Fidus Investment Corporation (FDUS) vs WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
Over the past 3 years, FDUS lagged WTAI — 14.58% vs 39.62% annualized total return (price plus dividends).
A side-by-side comparison of Fidus Investment Corporation and WisdomTree Artificial Intelligence and Innovation Fund across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
Total return — FDUS vs WTAI
growth of $100 · dividends reinvested · last 5yMetrics side by side
Did FDUS beat WTAI?
Over the past 3 years, FDUS lagged WTAI — 14.58% vs 39.62% annualized total return (price plus dividends).
Total return (annualized)
| Metric | FDUS | WTAI |
|---|---|---|
| Total return (1Y) | 5.34% | 57.02% |
| Total return CAGR (3Y) | 14.58% | 39.62% |
| Total return CAGR (5Y) | 14.50% | N/A |
| Total return CAGR (10Y) | 14.10% | N/A |
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 FDUS beaten WTAI?
- Over the past 3 years, FDUS lagged WTAI — 14.58% vs 39.62% 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 October 6, 2026.