Compare · 2 funds side by side · dividends reinvested

AIVL and FTXL

AIVLWisdomTree×FTXLFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,337FTXL · best of the two

02 / 04

AIVL and FTXL, 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%$420M1.5

First Trust Nasdaq Semiconductor ETFThematic · AI & semis0.60%0.10%+37.4%+45.9%+42.1%+21.4%−40.1%51.0%$1.0B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: AIVL 2006 · FTXL 2016

Head to Head

Swap sides Versus in desk

Head to Head

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

AIVL

FTXL

First Trust Nasdaq Semiconductor ETF · $1.0B$26,337

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

AIVLMeasureFTXL

+17.5%Year to dateJan 1 → Nov 5+37.4%

+21.7%1 yearTotal return+45.9%

+18.5%3 years · per year$10,000 became $16,623 · $28,694+42.1%

+8.9%5 years · per year$10,000 became $15,316 · $26,337+21.4%

0.38%Expense ratio$38 · $60 a year on $10k · lower is better0.60%

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

−7.9%Worst dropSmaller is better−40.1%

12.1%VolatilityLower is calmer51.0%

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

4–4Level

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 FTXL: Top 5 Holdings

Today

AIVL

16.3%in top 5

FTXL

in top 537.2%

AIVLStockFTXL

not top 5QCOM8.8%

not top 5NVDA7.9%

not top 5AVGO7.6%

not top 5MU7.2%

not top 5INTC5.7%

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 common1.2%

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

AIVL vs FTXL Returns, Every Period

WisdomTreeAIVL

+8.9%

5 years, per year

FTXLFirst Trust

+21.4%

5 years, per year

AIVLFTXLFaded: behind in that period

0–4FTXL wins

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

AIVL vs FTXL

YTD

WisdomTreeAIVL

+17.5%

FTXLFirst Trust

+37.4%

+17.5%Year to date+37.4%

−7.9%Worst drop · 1Y−40.1%

12.1%Volatility · 1Y51.0%

1.5%Yield0.1%

$420MAssets$1.0B

3–1AIVL wins

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

Cost, Income and Risk

Fees: AIVL, FTXL

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

FTXL0.60%$60

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

Yields: AIVL, FTXL

1.47%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.47%$147

FTXL0.10%$10

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

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

FTXL$10 − $60 = −$51

KeptFee

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

Overlap: AIVL, FTXL

Today

1.2%most shared, AIVL and FTXL

AIVLFTXL

AIVL—1.2%

FTXL1.2%—

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

Return vs Bumpiness: 2 ETFs

+45.9%FTXL, at 51.0% volatility

AIVLWorst drop−7.9%12.1% vol

FTXLWorst drop−40.1%51.0% vol

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

Paid More vs Made More

YTD

AIVLFTXL

+17.5%Year to date+37.4%

1.5%Yield0.1%

+21.7%Past year+45.9%

0.38%Fee0.60%

2–2level

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