AIVI vs. TPYP
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Tortoise North American Pipeline Fund (TPYP).
AIVI and TPYP 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. TPYP is a passively managed fund by Tortoise that tracks the performance of the Tortoise North American Pipeline Index. It was launched on Jun 30, 2015.
Performance
AIVI vs. TPYP - Performance Comparison
Loading graphics...
AIVI vs. TPYP - 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% |
TPYP Tortoise North American Pipeline Fund | 19.60% | 7.59% | 37.37% | 10.51% | 16.09% | 34.97% | -20.99% | 23.35% | -11.13% | 2.27% |
Returns By Period
In the year-to-date period, AIVI achieves a 5.56% return, which is significantly lower than TPYP's 19.60% return. Over the past 10 years, AIVI has underperformed TPYP with an annualized return of 8.48%, while TPYP has yielded a comparatively higher 13.33% 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%
TPYP
- 1D
- -1.13%
- 1M
- -0.35%
- YTD
- 19.60%
- 6M
- 17.45%
- 1Y
- 18.70%
- 3Y*
- 25.07%
- 5Y*
- 20.76%
- 10Y*
- 13.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AIVI vs. TPYP - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than TPYP's 0.40% expense ratio.
Return for Risk
AIVI vs. TPYP — Risk / Return Rank
AIVI
TPYP
AIVI vs. TPYP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Tortoise North American Pipeline Fund (TPYP). 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 | TPYP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 1.13 | +0.86 |
Sortino ratioReturn per unit of downside risk | 2.64 | 1.49 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.23 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.86 | 1.48 | +1.38 |
Martin ratioReturn relative to average drawdown | 10.31 | 5.15 | +5.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AIVI | TPYP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 1.13 | +0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 1.20 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.61 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.43 | -0.20 |
Correlation
The correlation between AIVI and TPYP is 0.53, 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. TPYP - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.37%, more than TPYP's 3.26% 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% |
TPYP Tortoise North American Pipeline Fund | 3.26% | 3.91% | 3.95% | 4.83% | 4.48% | 4.86% | 6.14% | 4.45% | 4.58% | 3.71% | 3.49% | 2.56% |
Drawdowns
AIVI vs. TPYP - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than TPYP's maximum drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for AIVI and TPYP.
Loading graphics...
Drawdown Indicators
| AIVI | TPYP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -51.91% | -14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -13.17% | +2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | -17.96% | -10.09% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -51.91% | +16.49% |
Current DrawdownCurrent decline from peak | -6.12% | -2.76% | -3.36% |
Average DrawdownAverage peak-to-trough decline | -15.65% | -7.97% | -7.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.78% | -0.76% |
Volatility
AIVI vs. TPYP - Volatility Comparison
WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 6.48% compared to Tortoise North American Pipeline Fund (TPYP) at 3.37%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than TPYP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AIVI | TPYP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.48% | 3.37% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 9.03% | +0.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.59% | 16.63% | -1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.03% | 17.32% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.46% | 21.96% | -5.50% |