Screener
AIVL vs EZM
WisdomTree U.S. Al Enhanced Value Fund vs WisdomTree U.S. MidCap Fund
Key differences
- AIVL follows a active selection strategy; EZM uses index tracking.
- Over the last 3 years, EZM has delivered higher annualized returns.
Side-by-side comparison
| AIVL | EZM | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.38% |
| Fund size (AUM) | $397M | $886M |
| Since | 2006 | 2007 |
| Dividend yield | 1.50% | 1.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.5% | +23.1% |
| CAGR 3Y | +13.9% | +15.7% |
| CAGR 5Y | +6.9% | +7.6% |
| Sharpe 3Y | 0.80 | 0.68 |
| Volatility 1Y | 11.26% | 15.02% |
| Max drawdown | -41.16% | -47.26% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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