Compare · 2 funds side by side · dividends reinvested

AIVI and VIG

AIVIWisdomTree×VIGVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,639AIVI · best of the two

02 / 04

AIVI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree International AI Enhanced Value FundThematic · AI & semis0.58%5.01%+14.4%+22.0%+21.6%+12.0%−10.9%14.3%$58M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: AIVI 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree International AI Enhanced Value Fund · $58M$17,639

AIVI

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

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

AIVIMeasureVIG

+14.4%Year to dateJan 1 → Nov 6+12.1%

+22.0%1 yearTotal return+14.3%

+21.6%3 years · per year$10,000 became $17,987 · $16,669+18.6%

+12.0%5 years · per year$10,000 became $17,639 · $16,243+10.2%

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

5.01%Trailing 12-mo yield$501 · $150 a year on $10k1.50%

−10.9%Worst dropSmaller is better−7.9%

14.3%VolatilityLower is calmer10.8%

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

5–3AIVI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIVI vs VIG: Top 5 Holdings

Today

AIVI

11.0%in top 5

VIG

in top 522.1%

AIVIStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 6, 2026 · share of each fund

AIVI vs VIG Returns, Every Period

WisdomTreeAIVI

+12.0%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

AIVIVIGFaded: behind in that period

4–0AIVI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIVI vs VIG

YTD

WisdomTreeAIVI

+14.4%

VIGVanguard

+12.1%

+14.4%Year to date+12.1%

−10.9%Worst drop · 1Y−7.9%

14.3%Volatility · 1Y10.8%

5.0%Yield1.5%

$57.8MAssets$109B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AIVI0.58%$58

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIVI, VIG

5.01%highest, AIVI

FundTrailing yieldYield$10k

AIVI5.01%$501

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$443most kept, AIVI

AIVI$501 − $58 = $443

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AIVI, VIG

Today

0.0%most shared, AIVI and VIG

AIVIVIG

AIVI—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.0%AIVI, at 14.3% volatility

VIGWorst drop−7.9%10.8% vol

AIVIWorst drop−10.9%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AIVIVIG

+14.4%Year to date+12.1%

5.0%Yield1.5%

+22.0%Past year+14.3%

0.58%Fee0.04%

3–1AIVI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026