Screener
DWM vs AIVL
WisdomTree International Equity Fund vs WisdomTree U.S. Al Enhanced Value Fund
Key differences
- AIVL costs 0.10% less per year.
- DWM covers global markets; AIVL covers north america.
- DWM follows a index tracking strategy; AIVL uses active selection.
- Over the last 3 years, DWM has delivered higher annualized returns.
Side-by-side comparison
| DWM | AIVL | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.38% |
| Fund size (AUM) | $663M | $397M |
| Since | 2006 | 2006 |
| Dividend yield | 2.78% | 1.50% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +22.3% | +16.5% |
| CAGR 3Y | +17.6% | +13.9% |
| CAGR 5Y | +10.2% | +6.9% |
| Sharpe 3Y | 0.95 | 0.80 |
| Volatility 1Y | 14.24% | 11.26% |
| Max drawdown | -37.82% | -41.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to DWM and AIVL
Explore further