AIVL vs BAPR

Comparison between WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF) and Innovator U.S. Equity Buffer ETF - April (BAPR, ETF).

5-Year PerformanceBAPR has outperformed AIVL, delivering a return of +11.0% compared to +6.8%

AIVL vs BAPR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVL(ETF)	BAPR(ETF)
Net Assets	$397M	$396M
Expense Ratio	0.38%	0.79%
Max Drawdown	65.11%	23.91%
Sharpe Ratio	0.99	2.45
5Y Beta	0.65	0.64
P/E Ratio	20.87	N/A
Forward P/E	16.44	N/A
PEG Ratio	0.42	N/A
5Y Dividends CAGR	-3.63%	N/A
5Y EPS CAGR	11.79%	N/A
Debt to Equity	55.72%	N/A
P/S Ratio	2.75	N/A
P/B Ratio	3.03	N/A

Net Assets

Winner

AIVL

$397M

BAPR

$396M

Expense Ratio

Winner

AIVL

0.38%

BAPR

0.79%

Max Drawdown

AIVL

65.11%

Winner

BAPR

23.91%

Sharpe Ratio

AIVL

0.99

Winner

BAPR

2.45

5Y Beta

AIVL

0.65

Winner

BAPR

0.64

P/E Ratio

AIVL

20.87

BAPR

N/A

Forward P/E

AIVL

16.44

BAPR

N/A

PEG Ratio

AIVL

0.42

BAPR

N/A

5Y Dividends CAGR

AIVL

-3.63%

BAPR

N/A

5Y EPS CAGR

AIVL

11.79%

BAPR

N/A

Debt to Equity

AIVL

55.72%

BAPR

N/A

P/S Ratio

AIVL

2.75

BAPR

N/A

P/B Ratio

AIVL

3.03

BAPR

N/A

AIVL vs BAPR - Historical Returns

Returns include dividend reinvestment.

Period	AIVL	BAPR
1 month	+1.54%	+1.02%
3 months	+4.16%	+8.77%
6 months	+10.18%	+10.57%
1 year	+15.43%	+19.49%
5 years(CAGR)	+6.77%	+10.98%
10 years(CAGR)	+8.10%	N/A
Max(CAGR)	+8.10%	+10.79%

Winner

AIVL

+1.54%

BAPR

+1.02%

AIVL

+4.16%

Winner

BAPR

+8.77%

AIVL

+10.18%

Winner

BAPR

+10.57%

AIVL

+15.43%

Winner

BAPR

+19.49%

5Y(CAGR)

AIVL

+6.77%

Winner

BAPR

+10.98%

10Y(CAGR)

AIVL

+8.10%

BAPR

N/A

Max(CAGR)

AIVL

+8.10%

Winner

BAPR

+10.79%

AIVL vs BAPR - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AIVL	BAPR
2026	+9.01%	+9.75%
2025	+10.04%	+8.48%
2024	+13.17%	+16.48%
2023	+6.73%	+23.41%
2022	-7.34%	-7.20%
2021	+25.94%	+12.71%
2020	-5.74%	+5.62%
2019	+23.71%	+10.49%
2018	-10.36%	N/A
2017	+12.45%	N/A
2016	+18.65%	N/A
2015	-5.34%	N/A
2014	+16.39%	N/A
2013	+24.79%	N/A
2012	+11.20%	N/A
2011	+11.45%	N/A
2010	+20.09%	N/A
2009	+22.75%	N/A
2008	-35.32%	N/A
2007	-0.31%	N/A
2006	+17.06%	N/A

AIVL vs BAPR Drawdown Comparison

The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.

The maximum drawdown for BAPR was -23.91%, occurring on Mar 20, 2020. Recovery took 130 trading sessions.

The current AIVL drawdown is -1.46%. The current BAPR drawdown is -1.05%.

Rank	AIVL	BAPR
#1	-62.45% Oct 9, 2007 - Jan 10, 2012	-23.91% Feb 19, 2020 - Aug 24, 2020
#2	-41.15% Jan 16, 2020 - Mar 5, 2021	-15.58% Feb 19, 2025 - Aug 12, 2025
#3	-19.08% Jan 4, 2022 - Feb 23, 2024	-15.17% Apr 4, 2022 - May 26, 2023
#4	-19.07% Sep 21, 2018 - Oct 25, 2019	-7.85% Jul 24, 2019 - Dec 12, 2019
#5	-14.74% Apr 23, 2015 - Mar 17, 2016	-7.04% Jul 31, 2023 - Nov 17, 2023
#6	-14.48% Nov 29, 2024 - Jul 1, 2025	-5.95% Jan 4, 2022 - Mar 24, 2022
#7	-10.76% Jan 26, 2018 - Aug 20, 2018	-5.86% Jul 16, 2024 - Aug 21, 2024
#8	-9.98% Jun 1, 2007 - Oct 9, 2007	-5.12% Apr 30, 2019 - Jun 20, 2019
#9	-8.23% Apr 2, 2012 - Jul 19, 2012	-3.85% Mar 28, 2024 - May 14, 2024
#10	-7.85% Mar 2, 2026 - May 5, 2026	-2.93% Aug 30, 2024 - Sep 19, 2024
#11	-7.06% Oct 18, 2012 - Jan 2, 2013	-2.69% May 7, 2021 - May 27, 2021
#12	-6.01% Jun 11, 2021 - Dec 16, 2021	-2.63% Oct 12, 2020 - Nov 5, 2020
#13	-5.86% Feb 20, 2007 - Apr 17, 2007	-2.45% Sep 3, 2021 - Oct 18, 2021
#14	-5.66% May 21, 2013 - Jul 11, 2013	-2.41% Dec 6, 2024 - Jan 21, 2025
#15	-5.65% Sep 5, 2014 - Oct 30, 2014	-2.28% Aug 28, 2020 - Oct 9, 2020