AIVI vs FNDF

AAIVI

BFNDF

Measures won2–4FNDF wins · of 6 · 5Y

$10,000 · 5Y$18,637FNDF · AIVI $17,639

Lowest cost0.25%FNDF · $25 on $10k

Most income5.01%AIVI · $501 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common25.9%AIVI and FNDF

AIVI

FNDF

WisdomTree International AI Enhanced Value Fund · $58MSchwab Fundamental International Large Company Index ETF · $25.2B

+21.6%3 years · per year$17,987 · $18,863+23.6%

+12.0%5 years · per year$17,639 · $18,637+13.3%

0.58%Expense ratio$58 · $25 on $10k · lower wins0.25%

5.01%12-mo yield$501 · $310 on $10k3.10%

−10.9%Worst dropSmaller wins−10.6%

14.3%VolatilityLower wins16.6%

2–4FNDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVI · FNDF

2.0%SHEL.L2.9%

2.9%TTE.PA1.8%

1.6%HSBA.L1.0%

0.8%ROP.SW1.0%

Held in common25.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	3.10%	−0.9%	+17.4%	+24.6%	+23.6%	+13.3%	−10.6%	$25.2B
2	AAIVI	WisdomTree International AI Enhanced Value FundRead Desk		0.58%	5.01%	−0.6%	+14.4%	+22.0%	+21.6%	+12.0%	−10.9%	$58M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	3.10%	−0.9%	+17.4%	+24.6%	+23.6%	+13.3%	−10.6%	$25.2B
2	AAIVI	WisdomTree International AI Enhanced Value FundRead Desk		0.58%	5.01%	−0.6%	+14.4%	+22.0%	+21.6%	+12.0%	−10.9%	$58M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIVI vs FNDF

AIVI

WisdomTree International AI Enhanced Value Fund

$17,639

FNDF

Schwab Fundamental International Large Company Index

$18,636

MeasureAIVIFNDF

Fee0.58%0.25%

Cost on $10k a year$58$25

Yield5.01%3.10%

5 years, per year+12.0%+13.3%

3 years, per year+21.6%+23.6%

Worst drop · 1Y−10.9%−10.6%

Volatility · 1Y14.3%16.6%

4–2measures won
FNDF first

25.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIVI, FNDF

Today

25.9%most shared, AIVI and FNDF

AIVIFNDF

AIVI—25.9%

FNDF25.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$443most kept, AIVI

AIVI$501 − $58 = $443

FNDF$310 − $25 = $285

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee