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