AIVL vs CVIE

Comparison between WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF) and CALVERT INTERNATIONAL RESPONSIBLE INDEX ETF (CVIE, ETF).

AIVL vs CVIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVL(ETF)	CVIE(ETF)
Net Assets	$405M	$405M
Expense Ratio	0.38%	0.18%
Max Drawdown	65.11%	14.36%
Sharpe Ratio	1.16	1.63
5Y Beta	0.65	0.83
P/E Ratio	20.92	N/A
Forward P/E	16.85	N/A
PEG Ratio	0.45	N/A
5Y Dividends CAGR	-3.63%	N/A
5Y EPS CAGR	12.23%	N/A
Debt to Equity	38.45%	N/A
P/S Ratio	2.71	N/A
P/B Ratio	2.97	N/A

Net Assets

Winner

AIVL

$405M

CVIE

$405M

Expense Ratio

AIVL

0.38%

Winner

CVIE

0.18%

Max Drawdown

AIVL

65.11%

Winner

CVIE

14.36%

Sharpe Ratio

AIVL

1.16

Winner

CVIE

1.63

5Y Beta

Winner

AIVL

0.65

CVIE

0.83

P/E Ratio

AIVL

20.92

CVIE

N/A

Forward P/E

AIVL

16.85

CVIE

N/A

PEG Ratio

AIVL

0.45

CVIE

N/A

5Y Dividends CAGR

AIVL

-3.63%

CVIE

N/A

5Y EPS CAGR

AIVL

12.23%

CVIE

N/A

Debt to Equity

AIVL

38.45%

CVIE

N/A

P/S Ratio

AIVL

2.71

CVIE

N/A

P/B Ratio

AIVL

2.97

CVIE

N/A

AIVL vs CVIE - Holdings Comparison

AIVL and CVIE have 1 common holdings. Overlap is 0.03%

AIVL's top 25 holdings weight is 65.38%. CVIE's top 25 holdings weight is 31.61%.

Rank	AIVL	CVIE
#1	MICRON TECHNOLOGY INC (MU) - 5.39%	n/a (n/a) - 5.55%
#2	BANK OF AMERICA CORP (BAC) - 3.85%	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.89%
#3	CIENA CORP (CIEN) - 3.47%	SK HYNIX INC (n/a) - 3.15%
#4	U.S. BANCORP (USB) - 3.22%	ASML HOLDING NV (n/a) - 2.38%
#5	ALTRIA GROUP INC (MO) - 3.20%	ARM HOLDINGS PLC ADR (ARM) - 1.71%
#6	TELEDYNE TECHNOLOGIES INC (TDY) - 2.97%	HSBC HOLDINGS PLC (n/a) - 1.06%
#7	NISOURCE INC (NI) - 2.94%	ROYAL BANK OF CANADA (n/a) - 0.97%
#8	DANAHER CORP (DHR) - 2.94%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 0.96%
#9	PROCTER & GAMBLE CO (PG) - 2.94%	ASTRAZENECA PLC (AZN:XLON) - 0.92%
#10	MEDTRONIC PLC (MDT) - 2.91%	NOVARTIS AG REGISTERED SHARES (n/a) - 0.91%
#11	HONEYWELL INTERNATIONAL INC (HON) - 2.87%	NESTLE SA (n/a) - 0.87%
#12	NASDAQ INC (NDAQ) - 2.87%	SIEMENS AG (n/a) - 0.87%
#13	FORTIVE CORP (FTV) - 2.73%	MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.84%
#14	COMCAST CORP CLASS A (CMCSA) - 2.51%	TOKYO ELECTRON LTD (n/a) - 0.72%
#15	INTERCONTINENTAL EXCHANGE INC (ICE) - 2.41%	SCHNEIDER ELECTRIC SE (n/a) - 0.71%
#16	CENTERPOINT ENERGY INC (CNP) - 2.37%	THE TORONTO-DOMINION BANK (TD) - 0.71%
#17	RTX CORP (RTX) - 2.21%	COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.64%
#18	L3HARRIS TECHNOLOGIES INC (LHX) - 2.11%	BANCO SANTANDER SA (n/a) - 0.62%
#19	PPG INDUSTRIES INC (PPG) - 1.99%	SAP SE (n/a) - 0.62%
#20	CSX CORP (CSX) - 1.92%	ABB LTD (n/a) - 0.60%
#21	WESTERN DIGITAL CORP (WDC) - 1.78%	ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.60%
#22	ANTERO MIDSTREAM CORP (AM) - 1.66%	ALLIANZ SE (n/a) - 0.59%
#23	KINDER MORGAN INC CLASS P (KMI) - 1.44%	TOYOTA MOTOR CORP (n/a) - 0.58%
#24	INTEL CORP (INTC) - 1.34%	MEDIATEK INC (n/a) - 0.57%
#25	PG&E CORP (PCG) - 1.34%	SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.57%
Total Holdings	102	754

