Compare · 3 funds side by side · dividends reinvested

AIVL, HIAI and FDL

AIVLWisdomTree×HIAIAi Funds×FDLFirst Trust×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,775FDL · best of the three

02 / 04

AIVL, HIAI and FDL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.62%+24.2%+30.4%+24.7%+14.6%−7.2%12.4%$8.5B1.3

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.46%+18.1%+21.0%+19.3%+8.9%−7.9%11.5%$421M1.8

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETFThematic · AI & semis0.87%0.00%[…][…][…][…][…][…]$21M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: AIVL 2006 · HIAI 2026 · FDL 2006

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. AI Enhanced Value Fund · $421M$15,291

AIVL

HIAI

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETF · $21M[…]

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

AIVLMeasureHIAI

+18.1%Year to dateJan 1 → Nov 3[…]

+21.0%1 yearTotal return[…]

+19.3%3 years · per year$10,000 became $17,000 · […][…]

+8.9%5 years · per year$10,000 became $15,291 · […][…]

0.38%Expense ratio$38 · $87 a year on $10k · lower is better0.87%

1.46%Trailing 12-mo yield$146 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better[…]

11.5%VolatilityLower is calmer[…]

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

2–0AIVL wins

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

More Ways to See the Pairs

AIVL vs HIAI: Top 5 Holdings

Today

AIVL

16.3%in top 5

HIAI

in top 532.1%

AIVLStockHIAI

4.2%AAPL7.6%

not top 5CAKE7.1%

not top 5CBOE6.1%

3.5%MSFT5.8%

not top 5MPC5.6%

3.8%AMZNnot top 5

2.5%BACnot top 5

2.2%PGnot top 5

Held in common16.2%

End-of-day Nov 3, 2026 · share of each fund

AIVL vs HIAI Returns, Every Period

WisdomTreeAIVL

+21.0%

past year

HIAIAi Funds

[…]

past year

Returns […]

AIVLHIAIFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIVL vs FDL

YTD

WisdomTreeAIVL

+18.1%

FDLFirst Trust

+24.2%

+18.1%Year to date+24.2%

−7.9%Worst drop · 1Y−7.2%

11.5%Volatility · 1Y12.4%

1.5%Yield3.6%

$421MAssets$8.5B

3–1FDL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIVL, HIAI, FDL

Today

0.38%lowest, AIVL

FundExpense ratioFee$10k

AIVL0.38%$38

FDL0.43%$43

HIAI0.87%$87

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: AIVL, HIAI, FDL

3.62%highest, FDL

FundTrailing yieldYield$10k

FDL3.62%$362

AIVL1.46%$146

HIAI0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$319most kept, FDL

FDL$362 − $43 = $319

AIVL$146 − $38 = $108

HIAI$0 − $87 = −$87

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: AIVL, HIAI, FDL

Today

16.2%most shared, AIVL and HIAI

AIVLHIAIFDL

AIVL—16.2%12.0%

HIAI16.2%—4.6%

FDL12.0%4.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+30.4%FDL, at 12.4% volatility

AIVLWorst drop−7.9%11.5% vol

FDLWorst drop−7.2%12.4% vol

HIAIWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FDLAIVL

+24.2%Year to date+18.1%

3.6%Yield1.5%

+30.4%Past year+21.0%

0.43%Fee0.38%

3–1FDL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026