AIVI vs. NTSX
AIVI (WisdomTree International Al Enhanced Value Fund) and NTSX (WisdomTree U.S. Efficient Core Fund) are both exchange-traded funds - AIVI is a Foreign Large Cap Equities fund actively managed by WisdomTree, while NTSX is a Diversified Portfolio fund actively managed by WisdomTree. Both are actively managed. Over the past 5 years, AIVI returned 10.52%/yr vs 8.80%/yr for NTSX. A 0.65 correlation means they provide meaningful diversification when combined. AIVI charges 0.58%/yr vs 0.20%/yr for NTSX.
Performance
AIVI vs. NTSX - Performance Comparison
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Returns By Period
In the year-to-date period, AIVI achieves a 10.60% return, which is significantly higher than NTSX's 6.42% return.
AIVI
- 1D
- 0.46%
- 1M
- -1.05%
- YTD
- 10.60%
- 6M
- 10.49%
- 1Y
- 24.84%
- 3Y*
- 18.69%
- 5Y*
- 10.52%
- 10Y*
- 9.67%
NTSX
- 1D
- -0.25%
- 1M
- -1.39%
- YTD
- 6.42%
- 6M
- 4.81%
- 1Y
- 19.46%
- 3Y*
- 18.28%
- 5Y*
- 8.80%
- 10Y*
- —
AIVI vs. NTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 10.60% | 38.68% | 2.07% | 18.11% | -9.78% | 9.33% | -1.28% | 17.55% | -10.33% |
NTSX WisdomTree U.S. Efficient Core Fund | 6.42% | 18.82% | 20.20% | 22.70% | -25.84% | 22.21% | 24.87% | 32.03% | -7.87% |
Correlation
The correlation between AIVI and NTSX is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.59 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Aug 2, 2018 | 0.65 |
The correlation between AIVI and NTSX has been stable across timeframes, ranging from 0.56 to 0.65 - a consistent structural relationship.
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Return for Risk
AIVI vs. NTSX — Risk / Return Rank
AIVI
NTSX
AIVI vs. NTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and WisdomTree U.S. Efficient Core Fund (NTSX). 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 | NTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.35 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.27 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.29 | 2.13 | +0.15 |
| Martin ratioReturn relative to average drawdown | 7.93 | 9.03 | -1.10 |
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Drawdowns
AIVI vs. NTSX - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than NTSX's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for AIVI and NTSX.
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Drawdown Indicators
| AIVI | NTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -31.34% | -34.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -9.16% | -1.76% |
Max Drawdown (3Y)Largest decline over 3 years | -11.71% | -16.82% | +5.11% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | -31.34% | +3.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | — | — |
Current DrawdownCurrent decline from peak | -1.64% | -3.05% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -15.49% | -6.76% | -8.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.16% | +0.98% |
Volatility
AIVI vs. NTSX - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 4.00%, while WisdomTree U.S. Efficient Core Fund (NTSX) has a volatility of 5.23%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than NTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVI | NTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.00% | 5.23% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.28% | 10.51% | +0.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 13.05% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 17.17% | -2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.16% | 18.28% | -2.12% |
AIVI vs. NTSX - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than NTSX's 0.20% expense ratio.
Dividends
AIVI vs. NTSX - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 5.26%, more than NTSX's 1.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 5.26% | 4.70% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% |
NTSX WisdomTree U.S. Efficient Core Fund | 1.11% | 1.14% | 1.14% | 1.21% | 1.36% | 0.82% | 0.92% | 1.42% | 0.62% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AIVI and NTSX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NTSX has higher volatility (5.23%) compared to AIVI (4.00%). In terms of maximum drawdown, AIVI dropped -65.98% vs NTSX's -31.34%.
On 5-year performance, AIVI leads with 10.52% vs 8.80% for NTSX. On fees, NTSX is cheaper at 0.20% per year. On volatility, AIVI has been the lower-risk option at 4.00%. 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 10.52% return vs 8.80%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
NTSX is cheaper with a 0.20% expense ratio, compared with 0.58% for AIVI.
AIVI has the higher dividend yield at 5.26%, compared with 1.11% for NTSX.
AIVI is categorized as Foreign Large Cap Equities, while NTSX is Diversified Portfolio. Their fees differ too: 0.58% for AIVI and 0.20% for NTSX.
AIVI currently has the higher Sharpe Ratio (1.85 vs 1.50), 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.
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