AIVI vs INDL

Comparison between WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF) and DIREXION DAILY MSCI INDIA BULL 2X SHARES (INDL, ETF).

5-Year PerformanceAIVI has outperformed INDL, delivering a return of +11.0% compared to -2.5%

AIVI vs INDL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVI(ETF)	INDL(ETF)
Net Assets	$59M	$59M
Expense Ratio	0.58%	N/A
Max Drawdown	70.35%	95.75%
Sharpe Ratio	1.34	-1.15
5Y Beta	0.54	0.90
5Y Dividends CAGR	18.73%	N/A

Net Assets

AIVI

$59M

INDL

$59M

Expense Ratio

AIVI

0.58%

INDL

N/A

Max Drawdown

Winner

AIVI

70.35%

INDL

95.75%

Sharpe Ratio

Winner

AIVI

1.34

INDL

-1.15

5Y Beta

Winner

AIVI

0.54

INDL

0.90

5Y Dividends CAGR

AIVI

18.73%

INDL

N/A

AIVI vs INDL - Holdings Comparison

AIVI and INDL have 0 common holdings. Overlap is 0.00%

AIVI's top 25 holdings weight is 46.71%. INDL's top 25 holdings weight is 59.28%.

Rank	AIVI	INDL
#1	UNITED OVERSEAS BANK LTD (n/a) - 2.99%	ISHARES MSCI INDIA ETF (INDA) - 46.03%
#2	SWEDBANK AB CLASS A (n/a) - 2.74%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 13.25%
#3	TOTALENERGIES SE (TTE:XPAR) - 2.69%	N/A
#4	BRITISH AMERICAN TOBACCO PLC (n/a) - 2.29%	N/A
#5	NATIONAL AUSTRALIA BANK LTD (n/a) - 2.21%	N/A
#6	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.14%	N/A
#7	DNB BANK ASA (n/a) - 2.08%	N/A
#8	UNIPOL ASSICURAZIONI SPA (n/a) - 2.02%	N/A
#9	SHELL PLC (n/a) - 1.94%	N/A
#10	STANDARD LIFE PLC (n/a) - 1.91%	N/A
#11	SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 1.86%	N/A
#12	BAYER AG (n/a) - 1.85%	N/A
#13	MITSUBISHI CHEMICAL GROUP CORP (n/a) - 1.81%	N/A
#14	BRIDGESTONE CORP (n/a) - 1.77%	N/A
#15	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.72%	N/A
#16	VINCI SA (n/a) - 1.71%	N/A
#17	SWISS RE AG (n/a) - 1.71%	N/A
#18	GSK PLC (n/a) - 1.64%	N/A
#19	M&G PLC ORDINARY SHARES (n/a) - 1.55%	N/A
#20	ENDESA SA (n/a) - 1.52%	N/A
#21	BANCA MEDIOLANUM (n/a) - 1.38%	N/A
#22	ZURICH INSURANCE GROUP AG (n/a) - 1.36%	N/A
#23	UNITED UTILITIES GROUP PLC CLASS A (n/a) - 1.31%	N/A
#24	MIZRAHI TEFAHOT BANK LTD (n/a) - 1.27%	N/A
#25	KOMATSU LTD (n/a) - 1.24%	N/A
Total Holdings	140	2

AIVI vs INDL - Historical Returns

Returns include dividend reinvestment.

Period	AIVI	INDL
1 month	+2.15%	-6.40%
3 months	+4.72%	-9.04%
6 months	+9.14%	-17.47%
1 year	+20.59%	-30.22%
5 years(CAGR)	+10.98%	-2.50%
10 years(CAGR)	+8.87%	-1.90%
Max(CAGR)	+5.36%	-7.15%

Winner

AIVI

+2.15%

INDL

-6.40%

Winner

AIVI

+4.72%

INDL

-9.04%

Winner

AIVI

+9.14%

INDL

-17.47%

Winner

AIVI

+20.59%

INDL

-30.22%

5Y(CAGR)

Winner

AIVI

+10.98%

INDL

-2.50%

10Y(CAGR)

