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DWM vs AIVI
WisdomTree International Equity Fund vs WisdomTree International Al Enhanced Value Fund
Key differences
- DWM costs 0.10% less per year.
- DWM is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- DWM follows a index tracking strategy; AIVI uses active selection.
Side-by-side comparison
| DWM | AIVI | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.58% |
| Fund size (AUM) | $663M | $62M |
| Since | 2006 | 2006 |
| Dividend yield | 2.78% | 4.23% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.3% | +26.5% |
| CAGR 3Y | +17.6% | +18.2% |
| CAGR 5Y | +10.2% | +10.5% |
| Sharpe 3Y | 0.95 | 1.04 |
| Volatility 1Y | 14.24% | 13.27% |
| Max drawdown | -37.82% | -35.42% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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