SFY vs WTAI
Comparison between SOFI SELECT 500 ETF (SFY, ETF) and WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND (WTAI, ETF).
5-Year PerformanceSFY has outperformed WTAI, delivering a return of +14.3% compared to +12.5%
SFY vs WTAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SFY
$670M
WTAI
$670M
Expense Ratio
Winner
SFY
0.05%
WTAI
0.45%
Max Drawdown
Winner
SFY
33.25%
WTAI
45.92%
Sharpe Ratio
SFY
1.17
Winner
WTAI
1.55
5Y Beta
Winner
SFY
1.15
WTAI
1.70
P/E Ratio
Winner
SFY
31.95
WTAI
51.32
Forward P/E
Winner
SFY
20.81
WTAI
25.32
PEG Ratio
SFY
N/A
WTAI
0.10
5Y Dividends CAGR
SFY
9.58%
WTAI
N/A
5Y EPS CAGR
Winner
SFY
35.72%
WTAI
31.88%
Debt to Equity
SFY
35.15%
WTAI
N/A
P/S Ratio
Winner
SFY
4.58
WTAI
6.20
P/B Ratio
Winner
SFY
6.69
WTAI
12.09
SFY vs WTAI - Holdings Comparison
SFY and WTAI have 43 common holdings. Overlap is 30.86%
SFY's top 25 holdings weight is 56.03%. WTAI's top 25 holdings weight is 69.17%.
| Rank | SFY | WTAI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.05% | MICRON TECHNOLOGY INC (MU) - 4.56% |
| #2 | APPLE INC (AAPL) - 4.90% | NVIDIA CORP (NVDA) - 4.44% |
| #3 | BROADCOM INC (AVGO) - 3.97% | SAMSUNG ELECTRONICS CO LTD (n/a) - 4.24% |
| #4 | MICROSOFT CORP (MSFT) - 3.90% | AMAZON.COM INC (AMZN) - 3.97% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.49% | META PLATFORMS INC CLASS A (META) - 3.80% |
| #6 | AMAZON.COM INC (AMZN) - 2.96% | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 3.66% |
| #7 | ELI LILLY AND CO (LLY) - 2.42% | ALPHABET INC CLASS A (GOOGL) - 3.62% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 2.27% | PALO ALTO NETWORKS INC (PANW) - 3.30% |
| #9 | META PLATFORMS INC CLASS A (META) - 2.23% | SK SQUARE (n/a) - 3.22% |
| #10 | ALPHABET INC CLASS C (GOOG) - 2.12% | SANDISK CORP ORDINARY SHARES (SNDK) - 3.17% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.63% | BROADCOM INC (AVGO) - 3.09% |
| #12 | TESLA INC (TSLA) - 1.33% | n/a (TSM) - 2.97% |
| #13 | INTEL CORP (INTC) - 1.13% | SK HYNIX INC (n/a) - 2.33% |
| #14 | n/a (PLTR) - 1.12% | ADVANCED MICRO DEVICES INC (AMD) - 2.32% |
| #15 | WALMART INC (WMT) - 0.88% | LAM RESEARCH CORP (LRCX) - 2.30% |
| #16 | JPMORGAN CHASE & CO (JPM) - 0.85% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 2.29% |
| #17 | ABBVIE INC (ABBV) - 0.78% | ORACLE CORP (ORCL) - 1.99% |
| #18 | LAM RESEARCH CORP (LRCX) - 0.77% | GE VERNOVA INC (GEV) - 1.90% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.74% | LUMENTUM HOLDINGS INC (LITE) - 1.85% |
| #20 | VISA INC CLASS A (V) - 0.66% | CISCO SYSTEMS INC (CSCO) - 1.80% |
| #21 | MASTERCARD INC CLASS A (MA) - 0.61% | MARVELL TECHNOLOGY INC (MRVL) - 1.77% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.57% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.68% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.56% | CLOUDFLARE INC (NET) - 1.68% |
