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WTAI vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WTAI vs. SOXX

Last updated Jun 24, 2026

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. Both are passively managed. Over the past 3 years, WTAI returned 35.82%/yr vs 56.18%/yr for SOXX. Their correlation of 0.87 suggests significant overlap in exposure. WTAI charges 0.45%/yr vs 0.34%/yr for SOXX.

Performance

WTAI vs. SOXX - Performance Comparison

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

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Returns By Period

In the year-to-date period, WTAI achieves a 53.91% return, which is significantly lower than SOXX's 100.58% return.

WTAI

1D
-7.24%
1M
7.76%
YTD
53.91%
6M
53.20%
1Y
96.79%
3Y*
35.82%
5Y*
—
10Y*
—

SOXX

1D
-7.88%
1M
12.35%
YTD
100.58%
6M
98.07%
1Y
167.63%
3Y*
56.18%
5Y*
33.69%
10Y*
36.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTAI vs. SOXX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		53.91%34.83%6.53%46.32%-42.27%-1.93%
SOXX
iShares Semiconductor ETF		100.58%40.74%12.92%67.12%-35.09%-0.60%

Correlation

The correlation between WTAI and SOXX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.85

Correlation (All Time)
Calculated using the full available price history since Dec 9, 2021

0.87

The correlation between WTAI and SOXX has been stable across timeframes, ranging from 0.83 to 0.87 - a consistent structural relationship.

WTAI vs. SOXX - Sectors Allocation Comparison

Sectors
WTAI
SOXX

Technology

71.6%
100.0%

Consumer Cyclical

8.3%

-

Communication Services

7.2%

-

Industrials

5.6%

-

Financial Services

3.8%

-

Utilities

0.9%

-

Consumer Defensive

0.4%

-

Basic Materials

-

-

Energy

-

-

Healthcare

-

-

Real Estate

-

-

Technology

WTAI
71.6%
SOXX
100.0%

Consumer Cyclical

WTAI
8.3%
SOXX

-

Communication Services

WTAI
7.2%
SOXX

-

Industrials

WTAI
5.6%
SOXX

-

Financial Services

WTAI
3.8%
SOXX

-

Utilities

WTAI
0.9%
SOXX

-

Consumer Defensive

WTAI
0.4%
SOXX

-

Basic Materials

WTAI

-

SOXX

-

Energy

WTAI

-

SOXX

-

Healthcare

WTAI

-

SOXX

-

Real Estate

WTAI

-

SOXX

-

Compare stocks, funds, or ETFs

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WisdomTree Artificial Intelligence and Innovation Fund

iShares Semiconductor ETF

Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. VOOWTAI vs. SMHWTAI vs. BOTTWTAI vs. HTECWTAI vs. IYW
Often compared with SOXX:
SOXX vs. SMHSOXX vs. QQQSOXX vs. SOXLSOXX vs. SOXQSOXX vs. FSELXSOXX vs. VGTSOXX vs. VOO

Return for Risk

WTAI vs. SOXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WTAI
WTAI Risk / Return Rank: 8787
Overall Rank
WTAI Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 7979
Sortino Ratio Rank
WTAI Omega Ratio Rank: 8282
Omega Ratio Rank
WTAI Calmar Ratio Rank: 9393
Calmar Ratio Rank
WTAI Martin Ratio Rank: 8989
Martin Ratio Rank
SOXX
SOXX Risk / Return Rank: 9595
Overall Rank
SOXX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 9292
Sortino Ratio Rank
SOXX Omega Ratio Rank: 9292
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9797
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9797
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. SOXX - Risk-Adjusted Trends Comparison

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

WTAISOXXDifference
Sharpe ratioReturn per unit of total volatility
2.98
4.28

-1.30

Sortino ratioReturn per unit of downside risk
3.33
4.15

-0.81

Omega ratioGain probability vs. loss probability

1.46

1.60

-0.13

Calmar ratioReturn relative to maximum drawdown

6.31

10.70

-4.39

Martin ratioReturn relative to average drawdown

19.19

38.46

-19.27

WTAI vs. SOXX - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 2.98, which is lower than the SOXX Sharpe Ratio of 4.28. The chart below compares the historical Sharpe Ratios of WTAI and SOXX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

WTAI vs. SOXX - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for WTAI and SOXX.

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Drawdown Indicators

WTAISOXXDifference

Max Drawdown

Largest peak-to-trough decline

-45.96%

-70.21%

+24.25%

Max Drawdown (1Y)

Largest decline over 1 year

-15.42%

-15.77%

+0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-31.83%

-41.36%

+9.53%

Max Drawdown (5Y)

Largest decline over 5 years

—

-45.75%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-45.75%

—

Current Drawdown

Current decline from peak

-7.24%

-7.88%

+0.64%

Average Drawdown

Average peak-to-trough decline

-19.68%

-19.94%

+0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.06%

4.38%

+0.68%

Volatility

WTAI vs. SOXX - Volatility Comparison

The current volatility for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) is 18.24%, while iShares Semiconductor ETF (SOXX) has a volatility of 22.75%. This indicates that WTAI experiences smaller price fluctuations and is considered to be less risky than SOXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

WTAISOXXDifference

Volatility (1M)

Calculated over the trailing 1-month period

18.24%

22.75%

-4.51%

Volatility (6M)

Calculated over the trailing 6-month period

27.67%

33.44%

-5.77%

Volatility (1Y)

Calculated over the trailing 1-year period

32.63%

39.42%

-6.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.77%

37.21%

-5.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

31.77%

34.00%

-2.23%

WTAI vs. SOXX - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is higher than SOXX's 0.34% expense ratio.

Dividends

WTAI vs. SOXX - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.17%, more than SOXX's 0.24% yield.

PositionTTM20252024202320222021202020192018201720162015
SOXX
iShares Semiconductor ETF		0.24%0.57%0.67%0.78%1.26%0.64%0.81%1.23%1.37%0.90%1.08%1.29%
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		1.17%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 SOXX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SOXX has higher volatility (22.75%) compared to WTAI (18.24%). In terms of maximum drawdown, WTAI dropped -45.96% vs SOXX's -70.21%.

On 3-year performance, SOXX leads with 56.18% vs 35.82% for WTAI. On fees, SOXX is cheaper at 0.34% per year. On volatility, WTAI has been the lower-risk option at 18.24%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, SOXX has performed better with a 56.18% return vs 35.82%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SOXX is cheaper with a 0.34% expense ratio, compared with 0.45% for WTAI.

WTAI has the higher dividend yield at 1.17%, compared with 0.24% for SOXX.

WTAI is categorized as Technology Equities, while SOXX is Semiconductors. WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while SOXX tracks NYSE Semiconductor Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for WTAI and 0.34% for SOXX.

SOXX currently has the higher Sharpe Ratio (4.28 vs 2.98), 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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