WTAI vs NKX
Comparison between WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND (WTAI, ETF) and Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF).
5-Year PerformanceWTAI has outperformed NKX, delivering a return of +12.5% compared to +0.3%
WTAI vs NKX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WTAI vs NKX - Historical Returns
Returns include dividend reinvestment.
WTAI vs NKX - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | WTAI | NKX |
|---|---|---|
| 2026 | +41.26% | +3.90% |
| 2025 | +34.09% | +4.64% |
| 2024 | +10.20% | +16.57% |
| 2023 | +47.35% | -3.34% |
| 2022 | -42.97% | -18.48% |
| 2021 | -0.83% | +4.57% |
| 2020 | N/A | +7.61% |
| 2019 | N/A | +23.74% |
| 2018 | N/A | -13.29% |
| 2017 | N/A | +12.78% |
| 2016 | N/A | -1.75% |
| 2015 | N/A | +11.55% |
| 2014 | N/A | +28.02% |
| 2013 | N/A | -13.32% |
| 2012 | N/A | +6.03% |
| 2011 | N/A | +28.66% |
| 2010 | N/A | +2.31% |
| 2009 | N/A | +26.36% |
| 2008 | N/A | -24.06% |
| 2007 | N/A | +0.18% |
| 2006 | N/A | +14.75% |
| 2005 | N/A | +0.57% |
| 2004 | N/A | +9.14% |
| 2003 | N/A | +0.81% |
WTAI vs NKX Drawdown Comparison
The maximum drawdown for WTAI was -45.92%, occurring on Oct 14, 2022. Recovery took 891 trading sessions.
The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.
The current WTAI drawdown is -13.61%. The current NKX drawdown is -2.05%.
| Rank | WTAI | NKX |
|---|---|---|
| #1 | -45.92% Dec 27, 2021 - Jul 17, 2025 | -43.86% Jan 14, 2008 - Sep 16, 2009 |
| #2 | -18.28% Jun 22, 2026 - Jul 17, 2026 | -35.62% Nov 12, 2021 - Feb 11, 2026 |
| #3 | -15.42% Nov 3, 2025 - Apr 13, 2026 | -27.52% Feb 7, 2020 - Aug 10, 2020 |
| #4 | -12.30% Jun 2, 2026 - Jun 18, 2026 | -23.95% Nov 30, 2012 - Dec 10, 2014 |
| #5 | -5.13% May 14, 2026 - May 21, 2026 | -19.95% Sep 8, 2016 - Jul 19, 2019 |
| #6 | -4.64% Dec 9, 2021 - Dec 23, 2021 | -19.40% Aug 16, 2010 - Oct 27, 2011 |
| #7 | -4.60% Oct 9, 2025 - Oct 24, 2025 | -15.06% Jun 13, 2003 - Sep 20, 2004 |
| #8 | -4.46% Jul 30, 2025 - Aug 12, 2025 | -12.43% Apr 23, 2007 - Jan 14, 2008 |
| #9 | -4.05% Aug 13, 2025 - Aug 28, 2025 | -9.74% Feb 11, 2026 - Mar 30, 2026 |
| #10 | -3.15% Apr 27, 2026 - May 1, 2026 | -9.66% Oct 8, 2009 - Jun 18, 2010 |
| #11 | -3.12% May 11, 2026 - May 14, 2026 | -9.63% Jun 2, 2006 - Oct 4, 2006 |
| #12 | -2.81% Aug 28, 2025 - Sep 8, 2025 | -8.70% May 31, 2005 - Jan 23, 2006 |
| #13 | -1.93% Sep 22, 2025 - Oct 2, 2025 | -7.75% Feb 15, 2012 - May 1, 2012 |
| #14 | -1.70% Oct 6, 2025 - Oct 8, 2025 | -7.27% Jan 30, 2015 - Oct 8, 2015 |
| #15 | -1.59% Apr 22, 2026 - Apr 24, 2026 | -6.76% Mar 14, 2005 - May 31, 2005 |
Correlation
Correlation between WTAI and NKX is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
WTAI vs NKX dividend yield comparison.
| Year | WTAI | NKX |
|---|---|---|
| 2026 | 0.00% | 4.22% |
| 2025 | 1.81% | 7.33% |
| 2024 | 0.19% | 6.14% |
| 2023 | 0.24% | 4.38% |
| 2022 | 0.22% | 5.17% |
| 2021 | 0.00% | 4.21% |
| 2020 | 0.00% | 4.05% |
| 2019 | 0.00% | 4.06% |
| 2018 | 0.00% | 5.25% |
| 2017 | 0.00% | 5.06% |
| 2016 | 0.00% | 6.18% |
| 2015 | 0.00% | 5.66% |
| 2014 | 0.00% | 5.24% |
| 2013 | 0.00% | 7.03% |
| 2012 | 0.00% | 5.64% |
| 2011 | 0.00% | 5.62% |
| 2010 | 0.00% | 6.56% |
| 2009 | 0.00% | 5.91% |
| 2008 | 0.00% | 7.35% |
| 2007 | 0.00% | 4.93% |
| 2006 | 0.00% | 4.85% |
| 2005 | 0.00% | 5.87% |
| 2004 | 0.00% | 6.27% |
| 2003 | 0.00% | 5.83% |
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