AVXC vs AIVL
Comparison between Avantis Emerging Markets ex-China Equity ETF (AVXC, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).
AVXC vs AIVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AVXC
$406M
AIVL
$405M
Expense Ratio
Winner
AVXC
0.33%
AIVL
0.38%
Max Drawdown
Winner
AVXC
21.03%
AIVL
65.11%
Sharpe Ratio
Winner
AVXC
1.91
AIVL
1.16
5Y Beta
AVXC
0.87
Winner
AIVL
0.65
P/E Ratio
AVXC
N/A
AIVL
20.92
Forward P/E
AVXC
N/A
AIVL
16.85
PEG Ratio
AVXC
N/A
AIVL
0.45
5Y Dividends CAGR
AVXC
N/A
AIVL
-3.63%
5Y EPS CAGR
AVXC
N/A
AIVL
12.23%
Debt to Equity
AVXC
N/A
AIVL
38.45%
P/S Ratio
AVXC
N/A
AIVL
2.71
P/B Ratio
AVXC
N/A
AIVL
2.97
AVXC vs AIVL - Holdings Comparison
AVXC and AIVL have 1 common holdings. Overlap is 0.11%
AVXC's top 25 holdings weight is 37.47%. AIVL's top 25 holdings weight is 65.38%.
| Rank | AVXC | AIVL |
|---|---|---|
| #1 | n/a (TSM) - 10.65% | MICRON TECHNOLOGY INC (MU) - 5.39% |
| #2 | SK HYNIX INC (n/a) - 8.61% | BANK OF AMERICA CORP (BAC) - 3.85% |
| #3 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 6.98% | CIENA CORP (CIEN) - 3.47% |
| #4 | MEDIATEK INC (n/a) - 1.38% | U.S. BANCORP (USB) - 3.22% |
| #5 | UNITED MICROELECTRONICS CORP (n/a) - 0.98% | ALTRIA GROUP INC (MO) - 3.20% |
| #6 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 0.82% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.97% |
| #7 | HYUNDAI MOTOR CO (n/a) - 0.67% | NISOURCE INC (NI) - 2.94% |
| #8 | VALE SA ADR (VALE) - 0.64% | DANAHER CORP (DHR) - 2.94% |
| #9 | ICICI BANK LTD ADR (IBN) - 0.53% | PROCTER & GAMBLE CO (PG) - 2.94% |
| #10 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.52% | MEDTRONIC PLC (MDT) - 2.91% |
| #11 | HDFC BANK LTD (n/a) - 0.52% | HONEYWELL INTERNATIONAL INC (HON) - 2.87% |
| #12 | ZHEN DING TECHNOLOGY HOLDING LTD (n/a) - 0.46% | NASDAQ INC (NDAQ) - 2.87% |
| #13 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.45% | FORTIVE CORP (FTV) - 2.73% |
| #14 | ASE TECHNOLOGY HOLDING CO LTD ADR (ASX) - 0.44% | COMCAST CORP CLASS A (CMCSA) - 2.51% |
| #15 | KIA CORP (n/a) - 0.44% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.41% |
| #16 | FUBON FINANCIAL HOLDINGS CO LTD (n/a) - 0.42% | CENTERPOINT ENERGY INC (CNP) - 2.37% |
| #17 | INNOLUX CORP (n/a) - 0.42% | RTX CORP (RTX) - 2.21% |
| #18 | HANA FINANCIAL GROUP INC (n/a) - 0.40% | L3HARRIS TECHNOLOGIES INC (LHX) - 2.11% |
| #19 | MTN GROUP LTD (n/a) - 0.38% | PPG INDUSTRIES INC (PPG) - 1.99% |
| #20 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 0.36% | CSX CORP (CSX) - 1.92% |
| #21 | GERDAU SA ADR (GGB) - 0.28% | WESTERN DIGITAL CORP (WDC) - 1.78% |
| #22 | BANK POLSKA KASA OPIEKI SA (n/a) - 0.28% | ANTERO MIDSTREAM CORP (AM) - 1.66% |
| #23 | WT MICROELECTRONICS CO LTD (n/a) - 0.28% | KINDER MORGAN INC CLASS P (KMI) - 1.44% |
| #24 | ASPEED TECHNOLOGY INC (n/a) - 0.28% | INTEL CORP (INTC) - 1.34% |
| #25 | POSCO HOLDINGS INC ADR (PKX) - 0.28% | PG&E CORP (PCG) - 1.34% |
| Total Holdings | 2027 | 102 |
AVXC vs AIVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AVXC
+3.81%
AIVL
+2.64%
3M
Winner
AVXC
