Compare ETFs
Side by side
| AIVI | SPY | |
|---|---|---|
| Name | WisdomTree International Al Enhanced Value Fund | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $60.29M | $809.77B |
| Fee | 0.59% | 0.09% |
| Yield | 4.8% | 1.0% |
| Components | 142 | 502 |
| Top 10 weight | 19% | 39% |
| This year | +14.5% | +12.5% |
| 1 year | +21.9% | +17.4% |
| 3 years, yearly | +20.2% | +21.8% |
| 5 years, yearly | +11.5% | +12.4% |
| 10 years, yearly | +9.6% | +15.2% |
| Volatility, 3 years | 12.7% | 12.7% |
| Sharpe ratio, 3 years | 1.17 | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
0% AIVI and SPY
6 companies in both: 4% of AIVI's holdings, 1% of SPY's.
ADM 0.1%ROP 0.1%DG 0.0%DTE 0.0%APA 0.0%BG 0.0%
Sectors
| AIVI | SPY | |
|---|---|---|
| Technology | 4.8% | 41.1% |
| Financial Services | 38.6% | 11.4% |
| Industrials | 11.8% | 7.7% |
| Communication Services | 2.7% | 10.3% |
| Healthcare | 8.0% | 9.7% |
| Consumer Defensive | 9.4% | 4.7% |
| Consumer Cyclicals | 4.9% | 8.6% |
| Energy | 6.6% | 3.8% |
| Basic Materials | 6.2% | 1.5% |
| Utilities | 4.7% | 2.0% |
| Real Estate | 3.3% | 1.8% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.