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WTAI vs. FRDM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTAI vs. FRDM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Freedom 100 Emerging Markets ETF (FRDM). 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 52.09% return, which is significantly higher than FRDM's 40.13% return.


WTAI

1D
1.07%
1M
9.78%
YTD
52.09%
6M
53.98%
1Y
99.10%
3Y*
32.29%
5Y*
10Y*

FRDM

1D
0.49%
1M
9.04%
YTD
40.13%
6M
46.37%
1Y
87.32%
3Y*
34.29%
5Y*
18.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTAI vs. FRDM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
52.09%34.83%6.53%46.32%-42.27%-1.93%
FRDM
Freedom 100 Emerging Markets ETF
40.13%61.27%1.70%22.77%-14.45%0.69%

Correlation

The correlation between WTAI and FRDM is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2021

0.73

The correlation between WTAI and FRDM has been stable across timeframes, ranging from 0.72 to 0.79 - a consistent structural relationship.

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Return for Risk

WTAI vs. FRDM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTAI
WTAI Risk / Return Rank: 9191
Overall Rank
WTAI Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 8888
Sortino Ratio Rank
WTAI Omega Ratio Rank: 8888
Omega Ratio Rank
WTAI Calmar Ratio Rank: 9494
Calmar Ratio Rank
WTAI Martin Ratio Rank: 9191
Martin Ratio Rank

FRDM
FRDM Risk / Return Rank: 9292
Overall Rank
FRDM Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FRDM Sortino Ratio Rank: 9090
Sortino Ratio Rank
FRDM Omega Ratio Rank: 9292
Omega Ratio Rank
FRDM Calmar Ratio Rank: 9191
Calmar Ratio Rank
FRDM Martin Ratio Rank: 9191
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. FRDM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Freedom 100 Emerging Markets ETF (FRDM). 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.


WTAIFRDMDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.48

1.54

-0.07

Calmar ratioReturn relative to maximum drawdown

6.20

5.02

+1.18

Martin ratioReturn relative to average drawdown

19.00

19.36

-0.36

WTAI vs. FRDM - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 3.10, which is comparable to the FRDM Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of WTAI and FRDM, 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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Drawdowns

WTAI vs. FRDM - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, which is greater than FRDM's maximum drawdown of -40.49%. Use the drawdown chart below to compare losses from any high point for WTAI and FRDM.


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Drawdown Indicators


WTAIFRDMDifference

Max Drawdown

Largest peak-to-trough decline

-45.96%

-40.49%

-5.47%

Max Drawdown (1Y)

Largest decline over 1 year

-15.42%

-16.87%

+1.45%

Max Drawdown (3Y)

Largest decline over 3 years

-31.83%

-16.87%

-14.96%

Max Drawdown (5Y)

Largest decline over 5 years

-29.25%

Current Drawdown

Current decline from peak

-5.68%

-4.36%

-1.32%

Average Drawdown

Average peak-to-trough decline

-19.77%

-7.09%

-12.68%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.03%

4.37%

+0.66%

Volatility

WTAI vs. FRDM - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 15.12% compared to Freedom 100 Emerging Markets ETF (FRDM) at 14.27%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than FRDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTAIFRDMDifference

Volatility (1M)

Calculated over the trailing 1-month period

15.12%

14.27%

+0.85%

Volatility (6M)

Calculated over the trailing 6-month period

25.90%

24.39%

+1.51%

Volatility (1Y)

Calculated over the trailing 1-year period

30.89%

26.86%

+4.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.41%

21.35%

+10.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.41%

23.09%

+8.32%

WTAI vs. FRDM - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is lower than FRDM's 0.49% expense ratio.


Dividends

WTAI vs. FRDM - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.19%, less than FRDM's 1.56% yield.


PositionTTM2025202420232022202120202019
FRDM
Freedom 100 Emerging Markets ETF
1.56%2.26%2.53%2.66%2.72%2.17%1.11%1.07%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
1.19%1.81%0.19%0.24%0.22%0.00%0.00%0.00%

Frequently Asked Questions


WTAI and FRDM have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTAI has higher volatility (15.12%) compared to FRDM (14.27%). In terms of maximum drawdown, WTAI dropped -45.96% vs FRDM's -40.49%.

On 3-year performance, FRDM leads with 34.29% vs 32.29% for WTAI. On fees, WTAI is cheaper at 0.45% per year. On volatility, FRDM has been the lower-risk option at 14.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, FRDM has performed better with a 34.29% return vs 32.29%. 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 0.49% for FRDM.

FRDM has the higher dividend yield at 1.56%, compared with 1.19% for WTAI.

WTAI is categorized as Technology Equities, while FRDM is Emerging Markets Diversified. WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while FRDM tracks Life + Liberty Freedom 100 Emerging Markets Index. They also come from different issuers: WisdomTree and Freedom Funds. Their fees differ too: 0.45% for WTAI and 0.49% for FRDM.

FRDM currently has the higher Sharpe Ratio (3.15 vs 3.10), 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 FRDM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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