LEGR vs. AIVI
Compare and contrast key facts about First Trust Indxx Innovative Transaction & Process ETF (LEGR) and WisdomTree International Al Enhanced Value Fund (AIVI).
LEGR and AIVI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LEGR is a passively managed fund by First Trust that tracks the performance of the Indxx Blockchain Index. It was launched on Jan 24, 2018. AIVI is an actively managed fund by WisdomTree. It was launched on Jun 16, 2006.
Performance
LEGR vs. AIVI - Performance Comparison
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LEGR vs. AIVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LEGR First Trust Indxx Innovative Transaction & Process ETF | -1.93% | 30.83% | 16.25% | 22.79% | -19.01% | 17.91% | 18.73% | 27.99% | -14.11% |
AIVI WisdomTree International Al Enhanced Value Fund | 5.56% | 38.68% | 2.07% | 18.11% | -9.78% | 9.33% | -1.28% | 17.55% | -14.36% |
Returns By Period
In the year-to-date period, LEGR achieves a -1.93% return, which is significantly lower than AIVI's 5.56% return.
LEGR
- 1D
- 0.76%
- 1M
- -3.79%
- YTD
- -1.93%
- 6M
- 3.31%
- 1Y
- 21.64%
- 3Y*
- 18.76%
- 5Y*
- 10.05%
- 10Y*
- —
AIVI
- 1D
- 1.26%
- 1M
- -3.61%
- YTD
- 5.56%
- 6M
- 12.20%
- 1Y
- 30.90%
- 3Y*
- 17.56%
- 5Y*
- 10.29%
- 10Y*
- 8.48%
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LEGR vs. AIVI - Expense Ratio Comparison
LEGR has a 0.65% expense ratio, which is higher than AIVI's 0.58% expense ratio.
Return for Risk
LEGR vs. AIVI — Risk / Return Rank
LEGR
AIVI
LEGR vs. AIVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Indxx Innovative Transaction & Process ETF (LEGR) and WisdomTree International Al Enhanced Value Fund (AIVI). 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.
| LEGR | AIVI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.99 | -0.68 |
Sortino ratioReturn per unit of downside risk | 1.82 | 2.64 | -0.82 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.86 | -1.12 |
Martin ratioReturn relative to average drawdown | 7.00 | 10.31 | -3.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LEGR | AIVI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.99 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.69 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.23 | +0.29 |
Correlation
The correlation between LEGR and AIVI is 0.79, 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.
Dividends
LEGR vs. AIVI - Dividend Comparison
LEGR's dividend yield for the trailing twelve months is around 1.91%, less than AIVI's 4.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEGR First Trust Indxx Innovative Transaction & Process ETF | 1.91% | 1.84% | 2.40% | 2.56% | 2.64% | 1.80% | 0.95% | 2.04% | 1.30% | 0.00% | 0.00% | 0.00% |
AIVI WisdomTree International Al Enhanced Value Fund | 4.37% | 4.70% | 4.94% | 5.05% | 4.32% | 5.53% | 3.50% | 4.31% | 4.21% | 3.65% | 3.98% | 4.23% |
Drawdowns
LEGR vs. AIVI - Drawdown Comparison
The maximum LEGR drawdown since its inception was -36.12%, smaller than the maximum AIVI drawdown of -65.98%. Use the drawdown chart below to compare losses from any high point for LEGR and AIVI.
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Drawdown Indicators
| LEGR | AIVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.12% | -65.98% | +29.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.58% | -10.92% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -31.45% | -28.05% | -3.40% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.42% | — |
Current DrawdownCurrent decline from peak | -6.92% | -6.12% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -6.72% | -15.65% | +8.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 3.02% | +0.09% |
Volatility
LEGR vs. AIVI - Volatility Comparison
The current volatility for First Trust Indxx Innovative Transaction & Process ETF (LEGR) is 6.14%, while WisdomTree International Al Enhanced Value Fund (AIVI) has a volatility of 6.48%. This indicates that LEGR experiences smaller price fluctuations and is considered to be less risky than AIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEGR | AIVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.14% | 6.48% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 9.82% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.58% | 15.59% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 15.03% | +1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 16.46% | +3.93% |