+22.28%
AIVL
+10.48%
6M
Winner
AVXC
+32.82%
AIVL
+11.56%
1Y
Winner
AVXC
+56.19%
AIVL
+17.04%
5Y(CAGR)
AVXC
N/A
AIVL
+8.17%
10Y(CAGR)
AVXC
N/A
AIVL
+8.22%
Max(CAGR)
Winner
AVXC
+27.01%
AIVL
+8.22%
AVXC vs AIVL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | AVXC | AIVL |
|---|---|---|
| 2026 | +28.93% | +11.91% |
| 2025 | +30.32% | +10.04% |
| 2024 | -0.79% | +13.17% |
| 2023 | N/A | +6.73% |
| 2022 | N/A | -7.34% |
| 2021 | N/A | +25.94% |
| 2020 | N/A | -5.74% |
| 2019 | N/A | +23.71% |
| 2018 | N/A | -10.36% |
| 2017 | N/A | +12.45% |
| 2016 | N/A | +18.65% |
| 2015 | N/A | -5.34% |
| 2014 | N/A | +16.39% |
| 2013 | N/A | +24.79% |
| 2012 | N/A | +11.20% |
| 2011 | N/A | +11.45% |
| 2010 | N/A | +20.09% |
| 2009 | N/A | +22.75% |
| 2008 | N/A | -35.32% |
| 2007 | N/A | -0.31% |
| 2006 | N/A | +17.06% |
AVXC vs AIVL Drawdown Comparison
The maximum drawdown for AVXC was -20.43%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The current AVXC drawdown is -5.67%. The current AIVL drawdown is -1.07%.
| Rank | AVXC | AIVL |
|---|---|---|
| #1 | -20.43% Sep 26, 2024 - Jun 10, 2025 | -62.45% Oct 9, 2007 - Jan 10, 2012 |
| #2 | -14.04% Feb 25, 2026 - Apr 17, 2026 | -41.15% Jan 16, 2020 - Mar 5, 2021 |
| #3 | -9.76% Jul 16, 2024 - Sep 24, 2024 | -19.08% Jan 4, 2022 - Feb 23, 2024 |
| #4 | -8.47% Jun 2, 2026 - Jun 18, 2026 | -19.07% Sep 21, 2018 - Oct 25, 2019 |
| #5 | -5.67% Jun 22, 2026 - Jun 23, 2026 | -14.74% Apr 23, 2015 - Mar 17, 2016 |
| #6 | -5.55% May 11, 2026 - May 26, 2026 | -14.48% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -5.18% Apr 9, 2024 - May 6, 2024 | -10.76% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -4.17% Nov 3, 2025 - Dec 10, 2025 | -9.98% Jun 1, 2007 - Oct 9, 2007 |
| #9 | -4.13% May 20, 2024 - Jun 17, 2024 | -8.23% Apr 2, 2012 - Jul 19, 2012 |
| #10 | -3.34% Oct 8, 2025 - Oct 16, 2025 | -7.85% Mar 2, 2026 - May 5, 2026 |
| #11 | -3.22% Jul 23, 2025 - Aug 13, 2025 | -7.06% Oct 18, 2012 - Jan 2, 2013 |
| #12 | -2.74% Dec 10, 2025 - Dec 23, 2025 | -6.01% Jun 11, 2021 - Dec 16, 2021 |
| #13 | -2.35% Jan 28, 2026 - Feb 9, 2026 | -5.86% Feb 20, 2007 - Apr 17, 2007 |
| #14 | -2.27% Jun 12, 2025 - Jun 24, 2025 | -5.66% May 21, 2013 - Jul 11, 2013 |
| #15 | -2.06% Sep 23, 2025 - Oct 6, 2025 | -5.65% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between AVXC and AIVL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2006 - 2026)
AVXC vs AIVL dividend yield comparison.
| Year | AVXC | AIVL |
|---|---|---|
| 2026 | 0.55% | 0.28% |
| 2025 | 1.97% | 1.61% |
| 2024 | 1.34% | 2.13% |
| 2023 | 0.00% | 2.43% |
| 2022 | 0.00% | 2.08% |
| 2021 | 0.00% | 2.75% |
| 2020 | 0.00% | 3.55% |
| 2019 | 0.00% | 3.25% |
| 2018 | 0.00% | 4.18% |
| 2017 | 0.00% | 3.16% |
| 2016 | 0.00% | 3.20% |
| 2015 | 0.00% | 3.41% |
| 2014 | 0.00% | 3.07% |
| 2013 | 0.00% | 2.86% |
| 2012 | 0.00% | 4.35% |
| 2011 | 0.00% | 3.16% |
| 2010 | 0.00% | 3.35% |
| 2009 | 0.00% | 3.78% |
| 2008 | 0.00% | 6.25% |
| 2007 | 0.00% | 3.36% |
| 2006 | 0.00% | 0.99% |
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