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WTAI vs AIQ

WisdomTree Artificial Intelligence and Innovation Fund vs Global X Artificial Intelligence & Technology ETF

WTAI

WisdomTree Artificial Intelligence and Innovation Fund

WisdomTree

Annual cost

0.45%

Fund size

$475M

AIQ

Global X Artificial Intelligence & Technology ETF

Global X Funds

Annual cost

0.68%

Fund size

$8.6B

Key differences

  • WTAI costs 0.23% less per year.
  • AIQ is significantly larger than WTAI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, AIQ has delivered higher annualized returns.

Side-by-side comparison

WTAIAIQ
Annual cost (TER)0.45%0.68%
Fund size (AUM)$475M$8.6B
Since20212018
Dividend yield1.49%0.17%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+99.1%+63.3%
CAGR 3Y+36.4%+37.6%
CAGR 5YN/A+18.8%
Sharpe 3Y1.101.35
Volatility 1Y28.20%22.80%
Max drawdown-45.92%-44.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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