Compare · 2 funds side by side · dividends reinvested

AIVL and AIQ

AIVLWisdomTree×AIQGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,911AIQ · best of the two

02 / 04

AIVL and AIQ, 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%$420M1.3

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+10.4%+9.0%+29.2%+12.4%−20.2%30.2%$9.6B1.8

Rank among the two1st → 2ndFee, 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: AIVL 2006 · AIQ 2018

Head to Head

Swap sides Versus in desk

Head to Head

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

AIVL

AIQ

Global X - Artificial Intelligence & Technology ETF · $9.6B$17,911

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

AIVLMeasureAIQ

+17.5%Year to dateJan 1 → Nov 5+10.4%

+21.7%1 yearTotal return+9.0%

+18.5%3 years · per year$10,000 became $16,623 · $21,555+29.2%

+8.9%5 years · per year$10,000 became $15,316 · $17,911+12.4%

0.38%Expense ratio$38 · $68 a year on $10k · lower is better0.68%

1.47%Trailing 12-mo yield$147 · $8 a year on $10k0.08%

−7.9%Worst dropSmaller is better−20.2%

12.1%VolatilityLower is calmer30.2%

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

6–2AIVL wins

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

More Ways to See the Pairs

AIVL vs AIQ: Top 5 Holdings

Today

AIVL

16.3%in top 5

AIQ

in top 518.6%

AIVLStockAIQ

3.5%MSFT4.3%

4.2%AAPLnot top 5

not top 5PLTR4.1%

3.8%AMZN3.3%

not top 5TSLA3.5%

not top 5SPCX3.4%

2.5%BACnot top 5

2.2%PGnot top 5

Held in common12.3%

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

AIVL vs AIQ Returns, Every Period

WisdomTreeAIVL

+8.9%

5 years, per year

AIQGlobal X

+12.4%

5 years, per year

AIVLAIQFaded: behind in that period

2–2Level

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

AIVL vs AIQ

YTD

WisdomTreeAIVL

+17.5%

AIQGlobal X

+10.4%

+17.5%Year to date+10.4%

−7.9%Worst drop · 1Y−20.2%

12.1%Volatility · 1Y30.2%

1.5%Yield0.1%

$420MAssets$9.6B

4–0AIVL wins

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

Cost, Income and Risk

Fees: AIVL, AIQ

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

AIQ0.68%$68

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

Yields: AIVL, AIQ

1.47%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.47%$147

AIQ0.08%$8

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

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIVL, AIQ

Today

12.3%most shared, AIVL and AIQ

AIVLAIQ

AIVL—12.3%

AIQ12.3%—

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

Return vs Bumpiness: 2 ETFs

+21.7%AIVL, at 12.1% volatility

AIVLWorst drop−7.9%12.1% vol

AIQWorst drop−20.2%30.2% vol

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

Paid More vs Made More

YTD

AIVLAIQ

+17.5%Year to date+10.4%

1.5%Yield0.1%

+21.7%Past year+9.0%

0.38%Fee0.68%

4–0AIVL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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