AIVL vs. AIQ

Last updated Aug 2, 2026

AIVL (WisdomTree U.S. Al Enhanced Value Fund) and AIQ (Global X Artificial Intelligence & Technology ETF) are both exchange-traded funds - AIVL is a Mid Cap Value Equities fund actively managed by WisdomTree, while AIQ is a Artificial Intelligence fund tracking the Indxx Artificial Intelligence & Big Data Index. AIVL is actively managed, while AIQ is passively managed. Over the past 5 years, AIVL returned 8.79%/yr vs 14.37%/yr for AIQ. Their 0.56 correlation means they have sometimes moved together and sometimes differently. AIVL charges 0.38%/yr vs 0.68%/yr for AIQ.

Performance

AIVL vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Al Enhanced Value Fund (AIVL) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with AIVL having a 16.26% return and AIQ slightly lower at 15.79%.

AIVL

• 1D: 0.41%
• 1M: 0.73%
• 6M: 11.74%
• YTD: 16.26%
• 1Y: 21.46%
• 3Y*: 13.45%
• 5Y*: 8.79%
• 10Y*: 8.44%
• ALL TIME*: 8.37%

AIQ

• 1D: 0.34%
• 1M: -4.79%
• 6M: 13.32%
• YTD: 15.79%
• 1Y: 35.59%
• 3Y*: 26.21%
• 5Y*: 14.37%
• 10Y*: —
• ALL TIME*: 18.51%

*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)
AIQ Global X Artificial Intelligence & Technology ETF	$120.56M	$130.50M	$165.49M
AIVL WisdomTree U.S. Al Enhanced Value Fund	$552.10K	$822.97K	$521.55K

AIVL vs. AIQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
AIVL WisdomTree U.S. Al Enhanced Value Fund	16.26%	9.72%	13.49%	7.17%	-7.26%	24.30%	-5.82%	24.40%	-8.10%
AIQ Global X Artificial Intelligence & Technology ETF	15.79%	31.89%	24.11%	55.39%	-36.44%	17.09%	52.88%	39.94%	-14.05%

Correlation

The correlation between AIVL and AIQ is 0.41, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.42
Correlation (3Y) Balances recent behavior with more history.	0.48
Correlation (5Y) Shows whether the relationship held over a longer period.	0.57
Correlation (All Time) Calculated using the full available price history since May 16, 2018	0.56

The correlation between AIVL and AIQ shifts across timeframes, from 0.41 (1 year) to 0.57 (5 years), reflecting how their relationship changes across market environments.

AIVL vs. AIQ - Sectors Allocation Comparison

Sectors	AIVL	AIQ
Technology	22.4%	78.8%
Financial Services	17.3%	0.5%
Industrials	15.2%	3.6%
Healthcare	11.9%	0.4%
Utilities	8.9%	-
Consumer Defensive	7.8%	-
Basic Materials	4.8%	-
Communication Services	3.8%	10.1%
Energy	3.2%	-
Consumer Cyclical	3.1%	6.6%
Real Estate	1.4%	-

Return for Risk

AIVL vs. AIQ — Risk / Return Rank

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

AIVL

AIVL Risk / Return Rank: 74
AIVL Sharpe Ratio Rank: 73
AIVL Sortino Ratio Rank: 75
AIVL Omega Ratio Rank: 71
AIVL Calmar Ratio Rank: 72
AIVL Martin Ratio Rank: 80

AIQ

AIQ Risk / Return Rank: 45
AIQ Sharpe Ratio Rank: 46
AIQ Sortino Ratio Rank: 44
AIQ Omega Ratio Rank: 44
AIQ Calmar Ratio Rank: 45
AIQ Martin Ratio Rank: 44

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.

AIVL vs. AIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Al Enhanced Value Fund (AIVL) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.

