Compare2 funds · 1 pair
Picked · 2YTD
Close to theseFee · YTD
Best of the twoNov 3
  • Lowest cost$ a year on $10kAIVL 0.38%
  • Most incometrailing 12-month yieldAIVL 1.46%
  • Best 5 yearsper yearAIVL +8.9%
  • Smallest drop · 1Yworst fall in the past yearAIVL −7.9%
Measures won2–0AIVL wins · of 6 · 5Y
$10,000 · 5Y$15,291AIVL
Lowest cost0.38%AIVL · $38 on $10k
Most income1.46%AIVL · $146 on $10k
Smallest drop−7.9%AIVL · worst fall in 1Y
Held in common8.6%AIVL and AIBF

AIVL vs AIBF

5Y
AIVL
AIBF
WisdomTree U.S. AI Enhanced Value Fund · $421MiShares Future AI Beneficiaries ETF · $253M
+19.3%3 years · per year$17,000 · […][…]
+8.9%5 years · per year$15,291 · […][…]
0.38%Expense ratio$38 · $40 on $10k · lower wins0.40%
1.46%12-mo yield$146 · $0 on $10k0.00%
−7.9%Worst dropSmaller wins[…]
11.5%VolatilityLower wins[…]
2–0AIVL wins
$10,000 · 5 yearsOne scale
$10k startAIVL $15.3kOct 2021Nov 2026
Shared top holdingsAIVL · AIBF
2.2%PG3.3%
2.0%GILD1.6%
1.3%HON0.6%
1.0%ROST0.6%
Held in common8.6%
End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
@TheETFTracker·theetftracker.com

Both

5Y2 funds
#Trend
1AAIVLWisdomTree U.S. AI Enhanced Value FundReadDesk0.38%1.46%−0.4%+18.1%+21.0%+19.3%+8.9%−7.9%$421M
2BAIBFiShares Future AI Beneficiaries ETFReadDesk0.40%0.00%−0.5%newnewnewnew[…]$253M
End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
@TheETFTracker·theetftracker.com

Cards for this view

AIVL vs AIBF

5Y
WisdomTree U.S. AI Enhanced Value Fund
$15,291
iShares Future AI Beneficiaries
[…]
MeasureAIVLAIBF
Fee0.38%0.40%
Cost on $10k a year$38$40
Yield1.46%0.00%
5 years, per year+8.9%[…]
3 years, per year+19.3%[…]
Worst drop · 1Y−7.9%[…]
Volatility · 1Y11.5%[…]
2–0measures won
AIVL first
8.6%
holdings shared
Nov 3, 2026 · $10,000 five years ago, dividends reinvested
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.5%
SPYSPDR
+11.5%
Jan 1Nov 3+11.5%+11.5%
+11.5%Year to date+11.5%
1.0%Yield1.0%
$185BAssets$798B
0–0level
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Overlap: AIVL, AIBF

Today
8.6%most shared, AIVL and AIBF
AIVLAIBF
AIVL—8.6%
AIBF8.6%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$108most kept, AIVL
AIVL$146 − $38 = $108
AIBF$0 − $40 = −$40
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com