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WTAI vs. SMH
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Performance

WTAI vs. SMH - Performance Comparison

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

-20.00%0.00%20.00%40.00%60.00%80.00%OctoberNovemberDecember2025FebruaryMarch
-17.28%
51.35%
WTAI
SMH

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Risk-Adjusted Performance

WTAI vs. undefined - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and undefined (undefined). 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.


Sharpe ratio
The chart of Sharpe ratio for WTAI, currently valued at -0.04, compared to the broader market0.002.004.00-0.040.07
The chart of Sortino ratio for WTAI, currently valued at 0.11, compared to the broader market-2.000.002.004.006.008.0010.0012.000.110.33
The chart of Omega ratio for WTAI, currently valued at 1.01, compared to the broader market0.501.001.502.002.503.001.011.04
The chart of Calmar ratio for WTAI, currently valued at -0.04, compared to the broader market0.005.0010.0015.0020.00-0.040.10
The chart of Martin ratio for WTAI, currently valued at -0.16, compared to the broader market0.0020.0040.0060.0080.00100.00-0.160.22
WTAI
SMH


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50OctoberNovemberDecember2025FebruaryMarch
-0.04
0.07
WTAI
SMH

Drawdowns

WTAI vs. SMH - Drawdown Comparison


-25.00%-20.00%-15.00%-10.00%-5.00%OctoberNovemberDecember2025FebruaryMarch
-18.14%
-19.62%
WTAI
SMH

Volatility

WTAI vs. SMH - Volatility Comparison

The current volatility for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) is 9.07%, while undefined (SMH) has a volatility of 11.35%. This indicates that WTAI experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%OctoberNovemberDecember2025FebruaryMarch
9.07%
11.35%
WTAI
SMH
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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