AIVI vs. EFAS
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Global X MSCI SuperDividend® EAFE ETF (EFAS).
AIVI and EFAS 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. EFAS is a passively managed fund by Global X that tracks the performance of the MSCI EAFE Top 50 Dividend Index. It was launched on Nov 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or EFAS.
Correlation
The correlation between AIVI and EFAS is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIVI vs. EFAS - Performance Comparison
Key characteristics
AIVI:
1.19
EFAS:
1.32
AIVI:
1.68
EFAS:
1.80
AIVI:
1.23
EFAS:
1.25
AIVI:
1.58
EFAS:
1.85
AIVI:
3.78
EFAS:
4.97
AIVI:
4.90%
EFAS:
4.39%
AIVI:
15.61%
EFAS:
16.57%
AIVI:
-65.98%
EFAS:
-44.38%
AIVI:
0.00%
EFAS:
0.00%
Returns By Period
In the year-to-date period, AIVI achieves a 16.13% return, which is significantly lower than EFAS's 19.74% return.
AIVI
16.13%
3.00%
10.55%
19.37%
11.93%
4.33%
EFAS
19.74%
2.93%
14.55%
22.18%
15.31%
N/A
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AIVI vs. EFAS - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than EFAS's 0.56% expense ratio.
Risk-Adjusted Performance
AIVI vs. EFAS — Risk-Adjusted Performance Rank
AIVI
EFAS
AIVI vs. EFAS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Global X MSCI SuperDividend® EAFE ETF (EFAS). 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. EFAS - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.10%, less than EFAS's 5.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.10% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% | 5.12% |
EFAS Global X MSCI SuperDividend® EAFE ETF | 5.78% | 6.76% | 6.33% | 7.28% | 5.19% | 4.34% | 5.75% | 6.63% | 6.15% | 0.21% | 0.00% | 0.00% |
Drawdowns
AIVI vs. EFAS - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than EFAS's maximum drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for AIVI and EFAS. For additional features, visit the drawdowns tool.
Volatility
AIVI vs. EFAS - Volatility Comparison
WisdomTree International Al Enhanced Value Fund (AIVI) and Global X MSCI SuperDividend® EAFE ETF (EFAS) have volatilities of 10.02% and 10.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.