AIVI vs. VOO

Last updated Aug 2, 2026

AIVI (WisdomTree International Al Enhanced Value Fund) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - AIVI is a Foreign Large Cap Equities fund actively managed by WisdomTree, while VOO is a S&P 500 fund tracking the S&P 500 Index. AIVI is actively managed, while VOO is passively managed. Over the past 10 years, AIVI returned 9.23%/yr vs 15.14%/yr for VOO. Their 0.74 correlation means they have sometimes moved together and sometimes differently. AIVI charges 0.58%/yr vs 0.03%/yr for VOO.

Performance

AIVI vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International Al Enhanced Value Fund (AIVI) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AIVI achieves a 16.55% return, which is significantly higher than VOO's 10.16% return. Over the past 10 years, AIVI has underperformed VOO with an annualized return of 9.23%, while VOO has yielded a comparatively higher 15.14% annualized return.

AIVI

• 1D: -0.33%
• 1M: 3.48%
• 6M: 11.00%
• YTD: 16.55%
• 1Y: 29.56%
• 3Y*: 19.53%
• 5Y*: 11.79%
• 10Y*: 9.23%
• ALL TIME*: 5.52%

VOO

• 1D: 0.71%
• 1M: 0.26%
• 6M: 8.58%
• YTD: 10.16%
• 1Y: 21.58%
• 3Y*: 19.42%
• 5Y*: 12.83%
• 10Y*: 15.14%
• ALL TIME*: 14.78%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AIVI WisdomTree International Al Enhanced Value Fund	$82.45K	$67.39K	$80.93K
VOO Vanguard S&P 500 ETF	$3.82B	$3.78B	$5.44B

AIVI vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AIVI WisdomTree International Al Enhanced Value Fund	16.55%	38.68%	2.07%	18.11%	-9.78%	9.33%	-1.28%	17.55%	-9.25%	20.63%
VOO Vanguard S&P 500 ETF	10.16%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	31.37%	-4.50%	21.77%

Correlation

The correlation between AIVI and VOO is 0.61, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.61
Correlation (3Y) Balances recent behavior with more history.	0.57
Correlation (5Y) Shows whether the relationship held over a longer period.	0.64
Correlation (10Y) Provides a long-term view across more market conditions.	0.69
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010	0.74

The correlation between AIVI and VOO shifts across timeframes, from 0.57 (3 years) to 0.74 (all time), reflecting how their relationship changes across market environments.

AIVI vs. VOO - Sectors Allocation Comparison

Sectors	AIVI	VOO
Financial Services	38.9%	11.4%
Industrials	14.3%	8.5%
Consumer Defensive	8.4%	4.5%
Basic Materials	7.1%	1.7%
Healthcare	6.2%	8.9%
Consumer Cyclical	5.5%	9.5%
Energy	5.5%	3.0%
Utilities	4.8%	2.2%
Technology	3.5%	38.6%
Real Estate	3.2%	1.8%
Communication Services	2.6%	9.9%

Return for Risk

AIVI vs. VOO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AIVI

AIVI Risk / Return Rank: 84
AIVI Sharpe Ratio Rank: 90
AIVI Sortino Ratio Rank: 89
AIVI Omega Ratio Rank: 88
AIVI Calmar Ratio Rank: 77
AIVI Martin Ratio Rank: 76

VOO

VOO Risk / Return Rank: 68
VOO Sharpe Ratio Rank: 68
VOO Sortino Ratio Rank: 65
VOO Omega Ratio Rank: 66
VOO Calmar Ratio Rank: 64
VOO Martin Ratio Rank: 76

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AIVI vs. VOO - Risk-Adjusted Trends 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AIVI	VOO	Difference
Sharpe ratio: Return per unit of total volatility	2.22	1.53	+0.69
Sortino ratio: Return per unit of downside risk	3.06	2.13	+0.93
Omega ratio: Gain probability vs. loss probability	1.40	1.28	+0.12
Calmar ratio: Return relative to maximum drawdown	2.72	2.21	+0.51
Martin ratio: Return relative to average drawdown	9.59	9.44	+0.15

AIVI vs. VOO - Sharpe Ratio Comparison

The current AIVI Sharpe Ratio is 2.22, which is higher than the VOO Sharpe Ratio of 1.53. The chart below compares the historical Sharpe Ratios of AIVI and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	AIVI	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-65.98%	-33.99%	-31.99%
Max Drawdown (1Y) Largest decline over 1 year	-10.92%	-8.90%	-2.02%
Max Drawdown (3Y) Largest decline over 3 years	-11.71%	-18.69%	+6.98%
Max Drawdown (5Y) Largest decline over 5 years	-28.05%	-24.52%	-3.53%
Max Drawdown (10Y) Largest decline over 10 years	-35.42%	-33.99%	-1.43%
Current Drawdown Current decline from peak	-0.33%	-1.38%	+1.05%
Average Drawdown Average peak-to-trough decline	-15.42%	-3.67%	-11.75%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.10%	2.08%	+1.02%

Volatility

AIVI vs. VOO - Volatility Comparison

WisdomTree International Al Enhanced Value Fund (AIVI) has a higher volatility of 3.77% compared to Vanguard S&P 500 ETF (VOO) at 3.54%. This indicates that AIVI's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVI	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.77%	3.54%	+0.23%
Volatility (6M) Calculated over the trailing 6-month period	11.49%	10.10%	+1.39%
Volatility (1Y) Calculated over the trailing 1-year period	13.40%	12.82%	+0.58%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.17%	16.93%	-1.76%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.08%	18.01%	-1.93%

AIVI vs. VOO - Expense Ratio Comparison

AIVI has a 0.58% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

AIVI vs. VOO - Dividend Comparison

AIVI's dividend yield for the trailing twelve months is around 4.99%, more than VOO's 1.07% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIVI WisdomTree International Al Enhanced Value Fund	4.99%	4.70%	4.94%	5.05%	4.32%	5.53%	3.50%	4.31%	4.21%	3.65%	3.98%	4.23%
VOO Vanguard S&P 500 ETF	1.07%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both AIVI and VOO in my portfolio?

AIVI and VOO have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIVI or VOO?

AIVI has higher volatility (3.77%) compared to VOO (3.54%). In terms of maximum drawdown, AIVI dropped -65.98% vs VOO's -33.99%.

Which ETF is better, AIVI or VOO?

On 10-year performance, VOO leads with 15.14% vs 9.23% for AIVI. On fees, VOO is cheaper at 0.03% per year. On volatility, VOO has been the lower-risk option at 3.54%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIVI or VOO?

Over the 10-year period, VOO has performed better with a 15.14% return vs 9.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIVI or VOO?

VOO is cheaper with a 0.03% expense ratio, compared with 0.58% for AIVI.

Which ETF pays a higher dividend yield, AIVI or VOO?

AIVI has the higher dividend yield at 4.99%, compared with 1.07% for VOO.

What is the main difference between AIVI and VOO?

AIVI is categorized as Foreign Large Cap Equities, while VOO is S&P 500. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.58% for AIVI and 0.03% for VOO.

Which has better risk-adjusted returns?

AIVI currently has the higher Sharpe Ratio (2.22 vs 1.53), 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.