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WTAI vs. TSM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTAI vs. TSM - Performance Comparison

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

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WTAI vs. TSM - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
-3.12%34.83%6.53%46.32%-42.27%-0.83%
TSM
Taiwan Semiconductor Manufacturing Company Limited
11.52%55.91%92.58%42.33%-36.75%1.09%

Returns By Period

In the year-to-date period, WTAI achieves a -3.12% return, which is significantly lower than TSM's 11.52% return.


WTAI

1D
5.61%
1M
-6.27%
YTD
-3.12%
6M
0.62%
1Y
51.25%
3Y*
18.03%
5Y*
10Y*

TSM

1D
6.78%
1M
-9.52%
YTD
11.52%
6M
21.66%
1Y
106.05%
3Y*
56.00%
5Y*
24.08%
10Y*
32.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

WTAI vs. TSM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WTAI
WTAI Risk / Return Rank: 8585
Overall Rank
WTAI Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
WTAI Sortino Ratio Rank: 8484
Sortino Ratio Rank
WTAI Omega Ratio Rank: 8181
Omega Ratio Rank
WTAI Calmar Ratio Rank: 9292
Calmar Ratio Rank
WTAI Martin Ratio Rank: 8585
Martin Ratio Rank

TSM
TSM Risk / Return Rank: 9595
Overall Rank
TSM Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
TSM Sortino Ratio Rank: 9494
Sortino Ratio Rank
TSM Omega Ratio Rank: 9292
Omega Ratio Rank
TSM Calmar Ratio Rank: 9696
Calmar Ratio Rank
TSM 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. TSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Taiwan Semiconductor Manufacturing Company Limited (TSM). 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.


WTAITSMDifference

Sharpe ratio

Return per unit of total volatility

1.62

2.76

-1.15

Sortino ratio

Return per unit of downside risk

2.19

3.33

-1.13

Omega ratio

Gain probability vs. loss probability

1.30

1.42

-0.12

Calmar ratio

Return relative to maximum drawdown

3.17

5.90

-2.73

Martin ratio

Return relative to average drawdown

9.47

20.02

-10.56

WTAI vs. TSM - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 1.62, which is lower than the TSM Sharpe Ratio of 2.76. The chart below compares the historical Sharpe Ratios of WTAI and TSM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


WTAITSMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.62

2.76

-1.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.96

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.35

-0.23

Correlation

The correlation between WTAI and TSM is 0.73, 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. TSM - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.86%, more than TSM's 0.98% yield.


TTM20252024202320222021202020192018201720162015
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
1.86%1.81%0.19%0.24%0.22%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TSM
Taiwan Semiconductor Manufacturing Company Limited
0.98%1.00%1.18%1.78%2.49%1.57%1.56%3.46%3.64%2.32%2.61%2.54%

Drawdowns

WTAI vs. TSM - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.92%, smaller than the maximum TSM drawdown of -89.08%. Use the drawdown chart below to compare losses from any high point for WTAI and TSM.


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Drawdown Indicators


WTAITSMDifference

Max Drawdown

Largest peak-to-trough decline

-45.92%

-89.08%

+43.16%

Max Drawdown (1Y)

Largest decline over 1 year

-15.42%

-18.14%

+2.72%

Max Drawdown (5Y)

Largest decline over 5 years

-56.47%

Max Drawdown (10Y)

Largest decline over 10 years

-56.47%

Current Drawdown

Current decline from peak

-10.67%

-12.59%

+1.92%

Average Drawdown

Average peak-to-trough decline

-20.55%

-43.13%

+22.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.16%

5.34%

-0.18%

Volatility

WTAI vs. TSM - Volatility Comparison

The current volatility for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) is 12.93%, while Taiwan Semiconductor Manufacturing Company Limited (TSM) has a volatility of 14.44%. This indicates that WTAI experiences smaller price fluctuations and is considered to be less risky than TSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTAITSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.93%

14.44%

-1.51%

Volatility (6M)

Calculated over the trailing 6-month period

21.67%

27.19%

-5.52%

Volatility (1Y)

Calculated over the trailing 1-year period

31.90%

38.60%

-6.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.72%

36.99%

-6.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.72%

33.85%

-3.13%