RSSB vs WTAI

Comparison between RETURN STACKED(R) GLOBAL STOCKS & BONDS ETF (RSSB, ETF) and WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND (WTAI, ETF).

RSSB vs WTAI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RSSB(ETF)	WTAI(ETF)
Net Assets	$477M	$475M
Expense Ratio	0.39%	0.45%
Max Drawdown	17.09%	45.92%
Sharpe Ratio	1.16	2.13
5Y Beta	0.90	1.63
P/E Ratio	N/A	71.44
Forward P/E	N/A	30.30
5Y EPS CAGR	N/A	27.18%
P/S Ratio	N/A	3.04
P/B Ratio	N/A	8.18

Net Assets

Winner

RSSB

$477M

WTAI

$475M

Expense Ratio

Winner

RSSB

0.39%

WTAI

0.45%

Max Drawdown

Winner

RSSB

17.09%

WTAI

45.92%

Sharpe Ratio

RSSB

1.16

Winner

WTAI

2.13

5Y Beta

Winner

RSSB

0.90

WTAI

1.63

P/E Ratio

RSSB

N/A

WTAI

71.44

Forward P/E

RSSB

N/A

WTAI

30.30

5Y EPS CAGR

RSSB

N/A

WTAI

27.18%

P/S Ratio

RSSB

N/A

WTAI

3.04

P/B Ratio

RSSB

N/A

WTAI

8.18

RSSB vs WTAI - Holdings Comparison

RSSB and WTAI have 0 common holdings. Overlap is 0.00%

RSSB's top 25 holdings weight is 96.83%. WTAI's top 25 holdings weight is 56.86%.

Rank	RSSB	WTAI
#1	STATE STREETSPDRPORTS&P1500COMPSTKMKTETF (SPTM) - 52.93%	ALPHABET INC CLASS A (GOOGL) - 5.09%
#2	VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 36.63%	BROADCOM INC (AVGO) - 3.68%
#3	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 7.27%	SK HYNIX INC (n/a) - 3.63%
#4	N/A	NVIDIA CORP (NVDA) - 3.35%
#5	N/A	MICROSOFT CORP (MSFT) - 3.17%
#6	N/A	SOFTBANK GROUP CORP (n/a) - 2.73%
#7	N/A	META PLATFORMS INC CLASS A (META) - 2.70%
#8	N/A	MICRON TECHNOLOGY INC (MU) - 2.66%
#9	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.26%
#10	N/A	MARVELL TECHNOLOGY INC (MRVL) - 2.11%
#11	N/A	n/a (PLTR) - 2.03%
#12	N/A	TERADYNE INC (TER) - 2.03%
#13	N/A	n/a (TSM) - 2.02%
#14	N/A	n/a (CLS) - 1.99%
#15	N/A	INTEL CORP (INTC) - 1.90%
#16	N/A	ORACLE CORP (ORCL) - 1.86%
#17	N/A	AMAZON.COM INC (AMZN) - 1.85%
#18	N/A	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.68%
#19	N/A	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.55%
#20	N/A	VERTIV HOLDINGS CO CLASS A (VRT) - 1.51%
#21	N/A	GENERAL MOTORS CO (GM) - 1.49%
#22	N/A	TESLA INC (TSLA) - 1.46%
#23	N/A	SERVICENOW INC (NOW) - 1.43%
#24	N/A	JFROG LTD ORDINARY SHARES (FROG) - 1.35%
#25	N/A	INTUITIVE SURGICAL INC (ISRG) - 1.33%
Total Holdings	3	77

RSSB vs WTAI - Historical Returns

Returns include dividend reinvestment.

Period	RSSB	WTAI
1 month	+0.03%	+9.22%
3 months	+4.65%	+43.75%
6 months	+6.92%	+40.61%
1 year	+23.52%	+87.73%
5 years(CAGR)	N/A	+12.95%
Max(CAGR)	+19.79%	+12.95%

RSSB

+0.03%

Winner

WTAI

+9.22%

RSSB

+4.65%

Winner

WTAI

+43.75%

RSSB

+6.92%

Winner

WTAI

+40.61%

RSSB

+23.52%

Winner

WTAI

+87.73%

5Y(CAGR)

RSSB

N/A

WTAI

+12.95%

Max(CAGR)

Winner

RSSB

+19.79%

WTAI

+12.95%

RSSB vs WTAI - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	RSSB	WTAI
2026	+5.85%	+41.46%
2025	+24.94%	+34.09%
2024	+11.89%	+10.20%
2023	+6.72%	+47.35%
2022	N/A	-42.97%
2021	N/A	-0.83%

RSSB vs WTAI Drawdown Comparison

The maximum drawdown for RSSB was -16.18%, occurring on Apr 8, 2025. Recovery took 110 trading sessions.

The maximum drawdown for WTAI was -45.92%, occurring on Oct 14, 2022. Recovery took 891 trading sessions.

The current RSSB drawdown is -4.04%. The current WTAI drawdown is -10.98%.

Rank	RSSB	WTAI
#1	-16.18% Dec 6, 2024 - May 19, 2025	-45.92% Dec 27, 2021 - Jul 17, 2025
#2	-11.63% Feb 26, 2026 - Apr 17, 2026	-15.42% Nov 3, 2025 - Apr 13, 2026
#3	-7.78% Mar 28, 2024 - May 15, 2024	-10.98% Jun 2, 2026 - Jun 5, 2026
#4	-6.36% Jul 16, 2024 - Aug 19, 2024	-5.13% May 14, 2026 - May 21, 2026
#5	-5.85% Oct 28, 2025 - Dec 24, 2025	-4.64% Dec 9, 2021 - Dec 23, 2021
#6	-5.64% Sep 27, 2024 - Dec 6, 2024	-4.60% Oct 9, 2025 - Oct 24, 2025
#7	-4.70% Dec 27, 2023 - Feb 22, 2024	-4.46% Jul 30, 2025 - Aug 12, 2025
#8	-4.04% Jun 2, 2026 - Jun 5, 2026	-4.05% Aug 13, 2025 - Aug 28, 2025
#9	-4.03% Dec 29, 2025 - Feb 9, 2026	-3.15% Apr 27, 2026 - May 1, 2026
#10	-3.30% May 8, 2026 - May 26, 2026	-3.12% May 11, 2026 - May 14, 2026
#11	-3.25% May 15, 2024 - Jun 6, 2024	-2.81% Aug 28, 2025 - Sep 8, 2025
#12	-3.21% Aug 23, 2024 - Sep 13, 2024	-1.93% Sep 22, 2025 - Oct 2, 2025
#13	-2.46% May 19, 2025 - May 30, 2025	-1.70% Oct 6, 2025 - Oct 8, 2025
#14	-2.43% Apr 17, 2026 - May 5, 2026	-1.59% Apr 22, 2026 - Apr 24, 2026
#15	-2.34% Oct 8, 2025 - Oct 20, 2025	-1.59% May 6, 2026 - May 8, 2026