WTAI vs. GDE
Compare and contrast key facts about WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE).
WTAI and GDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTAI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Artificial Intelligence & Innovation Index. It was launched on Dec 7, 2021. GDE is an actively managed fund by WisdomTree. It was launched on Mar 15, 2022.
Performance
WTAI vs. GDE - Performance Comparison
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WTAI vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | -0.62% | 34.83% | 6.53% | 46.32% | -27.74% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.73% | 73.76% | 44.79% | 33.85% | -18.67% |
Returns By Period
In the year-to-date period, WTAI achieves a -0.62% return, which is significantly lower than GDE's 3.73% return.
WTAI
- 1D
- 2.59%
- 1M
- -4.07%
- YTD
- -0.62%
- 6M
- 1.58%
- 1Y
- 53.10%
- 3Y*
- 19.04%
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- 1.62%
- 1M
- -13.97%
- YTD
- 3.73%
- 6M
- 15.80%
- 1Y
- 62.68%
- 3Y*
- 44.97%
- 5Y*
- —
- 10Y*
- —
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WTAI vs. GDE - Expense Ratio Comparison
WTAI has a 0.45% expense ratio, which is higher than GDE's 0.20% expense ratio.
Return for Risk
WTAI vs. GDE — Risk / Return Rank
WTAI
GDE
WTAI vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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.
| WTAI | GDE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 1.95 | -0.28 |
Sortino ratioReturn per unit of downside risk | 2.25 | 2.47 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.37 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.58 | 2.77 | +0.80 |
Martin ratioReturn relative to average drawdown | 10.64 | 10.77 | -0.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTAI | GDE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 1.95 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 1.13 | -0.99 |
Correlation
The correlation between WTAI and GDE is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WTAI vs. GDE - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.82%, less than GDE's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.82% | 1.81% | 0.19% | 0.24% | 0.22% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.16% | 4.32% | 7.14% | 2.22% | 0.81% |
Drawdowns
WTAI vs. GDE - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.92%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for WTAI and GDE.
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Drawdown Indicators
| WTAI | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.92% | -32.01% | -13.91% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -22.66% | +7.24% |
Current DrawdownCurrent decline from peak | -8.36% | -16.07% | +7.71% |
Average DrawdownAverage peak-to-trough decline | -20.54% | -7.75% | -12.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.18% | 5.84% | -0.66% |
Volatility
WTAI vs. GDE - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) have volatilities of 12.36% and 12.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTAI | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.36% | 12.02% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 21.81% | 25.26% | -3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.94% | 32.25% | -0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.73% | 26.19% | +4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.73% | 26.19% | +4.54% |