AIVI vs. DGRO
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and iShares Core Dividend Growth ETF (DGRO).
AIVI and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIVI is an actively managed fund by WisdomTree. It was launched on Jun 16, 2006. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or DGRO.
Correlation
The correlation between AIVI and DGRO is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AIVI vs. DGRO - Performance Comparison
Key characteristics
AIVI:
1.36
DGRO:
0.59
AIVI:
1.89
DGRO:
0.92
AIVI:
1.26
DGRO:
1.13
AIVI:
1.81
DGRO:
0.62
AIVI:
4.32
DGRO:
2.62
AIVI:
4.90%
DGRO:
3.34%
AIVI:
15.62%
DGRO:
14.85%
AIVI:
-65.98%
DGRO:
-35.10%
AIVI:
0.00%
DGRO:
-6.60%
Returns By Period
In the year-to-date period, AIVI achieves a 17.48% return, which is significantly higher than DGRO's -1.71% return. Over the past 10 years, AIVI has underperformed DGRO with an annualized return of 4.45%, while DGRO has yielded a comparatively higher 11.08% annualized return.
AIVI
17.48%
4.70%
11.83%
19.56%
11.78%
4.45%
DGRO
-1.71%
-1.90%
-3.00%
8.41%
13.21%
11.08%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AIVI vs. DGRO - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Risk-Adjusted Performance
AIVI vs. DGRO — Risk-Adjusted Performance Rank
AIVI
DGRO
AIVI vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and iShares Core Dividend Growth ETF (DGRO). 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.
Dividends
AIVI vs. DGRO - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.06%, more than DGRO's 2.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.06% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% | 5.12% |
DGRO iShares Core Dividend Growth ETF | 2.31% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% |
Drawdowns
AIVI vs. DGRO - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for AIVI and DGRO. For additional features, visit the drawdowns tool.
Volatility
AIVI vs. DGRO - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 10.03%, while iShares Core Dividend Growth ETF (DGRO) has a volatility of 10.98%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.