	AIVL	AIQ	Difference
Sharpe ratio: Return per unit of total volatility	1.66	1.13	+0.53
Sortino ratio: Return per unit of downside risk	2.44	1.60	+0.84
Omega ratio: Gain probability vs. loss probability	1.30	1.20	+0.09
Calmar ratio: Return relative to maximum drawdown	2.52	1.60	+0.92
Martin ratio: Return relative to average drawdown	10.46	4.82	+5.64

AIVL vs. AIQ - Sharpe Ratio Comparison

The current AIVL Sharpe Ratio is 1.66, which is higher than the AIQ Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of AIVL and AIQ, 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

AIVL vs. AIQ - Drawdown Comparison

The maximum AIVL drawdown since its inception was -62.48%, which is greater than AIQ's maximum drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for AIVL and AIQ.

Drawdown Indicators

	AIVL	AIQ	Difference
Max Drawdown Largest peak-to-trough decline	-62.48%	-44.66%	-17.82%
Max Drawdown (1Y) Largest decline over 1 year	-7.85%	-20.19%	+12.34%
Max Drawdown (3Y) Largest decline over 3 years	-14.48%	-26.35%	+11.87%
Max Drawdown (5Y) Largest decline over 5 years	-19.08%	-44.66%	+25.58%
Max Drawdown (10Y) Largest decline over 10 years	-41.16%	—	—
Current Drawdown Current decline from peak	-1.05%	-16.04%	+14.99%
Average Drawdown Average peak-to-trough decline	-7.85%	-9.82%	+1.97%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.90%	6.71%	-4.81%

Volatility

AIVL vs. AIQ - Volatility Comparison

The current volatility for WisdomTree U.S. Al Enhanced Value Fund (AIVL) is 3.29%, while Global X Artificial Intelligence & Technology ETF (AIQ) has a volatility of 10.41%. This indicates that AIVL experiences smaller price fluctuations and is considered to be less risky than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AIVL	AIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.29%	10.41%	-7.12%
Volatility (6M) Calculated over the trailing 6-month period	9.40%	24.84%	-15.44%
Volatility (1Y) Calculated over the trailing 1-year period	11.93%	28.57%	-16.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.75%	26.42%	-11.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.33%	25.98%	-8.65%

AIVL vs. AIQ - Expense Ratio Comparison

AIVL has a 0.38% expense ratio, which is lower than AIQ's 0.68% expense ratio.

Dividends

AIVL vs. AIQ - Dividend Comparison

AIVL's dividend yield for the trailing twelve months is around 1.45%, more than AIQ's 0.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AIQ Global X Artificial Intelligence & Technology ETF	0.08%	0.18%	0.14%	0.16%	0.56%	0.15%	0.50%	0.51%	0.51%	0.00%	0.00%	0.00%
AIVL WisdomTree U.S. Al Enhanced Value Fund	1.45%	1.61%	2.13%	2.43%	2.08%	2.75%	3.55%	3.25%	4.18%	3.16%	3.20%	3.41%

Frequently Asked Questions

Can I hold both AIVL and AIQ in my portfolio?

AIVL and AIQ have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AIVL or AIQ?

AIQ has higher volatility (10.41%) compared to AIVL (3.29%). In terms of maximum drawdown, AIVL dropped -62.48% vs AIQ's -44.66%.

Which ETF is better, AIVL or AIQ?

On 5-year performance, AIQ leads with 14.37% vs 8.79% for AIVL. On fees, AIVL is cheaper at 0.38% per year. On volatility, AIVL has been the lower-risk option at 3.29%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AIVL or AIQ?

Over the 5-year period, AIQ has performed better with a 14.37% return vs 8.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AIVL or AIQ?

AIVL is cheaper with a 0.38% expense ratio, compared with 0.68% for AIQ.

Which ETF pays a higher dividend yield, AIVL or AIQ?

AIVL has the higher dividend yield at 1.45%, compared with 0.08% for AIQ.

What is the main difference between AIVL and AIQ?

AIVL is categorized as Mid Cap Value Equities, while AIQ is Artificial Intelligence. They also come from different issuers: WisdomTree and Global X. Their fees differ too: 0.38% for AIVL and 0.68% for AIQ.

Which has better risk-adjusted returns?

AIVL currently has the higher Sharpe Ratio (1.66 vs 1.13), 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.