Compare · 2 funds side by side · dividends reinvested

AIBF and AIVL

AIBFiShares×AIVLWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,864AIVL · best of the two

02 / 03

AIBF and AIVL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.42%+20.9%+24.8%+20.0%+9.7%−7.9%11.7%$421M1.0

iShares Future AI Beneficiaries ETFThematic · AI & semis0.40%0.00%[…][…][…][…][…][…]$253M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AIBF 2026 · AIVL 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI Beneficiaries ETF · $253M[…]

AIBF

AIVL

WisdomTree U.S. AI Enhanced Value Fund · $421M$15,864

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

AIBFMeasureAIVL

[…]Year to dateJan 1 → Nov 4+20.9%

[…]1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $17,262+20.0%

[…]5 years · per year$10,000 became […] · $15,864+9.7%

0.40%Expense ratio$40 · $38 a year on $10k · lower is better0.38%

0.00%Trailing 12-mo yield$0 · $142 a year on $10k1.42%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer11.7%

AIBFAIVL Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2AIVL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIBF vs AIVL: Top 5 Holdings

Today

AIBF

20.1%in top 5

AIVL

in top 516.3%

AIBFStockAIVL

4.4%WMTnot top 5

4.3%LLYnot top 5

not top 5AAPL4.2%

4.1%COSTnot top 5

3.9%ABBVnot top 5

not top 5AMZN3.8%

not top 5MSFT3.5%

3.4%JNJnot top 5

not top 5BAC2.5%

not top 5PG2.2%

Held in common8.6%

End-of-day Nov 4, 2026 · share of each fund

AIBF vs AIVL Returns, Every Period

iSharesAIBF

[…]

past year

AIVLWisdomTree

+24.8%

past year

Returns […]

AIBFAIVLFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIBF vs AIVL

YTD

iSharesAIBF

[…]

AIVLWisdomTree

+20.9%

[…]Year to date+20.9%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.7%

0.0%Yield1.4%

$253MAssets$421M

1–0AIVL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIBF, AIVL

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

AIBF0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIBF, AIVL

1.42%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.42%$142

AIBF0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, AIVL

AIVL$142 − $38 = $104

AIBF$0 − $40 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AIBF, AIVL

Today

8.6%most shared, AIBF and AIVL

AIBFAIVL

AIBF—8.6%

AIVL8.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.8%AIVL, at 11.7% volatility

AIVLWorst drop−7.9%11.7% vol

AIBFWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026