drawdown

9.14

—

—

WTAI vs. AGIQ - Sharpe Ratio Comparison

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Drawdowns

WTAI vs. AGIQ - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, which is greater than AGIQ's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for WTAI and AGIQ.

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Drawdown Indicators

WTAIAGIQDifference

Max Drawdown

Largest peak-to-trough decline

-45.96%

-19.72%

-26.24%

Max Drawdown (1Y)

Largest decline over 1 year

-27.61%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-31.83%

—

—

Current Drawdown

Current decline from peak

-17.35%

-4.35%

-13.00%

Average Drawdown

Average peak-to-trough decline

-19.54%

-6.26%

-13.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.13%

—

—

Volatility

WTAI vs. AGIQ - Volatility Comparison

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Volatility by Period

WTAIAGIQDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.28%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

33.77%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

37.89%

23.85%

+14.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.74%

23.85%

+8.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.74%

23.85%

+8.89%

WTAI vs. AGIQ - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is lower than AGIQ's 0.69% expense ratio.

Dividends

WTAI vs. AGIQ - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.32%, less than AGIQ's 1.87% yield.

PositionTTM2025202420232022
AGIQ
SoFi Agentic AI ETF		1.87%0.38%0.00%0.00%0.00%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		1.32%1.81%0.19%0.24%0.22%

Frequently Asked Questions

WTAI and AGIQ have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, WTAI is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

WTAI is cheaper with a 0.45% expense ratio, compared with 0.69% for AGIQ.

AGIQ has the higher dividend yield at 1.87%, compared with 1.32% for WTAI.

WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while AGIQ tracks BITA US Agentic AI Select Index. They also come from different issuers: WisdomTree and SoFi. Their fees differ too: 0.45% for WTAI and 0.69% for AGIQ.

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