AIVI vs DIVL

Comparison between WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF) and MADISON DIVIDEND VALUE ETF (DIVL, ETF).

AIVI vs DIVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVI(ETF)	DIVL(ETF)
Net Assets	$62M	$62M
Expense Ratio	0.58%	0.65%
Max Drawdown	70.35%	14.67%
Sharpe Ratio	1.25	1.00
5Y Beta	0.53	0.55
P/E Ratio	N/A	24.09
Forward P/E	N/A	18.37
PEG Ratio	N/A	0.80
5Y Dividends CAGR	9.24%	N/A
5Y EPS CAGR	N/A	9.52%
Debt to Equity	N/A	85.26%
P/S Ratio	N/A	2.90
P/B Ratio	N/A	3.95

Net Assets

AIVI

$62M

DIVL

$62M

Expense Ratio

Winner

AIVI

0.58%

DIVL

0.65%

Max Drawdown

AIVI

70.35%

Winner

DIVL

14.67%

Sharpe Ratio

Winner

AIVI

1.25

DIVL

1.00

5Y Beta

Winner

AIVI

0.53

DIVL

0.55

P/E Ratio

AIVI

N/A

DIVL

24.09

Forward P/E

AIVI

N/A

DIVL

18.37

PEG Ratio

AIVI

N/A

DIVL

0.80

5Y Dividends CAGR

AIVI

9.24%

DIVL

N/A

5Y EPS CAGR

AIVI

N/A

DIVL

9.52%

Debt to Equity

AIVI

N/A

DIVL

85.26%

P/S Ratio

AIVI

N/A

DIVL

2.90

P/B Ratio

AIVI

N/A

DIVL

3.95

AIVI vs DIVL - Holdings Comparison

AIVI and DIVL have 1 common holdings. Overlap is 0.16%

AIVI's top 25 holdings weight is 47.93%. DIVL's top 25 holdings weight is 80.52%.

Rank	AIVI	DIVL
#1	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.41%	TEXAS INSTRUMENTS INC (TXN) - 5.63%
#2	TOTALENERGIES SE (TTE:XPAR) - 3.20%	JOHNSON & JOHNSON (JNJ) - 4.85%
#3	UNITED OVERSEAS BANK LTD (n/a) - 2.90%	EXXON MOBIL CORP (XOM) - 4.72%
#4	SWEDBANK AB CLASS A (n/a) - 2.61%	CHEVRON CORP (CVX) - 4.61%
#5	BRITISH AMERICAN TOBACCO PLC (n/a) - 2.45%	NEXTERA ENERGY INC (NEE) - 4.02%
#6	NATIONAL AUSTRALIA BANK LTD (n/a) - 2.20%	HONEYWELL INTERNATIONAL INC (HON) - 3.96%
#7	SHELL PLC (n/a) - 2.19%	CME GROUP INC CLASS A (CME) - 3.94%
#8	DNB BANK ASA (n/a) - 2.17%	PROCTER & GAMBLE CO (PG) - 3.61%
#9	MITSUBISHI CHEMICAL GROUP CORP (n/a) - 1.91%	ANALOG DEVICES INC (ADI) - 3.58%
#10	SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 1.81%	UNION PACIFIC CORP (UNP) - 3.39%
#11	STANDARD LIFE PLC (n/a) - 1.81%	CONOCOPHILLIPS (COP) - 3.20%
#12	GSK PLC (n/a) - 1.76%	SLB LTD (SLB) - 3.02%
#13	BRIDGESTONE CORP (n/a) - 1.76%	ILLINOIS TOOL WORKS INC (ITW) - 2.94%
#14	VINCI SA (n/a) - 1.73%	AIR PRODUCTS AND CHEMICALS INC (APD) - 2.91%
#15	SWISS RE AG (n/a) - 1.69%	COCA-COLA CO (KO) - 2.72%
#16	UNIPOL ASSICURAZIONI SPA (n/a) - 1.68%	THE HOME DEPOT INC (HD) - 2.63%
#17	MIZRAHI TEFAHOT BANK LTD (n/a) - 1.52%	BUNGE GLOBAL SA (BG) - 2.52%
#18	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.49%	MEDTRONIC PLC (MDT) - 2.45%
#19	M&G PLC ORDINARY SHARES (n/a) - 1.42%	PROLOGIS INC (PLD) - 2.45%
#20	ENDESA SA (n/a) - 1.41%	LOWE'S COMPANIES INC (LOW) - 2.32%
#21	BAYER AG (n/a) - 1.39%	AMGEN INC (AMGN) - 2.27%
#22	KUBOTA CORP (n/a) - 1.38%	MCDONALD'S CORP (MCD) - 2.25%
#23	TRANSURBAN GROUP (n/a) - 1.38%	COLGATE-PALMOLIVE CO (CL) - 2.21%
#24	HOLCIM LTD (n/a) - 1.33%	FASTENAL CO (FAST) - 2.18%
#25	ZURICH INSURANCE GROUP AG (n/a) - 1.33%	BLACKROCK INC (BLK) - 2.14%
Total Holdings	126	39

