AIVI vs AMAX

Comparison between WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF) and ADAPTIVE HEDGED MULTI-ASSET INCOME ETF (AMAX, ETF).

5-Year PerformanceAIVI has outperformed AMAX, delivering a return of +10.1% compared to +3.4%

AIVI vs AMAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVI(ETF)	AMAX(ETF)
Net Assets	$64M	$64M
Expense Ratio	0.58%	1.36%
Max Drawdown	70.35%	28.31%
Sharpe Ratio	1.36	0.52
5Y Beta	0.53	0.38
5Y Dividends CAGR	9.24%	N/A

Net Assets

AIVI

$64M

AMAX

$64M

Expense Ratio

Winner

AIVI

0.58%

AMAX

1.36%

Max Drawdown

AIVI

70.35%

Winner

AMAX

28.31%

Sharpe Ratio

Winner

AIVI

1.36

AMAX

0.52

5Y Beta

AIVI

0.53

Winner

AMAX

0.38

5Y Dividends CAGR

AIVI

9.24%

AMAX

N/A

AIVI vs AMAX - Historical Returns

Returns include dividend reinvestment.

Period	AIVI	AMAX
1 month	+0.56%	-3.87%
3 months	+7.30%	-0.71%
6 months	+12.96%	+1.56%
1 year	+22.87%	+8.30%
5 years(CAGR)	+10.12%	+3.38%
10 years(CAGR)	+9.10%	N/A
Max(CAGR)	+5.29%	+3.38%

Winner

AIVI

+0.56%

AMAX

-3.87%

Winner

AIVI

+7.30%

AMAX

-0.71%

Winner

AIVI

+12.96%

AMAX

+1.56%

Winner

AIVI

+22.87%

AMAX

+8.30%

5Y(CAGR)

Winner

AIVI

+10.12%

AMAX

+3.38%

10Y(CAGR)

AIVI

+9.10%

AMAX

N/A

Max(CAGR)

Winner

AIVI

+5.29%

AMAX

+3.38%

AIVI vs AMAX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AIVI	AMAX
2026	+10.16%	+2.58%
2025	+39.34%	+10.82%
2024	+2.91%	+10.07%
2023	+16.97%	+6.91%
2022	-10.25%	-12.46%
2021	+8.70%	-0.20%
2020	-2.14%	N/A
2019	+18.25%	N/A
2018	-10.04%	N/A
2017	+20.01%	N/A
2016	+3.73%	N/A
2015	-7.74%	N/A
2014	-3.13%	N/A
2013	+17.17%	N/A
2012	+8.11%	N/A
2011	-6.78%	N/A
2010	+2.74%	N/A
2009	+31.32%	N/A
2008	-45.35%	N/A
2007	+11.52%	N/A
2006	+27.29%	N/A

AIVI vs AMAX Drawdown Comparison

The maximum drawdown for AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 3052 trading sessions.

The maximum drawdown for AMAX was -16.26%, occurring on Oct 14, 2022. Recovery took 595 trading sessions.

The current AIVI drawdown is -1.58%. The current AMAX drawdown is -4.29%.

Rank	AIVI	AMAX
#1	-65.93% Oct 31, 2007 - Dec 16, 2019	-16.26% Nov 17, 2021 - Apr 3, 2024
#2	-35.42% Jan 17, 2020 - Jan 6, 2021	-9.26% Feb 19, 2025 - May 14, 2025
#3	-28.06% Jan 14, 2022 - Jul 13, 2023	-7.51% Jan 28, 2026 - May 8, 2026
#4	-13.88% Jul 19, 2007 - Oct 1, 2007	-5.73% Jul 17, 2024 - Aug 19, 2024
#5	-11.71% Sep 27, 2024 - Mar 5, 2025	-5.47% May 11, 2026 - Jun 10, 2026
#6	-11.42% Mar 19, 2025 - Apr 22, 2025	-5.38% Oct 20, 2025 - Jan 22, 2026
#7	-10.92% Feb 25, 2026 - Mar 20, 2026	-3.54% Apr 3, 2024 - May 20, 2024
#8	-10.43% Jul 26, 2023 - Dec 14, 2023	-2.95% Dec 11, 2024 - Jan 22, 2025
#9	-8.43% Jun 14, 2021 - Jan 12, 2022	-2.23% Nov 8, 2024 - Dec 11, 2024
#10	-8.13% Feb 26, 2007 - Apr 2, 2007	-2.01% Jan 31, 2025 - Feb 19, 2025
#11	-5.14% Jul 11, 2006 - Jul 28, 2006	-2.00% Jan 22, 2025 - Jan 31, 2025
#12	-4.85% Jun 4, 2007 - Jul 9, 2007	-1.89% Jun 13, 2025 - Jul 2, 2025
#13	-4.81% May 17, 2024 - Jul 12, 2024	-1.69% May 20, 2025 - Jun 6, 2025
#14	-4.60% Jul 31, 2024 - Aug 16, 2024	-1.62% May 20, 2024 - Jun 17, 2024
#15	-4.37% Nov 12, 2025 - Nov 28, 2025	-1.62% Jun 20, 2024 - Jul 9, 2024

Correlation

Correlation between AIVI and AMAX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2006 - 2026)

AIVI vs AMAX dividend yield comparison.

Year	AIVI	AMAX
2026	0.12%	5.18%
2025	4.70%	9.19%
2024	4.94%	7.36%
2023	5.05%	6.99%
2022	4.32%	11.22%
2021	5.53%	1.00%
2020	3.50%	0.00%
2019	4.31%	0.00%
2018	4.21%	0.00%
2017	3.65%	0.00%
2016	3.98%	0.00%
2015	4.23%	0.00%
2014	5.11%	0.00%
2013	3.67%	0.00%
2012	4.56%	0.00%
2011	4.74%	0.00%
2010	3.76%	0.00%
2009	3.61%	0.00%
2008	11.37%	0.00%
2007	2.57%	0.00%
2006	0.36%	0.00%