WTAI vs. AGIX
WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and AGIX (KraneShares Artificial Intelligence & Technology ETF) are both Artificial Intelligence 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 64.95% vs 40.64% for AGIX. Their correlation of 0.92 means they have usually moved in the same direction. WTAI charges 0.45%/yr vs 1.00%/yr for AGIX.
Performance
WTAI vs. AGIX - Performance Comparison
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Returns By Period
In the year-to-date period, WTAI achieves a 37.13% return, which is significantly higher than AGIX's 20.15% 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%
AGIX
- 1D
- 3.14%
- 1M
- -1.79%
- 6M
- 23.43%
- YTD
- 20.15%
- 1Y
- 40.64%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 31.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.09M | $6.71M | $18.19M | |
| $14.96M | $17.61M | $14.18M |
WTAI vs. AGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 37.13% | 34.83% | 5.46% |
AGIX KraneShares Artificial Intelligence & Technology ETF | 20.15% | 29.24% | 12.92% |
Correlation
The correlation between WTAI and AGIX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2024 | 0.92 |
The correlation between WTAI and AGIX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
WTAI vs. AGIX - Sectors Allocation Comparison
Sectors
WTAI
AGIX
Technology
Consumer Cyclical
Communication Services
Industrials
Financial Services
Utilities
Consumer Defensive
-
Basic Materials
-
Energy
-
-
Healthcare
-
Real Estate
-
-
Technology
WTAI
AGIX
Consumer Cyclical
WTAI
AGIX
Communication Services
WTAI
AGIX
Industrials
WTAI
AGIX
Financial Services
WTAI
AGIX
Utilities
WTAI
AGIX
Consumer Defensive
WTAI
AGIX
-
Basic Materials
WTAI
-
AGIX
Energy
WTAI
-
AGIX
-
Healthcare
WTAI
-
AGIX
Real Estate
WTAI
-
AGIX
-
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Return for Risk
WTAI vs. AGIX — Risk / Return Rank
WTAI
AGIX
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.
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.
| WTAI | AGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.31 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.06 | +0.31 |
| Martin ratioReturn relative to average drawdown | 9.14 | 5.12 | +4.02 |
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Drawdowns
WTAI vs. AGIX - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.96%, 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
| WTAI | AGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.96% | -31.48% | -14.48% |
Max Drawdown (1Y)Largest decline over 1 year | -27.61% | -19.85% | -7.76% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | — | — |
Current DrawdownCurrent decline from peak | -17.35% | -11.70% | -5.65% |
Average DrawdownAverage peak-to-trough decline | -19.54% | -6.18% | -13.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.13% | 7.95% | -0.82% |
Volatility
WTAI vs. AGIX - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 17.28% compared to KraneShares Artificial Intelligence & Technology ETF (AGIX) at 10.14%. 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
| WTAI | AGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.28% | 10.14% | +7.14% |
Volatility (6M)Calculated over the trailing 6-month period | 33.77% | 24.12% | +9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.89% | 28.82% | +9.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.74% | 30.15% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.74% | 30.15% | +2.59% |
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 1.32%, more than AGIX's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AGIX KraneShares Artificial Intelligence & Technology ETF | 1.00% | 1.21% | 0.77% | 0.00% | 0.00% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.32% | 1.81% | 0.19% | 0.24% | 0.22% |
Frequently Asked Questions
With a correlation of 0.90, WTAI and AGIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
WTAI has higher volatility (17.28%) compared to AGIX (10.14%). In terms of maximum drawdown, WTAI dropped -45.96% vs AGIX's -31.48%.
On 1-year performance, WTAI leads with 64.95% vs 40.64% for AGIX. On fees, WTAI is cheaper at 0.45% per year. On volatility, AGIX has been the lower-risk option at 10.14%. 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 64.95% return vs 40.64%. 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 1.32%, compared with 1.00% 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 (1.73 vs 1.42), 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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