AIVI vs. DGRW

Last updated Jun 5, 2026

AIVI (WisdomTree International Al Enhanced Value Fund) and DGRW (WisdomTree U.S. Quality Dividend Growth Fund) are both exchange-traded funds - AIVI is a Foreign Large Cap Equities fund actively managed by WisdomTree, while DGRW is a Dividend fund tracking the WisdomTree U.S. Quality Dividend Growth Index. AIVI is actively managed, while DGRW is passively managed. Over the past 10 years, AIVI returned 8.60%/yr vs 14.19%/yr for DGRW. A 0.71 correlation means they provide meaningful diversification when combined. AIVI charges 0.58%/yr vs 0.28%/yr for DGRW.

Performance

AIVI vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Al Enhanced Value Fund (AIVI) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with AIVI having a 9.99% return and DGRW slightly lower at 9.87%. Over the past 10 years, AIVI has underperformed DGRW with an annualized return of 8.60%, while DGRW has yielded a comparatively higher 14.19% annualized 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%

DGRW

• 1D: 0.71%
• 1M: 4.18%
• YTD: 9.87%
• 6M: 9.49%
• 1Y: 21.83%
• 3Y*: 17.10%
• 5Y*: 12.33%
• 10Y*: 14.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVI vs. DGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AIVI WisdomTree International Al Enhanced Value Fund	9.99%	38.68%	2.07%	18.11%	-9.78%	9.33%	-1.28%	17.55%	-9.25%	20.63%
DGRW WisdomTree U.S. Quality Dividend Growth Fund	9.87%	12.17%	16.98%	18.66%	-6.33%	24.46%	13.87%	29.54%	-5.38%	26.90%

Correlation

The correlation between AIVI and DGRW is 0.66, 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	0.66
Correlation (3Y) Calculated over the trailing 3-year period	0.61
Correlation (5Y) Calculated over the trailing 5-year period	0.66
Correlation (10Y) Calculated over the trailing 10-year period	0.69
Correlation (All Time) Calculated using the full available price history since May 23, 2013	0.71

The correlation between AIVI and DGRW has been stable across timeframes, ranging from 0.61 to 0.71 - a consistent structural relationship.

AIVI vs. DGRW - Sectors Allocation Comparison

Sectors	AIVI	DGRW
Financial Services	39.3%	11.3%
Industrials	16.1%	9.9%
Consumer Defensive	7.2%	6.7%
Basic Materials	6.7%	3.3%
Energy	5.6%	5.0%
Utilities	5.4%	0.2%
Consumer Cyclical	5.2%	7.1%
Healthcare	5.2%	12.8%
Technology	3.3%	32.1%
Real Estate	3.1%	-
Communication Services	2.9%	10.1%

Return for Risk

AIVI vs. DGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIVI

AIVI Risk / Return Rank: 50
AIVI Sharpe Ratio Rank: 54
AIVI Sortino Ratio Rank: 53
AIVI Omega Ratio Rank: 53
AIVI Calmar Ratio Rank: 45
AIVI Martin Ratio Rank: 47

DGRW

DGRW Risk / Return Rank: 66
DGRW Sharpe Ratio Rank: 69
DGRW Sortino Ratio Rank: 72
DGRW Omega Ratio Rank: 70
DGRW Calmar Ratio Rank: 54
DGRW Martin Ratio Rank: 65

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIVI vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). 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	DGRW	Difference
Sharpe ratio: Return per unit of total volatility	1.81	2.22	-0.41
Sortino ratio: Return per unit of downside risk	2.51	3.22	-0.72
Omega ratio: Gain probability vs. loss probability	1.32	1.41	-0.09
Calmar ratio: Return relative to maximum drawdown	2.19	2.64	-0.45
Martin ratio: Return relative to average drawdown	7.71	11.58	-3.87
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

AIVI vs. DGRW - Sharpe Ratio Comparison

The current AIVI Sharpe Ratio is 1.81, which is comparable to the DGRW Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of AIVI and DGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	AIVI	DGRW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.81	2.22	-0.41
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	0.89	-0.22
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	0.88	-0.35
Sharpe Ratio (All Time) Calculated using the full available price history	0.24	0.86	-0.62

Drawdowns

AIVI vs. DGRW - Drawdown Comparison

The maximum AIVI drawdown since its inception was -65.98%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for AIVI and DGRW.

Drawdown Indicators

	AIVI	DGRW	Difference
Max Drawdown Largest peak-to-trough decline	-65.98%	-32.04%	-33.94%
Max Drawdown (1Y) Largest decline over 1 year	-10.92%	-8.30%	-2.62%
Max Drawdown (3Y) Largest decline over 3 years	-11.71%	-16.21%	+4.50%
Max Drawdown (5Y) Largest decline over 5 years	-28.05%	-17.27%	-10.78%
Max Drawdown (10Y) Largest decline over 10 years	-35.42%	-32.04%	-3.38%
Current Drawdown Current decline from peak	-2.18%	-0.12%	-2.06%
Average Drawdown Average peak-to-trough decline	-15.53%	-3.01%	-12.52%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.10%	1.89%	+1.21%

Volatility

AIVI vs. DGRW - Volatility Comparison

WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 4.04% compared to WisdomTree U.S. Quality Dividend Growth Fund (DGRW) at 2.49%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVI	DGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.04%	2.49%	+1.55%
Volatility (6M) Calculated over the trailing 6-month period	10.82%	7.67%	+3.15%
Volatility (1Y) Calculated over the trailing 1-year period	13.25%	9.89%	+3.36%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.13%	13.97%	+1.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.47%	16.21%	+0.26%

AIVI vs. DGRW - Expense Ratio Comparison

AIVI has a 0.58% expense ratio, which is higher than DGRW's 0.28% expense ratio.

Dividends

AIVI vs. DGRW - Dividend Comparison

AIVI's dividend yield for the trailing twelve months is around 4.19%, more than DGRW's 1.26% 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%
DGRW WisdomTree U.S. Quality Dividend Growth Fund	1.26%	1.43%	1.55%	1.74%	2.15%	1.78%	1.93%	2.20%	2.42%	1.71%	2.13%	2.18%

Frequently Asked Questions

Can I hold both AIVI and DGRW in my portfolio?

AIVI and DGRW have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIVI or DGRW?

AIVI has higher volatility (4.04%) compared to DGRW (2.49%). In terms of maximum drawdown, AIVI dropped -65.98% vs DGRW's -32.04%.

Which ETF is better, AIVI or DGRW?

On 10-year performance, DGRW leads with 14.19% vs 8.60% for AIVI. On fees, DGRW is cheaper at 0.28% per year. On volatility, DGRW has been the lower-risk option at 2.49%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIVI or DGRW?

Over the 10-year period, DGRW has performed better with a 14.19% return vs 8.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIVI or DGRW?

DGRW is cheaper with a 0.28% expense ratio, compared with 0.58% for AIVI.

Which ETF pays a higher dividend yield, AIVI or DGRW?

AIVI has the higher dividend yield at 4.19%, compared with 1.26% for DGRW.

What is the main difference between AIVI and DGRW?

AIVI is categorized as Foreign Large Cap Equities, while DGRW is Dividend. Their fees differ too: 0.58% for AIVI and 0.28% for DGRW.

Which has better risk-adjusted returns?

DGRW currently has the higher Sharpe Ratio (2.22 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.