Compare · 3 funds side by side · dividends reinvested

AIVL, SPYM and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeAIVL · 1.44% · $144 a year on $10k

Story of the three · RiskSmallest drop

AIVL, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.44%+19.5%+21.5%+18.1%+9.1%−7.9%12.2%$415M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: AIVL 2006 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. AI Enhanced Value Fund · $415M$15,459

AIVL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

$10,000 five years ago, dividends reinvested · they hold 21.8% in common

AIVL

More Ways to See the Pairs

AIVL vs SPYM: Top 5 Holdings

Today

AIVL

16.9%in top 5

SPYM

in top 526.8%

AIVLStockSPYM

4.2%AAPL7.9%

not top 5NVDA6.4%

3.6%MSFT5.9%

4.2%AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: AIVL, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

AIVL0.38%$38

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: AIVL, SPYM, SPY

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SPYM

+19.5%Year to dateJan 1 → Nov 12+12.0%

+21.5%1 yearTotal return+12.2%

+18.1%3 years · per year$10,000 became $16,469 · $18,024+21.7%

+9.1%5 years · per year$10,000 became $15,459 · $17,408+11.7%

0.38%Expense ratio$38 · $2 a year on $10k · lower is better0.02%

1.44%Trailing 12-mo yield$144 · $102 a year on $10k1.02%

−7.9%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer13.7%

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

5–3AIVL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.5%BACnot top 5

2.3%CMCSAnot top 5

Held in common21.8%

End-of-day Nov 12, 2026 · share of each fund

AIVL vs SPYM Returns, Every Period

5Y

WisdomTreeAIVL

+9.1%

5 years, per year

SPYMSPDR

+11.7%

5 years, per year

AIVLSPYMFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Core: AIVL vs SPYM

YTD

WisdomTreeAIVL

+19.5%

SPYMSPDR

+12.0%

+19.5%Year to date+12.0%

−7.9%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y13.7%

1.4%Yield1.0%

$415MAssets$183B

4–0AIVL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.44%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.44%$144

SPYM1.02%$102

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$106most kept, AIVL

AIVL$144 − $38 = $106

SPYM$102 − $2 = $100

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AIVL, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

AIVLSPYMSPY

AIVL—21.8%21.8%

SPYM21.8%—99.9%

SPY21.8%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.5%AIVL, at 12.2% volatility

AIVLWorst drop−7.9%12.2% vol

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

AIVLSPYM

+19.5%Year to date+12.0%

1.4%Yield1.0%

+21.5%Past year+12.2%

0.38%Fee0.02%

3–1AIVL wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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AIVL, SPYM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three