AIVI vs. EPIN

Last updated Aug 4, 2026

AIVI (WisdomTree International Al Enhanced Value Fund) and EPIN (Harbor International Equity ETF) are both Foreign Large Cap Equities funds. Both are actively managed. Over the past year, AIVI returned 31.35% vs 38.63% for EPIN. Their 0.74 correlation means they have sometimes moved together and sometimes differently. AIVI charges 0.58%/yr vs 0.80%/yr for EPIN.

Performance

AIVI vs. EPIN - Performance Comparison

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

Returns By Period

In the year-to-date period, AIVI achieves a 18.16% return, which is significantly lower than EPIN's 23.91% return.

AIVI

• 1D: 1.38%
• 1M: 4.91%
• 6M: 11.97%
• YTD: 18.16%
• 1Y: 31.35%
• 3Y*: 20.69%
• 5Y*: 11.93%
• 10Y*: 9.30%
• ALL TIME*: 5.59%

EPIN

• 1D: 0.45%
• 1M: -0.25%
• 6M: 14.24%
• YTD: 23.91%
• 1Y: 38.63%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 35.02%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIVI WisdomTree International Al Enhanced Value Fund	$303.68K	$176.23K	$114.83K
EPIN Harbor International Equity ETF	$42.70K	$24.96K	$19.91K

AIVI vs. EPIN - Yearly Performance Comparison

	2026 (YTD)	2025
AIVI WisdomTree International Al Enhanced Value Fund	18.16%	12.60%
EPIN Harbor International Equity ETF	23.91%	14.36%

Correlation

The correlation between AIVI and EPIN is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.73
Correlation (All Time) Calculated using the full available price history since Jun 5, 2025	0.74

The correlation between AIVI and EPIN has been stable across timeframes, ranging from 0.73 to 0.74 - a consistent structural relationship.

AIVI vs. EPIN - Sectors Allocation Comparison

Sectors	AIVI	EPIN
Financial Services	38.9%	19.1%
Industrials	14.3%	20.6%
Consumer Defensive	8.4%	3.6%
Basic Materials	7.1%	7.1%
Healthcare	6.2%	8.2%
Consumer Cyclical	5.5%	7.0%
Energy	5.5%	3.8%
Utilities	4.8%	-
Technology	3.5%	29.6%
Real Estate	3.2%	-
Communication Services	2.6%	1.0%

Return for Risk

AIVI vs. EPIN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AIVI

AIVI Risk / Return Rank: 84
AIVI Sharpe Ratio Rank: 90
AIVI Sortino Ratio Rank: 89
AIVI Omega Ratio Rank: 89
AIVI Calmar Ratio Rank: 77
AIVI Martin Ratio Rank: 76

EPIN

EPIN Risk / Return Rank: 81
EPIN Sharpe Ratio Rank: 81
EPIN Sortino Ratio Rank: 78
EPIN Omega Ratio Rank: 80
EPIN Calmar Ratio Rank: 83
EPIN Martin Ratio Rank: 82

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AIVI vs. EPIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Harbor International Equity ETF (EPIN). 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.

	AIVI	EPIN	Difference
Sharpe ratio: Return per unit of total volatility	2.34	2.03	+0.31
Sortino ratio: Return per unit of downside risk	3.21	2.75	+0.46
Omega ratio: Gain probability vs. loss probability	1.42	1.37	+0.05
Calmar ratio: Return relative to maximum drawdown	2.88	3.34	-0.45
Martin ratio: Return relative to average drawdown	10.15	12.00	-1.85

AIVI vs. EPIN - Sharpe Ratio Comparison

The current AIVI Sharpe Ratio is 2.34, which is comparable to the EPIN Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of AIVI and EPIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AIVI vs. EPIN - Drawdown Comparison

The maximum AIVI drawdown since its inception was -65.98%, which is greater than EPIN's maximum drawdown of -11.64%. Use the drawdown chart below to compare losses from any high point for AIVI and EPIN.

Drawdown Indicators

	AIVI	EPIN	Difference
Max Drawdown Largest peak-to-trough decline	-65.98%	-11.64%	-54.34%
Max Drawdown (1Y) Largest decline over 1 year	-10.92%	-11.64%	+0.72%
Max Drawdown (3Y) Largest decline over 3 years	-11.71%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-28.05%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-35.42%	—	—
Current Drawdown Current decline from peak	0.00%	-2.05%	+2.05%
Average Drawdown Average peak-to-trough decline	-15.42%	-1.93%	-13.49%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.10%	3.23%	-0.13%

Volatility

AIVI vs. EPIN - Volatility Comparison

The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 3.73%, while Harbor International Equity ETF (EPIN) has a volatility of 5.57%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than EPIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVI	EPIN	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.73%	5.57%	-1.84%
Volatility (6M) Calculated over the trailing 6-month period	11.54%	16.91%	-5.37%
Volatility (1Y) Calculated over the trailing 1-year period	13.46%	19.13%	-5.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.18%	18.34%	-3.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.09%	18.34%	-2.25%

AIVI vs. EPIN - Expense Ratio Comparison

AIVI has a 0.58% expense ratio, which is lower than EPIN's 0.80% expense ratio.

Dividends

AIVI vs. EPIN - Dividend Comparison

AIVI's dividend yield for the trailing twelve months is around 4.92%, more than EPIN's 0.64% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIVI WisdomTree International Al Enhanced Value Fund	4.92%	4.70%	4.94%	5.05%	4.32%	5.53%	3.50%	4.31%	4.21%	3.65%	3.98%	4.23%
EPIN Harbor International Equity ETF	0.64%	0.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AIVI and EPIN in my portfolio?

AIVI and EPIN have a correlation of 0.73, 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 EPIN?

EPIN has higher volatility (5.57%) compared to AIVI (3.73%). In terms of maximum drawdown, AIVI dropped -65.98% vs EPIN's -11.64%.

Which ETF is better, AIVI or EPIN?

On 1-year performance, EPIN leads with 38.63% vs 31.35% for AIVI. On fees, AIVI is cheaper at 0.58% per year. On volatility, AIVI has been the lower-risk option at 3.73%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIVI or EPIN?

Over the 1-year period, EPIN has performed better with a 38.63% return vs 31.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIVI or EPIN?

AIVI is cheaper with a 0.58% expense ratio, compared with 0.80% for EPIN.

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

AIVI has the higher dividend yield at 4.92%, compared with 0.64% for EPIN.

What is the main difference between AIVI and EPIN?

They also come from different issuers: WisdomTree and Harbor. Their fees differ too: 0.58% for AIVI and 0.80% for EPIN.

Which has better risk-adjusted returns?

AIVI currently has the higher Sharpe Ratio (2.34 vs 2.03), 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.