Correlation
The correlation between AIVI and IDV is 0.74, 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.
AIVI vs. IDV
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and iShares International Select Dividend ETF (IDV).
AIVI and IDV 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. IDV is a passively managed fund by iShares that tracks the performance of the Dow Jones EPAC Select Dividend. It was launched on Jun 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or IDV.
Performance
AIVI vs. IDV - Performance Comparison
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Key characteristics
AIVI:
1.36
IDV:
1.44
AIVI:
1.85
IDV:
1.87
AIVI:
1.26
IDV:
1.27
AIVI:
1.77
IDV:
1.84
AIVI:
4.25
IDV:
5.02
AIVI:
4.86%
IDV:
4.34%
AIVI:
15.55%
IDV:
15.84%
AIVI:
-65.98%
IDV:
-70.14%
AIVI:
-0.10%
IDV:
0.00%
Returns By Period
In the year-to-date period, AIVI achieves a 21.99% return, which is significantly lower than IDV's 24.33% return. Over the past 10 years, AIVI has underperformed IDV with an annualized return of 5.02%, while IDV has yielded a comparatively higher 5.77% annualized return.
AIVI
21.99%
3.77%
18.04%
20.97%
11.69%
11.81%
5.02%
IDV
24.33%
4.83%
20.15%
22.69%
9.41%
12.99%
5.77%
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AIVI vs. IDV - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than IDV's 0.49% expense ratio.
Risk-Adjusted Performance
AIVI vs. IDV — Risk-Adjusted Performance Rank
AIVI
IDV
AIVI vs. IDV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and iShares International Select Dividend ETF (IDV). 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.
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Dividends
AIVI vs. IDV - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 3.91%, less than IDV's 5.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 3.91% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% | 5.12% |
IDV iShares International Select Dividend ETF | 5.08% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.53% | 4.70% | 5.08% | 6.03% |
Drawdowns
AIVI vs. IDV - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for AIVI and IDV.
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Volatility
AIVI vs. IDV - Volatility Comparison
WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 2.98% compared to iShares International Select Dividend ETF (IDV) at 2.52%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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