WTAI vs. USO
WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and USO (United States Oil Fund LP) are both exchange-traded funds - WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index, while USO is a Oil & Gas fund tracking the Front Month Light Sweet Crude Oil. Both are passively managed. Over the past 3 years, WTAI returned 37.21%/yr vs 29.98%/yr for USO. At a 0.05 correlation, their price movements are largely independent. WTAI charges 0.45%/yr vs 0.86%/yr for USO.
Performance
WTAI vs. USO - Performance Comparison
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Returns By Period
In the year-to-date period, WTAI achieves a 59.81% return, which is significantly lower than USO's 103.67% return.
WTAI
- 1D
- -0.89%
- 1M
- 26.62%
- YTD
- 59.81%
- 6M
- 58.39%
- 1Y
- 109.20%
- 3Y*
- 37.21%
- 5Y*
- —
- 10Y*
- —
USO
- 1D
- 2.62%
- 1M
- -4.57%
- YTD
- 103.67%
- 6M
- 99.35%
- 1Y
- 101.55%
- 3Y*
- 29.98%
- 5Y*
- 24.41%
- 10Y*
- 4.07%
WTAI vs. USO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 59.81% | 34.83% | 6.53% | 46.32% | -42.27% | -0.83% |
USO United States Oil Fund LP | 103.67% | -8.46% | 13.35% | -4.94% | 28.97% | 6.55% |
Correlation
The correlation between WTAI and USO is -0.24, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2021 | 0.05 |
The correlation between WTAI and USO shifts across timeframes, from -0.24 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
WTAI vs. USO — Risk / Return Rank
WTAI
USO
WTAI vs. USO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and United States Oil Fund LP (USO). 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 | USO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.87 | 2.31 | +1.56 |
Sortino ratioReturn per unit of downside risk | 4.29 | 2.89 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.57 | 1.38 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 7.12 | 5.01 | +2.12 |
Martin ratioReturn relative to average drawdown | 22.73 | 9.42 | +13.31 |
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 | USO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.87 | 2.31 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.68 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | -0.18 | +0.69 |
Drawdowns
WTAI vs. USO - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.92%, smaller than the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for WTAI and USO.
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Drawdown Indicators
| WTAI | USO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.92% | -98.19% | +52.27% |
Max Drawdown (1Y)Largest decline over 1 year | -15.42% | -20.39% | +4.97% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | -26.05% | -5.78% |
Max Drawdown (5Y)Largest decline over 5 years | — | -36.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -86.75% | — |
Current DrawdownCurrent decline from peak | -0.89% | -85.01% | +84.12% |
Average DrawdownAverage peak-to-trough decline | -19.80% | -75.30% | +55.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 10.82% | -6.00% |
Volatility
WTAI vs. USO - Volatility Comparison
The current volatility for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) is 10.86%, while United States Oil Fund LP (USO) has a volatility of 14.87%. This indicates that WTAI experiences smaller price fluctuations and is considered to be less risky than USO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTAI | USO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.86% | 14.87% | -4.01% |
Volatility (6M)Calculated over the trailing 6-month period | 22.71% | 38.23% | -15.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.39% | 44.20% | -15.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.99% | 36.06% | -5.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.99% | 39.00% | -8.01% |
WTAI vs. USO - Expense Ratio Comparison
WTAI has a 0.45% expense ratio, which is lower than USO's 0.86% expense ratio.
Dividends
WTAI vs. USO - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.13%, while USO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
USO United States Oil Fund LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.13% | 1.81% | 0.19% | 0.24% | 0.22% |
Frequently Asked Questions
WTAI and USO have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USO has higher volatility (14.87%) compared to WTAI (10.86%). In terms of maximum drawdown, WTAI dropped -45.92% vs USO's -98.19%.
On 3-year performance, WTAI leads with 37.21% vs 29.98% for USO. On fees, WTAI is cheaper at 0.45% per year. On volatility, WTAI has been the lower-risk option at 10.86%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, WTAI has performed better with a 37.21% return vs 29.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
WTAI is cheaper with a 0.45% expense ratio, compared with 0.86% for USO.
WTAI has the higher dividend yield at 1.13%, compared with 0.00% for USO.
WTAI is categorized as Technology Equities, while USO is Oil & Gas. WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while USO tracks Front Month Light Sweet Crude Oil. They also come from different issuers: WisdomTree and USCF. Their fees differ too: 0.45% for WTAI and 0.86% for USO.
WTAI currently has the higher Sharpe Ratio (3.87 vs 2.31), 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.
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