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WTAI vs. SOXX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WTAI vs. SOXX

Last updated Aug 4, 2026
Documentation

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - WTAI is a Artificial Intelligence 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 28.96%/yr vs 44.68%/yr for SOXX. Their correlation of 0.88 means they have usually moved in the same direction. 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 37.13% return, which is significantly lower than SOXX's 68.76% 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%

SOXX

1D
0.55%
1M
-10.35%
6M
44.10%
YTD
68.76%
1Y
114.99%
3Y*
44.68%
5Y*
27.63%
10Y*
31.96%
ALL TIME*
13.85%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

SOXX

iShares Semiconductor ETF
$6.22B$5.65B$5.89B

WTAI

WisdomTree Artificial Intelligence and Innovation Fund
$14.96M$17.61M$14.18M

WTAI vs. SOXX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
WTAI
WisdomTree Artificial Intelligence and Innovation Fund		37.13%34.83%6.53%46.32%-42.27%-1.93%
SOXX
iShares Semiconductor ETF		68.76%40.74%12.92%67.12%-35.09%-0.60%

Correlation

The correlation between WTAI and SOXX is 0.87, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.87

Correlation (3Y)
Balances recent behavior with more history.

0.86

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

0.88

The correlation between WTAI and SOXX has been stable across timeframes, ranging from 0.86 to 0.88 - 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

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree Artificial Intelligence and Innovation Fund

iShares Semiconductor ETF

Often compared with WTAI:
WTAI vs. CHATWTAI vs. BOTZWTAI vs. SMHWTAI vs. VOOWTAI 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 historical risk-adjusted metric ranks over the past 12 months.
WTAI
WTAI Risk / Return Rank: 6969
Overall Rank
WTAI Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 6565
Sortino Ratio Rank
WTAI Omega Ratio Rank: 6767
Omega Ratio Rank
WTAI Calmar Ratio Rank: 6666
Calmar Ratio Rank
WTAI Martin Ratio Rank: 7272
Martin Ratio Rank
SOXX
SOXX Risk / Return Rank: 9090
Overall Rank
SOXX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
SOXX Sortino Ratio Rank: 8585
Sortino Ratio Rank
SOXX Omega Ratio Rank: 8787
Omega Ratio Rank
SOXX Calmar Ratio Rank: 9191
Calmar Ratio Rank
SOXX Martin Ratio Rank: 9292
Martin Ratio Rank
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. 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
1.73
2.61

-0.88

Sortino ratioReturn per unit of downside risk
2.21
2.89

-0.68

Omega ratioGain probability vs. loss probability

1.29

1.39

-0.10

Calmar ratioReturn relative to maximum drawdown

2.36

3.99

-1.62

Martin ratioReturn relative to average drawdown

9.14

16.43

-7.29

WTAI vs. SOXX - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 1.73, which is lower than the SOXX Sharpe Ratio of 2.61. 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

-27.61%

-29.01%

+1.40%

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

-17.35%

-22.49%

+5.14%

Average Drawdown

Average peak-to-trough decline

-19.54%

-19.92%

+0.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.13%

7.02%

+0.11%

Volatility

WTAI vs. SOXX - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and iShares Semiconductor ETF (SOXX) have volatilities of 17.28% and 17.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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

17.28%

17.11%

+0.17%

Volatility (6M)

Calculated over the trailing 6-month period

33.77%

38.66%

-4.89%

Volatility (1Y)

Calculated over the trailing 1-year period

37.89%

44.40%

-6.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.74%

38.25%

-5.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

32.74%

34.55%

-1.81%

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 1.32%, more than SOXX's 0.29% yield.

PositionTTM20252024202320222021202020192018201720162015
SOXX
iShares Semiconductor ETF		0.29%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		1.32%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 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WTAI has higher volatility (17.28%) compared to SOXX (17.11%). In terms of maximum drawdown, WTAI dropped -45.96% vs SOXX's -70.21%.

On 3-year performance, SOXX leads with 44.68% vs 28.96% for WTAI. On fees, SOXX is cheaper at 0.34% per year. On volatility, SOXX has been the lower-risk option at 17.11%. 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 44.68% return vs 28.96%. 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 1.32%, compared with 0.29% for SOXX.

WTAI is categorized as Artificial Intelligence, 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 (2.61 vs 1.73), 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.

Portfolio Optimizer

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