AIVI vs. VEU
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Vanguard FTSE All-World ex-US ETF (VEU).
AIVI and VEU 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. VEU is a passively managed fund by Vanguard that tracks the performance of the FTSE All-World ex US Index. It was launched on Mar 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or VEU.
Key characteristics
| AIVI | VEU | |
|---|---|---|
| YTD Return | 10.07% | 9.77% |
| 1Y Return | 15.84% | 16.18% |
| 3Y Return (Ann) | 5.36% | 1.72% |
| 5Y Return (Ann) | 5.92% | 6.74% |
| 10Y Return (Ann) | 3.25% | 4.73% |
| Sharpe Ratio | 1.42 | 1.38 |
| Daily Std Dev | 12.11% | 12.68% |
| Max Drawdown | -65.98% | -61.52% |
| Current Drawdown | -0.03% | -1.36% |
Correlation
The correlation between AIVI and VEU is 0.93, 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. VEU - Performance Comparison
The year-to-date returns for both stocks are quite close, with AIVI having a 10.07% return and VEU slightly lower at 9.77%. Over the past 10 years, AIVI has underperformed VEU with an annualized return of 3.25%, while VEU has yielded a comparatively higher 4.73% 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. VEU - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than VEU's 0.07% expense ratio.
Risk-Adjusted Performance
AIVI vs. VEU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Vanguard FTSE All-World ex-US ETF (VEU). 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. VEU - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 4.73%, more than VEU's 2.98% 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% |
VEU Vanguard FTSE All-World ex-US ETF | 2.98% | 3.32% | 3.12% | 3.08% | 2.00% | 3.10% | 3.27% | 2.66% | 2.96% | 2.95% | 3.52% | 2.66% |
Drawdowns
AIVI vs. VEU - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than VEU's maximum drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for AIVI and VEU. For additional features, visit the drawdowns tool.
Volatility
AIVI vs. VEU - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 3.64%, while Vanguard FTSE All-World ex-US ETF (VEU) has a volatility of 4.17%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than VEU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.