HEDG vs AIVL
Comparison between EQUABLE SHARES HEDGED EQUITY ETF (HEDG, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).
HEDG vs AIVL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEDG
$427M
AIVL
$427M
Expense Ratio
HEDG
0.96%
Winner
AIVL
0.38%
Max Drawdown
Winner
HEDG
4.33%
AIVL
65.11%
Sharpe Ratio
HEDG
1.13
Winner
AIVL
1.28
5Y Beta
Winner
HEDG
0.35
AIVL
0.66
P/E Ratio
HEDG
N/A
AIVL
19.10
Forward P/E
HEDG
N/A
AIVL
17.45
PEG Ratio
HEDG
N/A
AIVL
0.38
5Y Dividends CAGR
HEDG
N/A
AIVL
-2.61%
5Y EPS CAGR
HEDG
N/A
AIVL
12.72%
Debt to Equity
HEDG
N/A
AIVL
72.72%
P/S Ratio
HEDG
N/A
AIVL
2.75
P/B Ratio
HEDG
N/A
AIVL
2.90
HEDG vs AIVL - Holdings Comparison
HEDG and AIVL have 0 common holdings. Overlap is 0.00%
HEDG's top 25 holdings weight is 98.30%. AIVL's top 25 holdings weight is 62.45%.
| Rank | HEDG | AIVL |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 74.13% | BANK OF AMERICA CORP (BAC) - 4.06% |
| #2 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 23.71% | ALTRIA GROUP INC (MO) - 3.33% |
| #3 | CLEARSHARES ULTRA-SHORT MATURITY ETF (OPER) - 0.46% | U.S. BANCORP (USB) - 3.29% |
| #4 | N/A | MEDTRONIC PLC (MDT) - 3.26% |
| #5 | N/A | DANAHER CORP (DHR) - 3.21% |
| #6 | N/A | INTERCONTINENTAL EXCHANGE INC (ICE) - 3.11% |
| #7 | N/A | PROCTER & GAMBLE CO (PG) - 3.08% |
| #8 | N/A | AMAZON.COM INC (AMZN) - 2.99% |
| #9 | N/A | NISOURCE INC (NI) - 2.98% |
| #10 | N/A | TELEDYNE TECHNOLOGIES INC (TDY) - 2.89% |
| #11 | N/A | FORTIVE CORP (FTV) - 2.72% |
| #12 | N/A | NASDAQ INC (NDAQ) - 2.59% |
| #13 | N/A | RTX CORP (RTX) - 2.40% |
| #14 | N/A | CENTERPOINT ENERGY INC (CNP) - 2.38% |
| #15 | N/A | APPLE INC (AAPL) - 2.35% |
| #16 | N/A | COMCAST CORP CLASS A (CMCSA) - 2.29% |
| #17 | N/A | PPG INDUSTRIES INC (PPG) - 2.11% |
| #18 | N/A | L3HARRIS TECHNOLOGIES INC (LHX) - 1.99% |
| #19 | N/A | CSX CORP (CSX) - 1.97% |
| #20 | N/A | KINDER MORGAN INC CLASS P (KMI) - 1.92% |
| #21 | N/A | ROPER TECHNOLOGIES INC (ROP) - 1.73% |
| #22 | N/A | ANTERO MIDSTREAM CORP (AM) - 1.69% |
| #23 | N/A | HEXCEL CORP (HXL) - 1.38% |
| #24 | N/A | HONEYWELL INTERNATIONAL INC (HON) - 1.37% |
| #25 | N/A | PG&E CORP (PCG) - 1.36% |
| Total Holdings | 3 | 104 |
HEDG vs AIVL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEDG
+2.27%
AIVL
+1.38%
3M
HEDG
+3.10%
Winner
AIVL
+6.63%
6M
HEDG
+4.32%
Winner
AIVL
+9.84%
1Y
HEDG
+9.03%
Winner
AIVL
+19.35%
5Y(CAGR)
HEDG
N/A
AIVL
+8.79%
10Y(CAGR)
HEDG
N/A
AIVL
+8.54%
Max(CAGR)
Winner
HEDG
+10.44%
AIVL
+8.41%
HEDG vs AIVL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | HEDG | AIVL |
|---|---|---|
| 2026 | +5.67% | +17.59% |
| 2025 | +3.16% | +10.04% |
| 2024 | N/A | +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% |
HEDG vs AIVL Drawdown Comparison
The maximum drawdown for HEDG was -3.85%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 1072 trading sessions.
The current AIVL drawdown is -1.32%.
| Rank | HEDG | AIVL |
|---|---|---|
| #1 | -3.85% Feb 25, 2026 - Apr 17, 2026 | -62.45% Oct 9, 2007 - Jan 10, 2012 |
| #2 | -1.64% Nov 11, 2025 - Nov 25, 2025 | -41.15% Jan 16, 2020 - Mar 5, 2021 |
| #3 | -1.15% Feb 2, 2026 - Feb 24, 2026 | -19.08% Jan 4, 2022 - Feb 23, 2024 |
| #4 | -1.06% Jul 15, 2026 - Jul 31, 2026 | -19.07% Sep 21, 2018 - Oct 25, 2019 |
| #5 | -0.87% Jun 8, 2026 - Jun 30, 2026 | -14.74% Apr 23, 2015 - Mar 17, 2016 |
| #6 | -0.81% Jan 12, 2026 - Jan 26, 2026 | -14.48% Nov 29, 2024 - Jul 1, 2025 |
| #7 | -0.60% Nov 3, 2025 - Nov 10, 2025 | -10.76% Jan 26, 2018 - Aug 20, 2018 |
| #8 | -0.50% Oct 13, 2025 - Oct 17, 2025 | -9.98% Jun 1, 2007 - Oct 9, 2007 |
| #9 | -0.42% Dec 12, 2025 - Dec 19, 2025 | -8.23% Apr 2, 2012 - Jul 19, 2012 |
| #10 | -0.38% Aug 14, 2026 - Aug 25, 2026 | -7.85% Mar 2, 2026 - May 5, 2026 |
| #11 | -0.27% Jul 10, 2026 - Jul 15, 2026 | -7.06% Oct 18, 2012 - Jan 2, 2013 |
| #12 | -0.23% Jun 2, 2026 - Jun 8, 2026 | -6.01% Jun 11, 2021 - Dec 16, 2021 |
| #13 | -0.23% Jul 6, 2026 - Jul 9, 2026 | -5.86% Feb 20, 2007 - Apr 17, 2007 |
| #14 | -0.20% Dec 26, 2025 - Jan 5, 2026 | -5.66% May 21, 2013 - Jul 11, 2013 |
| #15 | -0.19% Jan 6, 2026 - Jan 9, 2026 | -5.65% Sep 5, 2014 - Oct 30, 2014 |
Correlation
Correlation between HEDG 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)
HEDG vs AIVL dividend yield comparison.
| Year | HEDG | AIVL |
|---|---|---|
| 2026 | 0.96% | 0.67% |
| 2025 | 1.38% | 1.61% |
| 2024 | 0.00% | 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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