AIVI vs IGTR
Comparison between WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF) and Innovator Gradient Tactical Rotation Strategy ETF (IGTR, ETF).
AIVI vs IGTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIVI
$59M
Winner
IGTR
$59M
Expense Ratio
Winner
AIVI
0.58%
IGTR
0.80%
Max Drawdown
AIVI
70.35%
Winner
IGTR
21.92%
Sharpe Ratio
Winner
AIVI
1.34
IGTR
1.17
5Y Beta
Winner
AIVI
0.54
IGTR
0.85
5Y Dividends CAGR
AIVI
18.73%
IGTR
N/A
AIVI vs IGTR - Holdings Comparison
AIVI and IGTR have 1 common holdings. Overlap is -0.02%
AIVI's top 25 holdings weight is 46.71%. IGTR's top 25 holdings weight is 62.90%.
| Rank | AIVI | IGTR |
|---|---|---|
| #1 | UNITED OVERSEAS BANK LTD (n/a) - 2.99% | SK HYNIX INC (n/a) - 17.50% |
| #2 | SWEDBANK AB CLASS A (n/a) - 2.74% | SAMSUNG ELECTRONICS CO LTD (n/a) - 10.01% |
| #3 | TOTALENERGIES SE (TTE:XPAR) - 2.69% | SK SQUARE (n/a) - 5.90% |
| #4 | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.29% | n/a (n/a) - 4.43% |
| #5 | NATIONAL AUSTRALIA BANK LTD (n/a) - 2.21% | DELTA ELECTRONICS INC (n/a) - 3.98% |
| #6 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.14% | US BANK MMDA USBGFS 9 (n/a) - 3.41% |
| #7 | DNB BANK ASA (n/a) - 2.08% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.76% |
| #8 | UNIPOL ASSICURAZIONI SPA (n/a) - 2.02% | ELITE MATERIAL CO LTD (n/a) - 1.46% |
| #9 | SHELL PLC (n/a) - 1.94% | VALE SA (n/a) - 1.39% |
| #10 | STANDARD LIFE PLC (n/a) - 1.91% | YAGEO CORP (n/a) - 1.34% |
| #11 | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 1.86% | n/a (n/a) - 1.26% |
| #12 | BAYER AG (n/a) - 1.85% | HYUNDAI MOTOR CO (n/a) - 1.23% |
| #13 | MITSUBISHI CHEMICAL GROUP CORP (n/a) - 1.81% | CREDICORP LTD (BAP) - 1.09% |
| #14 | BRIDGESTONE CORP (n/a) - 1.77% | UNIMICRON TECHNOLOGY CORP (n/a) - 1.05% |
| #15 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.72% | WINBOND ELECTRONICS CORP (n/a) - 1.05% |
| #16 | VINCI SA (n/a) - 1.71% | SAMSUNG C&T CORP (n/a) - 0.91% |
| #17 | SWISS RE AG (n/a) - 1.71% | n/a (n/a) - 0.90% |
| #18 | GSK PLC (n/a) - 1.64% | DOOSAN ENERBILITY CO LTD (n/a) - 0.88% |
| #19 | M&G PLC ORDINARY SHARES (n/a) - 1.55% | NANYA TECHNOLOGY CORP (n/a) - 0.87% |
| #20 | ENDESA SA (n/a) - 1.52% | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.87% |
| #21 | BANCA MEDIOLANUM (n/a) - 1.38% | EUROBANK SA (n/a) - 0.34% |
| #22 | ZURICH INSURANCE GROUP AG (n/a) - 1.36% | CMOC GROUP LTD CLASS H (n/a) - 0.32% |
| #23 | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 1.31% | ALPHA BANK SA (n/a) - 0.32% |
| #24 | MIZRAHI TEFAHOT BANK LTD (n/a) - 1.27% | WOORI FINANCIAL GROUP INC (n/a) - 0.32% |
| #25 | KOMATSU LTD (n/a) - 1.24% | INNOVENT BIOLOGICS INC (n/a) - 0.31% |
| Total Holdings | 140 | 179 |
AIVI vs IGTR - Historical Returns
Returns include dividend reinvestment.
