Compare · 2 funds side by side · dividends reinvested

IPKW and AIVI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,550AIVI · best of the two

02 / 04

IPKW and AIVI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree International AI Enhanced Value FundThematic · AI & semis0.58%5.00%+14.7%+22.9%+22.7%+11.9%−10.9%13.8%$58M1.4

Invesco International BuyBack Achievers ETFInternational · Ex-US broad0.55%3.36%+9.8%+17.6%+25.9%+10.9%−9.1%14.9%$553M1.6

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: IPKW 2014 · AIVI 2006

Head to Head

Swap sides Versus in desk

Head to Head

Invesco International BuyBack Achievers ETF · $553M$16,755

IPKW

AIVI

WisdomTree International AI Enhanced Value Fund · $58M$17,550

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

IPKWMeasureAIVI

+9.8%Year to dateJan 1 → Nov 3+14.7%

+17.6%1 yearTotal return+22.9%

+25.9%3 years · per year$10,000 became $19,936 · $18,485+22.7%

+10.9%5 years · per year$10,000 became $16,755 · $17,550+11.9%

0.55%Expense ratio$55 · $58 a year on $10k · lower is better0.58%

3.36%Trailing 12-mo yield$336 · $500 a year on $10k5.00%

−9.1%Worst dropSmaller is better−10.9%

14.9%VolatilityLower is calmer13.8%

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

3–5AIVI wins

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

More Ways to See the Pairs

IPKW vs AIVI: Top 5 Holdings

Today

IPKW

25.7%in top 5

AIVI

in top 511.0%

IPKWStockAIVI

5.6%NOVN.SWnot top 5

5.5%SHEL.L2.0%

5.1%MPNGFnot top 5

5.0%8058.Tnot top 5

4.5%STAN.Lnot top 5

not top 5TTE.PA2.9%

not top 5NAB.AX2.2%

not top 5BATS.L2.1%

not top 5O39.SI1.8%

Held in common5.9%

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

IPKW vs AIVI Returns, Every Period

InvescoIPKW

+10.9%

5 years, per year

AIVIWisdomTree

+11.9%

5 years, per year

IPKWAIVIFaded: behind in that period

1–3AIVI wins

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

International vs Thematic: IPKW vs AIVI

YTD

InvescoIPKW

+9.8%

AIVIWisdomTree

+14.7%

+9.8%Year to date+14.7%

−9.1%Worst drop · 1Y−10.9%

14.9%Volatility · 1Y13.8%

3.4%Yield5.0%

$553MAssets$58.0M

3–1AIVI wins

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

Cost, Income and Risk

Fees: IPKW, AIVI

Today

0.55%lowest, IPKW

FundExpense ratioFee$10k

IPKW0.55%$55

AIVI0.58%$58

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

Yields: IPKW, AIVI

5.00%highest, AIVI

FundTrailing yieldYield$10k

AIVI5.00%$500

IPKW3.36%$336

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

Income After Fees on $10,000

$442most kept, AIVI

AIVI$500 − $58 = $442

IPKW$336 − $55 = $281

KeptFee

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

Overlap: IPKW, AIVI

Today

5.9%most shared, IPKW and AIVI

IPKWAIVI

IPKW—5.9%

AIVI5.9%—

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

Return vs Bumpiness: 2 ETFs

+22.9%AIVI, at 13.8% volatility

AIVIWorst drop−10.9%13.8% vol

IPKWWorst drop−9.1%14.9% vol

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

Paid More vs Made More

YTD

AIVIIPKW

+14.7%Year to date+9.8%

5.0%Yield3.4%

+22.9%Past year+17.6%

0.58%Fee0.55%

3–1AIVI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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