WTAI vs. POSKX

Last updated Jun 14, 2026

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and POSKX (PrimeCap Odyssey Stock Fund) are both funds - WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index, while POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds. Over the past 3 years, WTAI returned 32.29%/yr vs 24.74%/yr for POSKX. A 0.79 correlation means they provide meaningful diversification when combined. WTAI charges 0.45%/yr vs 0.65%/yr for POSKX.

Performance

WTAI vs. POSKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and PrimeCap Odyssey Stock Fund (POSKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTAI achieves a 52.09% return, which is significantly higher than POSKX's 23.64% return.

WTAI

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

POSKX

• 1D: 3.95%
• 1M: 6.77%
• YTD: 23.64%
• 6M: 23.64%
• 1Y: 49.32%
• 3Y*: 24.74%
• 5Y*: 15.70%
• 10Y*: 16.59%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTAI vs. POSKX - 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%
POSKX PrimeCap Odyssey Stock Fund	23.64%	25.73%	12.77%	21.18%	-11.12%	7.39%

Correlation

The correlation between WTAI and POSKX is 0.70, 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	0.70
Correlation (3Y) Calculated over the trailing 3-year period	0.74
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021	0.79

The correlation between WTAI and POSKX has been stable across timeframes, ranging from 0.70 to 0.79 - a consistent structural relationship.

Return for Risk

WTAI vs. POSKX — Risk / Return Rank

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

WTAI

WTAI Risk / Return Rank: 91
WTAI Sharpe Ratio Rank: 94
WTAI Sortino Ratio Rank: 88
WTAI Omega Ratio Rank: 88
WTAI Calmar Ratio Rank: 94
WTAI Martin Ratio Rank: 91

POSKX

POSKX Risk / Return Rank: 92
POSKX Sharpe Ratio Rank: 95
POSKX Sortino Ratio Rank: 90
POSKX Omega Ratio Rank: 86
POSKX Calmar Ratio Rank: 95
POSKX Martin Ratio Rank: 96

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. POSKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and PrimeCap Odyssey Stock Fund (POSKX). 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	POSKX	Difference
Sharpe ratio: Return per unit of total volatility	3.10	2.90	+0.20
Sortino ratio: Return per unit of downside risk	3.49	3.99	-0.50
Omega ratio: Gain probability vs. loss probability	1.48	1.51	-0.04
Calmar ratio: Return relative to maximum drawdown	6.20	4.87	+1.34
Martin ratio: Return relative to average drawdown	19.00	20.16	-1.16

WTAI vs. POSKX - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 3.10, which is comparable to the POSKX Sharpe Ratio of 2.90. The chart below compares the historical Sharpe Ratios of WTAI and POSKX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WTAI vs. POSKX - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, smaller than the maximum POSKX drawdown of -50.18%. Use the drawdown chart below to compare losses from any high point for WTAI and POSKX.

Drawdown Indicators

	WTAI	POSKX	Difference
Max Drawdown Largest peak-to-trough decline	-45.96%	-50.18%	+4.22%
Max Drawdown (1Y) Largest decline over 1 year	-15.42%	-9.99%	-5.43%
Max Drawdown (3Y) Largest decline over 3 years	-31.83%	-20.25%	-11.58%
Max Drawdown (5Y) Largest decline over 5 years	—	-22.96%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.88%	—
Current Drawdown Current decline from peak	-5.68%	0.00%	-5.68%
Average Drawdown Average peak-to-trough decline	-19.77%	-6.14%	-13.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.03%	2.41%	+2.62%

Volatility

WTAI vs. POSKX - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 15.12% compared to PrimeCap Odyssey Stock Fund (POSKX) at 6.86%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than POSKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTAI	POSKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	15.12%	6.86%	+8.26%
Volatility (6M) Calculated over the trailing 6-month period	25.90%	13.72%	+12.18%
Volatility (1Y) Calculated over the trailing 1-year period	30.89%	16.80%	+14.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.41%	18.03%	+13.38%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.41%	19.06%	+12.35%

WTAI vs. POSKX - Expense Ratio Comparison

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

Dividends

WTAI vs. POSKX - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.19%, less than POSKX's 22.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POSKX PrimeCap Odyssey Stock Fund	22.19%	27.44%	18.13%	10.14%	12.13%	14.58%	7.85%	6.03%	3.03%	2.17%	2.93%	1.92%
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

Can I hold both WTAI and POSKX in my portfolio?

WTAI and POSKX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTAI or POSKX?

WTAI has higher volatility (15.12%) compared to POSKX (6.86%). In terms of maximum drawdown, WTAI dropped -45.96% vs POSKX's -50.18%.

Which has better risk-adjusted returns?

WTAI currently has the higher Sharpe Ratio (3.10 vs 2.90), 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.