AIVI vs. BULD
AIVI (WisdomTree International Al Enhanced Value Fund) and BULD (Pacer BlueStar Engineering the Future ETF) are both exchange-traded funds - AIVI is a Foreign Large Cap Equities fund actively managed by WisdomTree, while BULD is a Technology Equities fund tracking the BlueStar Robotics & 3D Printing Index. AIVI is actively managed, while BULD is passively managed. Over the past 3 years, AIVI returned 18.62%/yr vs 18.81%/yr for BULD. A 0.60 correlation means they provide meaningful diversification when combined. AIVI charges 0.58%/yr vs 0.60%/yr for BULD.
Performance
AIVI vs. BULD - Performance Comparison
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Returns By Period
In the year-to-date period, AIVI achieves a 9.99% return, which is significantly lower than BULD's 34.89% return.
AIVI
- 1D
- 0.52%
- 1M
- 1.80%
- YTD
- 9.99%
- 6M
- 13.68%
- 1Y
- 23.85%
- 3Y*
- 18.62%
- 5Y*
- 10.06%
- 10Y*
- 8.60%
BULD
- 1D
- 0.45%
- 1M
- 11.06%
- YTD
- 34.89%
- 6M
- 30.07%
- 1Y
- 64.47%
- 3Y*
- 18.81%
- 5Y*
- —
- 10Y*
- —
AIVI vs. BULD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 9.99% | 38.68% | 2.07% | 18.11% | -1.91% |
BULD Pacer BlueStar Engineering the Future ETF | 34.89% | 23.20% | -3.93% | 28.27% | -12.41% |
Correlation
The correlation between AIVI and BULD is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.54 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since May 6, 2022 | 0.60 |
The correlation between AIVI and BULD has been stable across timeframes, ranging from 0.54 to 0.60 - a consistent structural relationship.
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Return for Risk
AIVI vs. BULD — Risk / Return Rank
AIVI
BULD
AIVI vs. BULD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Pacer BlueStar Engineering the Future ETF (BULD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AIVI | BULD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.65 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 4.19 | -1.99 |
| Martin ratioReturn relative to average drawdown | 7.71 | 13.24 | -5.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIVI | BULD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 2.33 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.56 | -0.32 |
Drawdowns
AIVI vs. BULD - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than BULD's maximum drawdown of -27.64%. Use the drawdown chart below to compare losses from any high point for AIVI and BULD.
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Drawdown Indicators
| AIVI | BULD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -27.64% | -38.34% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -15.48% | +4.56% |
Max Drawdown (3Y)Largest decline over 3 years | -11.71% | -27.64% | +15.93% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | — | — |
Current DrawdownCurrent decline from peak | -2.18% | 0.00% | -2.18% |
Average DrawdownAverage peak-to-trough decline | -15.53% | -8.29% | -7.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 4.88% | -1.78% |
Volatility
AIVI vs. BULD - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 4.04%, while Pacer BlueStar Engineering the Future ETF (BULD) has a volatility of 8.08%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than BULD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVI | BULD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 8.08% | -4.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 21.29% | -10.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 27.83% | -14.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 27.72% | -12.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 27.72% | -11.25% |
AIVI vs. BULD - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is lower than BULD's 0.60% expense ratio.
Dividends
AIVI vs. BULD - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.19%, more than BULD's 0.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.19% | 4.70% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% |
BULD Pacer BlueStar Engineering the Future ETF | 0.92% | 1.24% | 0.18% | 0.21% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AIVI and BULD have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BULD has higher volatility (8.08%) compared to AIVI (4.04%). In terms of maximum drawdown, AIVI dropped -65.98% vs BULD's -27.64%.
On 3-year performance, BULD leads with 18.81% vs 18.62% for AIVI. On fees, AIVI is cheaper at 0.58% per year. On volatility, AIVI has been the lower-risk option at 4.04%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, BULD has performed better with a 18.81% return vs 18.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AIVI is cheaper with a 0.58% expense ratio, compared with 0.60% for BULD.
AIVI has the higher dividend yield at 4.19%, compared with 0.92% for BULD.
AIVI is categorized as Foreign Large Cap Equities, while BULD is Technology Equities. They also come from different issuers: WisdomTree and Pacer. Their fees differ too: 0.58% for AIVI and 0.60% for BULD.
BULD currently has the higher Sharpe Ratio (2.33 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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