Axos Financial, Inc. (AX) vs WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
Over the past 3 years, AX outperformed WTAI — 37.45% vs 37.33% annualized total return (price plus dividends).
A side-by-side comparison of Axos Financial, Inc. and WisdomTree Artificial Intelligence and Innovation Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 26, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
Total return — AX vs WTAI
growth of $100 · last 5yMetrics side by side
Did AX beat WTAI?
Over the past 3 years, AX outperformed WTAI — 37.45% vs 37.33% annualized total return (price plus dividends).
Total return (annualized)
| Metric | AX | WTAI |
|---|---|---|
| Total return (1Y) | 26.90% | 96.72%● |
| Total return CAGR (3Y) | 37.45% | 37.33% |
| Total return CAGR (5Y) | 15.04% | — |
| Total return CAGR (10Y) | 19.23% | — |
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 AX beaten WTAI?
- Over the past 3 years, AX outperformed WTAI — 37.45% vs 37.33% 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 26, 2026.