AIVI vs FNDF

AAIVI

BFNDF

Measures won2–4FNDF wins · of 6 · 5Y

$10,000 · 5Y$18,872FNDF · AIVI $17,844

Lowest cost0.05%VXUS · $5 on $10k

Most income4.90%AIVI · $490 on $10k

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

Held in common25.8%AIVI and FNDF

AIVI

FNDF

WisdomTree International AI Enhanced Value Fund · $57MSchwab Fundamental International Large Company Index ETF · $25.6B

+21.7%3 years · per year$18,030 · $18,931+23.7%

+12.3%5 years · per year$17,844 · $18,872+13.5%

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

4.90%12-mo yield$490 · $303 on $10k3.03%

−10.9%Worst dropSmaller wins−10.6%

14.4%VolatilityLower wins16.7%

2–4FNDF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIVI · FNDF

1.8%SHEL.L2.9%

2.8%TTE.PA1.8%

1.6%HSBA.L1.0%

0.8%ROP.SW1.1%

Held in common25.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	3.03%	+2.4%	+20.2%	+27.8%	+23.7%	+13.5%	−10.6%	$25.6B
2	AAIVI	WisdomTree International AI Enhanced Value FundRead Desk	0.58%	4.90%	+2.2%	+16.9%	+24.9%	+21.7%	+12.3%	−10.9%	$57M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	3.03%	+2.4%	+20.2%	+27.8%	+23.7%	+13.5%	−10.6%	$25.6B
2	AAIVI	WisdomTree International AI Enhanced Value FundRead Desk	0.58%	4.90%	+2.2%	+16.9%	+24.9%	+21.7%	+12.3%	−10.9%	$57M
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B

End-of-day Nov 9, 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

$17,844

FNDF

Schwab Fundamental International Large Company Index

$18,872

MeasureAIVIFNDF

Fee0.58%0.25%

Cost on $10k a year$58$25

Yield4.90%3.03%

5 years, per year+12.3%+13.5%

3 years, per year+21.7%+23.7%

Worst drop · 1Y−10.9%−10.6%

Volatility · 1Y14.4%16.7%

4–2measures won
FNDF first

25.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: AIVI, FNDF, VXUS

Today

47.3%most shared, FNDF and VXUS

AIVIFNDFVXUS

AIVI—25.8%15.8%

FNDF25.8%—47.3%

VXUS15.8%47.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$432most kept, AIVI

AIVI$490 − $58 = $432

FNDF$303 − $25 = $278

VXUS$239 − $5 = $234

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee