WTAI vs. VOO

Last updated Jun 24, 2026

WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - WTAI is a Technology Equities fund tracking the WisdomTree Artificial Intelligence & Innovation Index, while VOO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 3 years, WTAI returned 35.82%/yr vs 20.78%/yr for VOO. Their correlation of 0.85 suggests significant overlap in exposure. WTAI charges 0.45%/yr vs 0.03%/yr for VOO.

Performance

WTAI vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTAI achieves a 53.91% return, which is significantly higher than VOO's 8.19% return.

WTAI

• 1D: -7.24%
• 1M: 7.76%
• YTD: 53.91%
• 6M: 53.20%
• 1Y: 96.79%
• 3Y*: 35.82%
• 5Y*: —
• 10Y*: —

VOO

• 1D: -1.42%
• 1M: -1.34%
• YTD: 8.19%
• 6M: 7.24%
• 1Y: 23.69%
• 3Y*: 20.78%
• 5Y*: 13.13%
• 10Y*: 15.61%

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

WTAI vs. VOO - 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%
VOO Vanguard S&P 500 ETF	8.19%	17.82%	24.98%	26.32%	-18.17%	1.50%

Correlation

The correlation between WTAI and VOO is 0.81, 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	0.81
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (All Time) Calculated using the full available price history since Dec 9, 2021	0.85

The correlation between WTAI and VOO has been stable across timeframes, ranging from 0.81 to 0.85 - a consistent structural relationship.

WTAI vs. VOO - Sectors Allocation Comparison

Sectors	WTAI	VOO
Technology	71.6%	39.1%
Consumer Cyclical	8.3%	9.8%
Communication Services	7.2%	10.5%
Industrials	5.6%	7.6%
Financial Services	3.8%	10.9%
Utilities	0.9%	2.5%
Consumer Defensive	0.4%	4.5%
Basic Materials	-	1.7%
Energy	-	3.2%
Healthcare	-	8.3%
Real Estate	-	1.8%

Return for Risk

WTAI vs. VOO — Risk / Return Rank

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

WTAI

WTAI Risk / Return Rank: 87
WTAI Sharpe Ratio Rank: 91
WTAI Sortino Ratio Rank: 79
WTAI Omega Ratio Rank: 82
WTAI Calmar Ratio Rank: 93
WTAI Martin Ratio Rank: 89

VOO

VOO Risk / Return Rank: 59
VOO Sharpe Ratio Rank: 59
VOO Sortino Ratio Rank: 56
VOO Omega Ratio Rank: 58
VOO Calmar Ratio Rank: 56
VOO Martin Ratio Rank: 67

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. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Vanguard S&P 500 ETF (VOO). 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	VOO	Difference
Sharpe ratio: Return per unit of total volatility	2.98	1.91	+1.07
Sortino ratio: Return per unit of downside risk	3.33	2.60	+0.73
Omega ratio: Gain probability vs. loss probability	1.46	1.35	+0.12
Calmar ratio: Return relative to maximum drawdown	6.31	2.67	+3.64
Martin ratio: Return relative to average drawdown	19.19	11.96	+7.24

WTAI vs. VOO - Sharpe Ratio Comparison

The current WTAI Sharpe Ratio is 2.98, which is higher than the VOO Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of WTAI and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

WTAI vs. VOO - Drawdown Comparison

The maximum WTAI drawdown since its inception was -45.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for WTAI and VOO.

Drawdown Indicators

	WTAI	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-45.96%	-33.99%	-11.97%
Max Drawdown (1Y) Largest decline over 1 year	-15.42%	-8.90%	-6.52%
Max Drawdown (3Y) Largest decline over 3 years	-31.83%	-18.69%	-13.14%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	-7.24%	-3.14%	-4.10%
Average Drawdown Average peak-to-trough decline	-19.68%	-3.68%	-16.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.06%	1.99%	+3.07%

Volatility

WTAI vs. VOO - Volatility Comparison

WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 18.24% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	WTAI	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.24%	4.83%	+13.41%
Volatility (6M) Calculated over the trailing 6-month period	27.67%	9.82%	+17.85%
Volatility (1Y) Calculated over the trailing 1-year period	32.63%	12.46%	+20.17%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.77%	16.91%	+14.86%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.77%	18.02%	+13.75%

WTAI vs. VOO - Expense Ratio Comparison

WTAI has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

WTAI vs. VOO - Dividend Comparison

WTAI's dividend yield for the trailing twelve months is around 1.17%, more than VOO's 1.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VOO Vanguard S&P 500 ETF	1.05%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%
WTAI WisdomTree Artificial Intelligence and Innovation Fund	1.17%	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 VOO in my portfolio?

WTAI and VOO have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, WTAI or VOO?

WTAI has higher volatility (18.24%) compared to VOO (4.83%). In terms of maximum drawdown, WTAI dropped -45.96% vs VOO's -33.99%.

Which ETF is better, WTAI or VOO?

On 3-year performance, WTAI leads with 35.82% vs 20.78% for VOO. On fees, VOO is cheaper at 0.03% per year. On volatility, VOO has been the lower-risk option at 4.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, WTAI or VOO?

Over the 3-year period, WTAI has performed better with a 35.82% return vs 20.78%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, WTAI or VOO?

VOO is cheaper with a 0.03% expense ratio, compared with 0.45% for WTAI.

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

WTAI has the higher dividend yield at 1.17%, compared with 1.05% for VOO.

What is the main difference between WTAI and VOO?

WTAI is categorized as Technology Equities, while VOO is S&P 500. WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while VOO tracks S&P 500 Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.45% for WTAI and 0.03% for VOO.

Which has better risk-adjusted returns?

WTAI currently has the higher Sharpe Ratio (2.98 vs 1.91), 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.