AIVL vs VOO

AAIVL

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,177VOO · AIVL $15,310

Lowest cost0.03%VOO · $3 on $10k

Most income1.47%AIVL · $147 on $10k

Smallest drop−7.9%AIVL · worst fall in 1Y

Held in common21.6%AIVL and VOO

AIVL

VOO

WisdomTree U.S. AI Enhanced Value Fund · $420MVanguard S&P 500 ETF · $1.00T

+18.2%3 years · per year$16,505 · $18,079+21.8%

+8.9%5 years · per year$15,310 · $17,177+11.4%

0.38%Expense ratio$38 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $110 on $10k1.10%

−7.9%Worst dropSmaller wins−8.9%

12.1%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsAIVL · VOO

4.2%AAPL7.4%

3.8%AMZN3.7%

3.5%MSFT5.8%

0.7%INTC0.9%

Held in common21.6%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M

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

AIVL vs VOO

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,310

VOO

Vanguard S&P 500

$17,177

MeasureAIVLVOO

Fee0.38%0.03%

Cost on $10k a year$38$3

Yield1.47%1.10%

5 years, per year+8.9%+11.4%

3 years, per year+18.2%+21.8%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y12.1%13.5%

3–3measures won
level

21.6%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: AIVL, VOO

Today

21.6%most shared, AIVL and VOO

AIVLVOO

AIVL—21.6%

VOO21.6%—

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

Income After Fees on $10,000

$109most kept, AIVL

AIVL$147 − $38 = $109

VOO$110 − $3 = $107

KeptFee

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