AIVI vs. SDIV
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Global X SuperDividend ETF (SDIV).
AIVI and SDIV 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. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or SDIV.
Correlation
The correlation between AIVI and SDIV is 0.82, 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.
Performance
AIVI vs. SDIV - Performance Comparison
Key characteristics
AIVI:
0.84
SDIV:
0.97
AIVI:
1.20
SDIV:
1.35
AIVI:
1.15
SDIV:
1.17
AIVI:
0.86
SDIV:
0.30
AIVI:
2.14
SDIV:
2.73
AIVI:
4.72%
SDIV:
4.81%
AIVI:
11.98%
SDIV:
13.50%
AIVI:
-65.98%
SDIV:
-56.90%
AIVI:
-4.45%
SDIV:
-37.20%
Returns By Period
In the year-to-date period, AIVI achieves a 6.20% return, which is significantly higher than SDIV's 4.48% return. Over the past 10 years, AIVI has outperformed SDIV with an annualized return of 3.59%, while SDIV has yielded a comparatively lower -3.15% annualized return.
AIVI
6.20%
5.26%
0.27%
9.48%
5.22%
3.59%
SDIV
4.48%
2.69%
0.96%
12.63%
-7.09%
-3.15%
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AIVI vs. SDIV - Expense Ratio Comparison
Both AIVI and SDIV have an expense ratio of 0.58%.
Risk-Adjusted Performance
AIVI vs. SDIV — Risk-Adjusted Performance Rank
AIVI
SDIV
AIVI vs. SDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Global X SuperDividend ETF (SDIV). 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. SDIV - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.66%, less than SDIV's 10.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.66% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% | 5.12% |
SDIV Global X SuperDividend ETF | 10.86% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.74% | 9.22% | 6.66% | 6.95% | 7.33% | 6.45% |
Drawdowns
AIVI vs. SDIV - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than SDIV's maximum drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for AIVI and SDIV. For additional features, visit the drawdowns tool.
Volatility
AIVI vs. SDIV - Volatility Comparison
WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 3.83% compared to Global X SuperDividend ETF (SDIV) at 2.49%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.