Compare · 2 funds side by side · dividends reinvested

AIVL and CIBR

AIVLWisdomTree×CIBRFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,492CIBR · best of the two

02 / 04

AIVL and CIBR, 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%$420M1.4

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.3%+27.4%+11.8%−20.6%31.1%$16.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIVL 2006 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

AIVL

CIBR

First Trust Nasdaq Cybersecurity ETF · $16.9B$17,492

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

AIVLMeasureCIBR

+17.5%Year to dateJan 1 → Nov 5+27.7%

+21.7%1 yearTotal return+21.3%

+18.5%3 years · per year$10,000 became $16,623 · $20,670+27.4%

+8.9%5 years · per year$10,000 became $15,316 · $17,492+11.8%

0.38%Expense ratio$38 · $58 a year on $10k · lower is better0.58%

1.47%Trailing 12-mo yield$147 · $43 a year on $10k0.43%

−7.9%Worst dropSmaller is better−20.6%

12.1%VolatilityLower is calmer31.1%

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

5–3AIVL 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 CIBR: Top 5 Holdings

Today

AIVL

16.3%in top 5

CIBR

in top 537.2%

AIVLStockCIBR

not top 5CRWD8.6%

not top 5CSCO7.7%

not top 5PANW7.5%

not top 5AVGO7.2%

not top 5FTNT6.2%

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 common4.4%

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

AIVL vs CIBR Returns, Every Period

WisdomTreeAIVL

+8.9%

5 years, per year

CIBRFirst Trust

+11.8%

5 years, per year

AIVLCIBRFaded: behind in that period

1–3CIBR wins

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

AIVL vs CIBR

YTD

WisdomTreeAIVL

+17.5%

CIBRFirst Trust

+27.7%

+17.5%Year to date+27.7%

−7.9%Worst drop · 1Y−20.6%

12.1%Volatility · 1Y31.1%

1.5%Yield0.4%

$420MAssets$16.9B

3–1AIVL wins

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

Cost, Income and Risk

Fees: AIVL, CIBR

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

CIBR0.58%$58

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

Yields: AIVL, CIBR

1.47%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.47%$147

CIBR0.43%$43

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

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: AIVL, CIBR

Today

4.4%most shared, AIVL and CIBR

AIVLCIBR

AIVL—4.4%

CIBR4.4%—

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

CIBRWorst drop−20.6%31.1% vol

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

Paid More vs Made More

YTD

AIVLCIBR

+17.5%Year to date+27.7%

1.5%Yield0.4%

+21.7%Past year+21.3%

0.38%Fee0.58%

3–1AIVL 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