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WTAI vs. AGIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WTAI vs. AGIX

Last updated Jun 4, 2026

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and AGIX (KraneShares Artificial Intelligence & Technology ETF) are both Technology Equities funds - WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index while AGIX tracks the Solactive Etna Artificial General Intelligence Index. Both are passively managed. Over the past year, WTAI returned 109.20% vs 65.78% for AGIX. Their correlation of 0.92 suggests significant overlap in exposure. WTAI charges 0.45%/yr vs 1.00%/yr for AGIX.

Performance

WTAI vs. AGIX - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, WTAI achieves a 59.81% return, which is significantly higher than AGIX's 33.40% return.

WTAI

1D
-0.89%
1M
26.62%
YTD
59.81%
6M
58.39%
1Y
109.20%
3Y*
37.21%
5Y*
—
10Y*
—

AGIX

1D
-1.84%
1M
18.09%
YTD
33.40%
6M
34.78%
1Y
65.78%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTAI vs. AGIX - Yearly Performance Comparison

2026 (YTD)20252024
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		59.81%34.83%6.84%
AGIX
KraneShares Artificial Intelligence & Technology ETF		33.40%29.24%15.47%

Correlation

The correlation between WTAI and AGIX is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

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

0.88

Correlation (All Time)
Calculated using the full available price history since Jul 19, 2024

0.92

The correlation between WTAI and AGIX has been stable across timeframes, ranging from 0.88 to 0.92 - a consistent structural relationship.

WTAI vs. AGIX - Sectors Allocation Comparison

Sectors
WTAI
AGIX

Technology

71.6%
69.6%

Consumer Cyclical

8.3%
6.1%

Communication Services

7.2%
10.5%

Industrials

5.6%
2.2%

Financial Services

3.8%
5.6%

Utilities

0.9%
1.2%

Consumer Defensive

0.4%

-

Basic Materials

-

-

Energy

-

-

Healthcare

-

0.9%

Real Estate

-

-

Technology

WTAI
71.6%
AGIX
69.6%

Consumer Cyclical

WTAI
8.3%
AGIX
6.1%

Communication Services

WTAI
7.2%
AGIX
10.5%

Industrials

WTAI
5.6%
AGIX
2.2%

Financial Services

WTAI
3.8%
AGIX
5.6%

Utilities

WTAI
0.9%
AGIX
1.2%

Consumer Defensive

WTAI
0.4%
AGIX

-

Basic Materials

WTAI

-

AGIX

-

Energy

WTAI

-

AGIX

-

Healthcare

WTAI

-

AGIX
0.9%

Real Estate

WTAI

-

AGIX

-

Compare stocks, funds, or ETFs

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WisdomTree Artificial Intelligence and Innovation Fund

KraneShares Artificial Intelligence & Technology ETF

Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. VOOWTAI vs. SMHWTAI vs. BOTTWTAI vs. HTECWTAI vs. IYW
Often compared with AGIX:
AGIX vs. AIQAGIX vs. QQQAGIX vs. VGTAGIX vs. QQQMAGIX vs. FTECAGIX vs. VOOAGIX vs. BOTZ

Return for Risk

WTAI vs. AGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
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: 9494
Calmar Ratio Rank
WTAI Martin Ratio Rank: 9191
Martin Ratio Rank
AGIX
AGIX Risk / Return Rank: 6868
Overall Rank
AGIX Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AGIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
AGIX Omega Ratio Rank: 6868
Omega Ratio Rank
AGIX Calmar Ratio Rank: 6666
Calmar Ratio Rank
AGIX Martin Ratio Rank: 5555
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.

WTAI vs. AGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and KraneShares Artificial Intelligence & Technology ETF (AGIX). 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.

WTAIAGIXDifference
Sharpe ratioReturn per unit of total volatility
3.87
2.63

+1.24

Sortino ratioReturn per unit of downside risk
4.29
3.27

+1.02

Omega ratioGain probability vs. loss probability

1.57

1.42

+0.16

Calmar ratioReturn relative to maximum drawdown

7.12

3.33

+3.79

Martin ratioReturn relative to average drawdown

22.73

9.79

+12.94

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

WTAI vs. AGIX - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 3.87, which is higher than the AGIX Sharpe Ratio of 2.63. The chart below compares the historical Sharpe Ratios of WTAI and AGIX, 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

WTAIAGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.87

2.63

+1.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

1.53

-1.02

Drawdowns

WTAI vs. AGIX - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.92%, which is greater than AGIX's maximum drawdown of -31.48%. Use the drawdown chart below to compare losses from any high point for WTAI and AGIX.

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Drawdown Indicators

WTAIAGIXDifference

Max Drawdown

Largest peak-to-trough decline

-45.92%

-31.48%

-14.44%

Max Drawdown (1Y)

Largest decline over 1 year

-15.42%

-19.85%

+4.43%

Max Drawdown (3Y)

Largest decline over 3 years

-31.83%

—

—

Current Drawdown

Current decline from peak

-0.89%

-1.96%

+1.07%

Average Drawdown

Average peak-to-trough decline

-19.80%

-5.83%

-13.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.82%

6.74%

-1.92%

Volatility

WTAI vs. AGIX - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 10.86% compared to KraneShares Artificial Intelligence & Technology ETF (AGIX) at 8.30%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than AGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WTAIAGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.86%

8.30%

+2.56%

Volatility (6M)

Calculated over the trailing 6-month period

22.71%

19.85%

+2.86%

Volatility (1Y)

Calculated over the trailing 1-year period

28.39%

25.11%

+3.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.99%

29.24%

+1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.99%

29.24%

+1.75%

WTAI vs. AGIX - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is lower than AGIX's 1.00% expense ratio.

Dividends

WTAI vs. AGIX - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.13%, more than AGIX's 0.90% yield.

PositionTTM2025202420232022
AGIX
KraneShares Artificial Intelligence & Technology ETF		0.90%1.21%0.77%0.00%0.00%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		1.13%1.81%0.19%0.24%0.22%

Frequently Asked Questions

WTAI and AGIX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTAI has higher volatility (10.86%) compared to AGIX (8.30%). In terms of maximum drawdown, WTAI dropped -45.92% vs AGIX's -31.48%.

On 1-year performance, WTAI leads with 109.20% vs 65.78% for AGIX. On fees, WTAI is cheaper at 0.45% per year. On volatility, AGIX has been the lower-risk option at 8.30%. 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 109.20% return vs 65.78%. 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 1.13%, compared with 0.90% for AGIX.

WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while AGIX tracks Solactive Etna Artificial General Intelligence Index. They also come from different issuers: WisdomTree and Kraneshares. Their fees differ too: 0.45% for WTAI and 1.00% for AGIX.

WTAI currently has the higher Sharpe Ratio (3.87 vs 2.63), 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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