WTAI vs. ROBT

Last updated Aug 4, 2026

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and ROBT (First Trust Nasdaq Artificial Intelligence & Robotics ETF) are both Artificial Intelligence funds - WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index while ROBT tracks the Nasdaq CTA Artificial Intelligence and Robotics Index. Both are passively managed. Over the past 3 years, WTAI returned 28.96%/yr vs 8.48%/yr for ROBT. Their correlation of 0.91 means they have usually moved in the same direction. WTAI charges 0.45%/yr vs 0.65%/yr for ROBT.

Performance

WTAI vs. ROBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTAI achieves a 37.13% return, which is significantly higher than ROBT's 8.60% return.

WTAI

• 1D: 3.87%
• 1M: -6.13%
• 6M: 31.19%
• YTD: 37.13%
• 1Y: 64.95%
• 3Y*: 28.96%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 11.11%

ROBT

• 1D: 2.35%
• 1M: 0.11%
• 6M: 8.47%
• YTD: 8.60%
• 1Y: 14.90%
• 3Y*: 8.48%
• 5Y*: 1.05%
• 10Y*: —
• ALL TIME*: 7.94%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF	$2.76M	$2.30M	$2.96M
WTAI WisdomTree Artificial Intelligence and Innovation Fund	$14.96M	$17.61M	$14.18M

WTAI vs. ROBT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
WTAI WisdomTree Artificial Intelligence and Innovation Fund	37.13%	34.83%	6.53%	46.32%	-42.27%	-1.93%
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF	8.60%	15.16%	-0.41%	27.77%	-34.94%	-0.83%

Correlation

The correlation between WTAI and ROBT is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.80
Correlation (3Y) Balances recent behavior with more history.	0.87
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021	0.91

The correlation between WTAI and ROBT shifts across timeframes, from 0.80 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.

WTAI vs. ROBT - Sectors Allocation Comparison

Sectors	WTAI	ROBT
Technology	71.6%	53.3%
Consumer Cyclical	8.3%	6.6%
Communication Services	7.2%	3.8%
Industrials	5.6%	23.1%
Financial Services	3.8%	1.6%
Utilities	0.9%	-
Consumer Defensive	0.4%	1.2%
Basic Materials	-	-
Energy	-	1.6%
Healthcare	-	8.8%
Real Estate	-	-

Return for Risk

WTAI vs. ROBT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WTAI

WTAI Risk / Return Rank: 69
WTAI Sharpe Ratio Rank: 74
WTAI Sortino Ratio Rank: 65
WTAI Omega Ratio Rank: 67
WTAI Calmar Ratio Rank: 66
WTAI Martin Ratio Rank: 72

ROBT

ROBT Risk / Return Rank: 25
ROBT Sharpe Ratio Rank: 26
ROBT Sortino Ratio Rank: 26
ROBT Omega Ratio Rank: 25
ROBT Calmar Ratio Rank: 24
ROBT Martin Ratio Rank: 24

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WTAI vs. ROBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT). 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	ROBT	Difference
Sharpe ratio: Return per unit of total volatility	1.73	0.60	+1.13
Sortino ratio: Return per unit of downside risk	2.21	0.97	+1.24
Omega ratio: Gain probability vs. loss probability	1.29	1.11	+0.18
Calmar ratio: Return relative to maximum drawdown	2.36	0.69	+1.67
Martin ratio: Return relative to average drawdown	9.14	1.80	+7.34

WTAI vs. ROBT - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 1.73, which is higher than the ROBT Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of WTAI and ROBT, 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. ROBT - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, roughly equal to the maximum ROBT drawdown of -44.47%. Use the drawdown chart below to compare losses from any high point for WTAI and ROBT.

Drawdown Indicators

	WTAI	ROBT	Difference
Max Drawdown Largest peak-to-trough decline	-45.96%	-44.47%	-1.49%
Max Drawdown (1Y) Largest decline over 1 year	-27.61%	-21.66%	-5.95%
Max Drawdown (3Y) Largest decline over 3 years	-31.83%	-27.68%	-4.15%
Max Drawdown (5Y) Largest decline over 5 years	—	-43.26%	—
Current Drawdown Current decline from peak	-17.35%	-6.56%	-10.79%
Average Drawdown Average peak-to-trough decline	-19.54%	-15.82%	-3.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.13%	8.30%	-1.17%

Volatility

WTAI vs. ROBT - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 17.28% compared to First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) at 6.27%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than ROBT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTAI	ROBT	Difference
Volatility (1M) Calculated over the trailing 1-month period	17.28%	6.27%	+11.01%
Volatility (6M) Calculated over the trailing 6-month period	33.77%	19.36%	+14.41%
Volatility (1Y) Calculated over the trailing 1-year period	37.89%	25.00%	+12.89%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.74%	25.59%	+7.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	32.74%	25.53%	+7.21%

WTAI vs. ROBT - Expense Ratio Comparison

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

Dividends

WTAI vs. ROBT - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.32%, more than ROBT's 0.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ROBT First Trust Nasdaq Artificial Intelligence & Robotics ETF	0.02%	0.00%	0.68%	0.23%	0.35%	0.06%	0.17%	0.42%	0.44%
WTAI WisdomTree Artificial Intelligence and Innovation Fund	1.32%	1.81%	0.19%	0.24%	0.22%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both WTAI and ROBT in my portfolio?

WTAI and ROBT have a correlation of 0.80, 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 ROBT?

WTAI has higher volatility (17.28%) compared to ROBT (6.27%). In terms of maximum drawdown, WTAI dropped -45.96% vs ROBT's -44.47%.

Which ETF is better, WTAI or ROBT?

On 3-year performance, WTAI leads with 28.96% vs 8.48% for ROBT. On fees, WTAI is cheaper at 0.45% per year. On volatility, ROBT has been the lower-risk option at 6.27%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTAI or ROBT?

Over the 3-year period, WTAI has performed better with a 28.96% return vs 8.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTAI or ROBT?

WTAI is cheaper with a 0.45% expense ratio, compared with 0.65% for ROBT.

Which ETF pays a higher dividend yield, WTAI or ROBT?

WTAI has the higher dividend yield at 1.32%, compared with 0.02% for ROBT.

What is the main difference between WTAI and ROBT?

WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while ROBT tracks Nasdaq CTA Artificial Intelligence and Robotics Index. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.45% for WTAI and 0.65% for ROBT.

Which has better risk-adjusted returns?

WTAI currently has the higher Sharpe Ratio (1.73 vs 0.60), 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.