Screener
AIVI vs PWRD
WisdomTree International Al Enhanced Value Fund vs TCW Transform Systems ETF
Key differences
- AIVI costs 0.17% less per year.
- PWRD is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- AIVI covers global markets; PWRD covers north america.
- Over the last 3 years, PWRD has delivered higher annualized returns.
- AIVI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AIVI | PWRD | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.75% |
| Fund size (AUM) | $62M | $1.5B |
| Since | 2006 | 2022 |
| Dividend yield | 4.23% | 0.15% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.3% | +41.4% |
| CAGR 3Y | +18.5% | +32.2% |
| CAGR 5Y | +10.8% | N/A |
| Sharpe 3Y | 1.05 | 1.23 |
| Volatility 1Y | 13.34% | 23.59% |
| Max drawdown | -35.42% | -25.87% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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