| #24 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.56% | TERADYNE INC (TER) - 1.64% |
| #25 | GE AEROSPACE (GE) - 0.53% | SOFTBANK GROUP CORP (n/a) - 1.58% |
| Total Holdings | 506 | 68 |
SFY vs WTAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SFY
-0.86%
WTAI
-13.61%
3M
SFY
+7.69%
Winner
WTAI
+22.56%
6M
SFY
+11.75%
Winner
WTAI
+39.23%
1Y
SFY
+23.34%
Winner
WTAI
+68.65%
5Y(CAGR)
Winner
SFY
+14.27%
WTAI
+12.54%
Max(CAGR)
Winner
SFY
+17.45%
WTAI
+12.54%
SFY vs WTAI - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | SFY | WTAI |
|---|---|---|
| 2026 | +11.75% | +41.26% |
| 2025 | +22.30% | +34.09% |
| 2024 | +30.66% | +10.20% |
| 2023 | +30.52% | +47.35% |
| 2022 | -23.41% | -42.97% |
| 2021 | +29.52% | -0.83% |
| 2020 | +23.52% | N/A |
| 2019 | +13.37% | N/A |
SFY vs WTAI Drawdown Comparison
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for WTAI was -45.92%, occurring on Oct 14, 2022. Recovery took 891 trading sessions.
The current SFY drawdown is -3.00%. The current WTAI drawdown is -13.61%.
| Rank | SFY | WTAI |
|---|---|---|
| #1 | -33.25% Feb 19, 2020 - Aug 3, 2020 | -45.92% Dec 27, 2021 - Jul 17, 2025 |
| #2 | -27.72% Jan 3, 2022 - Jan 19, 2024 | -18.28% Jun 22, 2026 - Jul 17, 2026 |
| #3 | -21.04% Feb 19, 2025 - Jun 24, 2025 | -15.42% Nov 3, 2025 - Apr 13, 2026 |
| #4 | -11.20% Jul 10, 2024 - Sep 24, 2024 | -12.30% Jun 2, 2026 - Jun 18, 2026 |
| #5 | -10.79% Jan 28, 2026 - Apr 14, 2026 | -5.13% May 14, 2026 - May 21, 2026 |
| #6 | -9.18% Sep 2, 2020 - Nov 13, 2020 | -4.64% Dec 9, 2021 - Dec 23, 2021 |
| #7 | -7.34% Apr 29, 2019 - Jun 20, 2019 | -4.60% Oct 9, 2025 - Oct 24, 2025 |
| #8 | -6.50% Oct 29, 2025 - Jan 12, 2026 | -4.46% Jul 30, 2025 - Aug 12, 2025 |
| #9 | -6.31% Jul 26, 2019 - Oct 28, 2019 | -4.05% Aug 13, 2025 - Aug 28, 2025 |
| #10 | -6.19% Jun 2, 2026 - Jun 10, 2026 | -3.15% Apr 27, 2026 - May 1, 2026 |
| #11 | -5.99% Sep 3, 2021 - Oct 21, 2021 | -3.12% May 11, 2026 - May 14, 2026 |
| #12 | -5.37% Mar 28, 2024 - May 14, 2024 | -2.81% Aug 28, 2025 - Sep 8, 2025 |
| #13 | -5.16% Feb 16, 2021 - Apr 1, 2021 | -1.93% Sep 22, 2025 - Oct 2, 2025 |
| #14 | -4.70% Dec 6, 2024 - Jan 22, 2025 | -1.70% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -4.65% Nov 19, 2021 - Dec 27, 2021 | -1.59% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between SFY and WTAI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2019 - 2026)
SFY vs WTAI dividend yield comparison.
| Year | SFY | WTAI |
|---|---|---|
| 2026 | 0.43% | 0.00% |
| 2025 | 0.96% | 1.81% |
| 2024 | 0.99% | 0.19% |
| 2023 | 1.40% | 0.24% |
| 2022 | 1.61% | 0.22% |
| 2021 | 0.90% | 0.00% |
| 2020 | 1.18% | 0.00% |
| 2019 | 1.02% | 0.00% |
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