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AIVI vs EMMF

WisdomTree International Al Enhanced Value Fund vs WisdomTree Emerging Markets Multifactor Fund

AIVI

WisdomTree International Al Enhanced Value Fund

WisdomTree

Annual cost

0.58%

Fund size

$62M

EMMF

WisdomTree Emerging Markets Multifactor Fund

WisdomTree

Annual cost

0.48%

Fund size

$167M

Key differences

  • EMMF costs 0.10% less per year.
  • AIVI covers global markets; EMMF covers emerging markets.
  • Over the last 3 years, EMMF has delivered higher annualized returns.
  • AIVI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIVIEMMF
Annual cost (TER)0.58%0.48%
Fund size (AUM)$62M$167M
Since20062018
Dividend yield4.23%2.10%
Asset classequityequity
Regionglobalemerging markets
Strategyactive selectionactive selection
CAGR 1Y+26.5%+39.0%
CAGR 3Y+18.2%+22.1%
CAGR 5Y+10.5%+10.5%
Sharpe 3Y1.041.25
Volatility 1Y13.27%16.07%
Max drawdown-35.42%-32.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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