AIVL vs VXUS
WisdomTree US AI Enhanced Value Fund vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | AIVL | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.05% | |
| AUM | $435M | $158.1B | |
| Dividend Yield | 1.46% | 2.59% | |
| Holdings | 101 | 8,747 | |
| YTD Return | +17.97% | +13.56% | |
| 1Y Return | +21.24% | +24.30% | |
| 3Y Return (annualized) | +15.31% | +20.24% | |
| 5Y Return (annualized) | +8.93% | +9.37% | |
| Volatility (annualized) | 15.9% | 15.1% | |
| Max Drawdown | -65.1% | -39.9% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Jan 26, 2011 |
AIVL vs VXUS Performance
WisdomTree US AI Enhanced Value Fund (AIVL) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year AIVL returned +21.24% while VXUS returned +24.30%. Year to date, AIVL is up 17.97% versus a gain of 13.56% for VXUS.
Over three years, AIVL compounded at +15.31% per year against +20.24% for VXUS; over five years the annualized figures are +8.93% and +9.37% respectively. Across the full 16-year window we track, AIVL has the edge at +5.62% annualized vs +4.79%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AIVL has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -65.1% for AIVL and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AIVL charges 0.38% per year while VXUS charges 0.05%. On a $10,000 position that is $38 vs $5 annually, a gap of $33 per year that compounds over a long holding period. On income, AIVL currently yields 1.46% against 2.59% for VXUS.
Holdings Overlap
AIVL and VXUS share 2 holdings out of 7973 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AIVL or VXUS?
AIVL has an expense ratio of 0.38% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, AIVL or VXUS?
Over the past year AIVL returned +21.24% vs +24.30% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), AIVL annualized +5.62% vs +4.79% for VXUS. Past performance does not guarantee future results.
Which is riskier, AIVL or VXUS?
AIVL has been the more volatile fund at 15.9% annualized versus 15.1% for VXUS. Worst drawdown: AIVL -65.1% vs VXUS -39.9%.
Should I hold both AIVL and VXUS?
AIVL and VXUS have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AIVL and VXUS?
AIVL and VXUS share 2 common holdings with a 0.1% weight overlap. Combined, they hold 7973 unique securities.
Which pays a higher dividend, AIVL or VXUS?
AIVL yields 1.46% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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