AIVI vs. USO
AIVI (WisdomTree International Al Enhanced Value Fund) and USO (United States Oil Fund LP) are both exchange-traded funds - AIVI is a Foreign Large Cap Equities fund actively managed by WisdomTree, while USO is a Oil & Gas fund tracking the Front Month Light Sweet Crude Oil. AIVI is actively managed, while USO is passively managed. Over the past 10 years, AIVI returned 8.60%/yr vs 3.57%/yr for USO. At a 0.31 correlation, their price movements are largely independent. AIVI charges 0.58%/yr vs 0.86%/yr for USO.
Performance
AIVI vs. USO - Performance Comparison
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Returns By Period
In the year-to-date period, AIVI achieves a 9.99% return, which is significantly lower than USO's 97.72% return. Over the past 10 years, AIVI has outperformed USO with an annualized return of 8.60%, while USO has yielded a comparatively lower 3.57% annualized return.
AIVI
- 1D
- 0.52%
- 1M
- 1.80%
- YTD
- 9.99%
- 6M
- 13.68%
- 1Y
- 23.85%
- 3Y*
- 18.62%
- 5Y*
- 10.06%
- 10Y*
- 8.60%
USO
- 1D
- -2.92%
- 1M
- -5.15%
- YTD
- 97.72%
- 6M
- 91.54%
- 1Y
- 97.20%
- 3Y*
- 28.78%
- 5Y*
- 23.67%
- 10Y*
- 3.57%
AIVI vs. USO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 9.99% | 38.68% | 2.07% | 18.11% | -9.78% | 9.33% | -1.28% | 17.55% | -9.25% | 20.63% |
USO United States Oil Fund LP | 97.72% | -8.46% | 13.35% | -4.94% | 28.97% | 64.68% | -67.79% | 32.61% | -19.57% | 2.47% |
Correlation
The correlation between AIVI and USO is -0.38, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 19, 2006 | 0.31 |
The correlation between AIVI and USO shifts across timeframes, from -0.38 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AIVI vs. USO — Risk / Return Rank
AIVI
USO
AIVI vs. USO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and United States Oil Fund LP (USO). 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 | USO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.19 | 4.79 | -2.60 |
| Martin ratioReturn relative to average drawdown | 7.71 | 9.00 | -1.29 |
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 | USO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 2.21 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.66 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.09 | +0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | -0.18 | +0.42 |
Drawdowns
AIVI vs. USO - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, smaller than the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for AIVI and USO.
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Drawdown Indicators
| AIVI | USO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.98% | -98.19% | +32.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.92% | -20.39% | +9.47% |
Max Drawdown (3Y)Largest decline over 3 years | -11.71% | -26.05% | +14.34% |
Max Drawdown (5Y)Largest decline over 5 years | -28.05% | -36.23% | +8.18% |
Max Drawdown (10Y)Largest decline over 10 years | -35.42% | -86.75% | +51.33% |
Current DrawdownCurrent decline from peak | -2.18% | -85.45% | +83.27% |
Average DrawdownAverage peak-to-trough decline | -15.53% | -75.30% | +59.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 10.84% | -7.74% |
Volatility
AIVI vs. USO - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 4.04%, while United States Oil Fund LP (USO) has a volatility of 14.97%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than USO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIVI | USO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.04% | 14.97% | -10.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 38.35% | -27.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 44.32% | -31.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.13% | 36.09% | -20.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.47% | 39.00% | -22.53% |
AIVI vs. USO - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is lower than USO's 0.86% expense ratio.
Dividends
AIVI vs. USO - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.19%, while USO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 4.19% | 4.70% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% |
USO United States Oil Fund LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AIVI and USO have a correlation of -0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
USO has higher volatility (14.97%) compared to AIVI (4.04%). In terms of maximum drawdown, AIVI dropped -65.98% vs USO's -98.19%.
On 10-year performance, AIVI leads with 8.60% vs 3.57% for USO. On fees, AIVI is cheaper at 0.58% per year. On volatility, AIVI has been the lower-risk option at 4.04%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, AIVI has performed better with a 8.60% return vs 3.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AIVI is cheaper with a 0.58% expense ratio, compared with 0.86% for USO.
AIVI has the higher dividend yield at 4.19%, compared with 0.00% for USO.
AIVI is categorized as Foreign Large Cap Equities, while USO is Oil & Gas. They also come from different issuers: WisdomTree and USCF. Their fees differ too: 0.58% for AIVI and 0.86% for USO.
USO currently has the higher Sharpe Ratio (2.21 vs 1.81), 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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