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NTSI vs AIVI
WisdomTree International Efficient Core Fund vs WisdomTree International Al Enhanced Value Fund
Key differences
- NTSI costs 0.32% less per year.
- NTSI is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- NTSI is classified as mixed asset, while AIVI is equity — different risk/return profiles.
- 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
| NTSI | AIVI | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.58% |
| Fund size (AUM) | $486M | $62M |
| Since | 2021 | 2006 |
| Dividend yield | 3.60% | 4.23% |
| Asset class | mixed asset | equity |
| Region | global | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +21.4% | +26.5% |
| CAGR 3Y | +13.4% | +18.2% |
| CAGR 5Y | N/A | +10.5% |
| Sharpe 3Y | 0.69 | 1.04 |
| Volatility 1Y | 15.02% | 13.27% |
| Max drawdown | -34.01% | -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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