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AIVI vs IQDG
WisdomTree International Al Enhanced Value Fund vs WisdomTree International Quality Dividend Growth Fund
Key differences
- IQDG costs 0.16% less per year.
- IQDG is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- AIVI follows a active selection strategy; IQDG uses index tracking.
- Over the last 3 years, AIVI has delivered higher annualized returns.
- AIVI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AIVI | IQDG | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.42% |
| Fund size (AUM) | $62M | $714M |
| Since | 2006 | 2016 |
| Dividend yield | 4.23% | 2.18% |
| Asset class | equity | equity |
| Region | global | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +26.5% | +13.6% |
| CAGR 3Y | +18.2% | +9.3% |
| CAGR 5Y | +10.5% | +4.2% |
| Sharpe 3Y | 1.04 | 0.42 |
| Volatility 1Y | 13.27% | 16.27% |
| Max drawdown | -35.42% | -34.96% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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