Compare · 2 funds side by side · dividends reinvested

AIVL and VIG

AIVLWisdomTree×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

AIVL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.47%+17.5%+21.7%+18.5%+8.9%−7.9%12.1%$420M1.6

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

AIVL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 18.4% in common

AIVLMeasureVIG

+17.5%Year to dateJan 1 → Nov 5+12.5%

+21.7%1 yearTotal return+15.2%

+18.5%3 years · per year$10,000 became $16,623 · $16,814+18.9%

+8.9%5 years · per year$10,000 became $15,316 · $16,331+10.3%

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

1.47%Trailing 12-mo yield$147 · $149 a year on $10k1.49%

−7.9%Worst dropSmaller is better−7.9%

12.1%VolatilityLower is calmer10.8%

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

2–5VIG 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 VIG: Top 5 Holdings

Today

AIVL

16.3%in top 5

VIG

in top 522.1%

AIVLStockVIG

3.5%MSFT4.9%

4.2%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%AMZNnot top 5

2.5%BACnot top 5

2.2%PGnot top 5

Held in common18.4%

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

AIVL vs VIG Returns, Every Period

WisdomTreeAIVL

+8.9%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

AIVLVIGFaded: behind in that period

2–2Level

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

Thematic vs Income: AIVL vs VIG

YTD

WisdomTreeAIVL

+17.5%

VIGVanguard

+12.5%

+17.5%Year to date+12.5%

−7.9%Worst drop · 1Y−7.9%

12.1%Volatility · 1Y10.8%

1.5%Yield1.5%

$420MAssets$109B

1–1level

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

Cost, Income and Risk

Fees: AIVL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

AIVL0.38%$38

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

Yields: AIVL, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

AIVL1.47%$147

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

AIVL$147 − $38 = $109

KeptFee

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

Overlap: AIVL, VIG

Today

18.4%most shared, AIVL and VIG

AIVLVIG

AIVL—18.4%

VIG18.4%—

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

VIGWorst drop−7.9%10.8% vol

AIVLWorst drop−7.9%12.1% vol

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

Paid More vs Made More

YTD

VIGAIVL

+12.5%Year to date+17.5%

1.5%Yield1.5%

+15.2%Past year+21.7%

0.04%Fee0.38%

2–1AIVL 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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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