Compare · 2 funds side by side · dividends reinvested

AIVI and ARTY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,550AIVI · best of the two

02 / 04

AIVI and ARTY, 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%$58M1.5

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.06%+39.5%+31.5%+33.7%+9.3%−24.0%40.5%$3.6B1.5

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 · ARTY 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

AIVI

ARTY

iShares Future AI & Tech ETF · $3.6B$15,629

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AIVIMeasureARTY

+14.7%Year to dateJan 1 → Nov 3+39.5%

+22.9%1 yearTotal return+31.5%

+22.7%3 years · per year$10,000 became $18,485 · $23,920+33.7%

+11.9%5 years · per year$10,000 became $17,550 · $15,629+9.3%

0.58%Expense ratio$58 · $47 a year on $10k · lower is better0.47%

5.00%Trailing 12-mo yield$500 · $6 a year on $10k0.06%

−10.9%Worst dropSmaller is better−24.0%

13.8%VolatilityLower is calmer40.5%

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

4–4Level

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 ARTY: Top 5 Holdings

Today

AIVI

11.0%in top 5

ARTY

in top 523.4%

AIVIStockARTY

not top 5AMD5.3%

not top 52330.TW4.7%

not top 5AVGO4.6%

not top 5NVDA4.6%

not top 5MRVL4.3%

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 common0.0%

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

AIVI vs ARTY Returns, Every Period

WisdomTreeAIVI

+11.9%

5 years, per year

ARTYiShares

+9.3%

5 years, per year

AIVIARTYFaded: behind in that period

1–3ARTY wins

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

AIVI vs ARTY

YTD

WisdomTreeAIVI

+14.7%

ARTYiShares

+39.5%

+14.7%Year to date+39.5%

−10.9%Worst drop · 1Y−24.0%

13.8%Volatility · 1Y40.5%

5.0%Yield0.1%

$58.0MAssets$3.6B

3–1AIVI wins

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

Cost, Income and Risk

Fees: AIVI, ARTY

Today

0.47%lowest, ARTY

FundExpense ratioFee$10k

ARTY0.47%$47

AIVI0.58%$58

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

Yields: AIVI, ARTY

5.00%highest, AIVI

FundTrailing yieldYield$10k

AIVI5.00%$500

ARTY0.06%$6

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

Income After Fees on $10,000

$442most kept, AIVI

AIVI$500 − $58 = $442

ARTY$6 − $47 = −$41

KeptFee

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

Overlap: AIVI, ARTY

Today

0.0%most shared, AIVI and ARTY

AIVIARTY

AIVI—0.0%

ARTY0.0%—

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

Return vs Bumpiness: 2 ETFs

+31.5%ARTY, at 40.5% volatility

AIVIWorst drop−10.9%13.8% vol

ARTYWorst drop−24.0%40.5% vol

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

Paid More vs Made More

YTD

AIVIARTY

+14.7%Year to date+39.5%

5.0%Yield0.1%

+22.9%Past year+31.5%

0.58%Fee0.47%

3–1ARTY 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