WTAI vs. STXS
WTAI (WisdomTree Artificial Intelligence and Innovation Fund) is Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index, while STXS (Stereotaxis, Inc.) is a stock. Over the past 3 years, WTAI returned 35.82%/yr vs 2.82%/yr for STXS. At a 0.36 correlation, their price movements are largely independent.
Performance
WTAI vs. STXS - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WTAI achieves a 53.91% return, which is significantly higher than STXS's -23.91% return.
WTAI
- 1D
- -7.24%
- 1M
- 7.76%
- YTD
- 53.91%
- 6M
- 53.20%
- 1Y
- 96.79%
- 3Y*
- 35.82%
- 5Y*
- —
- 10Y*
- —
STXS
- 1D
- -6.42%
- 1M
- -8.85%
- YTD
- -23.91%
- 6M
- -28.57%
- 1Y
- -17.06%
- 3Y*
- 2.82%
- 5Y*
- -28.99%
- 10Y*
- 6.30%
WTAI vs. STXS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 53.91% | 34.83% | 6.53% | 46.32% | -42.27% | -1.93% |
STXS Stereotaxis, Inc. | -23.91% | 0.88% | 30.29% | -15.46% | -66.61% | -6.34% |
Correlation
The correlation between WTAI and STXS is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021 | 0.36 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
WTAI vs. STXS — Risk / Return Rank
WTAI
STXS
WTAI vs. STXS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Stereotaxis, Inc. (STXS). 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 | STXS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.29 | ||
| Sortino ratioReturn per unit of downside risk | +3.41 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 0.99 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 6.31 | -0.33 | +6.64 |
| Martin ratioReturn relative to average drawdown | 19.19 | -0.52 | +19.72 |
Loading charts...
Drawdowns
WTAI vs. STXS - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.96%, smaller than the maximum STXS drawdown of -99.68%. Use the drawdown chart below to compare losses from any high point for WTAI and STXS.
Loading charts...
Drawdown Indicators
| WTAI | STXS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.96% | -99.68% | +53.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -51.54% | +36.12% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | -51.54% | +19.71% |
Max Drawdown (5Y)Largest decline over 5 years | — | -85.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -86.04% | — |
Current DrawdownCurrent decline from peak | -7.24% | -98.91% | +91.67% |
Average DrawdownAverage peak-to-trough decline | -19.68% | -82.62% | +62.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 32.74% | -27.68% |
Volatility
WTAI vs. STXS - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 18.24% compared to Stereotaxis, Inc. (STXS) at 15.45%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than STXS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WTAI | STXS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.24% | 15.45% | +2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 27.67% | 34.52% | -6.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.63% | 56.17% | -23.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.77% | 66.15% | -34.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.77% | 74.95% | -43.18% |
Dividends
WTAI vs. STXS - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.17%, while STXS has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
STXS Stereotaxis, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.17% | 1.81% | 0.19% | 0.24% | 0.22% |
Frequently Asked Questions
WTAI and STXS have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WTAI has higher volatility (18.24%) compared to STXS (15.45%). In terms of maximum drawdown, WTAI dropped -45.96% vs STXS's -99.68%.
WTAI currently has the higher Sharpe Ratio (2.98 vs -0.31), 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.
Find the right allocation for WTAI and STXS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer