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AIVI vs WTV
WisdomTree International Al Enhanced Value Fund vs WisdomTree U.S. Value Fund
Key differences
- WTV costs 0.46% less per year.
- WTV is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- AIVI covers global markets; WTV covers north america.
- Over the last 3 years, WTV has delivered higher annualized returns.
Side-by-side comparison
| AIVI | WTV | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.12% |
| Fund size (AUM) | $62M | $2.8B |
| Since | 2006 | 2007 |
| Dividend yield | 4.23% | 1.71% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.5% | +24.8% |
| CAGR 3Y | +18.2% | +22.8% |
| CAGR 5Y | +10.5% | +13.2% |
| Sharpe 3Y | 1.04 | 1.20 |
| Volatility 1Y | 13.27% | 11.94% |
| Max drawdown | -35.42% | -42.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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