AIVL vs DJUL

Comparison between WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF) and FT VEST U.S. EQUITY DEEP BUFFER ETF - JULY (DJUL, ETF).

5-Year PerformanceDJUL has outperformed AIVL, delivering a return of +8.9% compared to +8.2%

AIVL vs DJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIVL(ETF)	DJUL(ETF)
Net Assets	$405M	$403M
Expense Ratio	0.38%	0.85%
Max Drawdown	65.11%	12.54%
Sharpe Ratio	1.16	2.11
5Y Beta	0.65	0.50
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

DJUL

$403M

Expense Ratio

Winner

AIVL

0.38%

DJUL

0.85%

Max Drawdown

AIVL

65.11%

Winner

DJUL

12.54%

Sharpe Ratio

AIVL

1.16

Winner

DJUL

2.11

5Y Beta

AIVL

0.65

Winner

DJUL

0.50

P/E Ratio

AIVL

20.92

DJUL

N/A

Forward P/E

AIVL

16.85

DJUL

N/A

PEG Ratio

AIVL

0.45

DJUL

N/A

5Y Dividends CAGR

AIVL

-3.63%

DJUL

N/A

5Y EPS CAGR

AIVL

12.23%

DJUL

N/A

Debt to Equity

AIVL

38.45%

DJUL

N/A

P/S Ratio

AIVL

2.71

DJUL

N/A

P/B Ratio

AIVL

2.97

DJUL

N/A

AIVL vs DJUL - Historical Returns

Returns include dividend reinvestment.

Period	AIVL	DJUL
1 month	+2.64%	+0.52%
3 months	+10.48%	+6.30%
6 months	+11.56%	+4.83%
1 year	+17.04%	+15.14%
5 years(CAGR)	+8.17%	+8.93%
10 years(CAGR)	+8.22%	N/A
Max(CAGR)	+8.22%	+8.76%

Winner

AIVL

+2.64%

DJUL

+0.52%

Winner

AIVL

+10.48%

DJUL

+6.30%

Winner

AIVL

+11.56%

DJUL

+4.83%

Winner

AIVL

+17.04%

DJUL

+15.14%

5Y(CAGR)

AIVL

+8.17%

Winner

DJUL

+8.93%

10Y(CAGR)

AIVL

+8.22%

DJUL

N/A

Max(CAGR)

AIVL

+8.22%

Winner

DJUL

+8.76%

AIVL vs DJUL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	AIVL	DJUL
2026	+11.91%	+5.05%
2025	+10.04%	+13.36%
2024	+13.17%	+15.43%
2023	+6.73%	+18.39%
2022	-7.34%	-8.36%
2021	+25.94%	+6.65%
2020	-5.74%	+4.51%
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 DJUL Drawdown Comparison

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

The maximum drawdown for DJUL was -12.54%, occurring on Oct 12, 2022. Recovery took 359 trading sessions.

The current AIVL drawdown is -1.07%. The current DJUL drawdown is -0.17%.

Rank	AIVL	DJUL
#1	-62.45% Oct 9, 2007 - Jan 10, 2012	-12.54% Jan 4, 2022 - Jun 9, 2023
#2	-41.15% Jan 16, 2020 - Mar 5, 2021	-11.29% Feb 19, 2025 - Jun 9, 2025
#3	-19.08% Jan 4, 2022 - Feb 23, 2024	-5.83% Jul 31, 2023 - Nov 30, 2023
#4	-19.07% Sep 21, 2018 - Oct 25, 2019	-4.25% Feb 25, 2026 - Apr 13, 2026
#5	-14.74% Apr 23, 2015 - Mar 17, 2016	-3.43% Jul 22, 2024 - Aug 15, 2024
#6	-14.48% Nov 29, 2024 - Jul 1, 2025	-2.61% Mar 28, 2024 - May 6, 2024
#7	-10.76% Jan 26, 2018 - Aug 20, 2018	-2.44% Oct 12, 2020 - Nov 5, 2020
#8	-9.98% Jun 1, 2007 - Oct 9, 2007	-2.43% Sep 2, 2020 - Oct 9, 2020
#9	-8.23% Apr 2, 2012 - Jul 19, 2012	-2.28% Aug 30, 2024 - Sep 13, 2024
#10	-7.85% Mar 2, 2026 - May 5, 2026	-2.03% Oct 27, 2025 - Dec 3, 2025
#11	-7.06% Oct 18, 2012 - Jan 2, 2013	-1.94% Dec 6, 2024 - Jan 21, 2025
#12	-6.01% Jun 11, 2021 - Dec 16, 2021	-1.75% Sep 2, 2021 - Oct 19, 2021
#13	-5.86% Feb 20, 2007 - Apr 17, 2007	-1.63% Nov 16, 2021 - Dec 23, 2021
#14	-5.66% May 21, 2013 - Jul 11, 2013	-1.51% Oct 21, 2024 - Nov 6, 2024
#15	-5.65% Sep 5, 2014 - Oct 30, 2014	-1.18% Dec 28, 2023 - Jan 10, 2024