AIVI vs. IPOS
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Renaissance International IPO ETF (IPOS).
AIVI and IPOS 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. IPOS is a passively managed fund by Renaissance Capital that tracks the performance of the Renaissance International IPO Index. It was launched on Oct 6, 2014.
Performance
AIVI vs. IPOS - Performance Comparison
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AIVI vs. IPOS - 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% | 20.63% |
IPOS Renaissance International IPO ETF | 11.50% | 39.93% | -12.34% | -16.49% | -33.46% | -30.62% | 50.71% | 30.93% | -22.33% | 36.83% |
Returns By Period
In the year-to-date period, AIVI achieves a 5.56% return, which is significantly lower than IPOS's 11.50% return. Over the past 10 years, AIVI has outperformed IPOS with an annualized return of 8.48%, while IPOS has yielded a comparatively lower 0.53% annualized 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%
IPOS
- 1D
- 3.33%
- 1M
- -9.87%
- YTD
- 11.50%
- 6M
- 8.27%
- 1Y
- 48.78%
- 3Y*
- 5.45%
- 5Y*
- -11.43%
- 10Y*
- 0.53%
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AIVI vs. IPOS - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is lower than IPOS's 0.80% expense ratio.
Return for Risk
AIVI vs. IPOS — Risk / Return Rank
AIVI
IPOS
AIVI vs. IPOS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Renaissance International IPO ETF (IPOS). 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 | IPOS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.68 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.64 | 2.11 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.33 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.86 | 2.84 | +0.01 |
Martin ratioReturn relative to average drawdown | 10.31 | 8.62 | +1.69 |
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 | IPOS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.68 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | -0.43 | +1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.02 | +0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.01 | +0.23 |
Correlation
The correlation between AIVI and IPOS is 0.48, 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.
Dividends
AIVI vs. IPOS - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.37%, more than IPOS's 0.85% 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% |
IPOS Renaissance International IPO ETF | 0.85% | 1.04% | 0.93% | 0.33% | 0.00% | 0.00% | 0.25% | 0.89% | 1.12% | 0.87% | 1.73% | 1.08% |
Drawdowns
AIVI vs. IPOS - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, smaller than the maximum IPOS drawdown of -73.09%. Use the drawdown chart below to compare losses from any high point for AIVI and IPOS.
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Drawdown Indicators
| AIVI | IPOS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -73.09% | +7.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -17.17% | +6.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | -70.33% | +42.28% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -73.09% | +37.67% |
Current DrawdownCurrent decline from peak | -6.12% | -52.62% | +46.50% |
Average DrawdownAverage peak-to-trough decline | -15.65% | -31.78% | +16.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 5.66% | -2.64% |
Volatility
AIVI vs. IPOS - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 6.48%, while Renaissance International IPO ETF (IPOS) has a volatility of 15.75%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than IPOS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVI | IPOS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 15.75% | -9.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 24.15% | -14.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 29.25% | -13.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 26.52% | -11.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 23.70% | -7.24% |