AIVI vs. FID
AIVI (WisdomTree International Al Enhanced Value Fund) and FID (First Trust S&P International Dividend Aristocrats ETF) are both Foreign Large Cap Equities funds. AIVI is actively managed, while FID is passively managed. Over the past 5 years, AIVI returned 11.93%/yr vs 9.02%/yr for FID. Their correlation of 0.80 means they have usually moved in the same direction. AIVI charges 0.58%/yr vs 0.60%/yr for FID.
Performance
AIVI vs. FID - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, AIVI achieves a 18.16% return, which is significantly higher than FID's 11.85% 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%
FID
- 1D
- -0.13%
- 1M
- 4.60%
- 6M
- 7.03%
- YTD
- 11.85%
- 1Y
- 22.20%
- 3Y*
- 18.43%
- 5Y*
- 9.02%
- 10Y*
- —
- ALL TIME*
- 7.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $303.68K | $176.23K | $114.83K | |
| $249.39K | $252.43K | $349.18K |
AIVI vs. FID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 18.16% | 38.68% | 2.07% | 18.11% | -9.78% | 9.33% | -1.28% | 17.55% | -9.44% |
FID First Trust S&P International Dividend Aristocrats ETF | 11.85% | 32.07% | 5.42% | 9.92% | -9.69% | 12.90% | -7.56% | 20.82% | -7.38% |
Correlation
The correlation between AIVI and FID is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.85 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Aug 29, 2018 | 0.80 |
The correlation between AIVI and FID has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
AIVI vs. FID - Sectors Allocation Comparison
Sectors
AIVI
FID
Financial Services
Industrials
Consumer Defensive
Basic Materials
Healthcare
Consumer Cyclical
Energy
Utilities
Technology
Real Estate
Communication Services
Financial Services
AIVI
FID
Industrials
AIVI
FID
Consumer Defensive
AIVI
FID
Basic Materials
AIVI
FID
Healthcare
AIVI
FID
Consumer Cyclical
AIVI
FID
Energy
AIVI
FID
Utilities
AIVI
FID
Technology
AIVI
FID
Real Estate
AIVI
FID
Communication Services
AIVI
FID
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AIVI vs. FID — Risk / Return Rank
AIVI
FID
AIVI vs. FID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and First Trust S&P International Dividend Aristocrats ETF (FID). 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 | FID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.39 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.50 | +0.39 |
| Martin ratioReturn relative to average drawdown | 10.15 | 8.44 | +1.71 |
Loading charts...
Drawdowns
AIVI vs. FID - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than FID's maximum drawdown of -39.79%. Use the drawdown chart below to compare losses from any high point for AIVI and FID.
Loading charts...
Drawdown Indicators
| AIVI | FID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -39.79% | -26.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -8.93% | -1.99% |
Max Drawdown (3Y)Largest decline over 3 years | -11.71% | -9.61% | -2.10% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | -29.13% | +1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.86% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -15.42% | -8.33% | -7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 2.64% | +0.46% |
Volatility
AIVI vs. FID - Volatility Comparison
WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 3.73% compared to First Trust S&P International Dividend Aristocrats ETF (FID) at 2.46%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than FID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| AIVI | FID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.46% | +1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.54% | 8.49% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.46% | 10.16% | +3.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.18% | 17.02% | -1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 18.82% | -2.73% |
AIVI vs. FID - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is lower than FID's 0.60% expense ratio.
Dividends
AIVI vs. FID - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.92%, more than FID's 4.05% 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% |
FID First Trust S&P International Dividend Aristocrats ETF | 4.05% | 4.30% | 4.31% | 4.19% | 4.22% | 3.76% | 3.91% | 3.70% | 1.74% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AIVI and FID have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIVI has higher volatility (3.73%) compared to FID (2.46%). In terms of maximum drawdown, AIVI dropped -65.98% vs FID's -39.79%.
On 5-year performance, AIVI leads with 11.93% vs 9.02% for FID. On fees, AIVI is cheaper at 0.58% per year. On volatility, FID has been the lower-risk option at 2.46%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, AIVI has performed better with a 11.93% return vs 9.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AIVI is cheaper with a 0.58% expense ratio, compared with 0.60% for FID.
AIVI has the higher dividend yield at 4.92%, compared with 4.05% for FID.
They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.58% for AIVI and 0.60% for FID.
AIVI currently has the higher Sharpe Ratio (2.34 vs 2.20), 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.
Find the right allocation for AIVI and FID
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer