KNGZ vs AIVI
Comparison between FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF (KNGZ, ETF) and WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND (AIVI, ETF).
5-Year PerformanceAIVI has outperformed KNGZ, delivering a return of +10.1% compared to +9.3%
KNGZ vs AIVI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
KNGZ
$64M
AIVI
$64M
Expense Ratio
Winner
KNGZ
0.50%
AIVI
0.58%
Max Drawdown
Winner
KNGZ
37.44%
AIVI
70.35%
Sharpe Ratio
Winner
KNGZ
1.63
AIVI
1.36
5Y Beta
KNGZ
0.79
Winner
AIVI
0.53
P/E Ratio
KNGZ
18.25
AIVI
N/A
Forward P/E
KNGZ
13.89
AIVI
N/A
PEG Ratio
KNGZ
0.04
AIVI
N/A
5Y Dividends CAGR
Winner
KNGZ
9.93%
AIVI
9.24%
5Y EPS CAGR
KNGZ
4.80%
AIVI
N/A
Debt to Equity
KNGZ
-319.04%
AIVI
N/A
P/S Ratio
KNGZ
1.42
AIVI
N/A
P/B Ratio
KNGZ
2.38
AIVI
N/A
KNGZ vs AIVI - Holdings Comparison
KNGZ and AIVI have 1 common holdings. Overlap is 0.00%
KNGZ's top 25 holdings weight is 57.68%. AIVI's top 25 holdings weight is 45.87%.
| Rank | KNGZ | AIVI |
|---|---|---|
| #1 | QUALCOMM INC (QCOM) - 5.24% | TOTALENERGIES SE (TTE:XPAR) - 3.13% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 4.99% | UNITED OVERSEAS BANK LTD (n/a) - 2.89% |
| #3 | HP INC (HPQ) - 4.75% | SWEDBANK AB CLASS A (n/a) - 2.62% |
| #4 | TEXAS INSTRUMENTS INC (TXN) - 4.13% | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.22% |
| #5 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.81% | NATIONAL AUSTRALIA BANK LTD (n/a) - 2.20% |
| #6 | MICROCHIP TECHNOLOGY INC (MCHP) - 3.60% | SHELL PLC (n/a) - 2.16% |
| #7 | VERIZON COMMUNICATIONS INC (VZ) - 3.39% | DNB BANK ASA (n/a) - 2.12% |
| #8 | ACCENTURE PLC CLASS A (ACN) - 3.36% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 2.07% |
| #9 | OMNICOM GROUP INC (OMC) - 2.38% | ISHARES MSCI EAFE VALUE ETF (EFV) - 1.99% |
| #10 | COMCAST CORP CLASS A (CMCSA) - 2.29% | SKANDINAVISKA ENSKILDA BANKEN AB CLASS A (n/a) - 1.79% |
| #11 | ORACLE CORP (ORCL) - 1.96% | MITSUBISHI CHEMICAL GROUP CORP (n/a) - 1.75% |
| #12 | BEST BUY CO INC (BBY) - 1.92% | STANDARD LIFE PLC (n/a) - 1.74% |
| #13 | ANALOG DEVICES INC (ADI) - 1.66% | BRIDGESTONE CORP (n/a) - 1.72% |
| #14 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.41% | VINCI SA (n/a) - 1.68% |
| #15 | ONEOK INC (OKE) - 1.33% | UNIPOL ASSICURAZIONI SPA (n/a) - 1.63% |
| #16 | PFIZER INC (PFE) - 1.32% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.55% |
| #17 | FRANKLIN RESOURCES INC (BEN) - 1.25% | SOFTBANK GROUP CORP (n/a) - 1.55% |
| #18 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.25% | SWISS RE AG (n/a) - 1.53% |
| #19 | PRUDENTIAL FINANCIAL INC (PRU) - 1.19% | GSK PLC (n/a) - 1.50% |
| #20 | T. ROWE PRICE GROUP INC (TROW) - 1.19% | M&G PLC ORDINARY SHARES (n/a) - 1.44% |
| #21 | MICROSOFT CORP (MSFT) - 1.09% | ENDESA SA (n/a) - 1.40% |
| #22 | BROADCOM INC (AVGO) - 1.07% | MIZRAHI TEFAHOT BANK LTD (n/a) - 1.39% |
| #23 | CORNING INC (GLW) - 1.06% | KOMATSU LTD (n/a) - 1.28% |
| #24 | GENUINE PARTS CO (GPC) - 1.02% | UNITED UTILITIES GROUP PLC CLASS A (n/a) - 1.26% |
| #25 | ROPER TECHNOLOGIES INC (ROP) - 1.02% | ZURICH INSURANCE GROUP AG (n/a) - 1.26% |
| Total Holdings | 102 | 140 |
KNGZ vs AIVI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
KNGZ
+5.89%
AIVI
+0.56%
3M
Winner
KNGZ
+15.49%
AIVI
+7.30%
6M
Winner
KNGZ
+14.68%
AIVI
+12.96%
1Y
Winner
KNGZ
+28.22%
AIVI
+22.87%
5Y(CAGR)
KNGZ
+9.33%
Winner
AIVI
+10.12%
10Y(CAGR)
Winner
KNGZ
+11.46%
AIVI
+9.10%
Max(CAGR)
Winner
KNGZ
+11.46%
AIVI
+5.29%
KNGZ vs AIVI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | KNGZ | AIVI |
|---|---|---|
| 2026 | +15.69% | +10.16% |
| 2025 | +14.39% | +39.34% |
| 2024 | +10.63% | +2.91% |
| 2023 | +9.48% | +16.97% |
| 2022 | -7.56% | -10.25% |
| 2021 | +30.02% | +8.70% |
| 2020 | +5.51% | -2.14% |
| 2019 | +27.24% | +18.25% |
| 2018 | -7.47% | -10.04% |
| 2017 | +9.90% | +20.01% |
| 2016 | N/A | +3.73% |
| 2015 | N/A | -7.74% |
| 2014 | N/A | -3.13% |
| 2013 | N/A | +17.17% |
| 2012 | N/A | +8.11% |
| 2011 | N/A | -6.78% |
| 2010 | N/A | +2.74% |
| 2009 | N/A | +31.32% |
| 2008 | N/A | -45.35% |
| 2007 | N/A | +11.52% |
| 2006 | N/A | +27.29% |
KNGZ vs AIVI Drawdown Comparison
The maximum drawdown for KNGZ was -37.44%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.
