Screener
WTAI vs AIVL
WisdomTree Artificial Intelligence and Innovation Fund vs WisdomTree U.S. Al Enhanced Value Fund
Key differences
- AIVL costs 0.07% less per year.
- WTAI follows a index tracking strategy; AIVL uses active selection.
- Over the last 3 years, WTAI has delivered higher annualized returns.
- AIVL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTAI | AIVL | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.38% |
| Fund size (AUM) | $475M | $397M |
| Since | 2021 | 2006 |
| Dividend yield | 1.49% | 1.50% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +93.3% | +16.5% |
| CAGR 3Y | +36.0% | +13.9% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | 1.09 | 0.80 |
| Volatility 1Y | 27.94% | 11.26% |
| Max drawdown | -45.92% | -41.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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