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AIVI vs NTSI
WisdomTree International Al Enhanced Value Fund vs WisdomTree International Efficient Core Fund
Key differences
- NTSI costs 0.32% less per year.
- NTSI is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- AIVI is classified as equity, while NTSI is mixed asset — different risk/return profiles.
- 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 | NTSI | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.26% |
| Fund size (AUM) | $62M | $486M |
| Since | 2006 | 2021 |
| Dividend yield | 4.23% | 3.60% |
| Asset class | equity | mixed asset |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.5% | +21.4% |
| CAGR 3Y | +18.2% | +13.4% |
| CAGR 5Y | +10.5% | N/A |
| Sharpe 3Y | 1.04 | 0.69 |
| Volatility 1Y | 13.27% | 15.02% |
| Max drawdown | -35.42% | -34.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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