Compare · 3 funds side by side · dividends reinvested

AIBF, AIVL and CIBR

AIBFiShares×AIVLWisdomTree×CIBRFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,492CIBR · best of the three

02 / 04

AIBF, AIVL and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.47%+17.5%+21.7%+18.5%+8.9%−7.9%12.1%$420M1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B1.8

iShares Future AI Beneficiaries ETFThematic · AI & semis0.40%0.00%[…][…][…][…][…][…]$250M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: AIBF 2026 · AIVL 2006 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI Beneficiaries ETF · $250M[…]

AIBF

AIVL

WisdomTree U.S. AI Enhanced Value Fund · $420M$15,316

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

AIBFMeasureAIVL

[…]Year to dateJan 1 → Nov 5+17.5%

[…]1 yearTotal return+21.7%

[…]3 years · per year$10,000 became […] · $16,623+18.5%

[…]5 years · per year$10,000 became […] · $15,316+8.9%

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

0.00%Trailing 12-mo yield$0 · $147 a year on $10k1.47%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer12.1%

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

0–2AIVL wins

End-of-day Nov 5, 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

20.3%in top 5

AIVL

in top 516.3%

AIBFStockAIVL

4.5%WMTnot top 5

4.3%LLYnot top 5

not top 5AAPL4.2%

4.1%COSTnot top 5

4.0%ABBVnot top 5

not top 5AMZN3.8%

not top 5MSFT3.5%

3.5%JNJnot top 5

not top 5BAC2.5%

not top 5PG2.2%

Held in common8.6%

End-of-day Nov 5, 2026 · share of each fund

AIBF vs AIVL Returns, Every Period

iSharesAIBF

[…]

past year

AIVLWisdomTree

+21.7%

past year

Returns […]

AIBFAIVLFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AIBF vs AIVL

YTD

iSharesAIBF

[…]

AIVLWisdomTree

+17.5%

[…]Year to date+17.5%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y12.1%

0.0%Yield1.5%

$250MAssets$420M

1–0AIVL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIBF, AIVL, CIBR

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

AIBF0.40%$40

CIBR0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AIBF, AIVL, CIBR

1.47%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.47%$147

CIBR0.43%$43

AIBF0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

CIBR$43 − $58 = −$15

AIBF$0 − $40 = −$40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AIBF, AIVL, CIBR

Today

8.6%most shared, AIBF and AIVL

AIBFAIVLCIBR

AIBF—8.6%8.1%

AIVL8.6%—4.4%

CIBR8.1%4.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.7%AIVL, at 12.1% volatility

AIVLWorst drop−7.9%12.1% vol

CIBRWorst drop−20.6%31.1% vol

AIBFWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AIVLCIBR

+17.5%Year to date+27.7%

1.5%Yield0.4%

+21.7%Past year+21.3%

0.38%Fee0.58%

3–1AIVL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026