AIVL vs BKMS
Comparison between WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF) and BNY Mellon Municipal Short Duration ETF (BKMS, ETF).
AIVL vs BKMS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AIVL
$427M
Winner
BKMS
$428M
Expense Ratio
AIVL
0.38%
Winner
BKMS
0.35%
Max Drawdown
AIVL
65.11%
Winner
BKMS
1.53%
Sharpe Ratio
Winner
AIVL
1.28
BKMS
-1.69
5Y Beta
AIVL
0.66
Winner
BKMS
0.02
P/E Ratio
AIVL
19.10
BKMS
N/A
Forward P/E
AIVL
17.45
BKMS
N/A
PEG Ratio
AIVL
0.38
BKMS
N/A
5Y Dividends CAGR
AIVL
-2.61%
BKMS
N/A
5Y EPS CAGR
AIVL
12.72%
BKMS
N/A
Debt to Equity
AIVL
72.72%
BKMS
N/A
P/S Ratio
AIVL
2.75
BKMS
N/A
P/B Ratio
AIVL
2.90
BKMS
N/A
AIVL vs BKMS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AIVL
+1.38%
BKMS
+0.44%
3M
Winner
AIVL
+6.63%
BKMS
+0.65%
6M
Winner
AIVL
+9.84%
BKMS
+0.33%
1Y
AIVL
+19.35%
BKMS
N/A
5Y(CAGR)
AIVL
+8.79%
BKMS
N/A
10Y(CAGR)
AIVL
+8.54%
BKMS
N/A
Max(CAGR)
Winner
AIVL
+8.41%
BKMS
+1.68%
AIVL vs BKMS - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AIVL | BKMS |
|---|---|---|
| 2026 | +17.59% | +1.04% |
| 2025 | +10.04% | N/A |
| 2024 | +13.17% | N/A |
| 2023 | +6.73% | N/A |
| 2022 | -7.34% | N/A |
| 2021 | +25.94% | N/A |
| 2020 | -5.74% | N/A |
| 2019 | +23.71% | N/A |
| 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 BKMS Drawdown Comparison
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The maximum drawdown for BKMS was -0.87%, occurring on Mar 26, 2026. Recovery took 74 trading sessions.
The current AIVL drawdown is -1.32%. The current BKMS drawdown is -0.04%.
| Rank | AIVL | BKMS |
|---|---|---|
| #1 | -62.45% Oct 9, 2007 - Jan 10, 2012 | -0.87% Feb 27, 2026 - Jun 15, 2026 |
| #2 | -41.15% Jan 16, 2020 - Mar 5, 2021 | -0.51% Jun 29, 2026 - Aug 11, 2026 |
| #3 | -19.08% Jan 4, 2022 - Feb 23, 2024 | -0.18% Jan 23, 2026 - Jan 30, 2026 |
| #4 | -19.07% Sep 21, 2018 - Oct 25, 2019 | -0.18% Aug 12, 2026 - Aug 18, 2026 |
| #5 | -14.74% Apr 23, 2015 - Mar 17, 2016 | -0.13% Jun 15, 2026 - Jun 24, 2026 |
| #6 | -14.48% Nov 29, 2024 - Jul 1, 2025 | -0.08% Jan 16, 2026 - Jan 23, 2026 |
| #7 | -10.76% Jan 26, 2018 - Aug 20, 2018 | -0.08% Feb 17, 2026 - Feb 23, 2026 |
| #8 | -9.98% Jun 1, 2007 - Oct 9, 2007 | -0.06% Feb 9, 2026 - Feb 12, 2026 |
| #9 | -8.23% Apr 2, 2012 - Jul 19, 2012 | -0.06% Jun 24, 2026 - Jun 26, 2026 |
| #10 | -7.85% Mar 2, 2026 - May 5, 2026 | -0.02% Feb 5, 2026 - Feb 9, 2026 |
| #11 | -7.06% Oct 18, 2012 - Jan 2, 2013 | N/A |
| #12 | -6.01% Jun 11, 2021 - Dec 16, 2021 | N/A |
| #13 | -5.86% Feb 20, 2007 - Apr 17, 2007 | N/A |
| #14 | -5.66% May 21, 2013 - Jul 11, 2013 | N/A |
| #15 | -5.65% Sep 5, 2014 - Oct 30, 2014 | N/A |
Correlation
Correlation between AIVL and BKMS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2006 - 2026)
AIVL vs BKMS dividend yield comparison.
| Year | AIVL | BKMS |
|---|---|---|
| 2026 | 0.67% | 1.67% |
| 2025 | 1.61% | 0.00% |
| 2024 | 2.13% | 0.00% |
| 2023 | 2.43% | 0.00% |
| 2022 | 2.08% | 0.00% |
| 2021 | 2.75% | 0.00% |
| 2020 | 3.55% | 0.00% |
| 2019 | 3.25% | 0.00% |
| 2018 | 4.18% | 0.00% |
| 2017 | 3.16% | 0.00% |
| 2016 | 3.20% | 0.00% |
| 2015 | 3.41% | 0.00% |
| 2014 | 3.07% | 0.00% |
| 2013 | 2.86% | 0.00% |
| 2012 | 4.35% | 0.00% |
| 2011 | 3.16% | 0.00% |
| 2010 | 3.35% | 0.00% |
| 2009 | 3.78% | 0.00% |
| 2008 | 6.25% | 0.00% |
| 2007 | 3.36% | 0.00% |
| 2006 | 0.99% | 0.00% |
Select Stocks to Compare
Popular: AIVL vs SPYBKMS vs SPY
More Comparisons
Compare with similar stocks