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AIVI vs. DHS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AIVI vs. DHS

Last updated Jun 25, 2026

AIVI (WisdomTree International Al Enhanced Value Fund) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - AIVI is a Foreign Large Cap Equities fund actively managed by WisdomTree, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. AIVI is actively managed, while DHS is passively managed. Over the past 10 years, AIVI returned 9.43%/yr vs 9.71%/yr for DHS. A 0.71 correlation means they provide meaningful diversification when combined. AIVI charges 0.58%/yr vs 0.38%/yr for DHS.

Performance

AIVI vs. DHS - Performance Comparison

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

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Returns By Period

In the year-to-date period, AIVI achieves a 10.09% return, which is significantly lower than DHS's 12.48% return. Both investments have delivered pretty close results over the past 10 years, with AIVI having a 9.43% annualized return and DHS not far ahead at 9.71%.

AIVI

1D
-0.22%
1M
-0.23%
YTD
10.09%
6M
9.98%
1Y
23.39%
3Y*
18.69%
5Y*
10.42%
10Y*
9.43%

DHS

1D
-0.11%
1M
-0.29%
YTD
12.48%
6M
11.78%
1Y
21.95%
3Y*
17.53%
5Y*
11.61%
10Y*
9.71%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVI vs. DHS - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
AIVI
WisdomTree International Al Enhanced Value Fund		10.09%38.68%2.07%18.11%-9.78%9.33%-1.28%17.55%-9.25%20.63%
DHS
WisdomTree US High Dividend Fund		12.48%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%

Correlation

The correlation between AIVI and DHS is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (3Y)
Calculated over the trailing 3-year period

0.56

Correlation (5Y)
Calculated over the trailing 5-year period

0.62

Correlation (10Y)
Calculated over the trailing 10-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2006

0.71

Over the past year, the correlation between AIVI and DHS has dropped to 0.49 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.

AIVI vs. DHS - Sectors Allocation Comparison

Sectors
AIVI
DHS

Financial Services

38.1%
22.1%

Industrials

15.9%
4.2%

Basic Materials

7.7%
1.2%

Consumer Defensive

7.2%
18.5%

Consumer Cyclical

6.1%
5.6%

Healthcare

5.5%
14.9%

Energy

5.1%
8.8%

Utilities

4.7%
8.7%

Technology

3.9%
4.1%

Real Estate

3.3%
2.9%

Communication Services

2.6%
9.0%

Financial Services

AIVI
38.1%
DHS
22.1%

Industrials

AIVI
15.9%
DHS
4.2%

Basic Materials

AIVI
7.7%
DHS
1.2%

Consumer Defensive

AIVI
7.2%
DHS
18.5%

Consumer Cyclical

AIVI
6.1%
DHS
5.6%

Healthcare

AIVI
5.5%
DHS
14.9%

Energy

AIVI
5.1%
DHS
8.8%

Utilities

AIVI
4.7%
DHS
8.7%

Technology

AIVI
3.9%
DHS
4.1%

Real Estate

AIVI
3.3%
DHS
2.9%

Communication Services

AIVI
2.6%
DHS
9.0%

Compare stocks, funds, or ETFs

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WisdomTree International Al Enhanced Value Fund

WisdomTree US High Dividend Fund

Often compared with AIVI:
AIVI vs. AIVLAIVI vs. DWMFAIVI vs. VOOAIVI vs. EFASAIVI vs. SDIVAIVI vs. VEUAIVI vs. DGRO
Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY

Return for Risk

AIVI vs. DHS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AIVI
AIVI Risk / Return Rank: 5454
Overall Rank
AIVI Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
AIVI Sortino Ratio Rank: 5858
Sortino Ratio Rank
AIVI Omega Ratio Rank: 5757
Omega Ratio Rank
AIVI Calmar Ratio Rank: 4949
Calmar Ratio Rank
AIVI Martin Ratio Rank: 4949
Martin Ratio Rank
DHS
DHS Risk / Return Rank: 7575
Overall Rank
DHS Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 8181
Sortino Ratio Rank
DHS Omega Ratio Rank: 7070
Omega Ratio Rank
DHS Calmar Ratio Rank: 7676
Calmar Ratio Rank
DHS Martin Ratio Rank: 7575
Martin Ratio Rank
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. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and WisdomTree US High Dividend Fund (DHS). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

AIVIDHSDifference
Sharpe ratioReturn per unit of total volatility
1.74
2.16

-0.42

Sortino ratioReturn per unit of downside risk
2.44
3.22

-0.77

Omega ratioGain probability vs. loss probability

1.31

1.37

-0.06

Calmar ratioReturn relative to maximum drawdown

2.15

3.50

-1.35

Martin ratioReturn relative to average drawdown

7.47

12.69

-5.22

AIVI vs. DHS - Sharpe Ratio Comparison

The current AIVI Sharpe Ratio is 1.74, which is comparable to the DHS Sharpe Ratio of 2.16. The chart below compares the historical Sharpe Ratios of AIVI and DHS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

AIVI vs. DHS - Drawdown Comparison

The maximum AIVI drawdown since its inception was -65.98%, roughly equal to the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for AIVI and DHS.

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Drawdown Indicators

AIVIDHSDifference

Max Drawdown

Largest peak-to-trough decline

-65.98%

-67.25%

+1.27%

Max Drawdown (1Y)

Largest decline over 1 year

-10.92%

-6.30%

-4.62%

Max Drawdown (3Y)

Largest decline over 3 years

-11.71%

-11.87%

+0.16%

Max Drawdown (5Y)

Largest decline over 5 years

-28.05%

-15.28%

-12.77%

Max Drawdown (10Y)

Largest decline over 10 years

-35.42%

-37.35%

+1.93%

Current Drawdown

Current decline from peak

-2.09%

-1.30%

-0.79%

Average Drawdown

Average peak-to-trough decline

-15.50%

-9.53%

-5.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

1.74%

+1.40%

Volatility

AIVI vs. DHS - Volatility Comparison

WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 4.19% compared to WisdomTree US High Dividend Fund (DHS) at 3.52%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

AIVIDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.19%

3.52%

+0.67%

Volatility (6M)

Calculated over the trailing 6-month period

11.28%

7.52%

+3.76%

Volatility (1Y)

Calculated over the trailing 1-year period

13.54%

10.19%

+3.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.17%

13.88%

+1.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.16%

16.08%

+0.08%

AIVI vs. DHS - Expense Ratio Comparison

AIVI has a 0.58% expense ratio, which is higher than DHS's 0.38% expense ratio.

Dividends

AIVI vs. DHS - Dividend Comparison

AIVI's dividend yield for the trailing twelve months is around 4.19%, more than DHS's 3.28% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
DHS
WisdomTree US High Dividend Fund		3.28%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%

Frequently Asked Questions

AIVI and DHS have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AIVI has higher volatility (4.19%) compared to DHS (3.52%). In terms of maximum drawdown, AIVI dropped -65.98% vs DHS's -67.25%.

On 10-year performance, DHS leads with 9.71% vs 9.43% for AIVI. On fees, DHS is cheaper at 0.38% per year. On volatility, DHS has been the lower-risk option at 3.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DHS has performed better with a 9.71% return vs 9.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DHS is cheaper with a 0.38% expense ratio, compared with 0.58% for AIVI.

AIVI has the higher dividend yield at 4.19%, compared with 3.28% for DHS.

AIVI is categorized as Foreign Large Cap Equities, while DHS is Large Cap Value Equities. Their fees differ too: 0.58% for AIVI and 0.38% for DHS.

DHS currently has the higher Sharpe Ratio (2.16 vs 1.74), 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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