AIVI vs. IDEV
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and iShares Core MSCI International Developed Markets ETF (IDEV).
AIVI and IDEV 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. IDEV is a passively managed fund by iShares that tracks the performance of the MSCI World ex USA Investable Market Index. It was launched on Mar 21, 2017.
Performance
AIVI vs. IDEV - Performance Comparison
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AIVI vs. IDEV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 5.56% | 38.68% | 2.07% | 18.11% | -9.78% | 9.33% | -1.28% | 17.55% | -9.25% | 13.89% |
IDEV iShares Core MSCI International Developed Markets ETF | 2.85% | 32.56% | 4.54% | 17.36% | -14.99% | 13.00% | 8.32% | 23.12% | -14.10% | 17.29% |
Returns By Period
In the year-to-date period, AIVI achieves a 5.56% return, which is significantly higher than IDEV's 2.85% return.
AIVI
- 1D
- 1.26%
- 1M
- -3.61%
- YTD
- 5.56%
- 6M
- 12.20%
- 1Y
- 30.90%
- 3Y*
- 17.56%
- 5Y*
- 10.29%
- 10Y*
- 8.48%
IDEV
- 1D
- 1.51%
- 1M
- -4.78%
- YTD
- 2.85%
- 6M
- 7.12%
- 1Y
- 27.30%
- 3Y*
- 15.69%
- 5Y*
- 8.61%
- 10Y*
- —
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AIVI vs. IDEV - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than IDEV's 0.05% expense ratio.
Return for Risk
AIVI vs. IDEV — Risk / Return Rank
AIVI
IDEV
AIVI vs. IDEV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and iShares Core MSCI International Developed Markets ETF (IDEV). 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 | IDEV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.60 | +0.39 |
Sortino ratioReturn per unit of downside risk | 2.64 | 2.22 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.86 | 2.46 | +0.39 |
Martin ratioReturn relative to average drawdown | 10.31 | 9.65 | +0.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIVI | IDEV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.60 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.54 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.52 | -0.28 |
Correlation
The correlation between AIVI and IDEV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AIVI vs. IDEV - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.37%, more than IDEV's 3.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.37% | 4.70% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% |
IDEV iShares Core MSCI International Developed Markets ETF | 3.31% | 3.40% | 3.30% | 3.07% | 2.69% | 3.05% | 2.00% | 3.18% | 3.16% | 1.54% | 0.00% | 0.00% |
Drawdowns
AIVI vs. IDEV - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than IDEV's maximum drawdown of -34.77%. Use the drawdown chart below to compare losses from any high point for AIVI and IDEV.
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Drawdown Indicators
| AIVI | IDEV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -34.77% | -31.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -11.20% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | -29.15% | +1.10% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | — | — |
Current DrawdownCurrent decline from peak | -6.12% | -6.50% | +0.38% |
Average DrawdownAverage peak-to-trough decline | -15.65% | -6.64% | -9.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.86% | +0.16% |
Volatility
AIVI vs. IDEV - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 6.48%, while iShares Core MSCI International Developed Markets ETF (IDEV) has a volatility of 7.31%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than IDEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVI | IDEV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 7.31% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 10.99% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 17.14% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 16.12% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 17.26% | -0.80% |