AIVI vs. VOO
Compare and contrast key facts about WisdomTree International Al Enhanced Value Fund (AIVI) and Vanguard S&P 500 ETF (VOO).
AIVI and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVI or VOO.
Correlation
The correlation between AIVI and VOO is 0.76, 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. VOO - Performance Comparison
Key characteristics
AIVI:
0.30
VOO:
2.21
AIVI:
0.48
VOO:
2.93
AIVI:
1.06
VOO:
1.41
AIVI:
0.31
VOO:
3.25
AIVI:
0.98
VOO:
14.47
AIVI:
3.58%
VOO:
1.90%
AIVI:
11.76%
VOO:
12.43%
AIVI:
-65.98%
VOO:
-33.99%
AIVI:
-10.94%
VOO:
-2.87%
Returns By Period
In the year-to-date period, AIVI achieves a 1.04% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, AIVI has underperformed VOO with an annualized return of 3.30%, while VOO has yielded a comparatively higher 13.04% annualized return.
AIVI
1.04%
-2.29%
0.39%
2.04%
3.09%
3.30%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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AIVI vs. VOO - Expense Ratio Comparison
AIVI has a 0.58% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AIVI vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International Al Enhanced Value Fund (AIVI) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
AIVI's dividend yield for the trailing twelve months is around 5.04%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVI WisdomTree International Al Enhanced Value Fund | 5.04% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% | 5.12% | 3.66% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AIVI vs. VOO - Drawdown Comparison
The maximum AIVI drawdown since its inception was -65.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AIVI and VOO. For additional features, visit the drawdowns tool.
Volatility
AIVI vs. VOO - Volatility Comparison
The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 3.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. This indicates that AIVI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.