EAD vs AIVL
Comparison between Allspring Income Opportunities Fund (EAD, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).
5-Year PerformanceAIVL has outperformed EAD, delivering a return of +8.8% compared to +2.3%
EAD vs AIVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EAD vs AIVL - Historical Returns
Returns include dividend reinvestment.
EAD vs AIVL - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EAD | AIVL |
|---|---|---|
| 2026 | +0.39% | +17.59% |
| 2025 | +6.49% | +10.04% |
| 2024 | +14.98% | +13.17% |
| 2023 | +10.21% | +6.73% |
| 2022 | -21.22% | -7.34% |
| 2021 | +21.77% | +25.94% |
| 2020 | +6.21% | -5.74% |
| 2019 | +23.96% | +23.71% |
| 2018 | -7.27% | -10.36% |
| 2017 | +8.19% | +12.45% |
| 2016 | +25.62% | +18.65% |
| 2015 | -7.08% | -5.34% |
| 2014 | +5.54% | +16.39% |
| 2013 | -2.29% | +24.79% |
| 2012 | +7.88% | +11.20% |
| 2011 | +17.03% | +11.45% |
| 2010 | +10.22% | +20.09% |
| 2009 | +84.44% | +22.75% |
| 2008 | -44.13% | -35.32% |
| 2007 | -15.74% | -0.31% |
| 2006 | +24.52% | +17.06% |
| 2005 | -10.09% | N/A |
| 2004 | +16.42% | N/A |
| 2003 | +14.03% | N/A |
EAD vs AIVL Drawdown Comparison
The maximum drawdown for EAD was -67.35%, occurring on Nov 21, 2008. Recovery took 792 trading sessions.
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The current EAD drawdown is -2.31%. The current AIVL drawdown is -1.32%.
| Rank | EAD | AIVL |
|---|---|---|
| #1 | -67.35% May 31, 2007 - Jul 22, 2010 | -62.45% Oct 9, 2007 - Jan 10, 2012 |
| #2 | -41.48% Feb 20, 2020 - Dec 2, 2020 | -41.15% Jan 16, 2020 - Mar 5, 2021 |
| #3 | -29.37% Dec 31, 2021 - Sep 12, 2024 | -19.08% Jan 4, 2022 - Feb 23, 2024 |
| #4 | -19.15% Apr 23, 2015 - Jun 8, 2016 | -19.07% Sep 21, 2018 - Oct 25, 2019 |
| #5 | -18.90% May 13, 2011 - Dec 23, 2011 | -14.74% Apr 23, 2015 - Mar 17, 2016 |
| #6 | -13.92% Feb 15, 2013 - Apr 23, 2014 | -14.48% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -12.84% Jan 7, 2005 - Aug 30, 2005 | -10.76% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -12.65% Feb 28, 2025 - Jun 5, 2025 | -9.98% Jun 1, 2007 - Oct 9, 2007 |
| #9 | -11.97% Sep 29, 2017 - Feb 15, 2019 | -8.23% Apr 2, 2012 - Jul 19, 2012 |
| #10 | -11.64% Sep 12, 2005 - Mar 3, 2006 | -7.85% Mar 2, 2026 - May 5, 2026 |
| #11 | -11.27% Feb 1, 2012 - Jul 19, 2012 | -7.06% Oct 18, 2012 - Jan 2, 2013 |
| #12 | -11.00% Nov 9, 2010 - Feb 17, 2011 | -6.01% Jun 11, 2021 - Dec 16, 2021 |
| #13 | -10.75% Jan 12, 2004 - Jul 19, 2004 | -5.86% Feb 20, 2007 - Apr 17, 2007 |
| #14 | -10.06% Aug 9, 2012 - Feb 5, 2013 | -5.66% May 21, 2013 - Jul 11, 2013 |
| #15 | -9.65% Jul 11, 2014 - Mar 2, 2015 | -5.65% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between EAD and AIVL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
EAD vs AIVL dividend yield comparison.
| Year | EAD | AIVL |
|---|---|---|
| 2026 | 6.70% | 0.67% |
| 2025 | 9.47% | 1.61% |
| 2024 | 9.08% | 2.13% |
| 2023 | 9.07% | 2.43% |
| 2022 | 10.97% | 2.08% |
| 2021 | 7.59% | 2.75% |
| 2020 | 8.51% | 3.55% |
| 2019 | 8.44% | 3.25% |
| 2018 | 9.12% | 4.18% |
| 2017 | 8.58% | 3.16% |
| 2016 | 9.62% | 3.20% |
| 2015 | 10.95% | 3.41% |
| 2014 | 9.18% | 3.07% |
| 2013 | 9.08% | 2.86% |
| 2012 | 9.57% | 4.35% |
| 2011 | 10.02% | 3.16% |
| 2010 | 10.84% | 3.35% |
| 2009 | 12.76% | 3.78% |
| 2008 | 23.83% | 6.25% |
| 2007 | 12.30% | 3.36% |
| 2006 | 9.74% | 0.99% |
| 2005 | 13.42% | 0.00% |
| 2004 | 12.26% | 0.00% |
| 2003 | 7.86% | 0.00% |
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