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AIVL vs DWMF

WisdomTree U.S. Al Enhanced Value Fund vs WisdomTree International Multifactor Fund

AIVL

WisdomTree U.S. Al Enhanced Value Fund

WisdomTree

Annual cost

0.38%

Fund size

$397M

DWMF

WisdomTree International Multifactor Fund

WisdomTree

Annual cost

0.38%

Fund size

$37M

Key differences

  • AIVL is significantly larger than DWMF — larger funds tend to be more liquid and less likely to close.
  • AIVL covers north america markets; DWMF covers global.
  • AIVL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AIVLDWMF
Annual cost (TER)0.38%0.38%
Fund size (AUM)$397M$37M
Since20062018
Dividend yield1.50%2.86%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+16.5%+10.5%
CAGR 3Y+13.9%+13.1%
CAGR 5Y+6.9%+9.0%
Sharpe 3Y0.800.86
Volatility 1Y11.26%11.07%
Max drawdown-41.16%-29.72%

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

Similar to AIVL and DWMF