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DWMF vs AIVI
WisdomTree International Multifactor Fund vs WisdomTree International Al Enhanced Value Fund
Key differences
- DWMF costs 0.20% less per year.
- Over the last 3 years, AIVI has delivered higher annualized returns.
- AIVI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DWMF | AIVI | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.58% |
| Fund size (AUM) | $37M | $62M |
| Since | 2018 | 2006 |
| Dividend yield | 2.86% | 4.23% |
| Asset class | equity | equity |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.5% | +26.5% |
| CAGR 3Y | +13.1% | +18.2% |
| CAGR 5Y | +9.0% | +10.5% |
| Sharpe 3Y | 0.86 | 1.04 |
| Volatility 1Y | 11.07% | 13.27% |
| Max drawdown | -29.72% | -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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