Compare · 2 funds side by side · dividends reinvested

AIVL and VOO

AIVLWisdomTree×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

AIVL and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. AI Enhanced Value FundThematic · AI & semis0.38%1.46%+18.1%+21.0%+19.3%+8.9%−7.9%11.5%$421M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: AIVL 2006 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

AIVL

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

AIVLMeasureVOO

+18.1%Year to dateJan 1 → Nov 3+11.5%

+21.0%1 yearTotal return+11.9%

+19.3%3 years · per year$10,000 became $17,000 · $19,094+24.1%

+8.9%5 years · per year$10,000 became $15,291 · $17,749+12.2%

0.38%Expense ratio$38 · $3 a year on $10k · lower is better0.03%

1.46%Trailing 12-mo yield$146 · $107 a year on $10k1.07%

−7.9%Worst dropSmaller is better−8.9%

11.5%VolatilityLower is calmer12.7%

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

5–3AIVL 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 VOO: Top 5 Holdings

Today

AIVL

16.3%in top 5

VOO

in top 528.3%

AIVLStockVOO

not top 5NVDA8.4%

4.2%AAPL7.4%

3.5%MSFT5.8%

3.8%AMZN3.7%

not top 5GOOGL3.1%

2.5%BACnot top 5

2.2%PGnot top 5

Held in common21.6%

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

AIVL vs VOO Returns, Every Period

WisdomTreeAIVL

+8.9%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

AIVLVOOFaded: behind in that period

2–2Level

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

Thematic vs Core: AIVL vs VOO

YTD

WisdomTreeAIVL

+18.1%

VOOVanguard

+11.5%

+18.1%Year to date+11.5%

−7.9%Worst drop · 1Y−8.9%

11.5%Volatility · 1Y12.7%

1.5%Yield1.1%

$421MAssets$1.00T

4–0AIVL wins

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

Cost, Income and Risk

Fees: AIVL, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

AIVL0.38%$38

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

Yields: AIVL, VOO

1.46%highest, AIVL

FundTrailing yieldYield$10k

AIVL1.46%$146

VOO1.07%$107

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

Income After Fees on $10,000

$108most kept, AIVL

AIVL$146 − $38 = $108

VOO$107 − $3 = $104

KeptFee

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

Overlap: AIVL, VOO

Today

21.6%most shared, AIVL and VOO

AIVLVOO

AIVL—21.6%

VOO21.6%—

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

Return vs Bumpiness: 2 ETFs

+21.0%AIVL, at 11.5% volatility

AIVLWorst drop−7.9%11.5% vol

VOOWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

AIVLVOO

+18.1%Year to date+11.5%

1.5%Yield1.1%

+21.0%Past year+11.9%

0.38%Fee0.03%

3–1AIVL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

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