AIVI vs SYZ
Comparison between WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF) and LAZARD US SYSTEMATIC SMALL CAP EQUITY ETF (SYZ, ETF).
AIVI vs SYZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIVI
$62M
Winner
SYZ
$62M
Expense Ratio
Winner
AIVI
0.58%
SYZ
0.61%
Max Drawdown
AIVI
70.35%
Winner
SYZ
8.00%
Sharpe Ratio
Winner
AIVI
1.25
SYZ
1.11
5Y Beta
Winner
AIVI
0.53
SYZ
1.05
P/E Ratio
AIVI
N/A
SYZ
35.62
Forward P/E
AIVI
N/A
SYZ
15.15
5Y Dividends CAGR
AIVI
9.24%
SYZ
N/A
5Y EPS CAGR
AIVI
N/A
SYZ
15.60%
P/S Ratio
AIVI
N/A
SYZ
1.34
P/B Ratio
AIVI
N/A
SYZ
2.37
AIVI vs SYZ - Holdings Comparison
AIVI and SYZ have 1 common holdings. Overlap is 0.00%
AIVI's top 25 holdings weight is 47.93%. SYZ's top 25 holdings weight is 17.45%.
| Rank | AIVI | SYZ |
|---|---|---|
| #1 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.41% | COHERENT CORP (COHR) - 1.23% |
| #2 | TOTALENERGIES SE (TTE:XPAR) - 3.20% | LAZARD GOVT MNY MMKT INS LZIXX (n/a) - 1.21% |
| #3 | UNITED OVERSEAS BANK LTD (n/a) - 2.90% | MUELLER INDUSTRIES INC (MLI) - 1.02% |
| #4 | SWEDBANK AB CLASS A (n/a) - 2.61% | ADEIA INC (ADEA) - 0.78% |
| #5 | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.45% | DIODES INC (DIOD) - 0.77% |
| #6 | NATIONAL AUSTRALIA BANK LTD (n/a) - 2.20% | MYR GROUP INC (MYRG) - 0.74% |
| #7 | SHELL PLC (n/a) - 2.19% | ENERSYS (ENS) - 0.74% |
| #8 | DNB BANK ASA (n/a) - 2.17% | OPENLANE INC (OPLN) - 0.74% |
| #9 | MITSUBISHI CHEMICAL GROUP CORP (n/a) - 1.91% | SANMINA CORP (SANM) - 0.74% |
| #10 | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 1.81% | VIAVI SOLUTIONS INC (VIAV) - 0.74% |
| #11 | STANDARD LIFE PLC (n/a) - 1.81% | THERMON GROUP HOLDINGS INC (THR) - 0.71% |
| #12 | GSK PLC (n/a) - 1.76% | ESCO TECHNOLOGIES INC (ESE) - 0.69% |
| #13 | BRIDGESTONE CORP (n/a) - 1.76% | THE TIMKEN CO (TKR) - 0.69% |
| #14 | VINCI SA (n/a) - 1.73% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% |
| #15 | SWISS RE AG (n/a) - 1.69% | AVANOS MEDICAL INC (AVNS) - 0.67% |
| #16 | UNIPOL ASSICURAZIONI SPA (n/a) - 1.68% | QORVO INC (QRVO) - 0.67% |
| #17 | MIZRAHI TEFAHOT BANK LTD (n/a) - 1.52% | GLOBUS MEDICAL INC CLASS A (GMED) - 0.66% |
| #18 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.49% | ONTO INNOVATION INC (ONTO) - 0.66% |
| #19 | M&G PLC ORDINARY SHARES (n/a) - 1.42% | INTERFACE INC (TILE) - 0.65% |
| #20 | ENDESA SA (n/a) - 1.41% | DECKERS OUTDOOR CORP (DECK) - 0.63% |
| #21 | BAYER AG (n/a) - 1.39% | PEDIATRIX MEDICAL GROUP INC (MD) - 0.41% |
| #22 | KUBOTA CORP (n/a) - 1.38% | PLEXUS CORP (PLXS) - 0.41% |
| #23 | TRANSURBAN GROUP (n/a) - 1.38% | PERDOCEO EDUCATION CORP (PRDO) - 0.41% |