1M
AIVI
+2.15%
Winner
IGTR
+9.67%
3M
AIVI
+4.72%
Winner
IGTR
+11.15%
6M
AIVI
+9.14%
Winner
IGTR
+16.62%
1Y
AIVI
+20.59%
Winner
IGTR
+36.59%
5Y(CAGR)
AIVI
+10.98%
IGTR
N/A
10Y(CAGR)
AIVI
+8.87%
IGTR
N/A
Max(CAGR)
AIVI
+5.36%
Winner
IGTR
+9.44%
AIVI vs IGTR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AIVI | IGTR |
|---|---|---|
| 2026 | +12.18% | +17.33% |
| 2025 | +39.34% | +15.46% |
| 2024 | +2.91% | +4.65% |
| 2023 | +16.97% | -0.36% |
| 2022 | -10.25% | -2.09% |
| 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 IGTR Drawdown Comparison
The maximum drawdown for AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 3052 trading sessions.
The maximum drawdown for IGTR was -20.05%, occurring on Apr 8, 2025. Recovery took 321 trading sessions.
The current AIVI drawdown is -1.22%. The current IGTR drawdown is -8.51%.
| Rank | AIVI | IGTR |
|---|---|---|
| #1 | -65.93% Oct 31, 2007 - Dec 16, 2019 | -20.05% Aug 30, 2024 - Dec 11, 2025 |
| #2 | -35.42% Jan 17, 2020 - Jan 6, 2021 | -17.43% Dec 2, 2022 - Jan 29, 2024 |
| #3 | -28.06% Jan 14, 2022 - Jul 13, 2023 | -11.85% Jun 2, 2026 - Jun 15, 2026 |
| #4 | -13.88% Jul 19, 2007 - Oct 1, 2007 | -11.26% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -11.71% Sep 27, 2024 - Mar 5, 2025 | -11.18% Feb 27, 2026 - May 6, 2026 |
| #6 | -11.42% Mar 19, 2025 - Apr 22, 2025 | -9.20% Jun 22, 2026 - Jun 24, 2026 |
| #7 | -10.92% Feb 25, 2026 - Jul 2, 2026 | -6.35% Mar 27, 2024 - Jul 5, 2024 |
| #8 | -10.43% Jul 26, 2023 - Dec 14, 2023 | -5.95% May 11, 2026 - May 26, 2026 |
| #9 | -8.43% Jun 14, 2021 - Jan 12, 2022 | -2.12% Jan 27, 2026 - Feb 6, 2026 |
| #10 | -8.13% Feb 26, 2007 - Apr 2, 2007 | -1.56% Jan 30, 2024 - Feb 2, 2024 |
| #11 | -5.14% Jul 11, 2006 - Jul 28, 2006 | -1.55% May 6, 2026 - May 8, 2026 |
| #12 | -4.85% Jun 4, 2007 - Jul 9, 2007 | -1.53% Mar 7, 2024 - Mar 18, 2024 |
| #13 | -4.81% May 17, 2024 - Jul 12, 2024 | -1.41% Jun 15, 2026 - Jun 18, 2026 |
| #14 | -4.60% Jul 31, 2024 - Aug 16, 2024 | -1.34% Feb 12, 2024 - Feb 15, 2024 |
| #15 | -4.37% Nov 12, 2025 - Nov 28, 2025 | -1.14% Dec 15, 2025 - Dec 19, 2025 |
Correlation
Correlation between AIVI and IGTR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2006 - 2026)
AIVI vs IGTR dividend yield comparison.
| Year | AIVI | IGTR |
|---|---|---|
| 2026 | 2.99% | 0.00% |
| 2025 | 4.70% | 0.80% |
| 2024 | 4.94% | 2.40% |
| 2023 | 5.05% | 0.87% |
| 2022 | 4.32% | 0.31% |
| 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% |
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