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WTAI vs. HTEC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTAI vs. HTEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and ROBO Global Healthcare Technology and Innovation ETF (HTEC). The values are adjusted to include any dividend payments, if applicable.

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WTAI vs. HTEC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
-3.12%34.83%6.53%46.32%-42.27%-0.83%
HTEC
ROBO Global Healthcare Technology and Innovation ETF
-6.51%23.91%2.68%-2.94%-33.72%2.42%

Returns By Period

In the year-to-date period, WTAI achieves a -3.12% return, which is significantly higher than HTEC's -6.51% return.


WTAI

1D
5.61%
1M
-6.27%
YTD
-3.12%
6M
0.62%
1Y
51.25%
3Y*
18.03%
5Y*
10Y*

HTEC

1D
3.47%
1M
-7.69%
YTD
-6.51%
6M
7.99%
1Y
21.99%
3Y*
3.80%
5Y*
-5.56%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WTAI vs. HTEC - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is lower than HTEC's 0.68% expense ratio.


Return for Risk

WTAI vs. HTEC — Risk / Return Rank

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

WTAI
WTAI Risk / Return Rank: 8585
Overall Rank
WTAI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 8484
Sortino Ratio Rank
WTAI Omega Ratio Rank: 8181
Omega Ratio Rank
WTAI Calmar Ratio Rank: 9292
Calmar Ratio Rank
WTAI Martin Ratio Rank: 8585
Martin Ratio Rank

HTEC
HTEC Risk / Return Rank: 5151
Overall Rank
HTEC Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
HTEC Sortino Ratio Rank: 5757
Sortino Ratio Rank
HTEC Omega Ratio Rank: 4848
Omega Ratio Rank
HTEC Calmar Ratio Rank: 5252
Calmar Ratio Rank
HTEC Martin Ratio Rank: 4747
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. HTEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and ROBO Global Healthcare Technology and Innovation ETF (HTEC). 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.


WTAIHTECDifference

Sharpe ratio

Return per unit of total volatility

1.62

0.93

+0.69

Sortino ratio

Return per unit of downside risk

2.19

1.45

+0.75

Omega ratio

Gain probability vs. loss probability

1.30

1.18

+0.12

Calmar ratio

Return relative to maximum drawdown

3.17

1.31

+1.86

Martin ratio

Return relative to average drawdown

9.47

4.40

+5.07

WTAI vs. HTEC - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 1.62, which is higher than the HTEC Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of WTAI and HTEC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WTAIHTECDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

0.93

+0.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.19

-0.07

Correlation

The correlation between WTAI and HTEC is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

WTAI vs. HTEC - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.86%, more than HTEC's 1.05% yield.


TTM20252024202320222021
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
1.86%1.81%0.19%0.24%0.22%0.00%
HTEC
ROBO Global Healthcare Technology and Innovation ETF
1.05%0.98%0.00%0.00%0.00%0.05%

Drawdowns

WTAI vs. HTEC - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.92%, smaller than the maximum HTEC drawdown of -57.53%. Use the drawdown chart below to compare losses from any high point for WTAI and HTEC.


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Drawdown Indicators


WTAIHTECDifference

Max Drawdown

Largest peak-to-trough decline

-45.92%

-57.53%

+11.61%

Max Drawdown (1Y)

Largest decline over 1 year

-15.42%

-16.31%

+0.89%

Max Drawdown (5Y)

Largest decline over 5 years

-56.10%

Current Drawdown

Current decline from peak

-10.67%

-35.69%

+25.02%

Average Drawdown

Average peak-to-trough decline

-20.55%

-28.85%

+8.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.16%

4.85%

+0.31%

Volatility

WTAI vs. HTEC - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 12.93% compared to ROBO Global Healthcare Technology and Innovation ETF (HTEC) at 7.96%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than HTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTAIHTECDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.93%

7.96%

+4.97%

Volatility (6M)

Calculated over the trailing 6-month period

21.67%

14.40%

+7.27%

Volatility (1Y)

Calculated over the trailing 1-year period

31.90%

23.82%

+8.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.72%

24.29%

+6.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.72%

25.53%

+5.19%