| #24 | HOLCIM LTD (n/a) - 1.33% | ACADIA PHARMACEUTICALS INC (ACAD) - 0.40% |
| #25 | ZURICH INSURANCE GROUP AG (n/a) - 1.33% | BW LPG LIMITED (n/a) - 0.40% |
| Total Holdings | 126 | 365 |
AIVI vs SYZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIVI
-0.14%
SYZ
-0.68%
3M
AIVI
+3.04%
Winner
SYZ
+8.22%
6M
AIVI
+11.87%
Winner
SYZ
+15.86%
1Y
AIVI
+21.39%
SYZ
N/A
5Y(CAGR)
AIVI
+9.63%
SYZ
N/A
10Y(CAGR)
AIVI
+8.39%
SYZ
N/A
Max(CAGR)
AIVI
+5.16%
Winner
SYZ
+23.37%
AIVI vs SYZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AIVI | SYZ |
|---|---|---|
| 2026 | +7.40% | +14.59% |
| 2025 | +39.34% | +0.89% |
| 2024 | +2.91% | N/A |
| 2023 | +16.97% | N/A |
| 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 SYZ Drawdown Comparison
The maximum drawdown for AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 3052 trading sessions.
The maximum drawdown for SYZ was -8.00%, occurring on Nov 20, 2025. Recovery took 58 trading sessions.
The current AIVI drawdown is -4.04%. The current SYZ drawdown is -2.73%.
| Rank | AIVI | SYZ |
|---|---|---|
| #1 | -65.93% Oct 31, 2007 - Dec 16, 2019 | -8.00% Sep 18, 2025 - Dec 10, 2025 |
| #2 | -35.42% Jan 17, 2020 - Jan 6, 2021 | -7.57% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -28.06% Jan 14, 2022 - Jul 13, 2023 | -3.90% May 8, 2026 - May 26, 2026 |
| #4 | -13.88% Jul 19, 2007 - Oct 1, 2007 | -2.84% Dec 11, 2025 - Jan 6, 2026 |
| #5 | -11.71% Sep 27, 2024 - Mar 5, 2025 | -2.73% Jun 2, 2026 - Jun 5, 2026 |
| #6 | -11.42% Mar 19, 2025 - Apr 22, 2025 | -2.59% Jan 22, 2026 - Feb 6, 2026 |
| #7 | -10.92% Feb 25, 2026 - Mar 20, 2026 | -2.13% Feb 9, 2026 - Feb 26, 2026 |
| #8 | -10.43% Jul 26, 2023 - Dec 14, 2023 | -1.52% Jan 15, 2026 - Jan 21, 2026 |
| #9 | -8.43% Jun 14, 2021 - Jan 12, 2022 | -1.39% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -8.13% Feb 26, 2007 - Apr 2, 2007 | -0.84% May 6, 2026 - May 8, 2026 |
| #11 | -5.14% Jul 11, 2006 - Jul 28, 2006 | -0.79% Feb 26, 2026 - Mar 2, 2026 |
| #12 | -4.85% Jun 4, 2007 - Jul 9, 2007 | -0.73% Jan 6, 2026 - Jan 8, 2026 |
| #13 | -4.81% May 17, 2024 - Jul 12, 2024 | -0.70% May 26, 2026 - Jun 2, 2026 |
| #14 | -4.60% Jul 31, 2024 - Aug 16, 2024 | -0.66% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -4.37% Nov 12, 2025 - Nov 28, 2025 | -0.55% May 1, 2026 - May 5, 2026 |
Correlation
Correlation between AIVI and SYZ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2006 - 2026)
AIVI vs SYZ dividend yield comparison.
| Year | AIVI | SYZ |
|---|---|---|
| 2026 | 0.12% | 0.14% |
| 2025 | 4.70% | 0.00% |
| 2024 | 4.94% | 0.00% |
| 2023 | 5.05% | 0.00% |
| 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% |
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