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WTAI vs AIVI
WisdomTree Artificial Intelligence and Innovation Fund vs WisdomTree International Al Enhanced Value Fund
Key differences
- WTAI costs 0.13% less per year.
- WTAI is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- WTAI follows a index tracking strategy; AIVI uses active selection.
- Over the last 3 years, WTAI has delivered higher annualized returns.
- AIVI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTAI | AIVI | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.58% |
| Fund size (AUM) | $475M | $62M |
| Since | 2021 | 2006 |
| Dividend yield | 1.49% | 4.23% |
| Asset class | equity | equity |
| Region | — | global |
| Strategy | index tracking | active selection |
| CAGR 1Y | +93.3% | +26.5% |
| CAGR 3Y | +36.0% | +18.2% |
| CAGR 5Y | N/A | +10.5% |
| Sharpe 3Y | 1.09 | 1.04 |
| Volatility 1Y | 27.94% | 13.27% |
| Max drawdown | -45.92% | -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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