WTAI vs. XAIX
WTAI (WisdomTree Artificial Intelligence and Innovation Fund) and XAIX (Xtrackers Artificial Intelligence and Big Data ETF) are both Artificial Intelligence funds - WTAI tracks the WisdomTree Artificial Intelligence & Innovation Index while XAIX tracks the Nasdaq Global Artificial Intelligence and Big Data Index. Both are passively managed. Over the past year, WTAI returned 64.95% vs 44.17% for XAIX. Their correlation of 0.93 means they have usually moved in the same direction. WTAI charges 0.45%/yr vs 0.35%/yr for XAIX.
Performance
WTAI vs. XAIX - Performance Comparison
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Returns By Period
In the year-to-date period, WTAI achieves a 37.13% return, which is significantly higher than XAIX's 26.72% return.
WTAI
- 1D
- 3.87%
- 1M
- -6.13%
- 6M
- 31.19%
- YTD
- 37.13%
- 1Y
- 64.95%
- 3Y*
- 28.96%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 11.11%
XAIX
- 1D
- 2.25%
- 1M
- 0.00%
- 6M
- 23.91%
- YTD
- 26.72%
- 1Y
- 44.17%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 37.23%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $14.96M | $17.61M | $14.18M | |
| $884.34K | $1.44M | $1.97M |
WTAI vs. XAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 37.13% | 34.83% | 16.00% |
XAIX Xtrackers Artificial Intelligence and Big Data ETF | 26.72% | 29.05% | 15.21% |
Correlation
The correlation between WTAI and XAIX is 0.94, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2024 | 0.93 |
The correlation between WTAI and XAIX has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.
WTAI vs. XAIX - Sectors Allocation Comparison
Sectors
WTAI
XAIX
Technology
Consumer Cyclical
Communication Services
Industrials
Financial Services
Utilities
Consumer Defensive
Basic Materials
-
Energy
-
Healthcare
-
Real Estate
-
-
Technology
WTAI
XAIX
Consumer Cyclical
WTAI
XAIX
Communication Services
WTAI
XAIX
Industrials
WTAI
XAIX
Financial Services
WTAI
XAIX
Utilities
WTAI
XAIX
Consumer Defensive
WTAI
XAIX
Basic Materials
WTAI
-
XAIX
Energy
WTAI
-
XAIX
Healthcare
WTAI
-
XAIX
Real Estate
WTAI
-
XAIX
-
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Return for Risk
WTAI vs. XAIX — Risk / Return Rank
WTAI
XAIX
WTAI vs. XAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) and Xtrackers Artificial Intelligence and Big Data ETF (XAIX). 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 | XAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.29 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 2.62 | -0.25 |
| Martin ratioReturn relative to average drawdown | 9.14 | 7.87 | +1.27 |
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Drawdowns
WTAI vs. XAIX - Drawdown Comparison
The maximum WTAI drawdown since its inception was -45.96%, which is greater than XAIX's maximum drawdown of -23.95%. Use the drawdown chart below to compare losses from any high point for WTAI and XAIX.
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Drawdown Indicators
| WTAI | XAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.96% | -23.95% | -22.01% |
Max Drawdown (1Y)Largest decline over 1 year | -27.61% | -16.95% | -10.66% |
Max Drawdown (3Y)Largest decline over 3 years | -31.83% | — | — |
Current DrawdownCurrent decline from peak | -17.35% | -10.78% | -6.57% |
Average DrawdownAverage peak-to-trough decline | -19.54% | -4.00% | -15.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.13% | 5.63% | +1.50% |
Volatility
WTAI vs. XAIX - Volatility Comparison
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) has a higher volatility of 17.28% compared to Xtrackers Artificial Intelligence and Big Data ETF (XAIX) at 9.09%. This indicates that WTAI's price experiences larger fluctuations and is considered to be riskier than XAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTAI | XAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.28% | 9.09% | +8.19% |
Volatility (6M)Calculated over the trailing 6-month period | 33.77% | 23.04% | +10.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.89% | 25.87% | +12.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.74% | 25.11% | +7.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.74% | 25.11% | +7.63% |
WTAI vs. XAIX - Expense Ratio Comparison
WTAI has a 0.45% expense ratio, which is higher than XAIX's 0.35% expense ratio.
Dividends
WTAI vs. XAIX - Dividend Comparison
WTAI's dividend yield for the trailing twelve months is around 1.32%, more than XAIX's 0.41% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
WTAI WisdomTree Artificial Intelligence and Innovation Fund | 1.32% | 1.81% | 0.19% | 0.24% | 0.22% |
XAIX Xtrackers Artificial Intelligence and Big Data ETF | 0.41% | 0.54% | 0.08% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.94, WTAI and XAIX 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.
WTAI has higher volatility (17.28%) compared to XAIX (9.09%). In terms of maximum drawdown, WTAI dropped -45.96% vs XAIX's -23.95%.
On 1-year performance, WTAI leads with 64.95% vs 44.17% for XAIX. On fees, XAIX is cheaper at 0.35% per year. On volatility, XAIX has been the lower-risk option at 9.09%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, WTAI has performed better with a 64.95% return vs 44.17%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XAIX is cheaper with a 0.35% expense ratio, compared with 0.45% for WTAI.
WTAI has the higher dividend yield at 1.32%, compared with 0.41% for XAIX.
WTAI tracks WisdomTree Artificial Intelligence & Innovation Index, while XAIX tracks Nasdaq Global Artificial Intelligence and Big Data Index. They also come from different issuers: WisdomTree and Xtrackers. Their fees differ too: 0.45% for WTAI and 0.35% for XAIX.
WTAI currently has the higher Sharpe Ratio (1.73 vs 1.72), 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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