WTAI vs. JEPI ETF Comparison
Comparison of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) to JPMorgan Equity Premium Income ETF (JEPI)
WTAI
WisdomTree Artificial Intelligence and Innovation Fund
WTAI Description
WisdomTree Artificial Intelligence and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets across the globe. The fund invests in stocks of companies operating across information technology, semiconductors and semiconductor equipment, software and services, software, system software, software research, artificial intelligence software and technology hardware and equipment sectors. It invests in growth and value stocks of diversified market cap companies. It seeks to track the performance of the WisdomTree Artificial Intelligence & Innovation Index, by using representative sampling technique. WisdomTree Artificial Intelligence and Innovation Fund is domiciled in the United States.
Grade (RS Rating)
Last Trade
$20.06
Average Daily Volume
149,679
61
JEPI
JPMorgan Equity Premium Income ETF
JEPI Description
The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.Grade (RS Rating)
Last Trade
$59.41
Average Daily Volume
2,952,549
116
Performance
| Period | WTAI | JEPI |
|---|---|---|
| 30 Days | 3.08% | 2.60% |
| 60 Days | 1.67% | 4.90% |
| 90 Days | -3.98% | 5.53% |
| 12 Months | 15.89% | 12.80% |
15 Overlapping Holdings
| Symbol | Grade | Weight in WTAI | Weight in JEPI | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 2.4% | 0.67% | 0.67% | |
| ADI | C | 1.1% | 1.29% | 1.1% | |
| AMZN | C | 1.97% | 1.55% | 1.55% | |
| ASML | F | 1.8% | 0.45% | 0.45% | |
| CDNS | D | 1.88% | 0.42% | 0.42% | |
| DE | A | 0.92% | 0.64% | 0.64% | |
| GOOGL | D | 2.15% | 1.29% | 1.29% | |
| META | B | 2.68% | 1.69% | 1.69% | |
| MRVL | D | 2.11% | 0.25% | 0.25% | |
| MSFT | C | 2.04% | 1.48% | 1.48% | |
| MU | D | 1.8% | 0.34% | 0.34% | |
| NOW | C | 1.43% | 1.45% | 1.43% | |
| NVDA | C | 3.11% | 1.46% | 1.46% | |
| NXPI | D | 0.9% | 1.34% | 0.9% | |
| SNPS | F | 1.83% | 0.08% | 0.08% |
WTAI Overweight 46 Positions Relative to JEPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ARM | C | 2.79% | |
| AVGO | C | 2.63% | |
| TSM | C | 2.56% | |
| TSLA | C | 2.16% | |
| AMD | C | 2.13% | |
| QCOM | D | 2.03% | |
| DOCN | C | 1.87% | |
| IOT | C | 1.79% | |
| PLTR | C | 1.71% | |
| TER | C | 1.62% | |
| ISRG | C | 1.58% | |
| RBLX | C | 1.56% | |
| ZS | F | 1.45% | |
| NET | D | 1.35% | |
| S | D | 1.31% | |
| AVAV | C | 1.31% | |
| CRWD | D | 1.3% | |
| AMBA | C | 1.27% | |
| HPQ | C | 1.21% | |
| DDOG | D | 1.21% | |
| DT | C | 1.2% | |
| HPE | C | 1.16% | |
| ALTR | C | 1.15% | |
| OKTA | F | 1.11% | |
| NICE | D | 1.11% | |
| ESTC | F | 1.06% | |
| LMT | A | 1.04% | |
| FROG | F | 1.04% | |
| GTLB | D | 1.01% | |
| PTC | C | 1.01% | |
| TEAM | D | 0.95% | |
| DELL | C | 0.94% | |
