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AIVI vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

AIVI vs. VOO

Last updated Jun 23, 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 9.57%/yr vs 15.77%/yr for VOO. A 0.74 correlation means they provide meaningful diversification when combined. 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.

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Returns By Period

In the year-to-date period, AIVI achieves a 11.50% return, which is significantly higher than VOO's 9.75% return. Over the past 10 years, AIVI has underperformed VOO with an annualized return of 9.57%, while VOO has yielded a comparatively higher 15.77% annualized return.

AIVI

1D
0.01%
1M
1.05%
YTD
11.50%
6M
12.35%
1Y
27.21%
3Y*
19.19%
5Y*
10.94%
10Y*
9.57%

VOO

1D
-0.29%
1M
0.08%
YTD
9.75%
6M
9.30%
1Y
26.77%
3Y*
21.36%
5Y*
13.58%
10Y*
15.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVI vs. VOO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
AIVI
WisdomTree International Al Enhanced Value Fund		11.50%38.68%2.07%18.11%-9.78%9.33%-1.28%17.55%-9.25%20.63%
VOO
Vanguard S&P 500 ETF		9.75%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 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.62

Correlation (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (5Y)
Calculated over the trailing 5-year period

0.64

Correlation (10Y)
Calculated over the trailing 10-year period

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

38.1%
10.9%

Industrials

15.9%
7.6%

Basic Materials

7.7%
1.7%

Consumer Defensive

7.2%
4.5%

Consumer Cyclical

6.1%
9.8%

Healthcare

5.5%
8.3%

Energy

5.1%
3.2%

Utilities

4.7%
2.5%

Technology

3.9%
39.1%

Real Estate

3.3%
1.8%

Communication Services

2.6%
10.5%

Financial Services

AIVI
38.1%
VOO
10.9%

Industrials

AIVI
15.9%
VOO
7.6%

Basic Materials

AIVI
7.7%
VOO
1.7%

Consumer Defensive

AIVI
7.2%
VOO
4.5%

Consumer Cyclical

AIVI
6.1%
VOO
9.8%

Healthcare

AIVI
5.5%
VOO
8.3%

Energy

AIVI
5.1%
VOO
3.2%

Utilities

AIVI
4.7%
VOO
2.5%

Technology

AIVI
3.9%
VOO
39.1%

Real Estate

AIVI
3.3%
VOO
1.8%

Communication Services

AIVI
2.6%
VOO
10.5%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree International Al Enhanced Value Fund

Vanguard S&P 500 ETF

Often compared with AIVI:
AIVI vs. AIVLAIVI vs. DWMFAIVI vs. EFASAIVI vs. SDIVAIVI vs. VEUAIVI vs. DGROAIVI vs. SCHG
Often compared with VOO:
VOO vs. VTIVOO vs. QQQVOO vs. SCHDVOO vs. VTVOO vs. SPYVOO vs. FXAIXVOO vs. VGT

Return for Risk

AIVI vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
AIVI
AIVI Risk / Return Rank: 5858
Overall Rank
AIVI Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
AIVI Sortino Ratio Rank: 6262
Sortino Ratio Rank
AIVI Omega Ratio Rank: 6161
Omega Ratio Rank
AIVI Calmar Ratio Rank: 5252
Calmar Ratio Rank
AIVI Martin Ratio Rank: 5252
Martin Ratio Rank
VOO
VOO Risk / Return Rank: 6868
Overall Rank
VOO Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6767
Sortino Ratio Rank
VOO Omega Ratio Rank: 6969
Omega Ratio Rank
VOO Calmar Ratio Rank: 6363
Calmar Ratio Rank
VOO Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

AIVIVOODifference
Sharpe ratioReturn per unit of total volatility
2.02
2.17

-0.15

Sortino ratioReturn per unit of downside risk
2.80
2.93

-0.13

Omega ratioGain probability vs. loss probability

1.36

1.39

-0.03

Calmar ratioReturn relative to maximum drawdown

2.50

3.02

-0.52

Martin ratioReturn relative to average drawdown

8.71

13.58

-4.87

AIVI vs. VOO - Sharpe Ratio Comparison

The current AIVI Sharpe Ratio is 2.02, which is comparable to the VOO Sharpe Ratio of 2.17. 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.

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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.

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Drawdown Indicators

AIVIVOODifference

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

-0.84%

-1.74%

+0.90%

Average Drawdown

Average peak-to-trough decline

-15.50%

-3.68%

-11.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

1.98%

+1.15%

Volatility

AIVI vs. VOO - Volatility Comparison

The current volatility for WisdomTree International Al Enhanced Value Fund (AIVI) is 4.08%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.60%. 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.

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Volatility by Period

AIVIVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.08%

4.60%

-0.52%

Volatility (6M)

Calculated over the trailing 6-month period

11.23%

9.73%

+1.50%

Volatility (1Y)

Calculated over the trailing 1-year period

13.53%

12.39%

+1.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.17%

16.90%

-1.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.42%

18.05%

-1.63%

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 4.13%, more than VOO's 1.04% yield.

PositionTTM20252024202320222021202020192018201720162015
AIVI
WisdomTree International Al Enhanced Value Fund		4.13%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		1.04%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

AIVI and VOO have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VOO has higher volatility (4.60%) compared to AIVI (4.08%). In terms of maximum drawdown, AIVI dropped -65.98% vs VOO's -33.99%.

On 10-year performance, VOO leads with 15.77% vs 9.57% for AIVI. On fees, VOO is cheaper at 0.03% per year. On volatility, AIVI has been the lower-risk option at 4.08%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VOO has performed better with a 15.77% return vs 9.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

AIVI has the higher dividend yield at 4.13%, compared with 1.04% for 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.

VOO currently has the higher Sharpe Ratio (2.17 vs 2.02), 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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