GVUS vs AIVL
Comparison between GOLDMAN SACHS MARKETBETA(R) RUSSELL 1000 VALUE EQUITY ETF (GVUS, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).
GVUS vs AIVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GVUS
$417M
AIVL
$416M
Expense Ratio
Winner
GVUS
0.12%
AIVL
0.38%
Max Drawdown
Winner
GVUS
16.70%
AIVL
65.11%
Sharpe Ratio
Winner
GVUS
1.95
AIVL
1.09
5Y Beta
GVUS
0.73
Winner
AIVL
0.65
P/E Ratio
GVUS
23.87
Winner
AIVL
20.15
Forward P/E
GVUS
18.60
Winner
AIVL
17.19
PEG Ratio
GVUS
N/A
AIVL
0.52
5Y Dividends CAGR
GVUS
N/A
AIVL
-2.61%
5Y EPS CAGR
Winner
GVUS
12.25%
AIVL
10.34%
Debt to Equity
Winner
GVUS
16.96%
AIVL
41.98%
P/S Ratio
Winner
GVUS
2.44
AIVL
2.70
P/B Ratio
GVUS
3.45
Winner
AIVL
2.87
GVUS vs AIVL - Holdings Comparison
GVUS and AIVL have 90 common holdings. Overlap is 18.40%
GVUS's top 25 holdings weight is 40.88%. AIVL's top 25 holdings weight is 62.45%.
| Rank | GVUS | AIVL |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.24% | BANK OF AMERICA CORP (BAC) - 4.06% |
| #2 | APPLE INC (AAPL) - 5.97% | ALTRIA GROUP INC (MO) - 3.33% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | U.S. BANCORP (USB) - 3.29% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.55% | MEDTRONIC PLC (MDT) - 3.26% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.50% | DANAHER CORP (DHR) - 3.21% |
| #6 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.66% | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.11% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.64% | PROCTER & GAMBLE CO (PG) - 3.08% |
| #8 | INTEL CORP (INTC) - 1.25% | AMAZON.COM INC (AMZN) - 2.99% |
| #9 | WALMART INC (WMT) - 1.24% | NISOURCE INC (NI) - 2.98% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.22% | TELEDYNE TECHNOLOGIES INC (TDY) - 2.89% |
| #11 | ABBVIE INC (ABBV) - 1.09% | FORTIVE CORP (FTV) - 2.72% |
| #12 | BANK OF AMERICA CORP (BAC) - 1.04% | NASDAQ INC (NDAQ) - 2.59% |
| #13 | UNITEDHEALTH GROUP INC (UNH) - 1.04% | RTX CORP (RTX) - 2.40% |
| #14 | PROCTER & GAMBLE CO (PG) - 0.94% | CENTERPOINT ENERGY INC (CNP) - 2.38% |
| #15 | CHEVRON CORP (CVX) - 0.93% | APPLE INC (AAPL) - 2.35% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 0.91% | COMCAST CORP CLASS A (CMCSA) - 2.29% |
| #17 | MERCK & CO INC (MRK) - 0.85% | PPG INDUSTRIES INC (PPG) - 2.11% |
| #18 | COCA-COLA CO (KO) - 0.78% | L3HARRIS TECHNOLOGIES INC (LHX) - 1.99% |
| #19 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.78% | CSX CORP (CSX) - 1.97% |
| #20 | META PLATFORMS INC CLASS A (META) - 0.74% | KINDER MORGAN INC CLASS P (KMI) - 1.92% |
| #21 | WELLS FARGO & CO (WFC) - 0.74% | ROPER TECHNOLOGIES INC (ROP) - 1.73% |
| #22 | RTX CORP (RTX) - 0.72% | ANTERO MIDSTREAM CORP (AM) - 1.69% |
| #23 | MORGAN STANLEY (MS) - 0.71% | HEXCEL CORP (HXL) - 1.38% |
| #24 | LINDE PLC (LIN) - 0.66% | HONEYWELL INTERNATIONAL INC (HON) - 1.37% |
| #25 | COSTCO WHOLESALE CORP (COST) - 0.62% | PG&E CORP (PCG) - 1.36% |
| Total Holdings | 842 | 104 |
GVUS vs AIVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GVUS
+1.62%
AIVL
+1.14%
3M
Winner
GVUS
+9.84%
AIVL
+8.12%
6M
Winner
GVUS
+13.72%
AIVL
+9.99%
1Y
Winner
GVUS
+28.44%
AIVL
+17.67%
5Y(CAGR)
GVUS
N/A
AIVL
+8.52%
10Y(CAGR)
GVUS
N/A
AIVL
+8.14%
Max(CAGR)
Winner
GVUS
+20.94%
AIVL
+8.30%
GVUS vs AIVL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | GVUS | AIVL |
|---|---|---|
| 2026 | +17.55% | +14.23% |
| 2025 | +15.99% | +10.04% |
| 2024 | +13.71% | +13.17% |
| 2023 | +5.51% | +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% |
GVUS vs AIVL Drawdown Comparison
The maximum drawdown for GVUS was -15.82%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The current GVUS drawdown is -0.88%. The current AIVL drawdown is -1.36%.
| Rank | GVUS | AIVL |
|---|---|---|
| #1 | -15.82% Nov 29, 2024 - Jul 3, 2025 | -62.45% Oct 9, 2007 - Jan 10, 2012 |
| #2 | -6.68% Feb 27, 2026 - Apr 14, 2026 | -41.15% Jan 16, 2020 - Mar 5, 2021 |
| #3 | -5.40% Mar 28, 2024 - Jul 12, 2024 | -19.08% Jan 4, 2022 - Feb 23, 2024 |
| #4 | -5.17% Jul 31, 2024 - Aug 19, 2024 | -19.07% Sep 21, 2018 - Oct 25, 2019 |
| #5 | -3.86% Nov 12, 2025 - Nov 26, 2025 | -14.74% Apr 23, 2015 - Mar 17, 2016 |
| #6 | -3.17% Oct 18, 2024 - Nov 6, 2024 | -14.48% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -3.13% Jul 25, 2025 - Aug 13, 2025 | -10.76% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -3.11% Aug 30, 2024 - Sep 19, 2024 | -9.98% Jun 1, 2007 - Oct 9, 2007 |
| #9 | -2.82% Oct 6, 2025 - Oct 24, 2025 | -8.23% Apr 2, 2012 - Jul 19, 2012 |
| #10 | -2.37% Jan 8, 2024 - Jan 26, 2024 | -7.85% Mar 2, 2026 - May 5, 2026 |
| #11 | -2.31% Oct 27, 2025 - Nov 12, 2025 | -7.06% Oct 18, 2012 - Jan 2, 2013 |
| #12 | -2.24% Jun 4, 2026 - Jun 12, 2026 | -6.01% Jun 11, 2021 - Dec 16, 2021 |
| #13 | -2.11% Jul 17, 2024 - Jul 30, 2024 | -5.86% Feb 20, 2007 - Apr 17, 2007 |
| #14 | -1.66% Nov 11, 2024 - Nov 22, 2024 | -5.66% May 21, 2013 - Jul 11, 2013 |
| #15 | -1.65% Jul 3, 2025 - Jul 22, 2025 | -5.65% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between GVUS and AIVL is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
GVUS vs AIVL dividend yield comparison.
| Year | GVUS | AIVL |
|---|---|---|
| 2026 | 0.77% | 0.69% |
| 2025 | 1.77% | 1.61% |
| 2024 | 2.04% | 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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