PortfoliosLab logoPortfoliosLab logo
WTAI vs. FAI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTAI vs. FAI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and First Trust Bloomberg Artificial Intelligence ETF (FAI). 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 37.13% return, which is significantly higher than FAI's 26.88% 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%

FAI

1D
3.09%
1M
1.06%
6M
24.84%
YTD
26.88%
1Y
44.67%
3Y*
5Y*
10Y*
ALL TIME*
38.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.47M$2.87M$3.61M
$14.96M$17.61M$14.18M

WTAI vs. FAI - Yearly Performance Comparison


Correlation

The correlation between WTAI and FAI 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 (All Time)
Calculated using the full available price history since Nov 21, 2024

0.94

The correlation between WTAI and FAI has been stable across timeframes, ranging from 0.94 to 0.94 - a consistent structural relationship.

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. FAI — 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

FAI
FAI Risk / Return Rank: 5555
Overall Rank
FAI Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
FAI Sortino Ratio Rank: 5454
Sortino Ratio Rank
FAI Omega Ratio Rank: 5353
Omega Ratio Rank
FAI Calmar Ratio Rank: 6262
Calmar Ratio Rank
FAI Martin Ratio Rank: 4949
Martin Ratio Rank
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. FAI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and First Trust Bloomberg Artificial Intelligence ETF (FAI). 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.


WTAIFAIDifference
Sharpe ratioReturn per unit of total volatility

+0.19

Sortino ratioReturn per unit of downside risk

+0.16

Omega ratioGain probability vs. loss probability

1.29

1.26

+0.03

Calmar ratioReturn relative to maximum drawdown

2.36

2.38

-0.02

Martin ratioReturn relative to average drawdown

9.14

6.18

+2.96

WTAI vs. FAI - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 1.73, which is comparable to the FAI Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of WTAI and FAI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

WTAI vs. FAI - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, which is greater than FAI's maximum drawdown of -27.82%. Use the drawdown chart below to compare losses from any high point for WTAI and FAI.


Loading charts...

Drawdown Indicators


WTAIFAIDifference

Max Drawdown

Largest peak-to-trough decline

-45.96%

-27.82%

-18.14%

Max Drawdown (1Y)

Largest decline over 1 year

-27.61%

-18.84%

-8.77%

Max Drawdown (3Y)

Largest decline over 3 years

-31.83%

Current Drawdown

Current decline from peak

-17.35%

-9.88%

-7.47%

Average Drawdown

Average peak-to-trough decline

-19.54%

-5.78%

-13.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.13%

7.25%

-0.12%

Volatility

WTAI vs. FAI - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 17.28% compared to First Trust Bloomberg Artificial Intelligence ETF (FAI) at 10.22%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than FAI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


WTAIFAIDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.28%

10.22%

+7.06%

Volatility (6M)

Calculated over the trailing 6-month period

33.77%

24.76%

+9.01%

Volatility (1Y)

Calculated over the trailing 1-year period

37.89%

29.25%

+8.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.74%

31.34%

+1.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.74%

31.34%

+1.40%

WTAI vs. FAI - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is lower than FAI's 0.65% expense ratio.


Dividends

WTAI vs. FAI - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.32%, while FAI has not paid dividends to shareholders.


PositionTTM2025202420232022
FAI
First Trust Bloomberg Artificial Intelligence ETF
0.00%0.00%0.04%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 0.94, WTAI and FAI 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 FAI (10.22%). In terms of maximum drawdown, WTAI dropped -45.96% vs FAI's -27.82%.

On 1-year performance, WTAI leads with 64.95% vs 44.67% for FAI. On fees, WTAI is cheaper at 0.45% per year. On volatility, FAI has been the lower-risk option at 10.22%. 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 44.67%. 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 0.65% for FAI.

WTAI has the higher dividend yield at 1.32%, compared with 0.00% for FAI.

WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while FAI tracks Bloomberg Artificial Intelligence Index. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.45% for WTAI and 0.65% for FAI.

WTAI currently has the higher Sharpe Ratio (1.73 vs 1.54), 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.

Portfolio Optimizer

Find the right allocation for WTAI and FAI

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