Winner

AIVI

+8.87%

INDL

-1.90%

Max(CAGR)

Winner

AIVI

+5.36%

INDL

-7.15%

AIVI vs INDL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AIVI	INDL
2026	+12.18%	-27.44%
2025	+39.34%	-6.13%
2024	+2.91%	+8.24%
2023	+16.97%	+25.25%
2022	-10.25%	-25.42%
2021	+8.70%	+39.51%
2020	-2.14%	-38.58%
2019	+18.25%	+5.61%
2018	-10.04%	-34.64%
2017	+20.01%	+125.37%
2016	+3.73%	-10.28%
2015	-7.74%	-35.99%
2014	-3.13%	+67.33%
2013	+17.17%	-36.72%
2012	+8.11%	+8.88%
2011	-6.78%	-67.93%
2010	+2.74%	+28.97%
2009	+31.32%	N/A
2008	-45.35%	N/A
2007	+11.52%	N/A
2006	+27.29%	N/A

AIVI vs INDL Drawdown Comparison

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

The maximum drawdown for INDL was -95.67%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The current AIVI drawdown is -1.22%. The current INDL drawdown is -79.21%.

Rank	AIVI	INDL
#1	-65.93% Oct 31, 2007 - Dec 16, 2019	-95.67% Nov 5, 2010 - Mar 23, 2020
#2	-35.42% Jan 17, 2020 - Jan 6, 2021	-30.28% Apr 5, 2010 - Sep 14, 2010
#3	-28.06% Jan 14, 2022 - Jul 13, 2023	-8.88% Oct 13, 2010 - Nov 4, 2010
#4	-13.88% Jul 19, 2007 - Oct 1, 2007	-3.55% Oct 5, 2010 - Oct 13, 2010
#5	-11.71% Sep 27, 2024 - Mar 5, 2025	-3.41% Sep 21, 2010 - Sep 24, 2010
#6	-11.42% Mar 19, 2025 - Apr 22, 2025	-2.68% Mar 17, 2010 - Mar 23, 2010
#7	-10.92% Feb 25, 2026 - Jul 2, 2026	-1.54% Sep 28, 2010 - Oct 1, 2010
#8	-10.43% Jul 26, 2023 - Dec 14, 2023	-1.52% Mar 23, 2010 - Mar 26, 2010
#9	-8.43% Jun 14, 2021 - Jan 12, 2022	-1.19% Mar 12, 2010 - Mar 16, 2010
#10	-8.13% Feb 26, 2007 - Apr 2, 2007	-1.06% Sep 15, 2010 - Sep 17, 2010
#11	-5.14% Jul 11, 2006 - Jul 28, 2006	-0.99% Mar 29, 2010 - Apr 1, 2010
#12	-4.85% Jun 4, 2007 - Jul 9, 2007	-0.80% Sep 24, 2010 - Sep 28, 2010
#13	-4.81% May 17, 2024 - Jul 12, 2024	-0.11% Oct 1, 2010 - Oct 5, 2010
#14	-4.60% Jul 31, 2024 - Aug 16, 2024	N/A
#15	-4.37% Nov 12, 2025 - Nov 28, 2025	N/A

Correlation

Correlation between AIVI and INDL is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (2006 - 2026)

AIVI vs INDL dividend yield comparison.

Year	AIVI	INDL
2026	2.99%	0.53%
2025	4.70%	1.42%
2024	4.94%	2.79%
2023	5.05%	1.65%
2022	4.32%	0.09%
2021	5.53%	2.35%
2020	3.50%	0.00%
2019	4.31%	0.68%
2018	4.21%	0.18%
2017	3.65%	0.31%
2016	3.98%	0.00%
2015	4.23%	0.00%
2014	5.11%	0.00%
2013	3.67%	0.00%
2012	4.56%	0.07%
2011	4.74%	0.00%
2010	3.76%	0.58%
2009	3.61%	0.00%
2008	11.37%	0.00%
2007	2.57%	0.00%
2006	0.36%	0.00%