BUFM vs AIVL

Comparison between AB MODERATE BUFFER ETF (BUFM, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).

BUFM vs AIVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BUFM(ETF)	AIVL(ETF)
Net Assets	$397M	$397M
Expense Ratio	0.69%	0.38%
Max Drawdown	9.43%	65.11%
Sharpe Ratio	1.27	0.99
5Y Beta	0.50	0.65
P/E Ratio	N/A	20.87
Forward P/E	N/A	16.44
PEG Ratio	N/A	0.42
5Y Dividends CAGR	N/A	-3.63%
5Y EPS CAGR	N/A	11.79%
Debt to Equity	N/A	55.72%
P/S Ratio	N/A	2.75
P/B Ratio	N/A	3.03

Net Assets

Winner

BUFM

$397M

AIVL

$397M

Expense Ratio

BUFM

0.69%

Winner

AIVL

0.38%

Max Drawdown

Winner

BUFM

9.43%

AIVL

65.11%

Sharpe Ratio

Winner

BUFM

1.27

AIVL

0.99

5Y Beta

Winner

BUFM

0.50

AIVL

0.65

P/E Ratio

BUFM

N/A

AIVL

20.87

Forward P/E

BUFM

N/A

AIVL

16.44

PEG Ratio

BUFM

N/A

AIVL

0.42

5Y Dividends CAGR

BUFM

N/A

AIVL

-3.63%

5Y EPS CAGR

BUFM

N/A

AIVL

11.79%

Debt to Equity

BUFM

N/A

AIVL

55.72%

P/S Ratio

BUFM

N/A

AIVL

2.75

P/B Ratio

BUFM

N/A

AIVL

3.03

BUFM vs AIVL - Historical Returns

Returns include dividend reinvestment.

Period	BUFM	AIVL
1 month	+1.02%	+1.54%
3 months	+2.27%	+4.16%
6 months	+3.13%	+10.18%
1 year	+11.80%	+15.43%
5 years(CAGR)	N/A	+6.77%
10 years(CAGR)	N/A	+8.10%
Max(CAGR)	+9.76%	+8.10%

BUFM

+1.02%

Winner

AIVL

+1.54%

BUFM

+2.27%

Winner

AIVL

+4.16%

BUFM

+3.13%

Winner

AIVL

+10.18%

BUFM

+11.80%

Winner

AIVL

+15.43%

5Y(CAGR)

BUFM

N/A

AIVL

+6.77%

10Y(CAGR)

BUFM

N/A

AIVL

+8.10%

Max(CAGR)

Winner

BUFM

+9.76%

AIVL

+8.10%

BUFM vs AIVL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BUFM	AIVL
2026	+2.58%	+9.01%
2025	+13.02%	+10.04%
2024	-1.10%	+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%

BUFM vs AIVL Drawdown Comparison

The maximum drawdown for BUFM was -9.43%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

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

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

Rank	BUFM	AIVL
#1	-9.43% Feb 14, 2025 - May 13, 2025	-62.45% Oct 9, 2007 - Jan 10, 2012
#2	-4.07% Feb 2, 2026 - May 6, 2026	-41.15% Jan 16, 2020 - Mar 5, 2021
#3	-2.18% Nov 3, 2025 - Nov 26, 2025	-19.08% Jan 4, 2022 - Feb 23, 2024
#4	-1.89% Dec 11, 2024 - Jan 21, 2025	-19.07% Sep 21, 2018 - Oct 25, 2019
#5	-1.68% Dec 11, 2025 - Dec 22, 2025	-14.74% Apr 23, 2015 - Mar 17, 2016
#6	-1.30% Oct 8, 2025 - Oct 20, 2025	-14.48% Nov 29, 2024 - Jul 1, 2025
#7	-1.19% Jan 9, 2026 - Jan 26, 2026	-10.76% Jan 26, 2018 - Aug 20, 2018
#8	-1.05% Jun 4, 2026 - Jun 5, 2026	-9.98% Jun 1, 2007 - Oct 9, 2007
#9	-1.03% May 16, 2025 - Jun 2, 2025	-8.23% Apr 2, 2012 - Jul 19, 2012
#10	-1.01% Dec 24, 2025 - Jan 9, 2026	-7.85% Mar 2, 2026 - May 5, 2026
#11	-0.94% Jul 28, 2025 - Aug 8, 2025	-7.06% Oct 18, 2012 - Jan 2, 2013
#12	-0.88% Jan 24, 2025 - Feb 13, 2025	-6.01% Jun 11, 2021 - Dec 16, 2021
#13	-0.61% Jun 10, 2025 - Jun 23, 2025	-5.86% Feb 20, 2007 - Apr 17, 2007
#14	-0.60% Sep 22, 2025 - Oct 1, 2025	-5.66% May 21, 2013 - Jul 11, 2013
#15	-0.60% Aug 14, 2025 - Aug 22, 2025	-5.65% Sep 5, 2014 - Oct 30, 2014