AIVL vs CVIE - Historical Returns

Returns include dividend reinvestment.

Period	AIVL	CVIE
1 month	+2.64%	+2.52%
3 months	+10.48%	+16.71%
6 months	+11.56%	+18.22%
1 year	+17.04%	+35.51%
5 years(CAGR)	+8.17%	N/A
10 years(CAGR)	+8.22%	N/A
Max(CAGR)	+8.22%	+18.90%

Winner

AIVL

+2.64%

CVIE

+2.52%

AIVL

+10.48%

Winner

CVIE

+16.71%

AIVL

+11.56%

Winner

CVIE

+18.22%

AIVL

+17.04%

Winner

CVIE

+35.51%

5Y(CAGR)

AIVL

+8.17%

CVIE

N/A

10Y(CAGR)

AIVL

+8.22%

CVIE

N/A

Max(CAGR)

AIVL

+8.22%

Winner

CVIE

+18.90%

AIVL vs CVIE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AIVL	CVIE
2026	+11.91%	+16.51%
2025	+10.04%	+33.61%
2024	+13.17%	+6.68%
2023	+6.73%	+8.49%
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 CVIE Drawdown Comparison

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

The maximum drawdown for CVIE was -13.52%, occurring on Apr 8, 2025. Recovery took 38 trading sessions.

The current AIVL drawdown is -1.07%. The current CVIE drawdown is -3.25%.

Rank	AIVL	CVIE
#1	-62.45% Oct 9, 2007 - Jan 10, 2012	-13.52% Mar 5, 2025 - Apr 29, 2025
#2	-41.15% Jan 16, 2020 - Mar 5, 2021	-12.73% Jul 28, 2023 - Dec 13, 2023
#3	-19.08% Jan 4, 2022 - Feb 23, 2024	-12.71% Feb 26, 2026 - May 6, 2026
#4	-19.07% Sep 21, 2018 - Oct 25, 2019	-9.31% Sep 26, 2024 - Mar 5, 2025
#5	-14.74% Apr 23, 2015 - Mar 17, 2016	-8.37% Jul 12, 2024 - Aug 23, 2024
#6	-14.48% Nov 29, 2024 - Jul 1, 2025	-7.41% Feb 2, 2023 - Apr 13, 2023
#7	-10.76% Jan 26, 2018 - Aug 20, 2018	-5.41% Nov 12, 2025 - Dec 10, 2025
#8	-9.98% Jun 1, 2007 - Oct 9, 2007	-5.23% Jun 2, 2026 - Jun 15, 2026
#9	-8.23% Apr 2, 2012 - Jul 19, 2012	-5.20% Mar 27, 2024 - May 14, 2024
#10	-7.85% Mar 2, 2026 - May 5, 2026	-4.42% Jul 23, 2025 - Aug 13, 2025
#11	-7.06% Oct 18, 2012 - Jan 2, 2013	-4.07% Jun 15, 2023 - Jul 13, 2023
#12	-6.01% Jun 11, 2021 - Dec 16, 2021	-3.99% Aug 30, 2024 - Sep 19, 2024
#13	-5.86% Feb 20, 2007 - Apr 17, 2007	-3.49% Dec 27, 2023 - Jan 29, 2024
#14	-5.66% May 21, 2013 - Jul 11, 2013	-3.39% May 22, 2023 - Jun 13, 2023
#15	-5.65% Sep 5, 2014 - Oct 30, 2014	-3.25% May 6, 2026 - May 26, 2026

Correlation

Correlation between AIVL and CVIE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

AIVL vs CVIE dividend yield comparison.

Year	AIVL	CVIE
2026	0.28%	0.97%
2025	1.61%	2.85%
2024	2.13%	2.78%
2023	2.43%	1.96%
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%