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WTV vs AIVI
WisdomTree U.S. Value Fund vs WisdomTree International Al Enhanced Value Fund
Key differences
- WTV costs 0.46% less per year.
- WTV is significantly larger than AIVI — larger funds tend to be more liquid and less likely to close.
- WTV covers north america markets; AIVI covers global.
- Over the last 3 years, WTV has delivered higher annualized returns.
Side-by-side comparison
| WTV | AIVI | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.58% |
| Fund size (AUM) | $2.8B | $62M |
| Since | 2007 | 2006 |
| Dividend yield | 1.71% | 4.23% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.8% | +26.5% |
| CAGR 3Y | +22.8% | +18.2% |
| CAGR 5Y | +13.2% | +10.5% |
| Sharpe 3Y | 1.20 | 1.04 |
| Volatility 1Y | 11.94% | 13.27% |
| Max drawdown | -42.18% | -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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