AIVI vs. SCHG
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Schwab U.S. Large-Cap Growth ETF (SCHG).
AIVI and SCHG 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. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or SCHG.
Key characteristics
| AIVI | SCHG | |
|---|---|---|
| YTD Return | 10.07% | 22.96% |
| 1Y Return | 15.84% | 33.53% |
| 3Y Return (Ann) | 5.36% | 10.15% |
| 5Y Return (Ann) | 5.92% | 19.67% |
| 10Y Return (Ann) | 3.25% | 16.11% |
| Sharpe Ratio | 1.42 | 1.97 |
| Daily Std Dev | 12.11% | 17.38% |
| Max Drawdown | -65.98% | -34.59% |
| Current Drawdown | -0.03% | -3.69% |
Correlation
The correlation between AIVI and SCHG is 0.69, 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.
Performance
AIVI vs. SCHG - Performance Comparison
In the year-to-date period, AIVI achieves a 10.07% return, which is significantly lower than SCHG's 22.96% return. Over the past 10 years, AIVI has underperformed SCHG with an annualized return of 3.25%, while SCHG has yielded a comparatively higher 16.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AIVI vs. SCHG - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
AIVI vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
Dividends
AIVI vs. SCHG - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.73%, more than SCHG's 0.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.73% | 5.05% | 4.32% | 5.53% | 3.50% | 4.32% | 4.21% | 3.65% | 3.98% | 4.23% | 5.11% | 3.67% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.27% | 1.22% | 1.09% | 1.07% |
Drawdowns
AIVI vs. SCHG - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for AIVI and SCHG. For additional features, visit the drawdowns tool.
Volatility
AIVI vs. SCHG - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 3.64%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 5.98%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.