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NTSX vs AIVI
WisdomTree U.S. Efficient Core Fund vs WisdomTree International Al Enhanced Value Fund
Key differences
- NTSX costs 0.38% less per year.
- NTSX is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- NTSX covers north america markets; AIVI covers global.
- Over the last 3 years, NTSX has delivered higher annualized returns.
- AIVI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NTSX | AIVI | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.58% |
| Fund size (AUM) | $1.3B | $62M |
| Since | 2018 | 2006 |
| Dividend yield | 1.12% | 4.23% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +27.6% | +26.5% |
| CAGR 3Y | +19.9% | +18.2% |
| CAGR 5Y | +9.8% | +10.5% |
| Sharpe 3Y | 1.04 | 1.04 |
| Volatility 1Y | 12.52% | 13.27% |
| Max drawdown | -31.34% | -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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