WTAI vs. ARTY
WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and ARTY (iShares Future AI & Tech ETF) are both Artificial Intelligence funds - WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index while ARTY tracks the Morningstar Global Artificial Intelligence Select Index (Net). Both are passively managed. Over the past 3 years, WTAI returned 28.96%/yr vs 28.37%/yr for ARTY. Their correlation of 0.95 means they have usually moved in the same direction. WTAI charges 0.45%/yr vs 0.47%/yr for ARTY.
Performance
WTAI vs. ARTY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WTAI achieves a 37.13% return, which is significantly lower than ARTY's 43.11% 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%
ARTY
- 1D
- 3.39%
- 1M
- -3.07%
- 6M
- 32.62%
- YTD
- 43.11%
- 1Y
- 63.16%
- 3Y*
- 28.37%
- 5Y*
- 10.52%
- 10Y*
- —
- ALL TIME*
- 15.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $35.64M | $36.90M | $59.33M | |
| $14.96M | $17.61M | $14.18M |
WTAI vs. ARTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 37.13% | 34.83% | 6.53% | 46.32% | -42.27% | -1.93% |
ARTY iShares Future AI & Tech ETF | 43.11% | 29.97% | 8.02% | 36.37% | -37.89% | -4.07% |
Correlation
The correlation between WTAI and ARTY is 0.94, 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. | 0.94 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.95 |
The correlation between WTAI and ARTY has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.
WTAI vs. ARTY - Sectors Allocation Comparison
Sectors
WTAI
ARTY
Technology
Consumer Cyclical
-
Communication Services
Industrials
Financial Services
Utilities
Consumer Defensive
-
Basic Materials
-
-
Energy
-
-
Healthcare
-
Real Estate
-
Technology
WTAI
ARTY
Consumer Cyclical
WTAI
ARTY
-
Communication Services
WTAI
ARTY
Industrials
WTAI
ARTY
Financial Services
WTAI
ARTY
Utilities
WTAI
ARTY
Consumer Defensive
WTAI
ARTY
-
Basic Materials
WTAI
-
ARTY
-
Energy
WTAI
-
ARTY
-
Healthcare
WTAI
-
ARTY
Real Estate
WTAI
-
ARTY
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WTAI vs. ARTY — Risk / Return Rank
WTAI
ARTY
WTAI vs. ARTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and iShares Future AI & Tech ETF (ARTY). 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 | ARTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.28 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.64 | -0.28 |
| Martin ratioReturn relative to average drawdown | 9.14 | 8.49 | +0.65 |
Loading charts...
Drawdowns
WTAI vs. ARTY - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.96%, smaller than the maximum ARTY drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for WTAI and ARTY.
Loading charts...
Drawdown Indicators
| WTAI | ARTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.96% | -54.50% | +8.54% |
Max Drawdown (1Y)Largest decline over 1 year | -27.61% | -24.00% | -3.61% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | -32.44% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | — | -50.53% | — |
Current DrawdownCurrent decline from peak | -17.35% | -14.61% | -2.74% |
Average DrawdownAverage peak-to-trough decline | -19.54% | -19.68% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.13% | 7.46% | -0.33% |
Volatility
WTAI vs. ARTY - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 17.28% compared to iShares Future AI & Tech ETF (ARTY) at 14.41%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than ARTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WTAI | ARTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.28% | 14.41% | +2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 33.77% | 33.09% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.89% | 37.42% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.74% | 30.34% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.74% | 28.65% | +4.09% |
WTAI vs. ARTY - Expense Ratio Comparison
WTAI has a 0.45% expense ratio, which is lower than ARTY's 0.47% expense ratio.
Dividends
WTAI vs. ARTY - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.32%, more than ARTY's 0.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
ARTY iShares Future AI & Tech ETF | 0.06% | 0.00% | 0.50% | 0.88% | 0.75% | 2.41% | 0.53% | 0.69% | 0.34% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.32% | 1.81% | 0.19% | 0.24% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, WTAI and ARTY 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 ARTY (14.41%). In terms of maximum drawdown, WTAI dropped -45.96% vs ARTY's -54.50%.
On 3-year performance, WTAI leads with 28.96% vs 28.37% for ARTY. On fees, WTAI is cheaper at 0.45% per year. On volatility, ARTY has been the lower-risk option at 14.41%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WTAI has performed better with a 28.96% return vs 28.37%. 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 0.47% for ARTY.
WTAI has the higher dividend yield at 1.32%, compared with 0.06% for ARTY.
WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while ARTY tracks Morningstar Global Artificial Intelligence Select Index (Net). They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WTAI and 0.47% for ARTY.
WTAI currently has the higher Sharpe Ratio (1.73 vs 1.70), 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.
Find the right allocation for WTAI and ARTY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer