WTAI vs. O
WTAI (WisdomTree Artificial Intelligence and Innovation Fund) is Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index, while O (Realty Income Corporation) is a stock. Over the past 3 years, WTAI returned 32.29%/yr vs 6.59%/yr for O. At a 0.14 correlation, their price movements are largely independent.
Performance
WTAI vs. O - Performance Comparison
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Returns By Period
In the year-to-date period, WTAI achieves a 52.09% return, which is significantly higher than O's 13.70% return.
WTAI
- 1D
- 1.07%
- 1M
- 9.78%
- YTD
- 52.09%
- 6M
- 53.98%
- 1Y
- 99.10%
- 3Y*
- 32.29%
- 5Y*
- —
- 10Y*
- —
O
- 1D
- 1.31%
- 1M
- 3.07%
- YTD
- 13.70%
- 6M
- 11.57%
- 1Y
- 14.88%
- 3Y*
- 6.59%
- 5Y*
- 3.49%
- 10Y*
- 4.89%
WTAI vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 52.09% | 34.83% | 6.53% | 46.32% | -42.27% | -1.93% |
O Realty Income Corporation | 13.70% | 12.20% | -2.11% | -4.55% | -7.38% | 4.34% |
Correlation
The correlation between WTAI and O is -0.17, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.14 |
The correlation between WTAI and O shifts across timeframes, from -0.17 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WTAI vs. O — Risk / Return Rank
WTAI
O
WTAI vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Realty Income Corporation (O). 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 | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.21 | ||
| Sortino ratioReturn per unit of downside risk | +2.23 | ||
| Omega ratioGain probability vs. loss probability | 1.48 | 1.15 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 6.20 | 1.29 | +4.91 |
| Martin ratioReturn relative to average drawdown | 19.00 | 3.12 | +15.88 |
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Drawdowns
WTAI vs. O - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.96%, smaller than the maximum O drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for WTAI and O.
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Drawdown Indicators
| WTAI | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.96% | -48.45% | +2.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -11.10% | -4.32% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | -26.49% | -5.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.28% | — |
Current DrawdownCurrent decline from peak | -5.68% | -5.94% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -19.77% | -9.20% | -10.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 4.58% | +0.45% |
Volatility
WTAI vs. O - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 15.12% compared to Realty Income Corporation (O) at 5.29%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTAI | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.12% | 5.29% | +9.83% |
Volatility (6M)Calculated over the trailing 6-month period | 25.90% | 11.98% | +13.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.89% | 16.21% | +14.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.41% | 18.92% | +12.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.41% | 25.64% | +5.77% |
Dividends
WTAI vs. O - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.19%, less than O's 5.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
O Realty Income Corporation | 5.16% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.19% | 1.81% | 0.19% | 0.24% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTAI and O have a correlation of -0.17, 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 O (5.29%). In terms of maximum drawdown, WTAI dropped -45.96% vs O's -48.45%.
WTAI currently has the higher Sharpe Ratio (3.10 vs 0.88), 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.
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