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WTAI and SOXX share 33.7% of their holdings.
| Side by side | WTAI | SOXX |
|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · AI & semis |
| Expense ratio | 0.45% | 0.33% |
| Cost per year on $10k | $45 | $33 |
| Trailing 12-mo yield | 1.50% | 0.28% |
| Income per year on $10k | $150 | $28 |
| YTD | +20.2% | +50.9% |
| 1 year | +13.2% | +49.0% |
| 3 years · per year | +30.8% | +46.6% |
| 5 years · per year | — | +24.9% |
| Worst drop · 1Y | −27.6% | −30.7% |
| Volatility · 1Y | 41.8% | 47.6% |
| Holdings | 86 | 30 |
| Assets | $600M | $43.0B |
| Leverage | None | None |
| Since | 2021 | 2001 |
Highlighted = best in the row. Returns include dividends.