Compare · 2 funds side by side · dividends reinvested

AIVL and ARTY

AIVLWisdomTree×ARTYiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,864AIVL · best of the two

02 / 04

AIVL and ARTY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.42%+20.9%+24.8%+20.0%+9.7%−7.9%11.7%$421M1.4

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+36.2%+27.9%+32.1%+9.0%−24.0%40.6%$3.6B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: AIVL 2006 · ARTY 2018

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. AI Enhanced Value Fund · $421M$15,864

AIVL

ARTY

iShares Future AI & Tech ETF · $3.6B$15,395

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

AIVLMeasureARTY

+20.9%Year to dateJan 1 → Nov 4+36.2%

+24.8%1 yearTotal return+27.9%

+20.0%3 years · per year$10,000 became $17,262 · $23,042+32.1%

+9.7%5 years · per year$10,000 became $15,864 · $15,395+9.0%

0.38%Expense ratio$38 · $47 a year on $10k · lower is better0.47%

1.42%Trailing 12-mo yield$142 · $7 a year on $10k0.07%

−7.9%Worst dropSmaller is better−24.0%

11.7%VolatilityLower is calmer40.6%

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

5–3AIVL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIVL vs ARTY: Top 5 Holdings

Today

AIVL

16.3%in top 5

ARTY

in top 523.6%

AIVLStockARTY

not top 5AMD5.2%

not top 5AVGO4.8%

not top 5NVDA4.7%

not top 52330.TW4.6%

not top 5MU4.3%

4.2%AAPLnot top 5

3.8%AMZNnot top 5

3.5%MSFTnot top 5

2.5%BACnot top 5

2.2%PGnot top 5

Held in common3.9%

End-of-day Nov 4, 2026 · share of each fund

AIVL vs ARTY Returns, Every Period

WisdomTreeAIVL

+9.7%

5 years, per year

ARTYiShares

+9.0%

5 years, per year

AIVLARTYFaded: behind in that period

1–3ARTY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIVL vs ARTY

YTD

WisdomTreeAIVL

+20.9%

ARTYiShares

+36.2%

+20.9%Year to date+36.2%

−7.9%Worst drop · 1Y−24.0%

11.7%Volatility · 1Y40.6%

1.4%Yield0.1%

$421MAssets$3.6B

3–1AIVL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVL, ARTY

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

ARTY0.47%$47

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIVL, ARTY

1.42%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.42%$142

ARTY0.07%$7

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, AIVL

AIVL$142 − $38 = $104

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AIVL, ARTY

Today

3.9%most shared, AIVL and ARTY

AIVLARTY

AIVL—3.9%

ARTY3.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.9%ARTY, at 40.6% volatility

AIVLWorst drop−7.9%11.7% vol

ARTYWorst drop−24.0%40.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AIVLARTY

+20.9%Year to date+36.2%

1.4%Yield0.1%

+24.8%Past year+27.9%

0.38%Fee0.47%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026