| MCHP | D | 0.85% | |
| SYNA | D | 0.84% | |
| U | D | 0.81% | |
| RXRX | F | 0.81% | |
| LSCC | D | 0.76% | |
| MDB | D | 0.76% | |
| PATH | D | 0.76% | |
| GFS | F | 0.75% | |
| SNOW | F | 0.74% | |
| ADBE | F | 0.73% | |
| SLP | F | 0.67% | |
| PRO | F | 0.59% | |
| SDGR | F | 0.56% | |
| INTC | D | 0.54% |
WTAI Underweight 101 Positions Relative to JEPI
| Symbol | Grade | Weight | |
|---|---|---|---|
| TT | B | -1.74% | |
| PGR | C | -1.67% | |
| SO | B | -1.55% | |
| MA | B | -1.51% | |
| ABBV | B | -1.5% | |
| LOW | B | -1.45% | |
| INTU | D | -1.35% | |
| MDLZ | C | -1.33% | |
| V | C | -1.31% | |
| HON | C | -1.3% | |
| UNH | C | -1.3% | |
| TMO | B | -1.3% | |
| PG | C | -1.29% | |
| PEP | D | -1.27% | |
| KO | B | -1.26% | |
| CMCSA | C | -1.26% | |
| REGN | D | -1.24% | |
| SYK | C | -1.23% | |
| YUM | B | -1.22% | |
| VRTX | D | -1.2% | |
| TXN | B | -1.18% | |
| TRV | C | -1.13% | |
| COST | C | -1.1% | |
| LIN | B | -1.09% | |
| ETN | C | -1.09% | |
| NEE | B | -1.07% | |
| CME | B | -1.07% | |
| XOM | D | -1.01% | |
| PEG | B | -1.0% | |
| LLY | D | -1.0% | |
| ROST | C | -0.98% | |
| OTIS | B | -0.97% | |
| MNST | D | -0.95% | |
| ACN | C | -0.94% | |
| CMG | D | -0.89% | |
| EQIX | B | -0.89% | |
| AZO | B | -0.88% | |
| UPS | D | -0.86% | |
| CTSH | B | -0.84% | |
| CRM | C | -0.81% | |
| COP | F | -0.81% | |
| CSX | C | -0.8% | |
| EOG | D | -0.8% | |
| BMY | C | -0.79% | |
| SBAC | C | -0.77% | |
| BRK.A | C | -0.69% | |
| CPAY | B | -0.69% | |
| BKNG | B | -0.65% | |
| EMR | D | -0.63% | |
| WMT | B | -0.63% | |
| CHD | C | -0.63% | |
| CMS | B | -0.61% | |
| ABT | C | -0.61% | |
| MRK | F | -0.59% | |
| RTX | B | -0.58% | |
| PLD | C | -0.58% | |
| AXP | B | -0.52% | |
| AMP | B | -0.51% | |
| BSX | B | -0.47% | |
| MDT | B | -0.47% | |
| TXT | D | -0.44% | |
| ELV | D | -0.44% | |
| DHR | B | -0.43% | |
| STX | B | -0.41% | |
| MCD | B | -0.4% | |
| DOW | C | -0.4% | |
| CARR | B | -0.39% | |
| PCG | C | -0.39% | |
| CB | B | -0.38% | |
| JKHY | B | -0.38% | |
| URI | B | -0.37% | |
| IR | B | -0.35% | |
| USB | C | -0.34% | |
| FDX | D | -0.34% | |
| MET | B | -0.32% | |
| AMT | C | -0.3% | |
| MSI | B | -0.29% | |
| LDOS | A | -0.28% | |
| PM | C | -0.28% | |
| PPG | C | -0.27% | |
| JNJ | C | -0.25% | |
| LYB | D | -0.25% | |
| TJX | C | -0.24% | |
| BURL | C | -0.24% | |
| UNP | D | -0.22% | |
| KEYS | B | -0.22% | |
| KVUE | B | -0.22% | |
| DOV | B | -0.2% | |
| HWM | B | -0.2% | |
| GWW | B | -0.2% | |
| D | C | -0.18% | |
| AON | B | -0.16% | |
| TDG | B | -0.16% | |
| WELL | C | -0.16% | |
| AME | C | -0.15% | |
| MO | C | -0.15% | |
| NOC | B | -0.14% | |
| ETR | A | -0.12% | |
| DTE | A | -0.11% | |
| AJG | D | -0.09% | |
| ELS | D | -0.03% |
WTAI: Top Represented Industries & Keywords
JEPI: Top Represented Industries & Keywords
Compare ETFs
