Assurant, Inc. (AIZ) vs WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
Over the past 3 years, AIZ lagged WTAI — 29.65% vs 33.26% annualized total return (price plus dividends).
A side-by-side comparison of Assurant, Inc. and WisdomTree Artificial Intelligence and Innovation Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — AIZ vs WTAI
growth of $100 · last 5yDid AIZ beat WTAI?
Over the past 3 years, AIZ lagged WTAI — 29.65% vs 33.26% annualized total return (price plus dividends).
Total return (annualized)
| Metric | AIZ | WTAI |
|---|---|---|
| Total return (1Y) | 33.04% | 95.21%● |
| Total return CAGR (3Y) | 29.65% | 33.26%● |
| Total return CAGR (5Y) | 11.76% | — |
| Total return CAGR (10Y) | 14.08% | — |
WTAI is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has AIZ beaten WTAI?
- Over the past 3 years, AIZ lagged WTAI — 29.65% vs 33.26% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 14, 2026.