Compare · 2 funds side by side · dividends reinvested

AIVI and AIQ

AIVIWisdomTree×AIQGlobal X×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,010AIQ · best of the two

02 / 04

AIVI and AIQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree International AI Enhanced Value FundThematic · AI & semis0.58%5.00%+14.7%+22.9%+22.7%+11.9%−10.9%13.8%$58M1.4

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+17.1%+12.3%+32.6%+13.7%−20.2%29.7%$9.5B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: AIVI 2006 · AIQ 2018

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International AI Enhanced Value Fund · $58M$17,550

AIVI

AIQ

Global X - Artificial Intelligence & Technology ETF · $9.5B$19,010

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

AIVIMeasureAIQ

+14.7%Year to dateJan 1 → Nov 3+17.1%

+22.9%1 yearTotal return+12.3%

+22.7%3 years · per year$10,000 became $18,485 · $23,294+32.6%

+11.9%5 years · per year$10,000 became $17,550 · $19,010+13.7%

0.58%Expense ratio$58 · $68 a year on $10k · lower is better0.68%

5.00%Trailing 12-mo yield$500 · $8 a year on $10k0.08%

−10.9%Worst dropSmaller is better−20.2%

13.8%VolatilityLower is calmer29.7%

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

5–3AIVI wins

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

More Ways to See the Pairs

AIVI vs AIQ: Top 5 Holdings

Today

AIVI

11.0%in top 5

AIQ

in top 518.4%

AIVIStockAIQ

not top 5PLTR4.3%

not top 5MSFT4.0%

not top 5TSLA3.6%

not top 5SPCX3.3%

not top 5ORCL3.2%

2.9%TTE.PAnot top 5

2.2%NAB.AXnot top 5

2.1%BATS.Lnot top 5

2.0%SHEL.Lnot top 5

1.8%O39.SInot top 5

Held in common0.8%

End-of-day Nov 3, 2026 · share of each fund

AIVI vs AIQ Returns, Every Period

WisdomTreeAIVI

+11.9%

5 years, per year

AIQGlobal X

+13.7%

5 years, per year

AIVIAIQFaded: behind in that period

1–3AIQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

AIVI vs AIQ

YTD

WisdomTreeAIVI

+14.7%

AIQGlobal X

+17.1%

+14.7%Year to date+17.1%

−10.9%Worst drop · 1Y−20.2%

13.8%Volatility · 1Y29.7%

5.0%Yield0.1%

$58.0MAssets$9.5B

3–1AIVI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVI, AIQ

Today

0.58%lowest, AIVI

FundExpense ratioFee$10k

AIVI0.58%$58

AIQ0.68%$68

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AIVI, AIQ

5.00%highest, AIVI

FundTrailing yieldYield$10k

AIVI5.00%$500

AIQ0.08%$8

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$442most kept, AIVI

AIVI$500 − $58 = $442

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AIVI, AIQ

Today

0.8%most shared, AIVI and AIQ

AIVIAIQ

AIVI—0.8%

AIQ0.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%AIVI, at 13.8% volatility

AIVIWorst drop−10.9%13.8% vol

AIQWorst drop−20.2%29.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

AIVIAIQ

+14.7%Year to date+17.1%

5.0%Yield0.1%

+22.9%Past year+12.3%

0.58%Fee0.68%

3–1AIVI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026