WTAI vs. TRBCX
Compare and contrast key facts about WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
WTAI is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Artificial Intelligence & Innovation Index. It was launched on Dec 7, 2021. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Performance
WTAI vs. TRBCX - Performance Comparison
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WTAI vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | -0.62% | 34.83% | 6.53% | 46.32% | -42.27% | -0.83% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -11.24% | 18.78% | 48.46% | 49.42% | -38.57% | -0.71% |
Returns By Period
In the year-to-date period, WTAI achieves a -0.62% return, which is significantly higher than TRBCX's -11.24% return.
WTAI
- 1D
- 2.59%
- 1M
- -4.07%
- YTD
- -0.62%
- 6M
- 1.58%
- 1Y
- 53.10%
- 3Y*
- 19.04%
- 5Y*
- —
- 10Y*
- —
TRBCX
- 1D
- 3.90%
- 1M
- -5.48%
- YTD
- -11.24%
- 6M
- -10.00%
- 1Y
- 15.04%
- 3Y*
- 26.18%
- 5Y*
- 10.52%
- 10Y*
- 15.86%
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WTAI vs. TRBCX - Expense Ratio Comparison
WTAI has a 0.45% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Return for Risk
WTAI vs. TRBCX — Risk / Return Rank
WTAI
TRBCX
WTAI vs. TRBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.
| WTAI | TRBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.67 | 0.69 | +0.98 |
Sortino ratioReturn per unit of downside risk | 2.25 | 1.14 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.16 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 3.58 | 0.76 | +2.81 |
Martin ratioReturn relative to average drawdown | 10.64 | 2.68 | +7.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTAI | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.67 | 0.69 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.57 | -0.43 |
Correlation
The correlation between WTAI and TRBCX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WTAI vs. TRBCX - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.82%, less than TRBCX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.82% | 1.81% | 0.19% | 0.24% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.91% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Drawdowns
WTAI vs. TRBCX - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.92%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for WTAI and TRBCX.
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Drawdown Indicators
| WTAI | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.92% | -54.56% | +8.64% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -17.01% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.63% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.63% | — |
Current DrawdownCurrent decline from peak | -8.36% | -13.77% | +5.41% |
Average DrawdownAverage peak-to-trough decline | -20.54% | -11.35% | -9.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.18% | 4.86% | +0.32% |
Volatility
WTAI vs. TRBCX - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 12.36% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 7.01%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTAI | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.36% | 7.01% | +5.35% |
Volatility (6M)Calculated over the trailing 6-month period | 21.81% | 13.72% | +8.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.94% | 23.49% | +8.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.73% | 24.05% | +6.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.73% | 22.76% | +7.97% |