WTI2.DE vs. IUSA.DE
WTI2.DE (WisdomTree Artificial Intelligence UCITS ETF USD Acc) and IUSA.DE (iShares Core S&P 500 UCITS ETF USD Dist) are both exchange-traded funds - WTI2.DE is a Technology Equities fund tracking the Nasdaq CTA Artificial Intelligence, while IUSA.DE is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 5 years, WTI2.DE returned 13.30%/yr vs 13.46%/yr for IUSA.DE. A 0.77 correlation means they provide meaningful diversification when combined. WTI2.DE charges 0.40%/yr vs 0.07%/yr for IUSA.DE.
Performance
WTI2.DE vs. IUSA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WTI2.DE achieves a 29.84% return, which is significantly higher than IUSA.DE's 11.82% return.
WTI2.DE
- 1D
- -3.26%
- 1M
- -13.44%
- 6M
- 21.10%
- YTD
- 29.84%
- 1Y
- 48.93%
- 3Y*
- 22.37%
- 5Y*
- 13.30%
- 10Y*
- —
IUSA.DE
- 1D
- -1.23%
- 1M
- 0.29%
- 6M
- 9.52%
- YTD
- 11.82%
- 1Y
- 21.99%
- 3Y*
- 18.64%
- 5Y*
- 13.46%
- 10Y*
- 14.31%
WTI2.DE vs. IUSA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
WTI2.DE WisdomTree Artificial Intelligence UCITS ETF USD Acc | 29.84% | 9.72% | 18.67% | 52.35% | -38.83% | 26.63% | 57.60% | 32.64% | -8.80% |
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 11.82% | 4.69% | 32.36% | 22.47% | -14.25% | 40.75% | 6.77% | 34.55% | -8.79% |
Correlation
The correlation between WTI2.DE and IUSA.DE is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.78 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2018 | 0.77 |
The correlation between WTI2.DE and IUSA.DE has been stable across timeframes, ranging from 0.75 to 0.78 - a consistent structural relationship.
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Return for Risk
WTI2.DE vs. IUSA.DE — Risk / Return Rank
WTI2.DE
IUSA.DE
WTI2.DE vs. IUSA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Artificial Intelligence UCITS ETF USD Acc (WTI2.DE) and iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE). 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.
| WTI2.DE | IUSA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.20 | 3.11 | +0.09 |
| Martin ratioReturn relative to average drawdown | 9.36 | 11.06 | -1.70 |
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Drawdowns
WTI2.DE vs. IUSA.DE - Drawdown Comparison
The maximum WTI2.DE drawdown since its inception was -40.18%, smaller than the maximum IUSA.DE drawdown of -52.05%. Use the drawdown chart below to compare losses from any high point for WTI2.DE and IUSA.DE.
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Drawdown Indicators
| WTI2.DE | IUSA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.18% | -52.05% | +11.87% |
Max Drawdown (1Y)Largest decline over 1 year | -15.08% | -6.90% | -8.18% |
Max Drawdown (3Y)Largest decline over 3 years | -35.27% | -23.36% | -11.91% |
Max Drawdown (5Y)Largest decline over 5 years | -40.18% | -23.36% | -16.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.67% | — |
Current DrawdownCurrent decline from peak | -14.34% | -1.33% | -13.01% |
Average DrawdownAverage peak-to-trough decline | -11.10% | -8.41% | -2.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.17% | 1.94% | +3.23% |
Volatility
WTI2.DE vs. IUSA.DE - Volatility Comparison
WisdomTree Artificial Intelligence UCITS ETF USD Acc (WTI2.DE) has a higher volatility of 11.86% compared to iShares Core S&P 500 UCITS ETF USD Dist (IUSA.DE) at 3.00%. This indicates that WTI2.DE's price experiences larger fluctuations and is considered to be riskier than IUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTI2.DE | IUSA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.86% | 3.00% | +8.86% |
Volatility (6M)Calculated over the trailing 6-month period | 23.23% | 7.88% | +15.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.71% | 11.64% | +18.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.11% | 15.21% | +11.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.58% | 16.04% | +11.54% |
WTI2.DE vs. IUSA.DE - Expense Ratio Comparison
WTI2.DE has a 0.40% expense ratio, which is higher than IUSA.DE's 0.07% expense ratio.
Dividends
WTI2.DE vs. IUSA.DE - Dividend Comparison
WTI2.DE has not paid dividends to shareholders, while IUSA.DE's dividend yield for the trailing twelve months is around 0.86%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSA.DE iShares Core S&P 500 UCITS ETF USD Dist | 0.86% | 0.94% | 0.99% | 1.25% | 1.46% | 0.99% | 1.40% | 1.48% | 1.70% | 1.51% | 1.37% | 1.52% |
WTI2.DE WisdomTree Artificial Intelligence UCITS ETF USD Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTI2.DE and IUSA.DE have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSA.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSA.DE is cheaper with a 0.07% expense ratio, compared with 0.40% for WTI2.DE.
WTI2.DE is categorized as Technology Equities, while IUSA.DE is S&P 500. WTI2.DE tracks Nasdaq CTA Artificial Intelligence, while IUSA.DE tracks S&P 500 Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.40% for WTI2.DE and 0.07% for IUSA.DE.
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