The maximum drawdown for AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 3052 trading sessions.
The current KNGZ drawdown is -1.42%. The current AIVI drawdown is -1.58%.
| Rank | KNGZ | AIVI |
|---|---|---|
| #1 | -37.44% Jan 17, 2020 - Nov 23, 2020 | -65.93% Oct 31, 2007 - Dec 16, 2019 |
| #2 | -19.72% Jan 11, 2022 - Dec 26, 2023 | -35.42% Jan 17, 2020 - Jan 6, 2021 |
| #3 | -19.69% Nov 25, 2024 - Jul 3, 2025 | -28.06% Jan 14, 2022 - Jul 13, 2023 |
| #4 | -16.97% Sep 20, 2018 - Apr 24, 2019 | -13.88% Jul 19, 2007 - Oct 1, 2007 |
| #5 | -10.57% Jan 26, 2018 - Aug 21, 2018 | -11.71% Sep 27, 2024 - Mar 5, 2025 |
| #6 | -9.41% Feb 11, 2026 - Apr 30, 2026 | -11.42% Mar 19, 2025 - Apr 22, 2025 |
| #7 | -8.85% May 3, 2019 - Jul 24, 2019 | -10.92% Feb 25, 2026 - Mar 20, 2026 |
| #8 | -7.97% Jul 24, 2019 - Sep 17, 2019 | -10.43% Jul 26, 2023 - Dec 14, 2023 |
| #9 | -6.73% Oct 27, 2025 - Dec 3, 2025 | -8.43% Jun 14, 2021 - Jan 12, 2022 |
| #10 | -6.10% Jul 16, 2024 - Aug 23, 2024 | -8.13% Feb 26, 2007 - Apr 2, 2007 |
| #11 | -5.73% Jun 4, 2021 - Aug 13, 2021 | -5.14% Jul 11, 2006 - Jul 28, 2006 |
| #12 | -5.45% Aug 13, 2021 - Nov 5, 2021 | -4.85% Jun 4, 2007 - Jul 9, 2007 |
| #13 | -5.45% Mar 28, 2024 - May 15, 2024 | -4.81% May 17, 2024 - Jul 12, 2024 |
| #14 | -4.49% Sep 17, 2019 - Oct 21, 2019 | -4.60% Jul 31, 2024 - Aug 16, 2024 |
| #15 | -3.98% Jul 3, 2025 - Aug 13, 2025 | -4.37% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between KNGZ and AIVI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2006 - 2026)
KNGZ vs AIVI dividend yield comparison.
| Year | KNGZ | AIVI |
|---|---|---|
| 2026 | 0.38% | 0.12% |
| 2025 | 2.70% | 4.70% |
| 2024 | 2.55% | 4.94% |
| 2023 | 3.10% | 5.05% |
| 2022 | 2.52% | 4.32% |
| 2021 | 1.95% | 5.53% |
| 2020 | 2.44% | 3.50% |
| 2019 | 2.85% | 4.31% |
| 2018 | 4.09% | 4.21% |
| 2017 | 1.10% | 3.65% |
| 2016 | 0.00% | 3.98% |
| 2015 | 0.00% | 4.23% |
| 2014 | 0.00% | 5.11% |
| 2013 | 0.00% | 3.67% |
| 2012 | 0.00% | 4.56% |
| 2011 | 0.00% | 4.74% |
| 2010 | 0.00% | 3.76% |
| 2009 | 0.00% | 3.61% |
| 2008 | 0.00% | 11.37% |
| 2007 | 0.00% | 2.57% |
| 2006 | 0.00% | 0.36% |
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