AIVL vs. FLRT
Compare and contrast key facts about WisdomTree U.S. Al Enhanced Value Fund (AIVL) and Pacific Global Senior Loan ETF (FLRT).
AIVL and FLRT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AIVL is an actively managed fund by WisdomTree. It was launched on Jun 16, 2006. FLRT is an actively managed fund by Pacific Life. It was launched on Feb 19, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIVL or FLRT.
Key characteristics
| AIVL | FLRT | |
|---|---|---|
| YTD Return | 14.74% | 6.64% |
| 1Y Return | 19.24% | 10.58% |
| 3Y Return (Ann) | 6.69% | 6.19% |
| 5Y Return (Ann) | 7.31% | 5.14% |
| Sharpe Ratio | 1.82 | 6.93 |
| Daily Std Dev | 11.46% | 1.55% |
| Max Drawdown | -62.48% | -20.96% |
| Current Drawdown | -0.96% | 0.00% |
Correlation
The correlation between AIVL and FLRT is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AIVL vs. FLRT - Performance Comparison
In the year-to-date period, AIVL achieves a 14.74% return, which is significantly higher than FLRT's 6.64% 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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AIVL vs. FLRT - Expense Ratio Comparison
AIVL has a 0.38% expense ratio, which is lower than FLRT's 0.69% expense ratio.
Risk-Adjusted Performance
AIVL vs. FLRT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Al Enhanced Value Fund (AIVL) and Pacific Global Senior Loan ETF (FLRT). 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
AIVL vs. FLRT - Dividend Comparison
AIVL's dividend yield for the trailing twelve months is around 2.21%, less than FLRT's 8.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIVL WisdomTree U.S. Al Enhanced Value Fund | 2.21% | 2.43% | 2.08% | 2.75% | 3.55% | 3.25% | 4.18% | 3.16% | 3.20% | 3.21% | 3.07% | 2.86% |
FLRT Pacific Global Senior Loan ETF | 8.30% | 8.40% | 5.81% | 3.16% | 3.52% | 4.30% | 3.95% | 3.20% | 3.38% | 3.21% | 0.00% | 0.00% |
Drawdowns
AIVL vs. FLRT - Drawdown Comparison
The maximum AIVL drawdown since its inception was -62.48%, which is greater than FLRT's maximum drawdown of -20.96%. Use the drawdown chart below to compare losses from any high point for AIVL and FLRT. For additional features, visit the drawdowns tool.
Volatility
AIVL vs. FLRT - Volatility Comparison
WisdomTree U.S. Al Enhanced Value Fund (AIVL) has a higher volatility of 2.77% compared to Pacific Global Senior Loan ETF (FLRT) at 0.49%. This indicates that AIVL's price experiences larger fluctuations and is considered to be riskier than FLRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.