Compare · 2 funds side by side · dividends reinvested

WTAI and SOXX

WTAIWisdomTree×SOXXiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,133SOXX · best of the two

02 / 04

WTAI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.4

WisdomTree Artificial Intelligence and Innovation FundThematic · AI & semis0.45%1.47%+23.0%+14.1%+31.9%[…]−27.6%41.8%$600M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: WTAI 2021 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Artificial Intelligence and Innovation Fund · $600M[…]

WTAI

SOXX

iShares Semiconductor ETF · $44.3B$31,133

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

WTAIMeasureSOXX

+23.0%Year to dateJan 1 → Nov 3+54.7%

+14.1%1 yearTotal return+52.2%

+31.9%3 years · per year$10,000 became $22,922 · $31,937+47.3%

[…]5 years · per year$10,000 became […] · $31,133+25.5%

0.45%Expense ratio$45 · $33 a year on $10k · lower is better0.33%

1.47%Trailing 12-mo yield$147 · $27 a year on $10k0.27%

−27.6%Worst dropSmaller is better−30.7%

41.8%VolatilityLower is calmer47.7%

WTAISOXX Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SOXX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTAI vs SOXX: Top 5 Holdings

Today

WTAI

23.8%in top 5

SOXX

in top 539.1%

WTAIStockSOXX

not top 5AMD9.2%

5.4%NVDA8.0%

4.9%MU7.9%

not top 5AVGO7.6%

not top 5INTC6.3%

4.7%005930.Knot top 5

4.5%METAnot top 5

4.4%TSMnot top 5

Held in common33.7%

End-of-day Nov 3, 2026 · share of each fund

WTAI vs SOXX Returns, Every Period

WisdomTreeWTAI

+14.1%

past year

SOXXiShares

+52.2%

past year

WTAISOXXFaded: behind in that period

0–3SOXX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

WTAI vs SOXX

YTD

WisdomTreeWTAI

+23.0%

SOXXiShares

+54.7%

+23.0%Year to date+54.7%

−27.6%Worst drop · 1Y−30.7%

41.8%Volatility · 1Y47.7%

1.5%Yield0.3%

$600MAssets$44.3B

3–1WTAI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTAI, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

WTAI0.45%$45

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: WTAI, SOXX

1.47%highest, WTAI

FundTrailing yieldYield$10k

WTAI1.47%$147

SOXX0.27%$27

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, WTAI

WTAI$147 − $45 = $102

SOXX$27 − $33 = −$6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: WTAI, SOXX

Today

33.7%most shared, WTAI and SOXX

WTAISOXX

WTAI—33.7%

SOXX33.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+52.2%SOXX, at 47.7% volatility

WTAIWorst drop−27.6%41.8% vol

SOXXWorst drop−30.7%47.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

WTAISOXX

+23.0%Year to date+54.7%

1.5%Yield0.3%

+14.1%Past year+52.2%

0.45%Fee0.33%

3–1SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026