Screener
AIVL vs WTAI
WisdomTree U.S. Al Enhanced Value Fund vs WisdomTree Artificial Intelligence and Innovation Fund
Key differences
- AIVL costs 0.07% less per year.
- AIVL follows a active selection strategy; WTAI uses index tracking.
- Over the last 3 years, WTAI has delivered higher annualized returns.
- AIVL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AIVL | WTAI | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.45% |
| Fund size (AUM) | $397M | $475M |
| Since | 2006 | 2021 |
| Dividend yield | 1.50% | 1.49% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.5% | +93.3% |
| CAGR 3Y | +13.9% | +36.0% |
| CAGR 5Y | +6.9% | N/A |
| Sharpe 3Y | 0.80 | 1.09 |
| Volatility 1Y | 11.26% | 27.94% |
| Max drawdown | -41.16% | -45.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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