AIVI vs DIVL - Historical Returns

Returns include dividend reinvestment.

Period	AIVI	DIVL
1 month	-0.14%	-0.90%
3 months	+3.04%	-0.52%
6 months	+11.87%	+7.16%
1 year	+21.39%	+14.83%
5 years(CAGR)	+9.63%	N/A
10 years(CAGR)	+8.39%	N/A
Max(CAGR)	+5.16%	+10.16%

Winner

AIVI

-0.14%

DIVL

-0.90%

Winner

AIVI

+3.04%

DIVL

-0.52%

Winner

AIVI

+11.87%

DIVL

+7.16%

Winner

AIVI

+21.39%

DIVL

+14.83%

5Y(CAGR)

AIVI

+9.63%

DIVL

N/A

10Y(CAGR)

AIVI

+8.39%

DIVL

N/A

Max(CAGR)

AIVI

+5.16%

Winner

DIVL

+10.16%

AIVI vs DIVL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AIVI	DIVL
2026	+7.40%	+7.03%
2025	+39.34%	+9.82%
2024	+2.91%	+8.56%
2023	+16.97%	+1.81%
2022	-10.25%	N/A
2021	+8.70%	N/A
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 DIVL Drawdown Comparison

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

The maximum drawdown for DIVL was -14.06%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.

The current AIVI drawdown is -4.04%. The current DIVL drawdown is -3.64%.

Rank	AIVI	DIVL
#1	-65.93% Oct 31, 2007 - Dec 16, 2019	-14.06% Nov 29, 2024 - Jul 3, 2025
#2	-35.42% Jan 17, 2020 - Jan 6, 2021	-10.05% Sep 14, 2023 - Dec 14, 2023
#3	-28.06% Jan 14, 2022 - Jul 13, 2023	-6.93% Mar 2, 2026 - Mar 20, 2026
#4	-13.88% Jul 19, 2007 - Oct 1, 2007	-5.99% Mar 28, 2024 - Jul 16, 2024
#5	-11.71% Sep 27, 2024 - Mar 5, 2025	-4.84% Sep 30, 2025 - Dec 11, 2025
#6	-11.42% Mar 19, 2025 - Apr 22, 2025	-4.42% Jul 17, 2024 - Aug 23, 2024
#7	-10.92% Feb 25, 2026 - Mar 20, 2026	-2.96% Aug 30, 2024 - Sep 23, 2024
#8	-10.43% Jul 26, 2023 - Dec 14, 2023	-2.73% Jul 23, 2025 - Aug 13, 2025
#9	-8.43% Jun 14, 2021 - Jan 12, 2022	-2.40% Jan 30, 2024 - Feb 22, 2024
#10	-8.13% Feb 26, 2007 - Apr 2, 2007	-2.32% Jan 2, 2024 - Jan 30, 2024
#11	-5.14% Jul 11, 2006 - Jul 28, 2006	-2.31% Oct 18, 2024 - Nov 6, 2024
#12	-4.85% Jun 4, 2007 - Jul 9, 2007	-1.73% Aug 22, 2025 - Sep 26, 2025
#13	-4.81% May 17, 2024 - Jul 12, 2024	-1.72% Jul 3, 2025 - Jul 22, 2025
#14	-4.60% Jul 31, 2024 - Aug 16, 2024	-1.71% Dec 15, 2025 - Jan 5, 2026
#15	-4.37% Nov 12, 2025 - Nov 28, 2025	-1.65% Aug 15, 2023 - Aug 30, 2023

Correlation

Correlation between AIVI and DIVL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

AIVI vs DIVL dividend yield comparison.

Year	AIVI	DIVL
2026	0.12%	0.70%
2025	4.70%	1.80%
2024	4.94%	2.19%
2023	5.05%	1.01%
2022	4.32%	0.00%
2021	5.53%	0.00%
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%