WTAI vs. VGT

Last updated Jun 4, 2026

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and VGT (Vanguard Information Technology ETF) are both Technology Equities funds - WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index while VGT tracks the MSCI USA IMI Information Technology 25/50 Index. Both are passively managed. Over the past 3 years, WTAI returned 37.21%/yr vs 33.48%/yr for VGT. Their correlation of 0.92 suggests significant overlap in exposure. WTAI charges 0.45%/yr vs 0.09%/yr for VGT.

Performance

WTAI vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTAI achieves a 59.81% return, which is significantly higher than VGT's 31.64% return.

WTAI

• 1D: -0.89%
• 1M: 26.62%
• YTD: 59.81%
• 6M: 58.39%
• 1Y: 109.20%
• 3Y*: 37.21%
• 5Y*: —
• 10Y*: —

VGT

• 1D: -1.48%
• 1M: 18.07%
• YTD: 31.64%
• 6M: 30.51%
• 1Y: 60.15%
• 3Y*: 33.48%
• 5Y*: 22.23%
• 10Y*: 25.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTAI vs. VGT - 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%
VGT Vanguard Information Technology ETF	31.64%	21.77%	29.30%	52.66%	-29.70%	1.39%

Correlation

The correlation between WTAI and VGT is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.90
Correlation (3Y) Calculated over the trailing 3-year period	0.90
Correlation (All Time) Calculated using the full available price history since Dec 10, 2021	0.92

The correlation between WTAI and VGT has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.

WTAI vs. VGT - Sectors Allocation Comparison

Sectors	WTAI	VGT
Technology	71.6%	98.5%
Consumer Cyclical	8.3%	0.1%
Communication Services	7.2%	0.5%
Industrials	5.6%	0.4%
Financial Services	3.8%	0.5%
Utilities	0.9%	-
Consumer Defensive	0.4%	-
Basic Materials	-	0.0%
Energy	-	0.3%
Healthcare	-	0.0%
Real Estate	-	-

Return for Risk

WTAI vs. VGT — Risk / Return Rank

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

WTAI

WTAI Risk / Return Rank: 92
WTAI Sharpe Ratio Rank: 95
WTAI Sortino Ratio Rank: 90
WTAI Omega Ratio Rank: 89
WTAI Calmar Ratio Rank: 94
WTAI Martin Ratio Rank: 91

VGT

VGT Risk / Return Rank: 76
VGT Sharpe Ratio Rank: 87
VGT Sortino Ratio Rank: 79
VGT Omega Ratio Rank: 78
VGT Calmar Ratio Rank: 72
VGT Martin Ratio Rank: 64

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. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Vanguard Information Technology ETF (VGT). 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	VGT	Difference
Sharpe ratio: Return per unit of total volatility	3.87	2.95	+0.93
Sortino ratio: Return per unit of downside risk	4.29	3.63	+0.66
Omega ratio: Gain probability vs. loss probability	1.57	1.47	+0.10
Calmar ratio: Return relative to maximum drawdown	7.12	3.69	+3.44
Martin ratio: Return relative to average drawdown	22.73	11.77	+10.96
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

WTAI vs. VGT - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 3.87, which is higher than the VGT Sharpe Ratio of 2.95. The chart below compares the historical Sharpe Ratios of WTAI and VGT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	WTAI	VGT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.87	2.95	+0.93
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.89	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.05	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.51	0.68	-0.17

Drawdowns

WTAI vs. VGT - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.92%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for WTAI and VGT.

Drawdown Indicators

	WTAI	VGT	Difference
Max Drawdown Largest peak-to-trough decline	-45.92%	-54.63%	+8.71%
Max Drawdown (1Y) Largest decline over 1 year	-15.42%	-16.40%	+0.98%
Max Drawdown (3Y) Largest decline over 3 years	-31.83%	-27.23%	-4.60%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.07%	—
Current Drawdown Current decline from peak	-0.89%	-1.48%	+0.59%
Average Drawdown Average peak-to-trough decline	-19.80%	-7.95%	-11.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.82%	5.13%	-0.31%

Volatility

WTAI vs. VGT - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 10.86% compared to Vanguard Information Technology ETF (VGT) at 6.39%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTAI	VGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.86%	6.39%	+4.47%
Volatility (6M) Calculated over the trailing 6-month period	22.71%	16.07%	+6.64%
Volatility (1Y) Calculated over the trailing 1-year period	28.39%	20.57%	+7.82%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.99%	25.18%	+5.81%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.99%	24.60%	+6.39%

WTAI vs. VGT - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is higher than VGT's 0.09% expense ratio.

Dividends

WTAI vs. VGT - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.13%, more than VGT's 0.31% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VGT Vanguard Information Technology ETF	0.31%	0.40%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%
WTAI WisdomTree Artificial Intelligence and Innovation Fund	1.13%	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

Can I hold both WTAI and VGT in my portfolio?

With a correlation of 0.90, WTAI and VGT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, WTAI or VGT?

WTAI has higher volatility (10.86%) compared to VGT (6.39%). In terms of maximum drawdown, WTAI dropped -45.92% vs VGT's -54.63%.

Which ETF is better, WTAI or VGT?

On 3-year performance, WTAI leads with 37.21% vs 33.48% for VGT. On fees, VGT is cheaper at 0.09% per year. On volatility, VGT has been the lower-risk option at 6.39%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTAI or VGT?

Over the 3-year period, WTAI has performed better with a 37.21% return vs 33.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTAI or VGT?

VGT is cheaper with a 0.09% expense ratio, compared with 0.45% for WTAI.

Which ETF pays a higher dividend yield, WTAI or VGT?

WTAI has the higher dividend yield at 1.13%, compared with 0.31% for VGT.

What is the main difference between WTAI and VGT?

WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while VGT tracks MSCI USA IMI Information Technology 25/50 Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.45% for WTAI and 0.09% for VGT.

Which has better risk-adjusted returns?

WTAI currently has the higher Sharpe Ratio (3.87 vs 2.95), 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.