USDU vs AIVL

Comparison between WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF) and WISDOMTREE U.S. AI ENHANCED VALUE FUND (AIVL, ETF).

5-Year PerformanceAIVL has outperformed USDU, delivering a return of +6.8% compared to +5.6%

USDU vs AIVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USDU(ETF)	AIVL(ETF)
Net Assets	$396M	$397M
Expense Ratio	0.51%	0.38%
Max Drawdown	16.80%	65.11%
Sharpe Ratio	0.31	0.99
5Y Beta	-0.02	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	64.63%	-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

USDU

$396M

Winner

AIVL

$397M

Expense Ratio

USDU

0.51%

Winner

AIVL

0.38%

Max Drawdown

Winner

USDU

16.80%

AIVL

65.11%

Sharpe Ratio

USDU

0.31

Winner

AIVL

0.99

5Y Beta

Winner

USDU

-0.02

AIVL

0.65

P/E Ratio

USDU

N/A

AIVL

20.87

Forward P/E

USDU

N/A

AIVL

16.44

PEG Ratio

USDU

N/A

AIVL

0.42

5Y Dividends CAGR

Winner

USDU

64.63%

AIVL

-3.63%

5Y EPS CAGR

USDU

N/A

AIVL

11.79%

Debt to Equity

USDU

N/A

AIVL

55.72%

P/S Ratio

USDU

N/A

AIVL

2.75

P/B Ratio

USDU

N/A

AIVL

3.03

USDU vs AIVL - Holdings Comparison

USDU and AIVL have 0 common holdings. Overlap is 0.00%

USDU's top 25 holdings weight is 100.00%. AIVL's top 25 holdings weight is 65.29%.

Rank	USDU	AIVL
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%	MICRON TECHNOLOGY INC (MU) - 5.57%
#2	N/A	BANK OF AMERICA CORP (BAC) - 3.76%
#3	N/A	CIENA CORP (CIEN) - 3.34%
#4	N/A	ALTRIA GROUP INC (MO) - 3.14%
#5	N/A	PROCTER & GAMBLE CO (PG) - 3.08%
#6	N/A	U.S. BANCORP (USB) - 3.06%
#7	N/A	MEDTRONIC PLC (MDT) - 3.00%
#8	N/A	NASDAQ INC (NDAQ) - 2.96%
#9	N/A	DANAHER CORP (DHR) - 2.89%
#10	N/A	TELEDYNE TECHNOLOGIES INC (TDY) - 2.88%
#11	N/A	NISOURCE INC (NI) - 2.88%
#12	N/A	HONEYWELL INTERNATIONAL INC (HON) - 2.82%
#13	N/A	FORTIVE CORP (FTV) - 2.73%
#14	N/A	INTERCONTINENTAL EXCHANGE INC (ICE) - 2.55%
#15	N/A	COMCAST CORP CLASS A (CMCSA) - 2.55%
#16	N/A	CENTERPOINT ENERGY INC (CNP) - 2.27%
#17	N/A	L3HARRIS TECHNOLOGIES INC (LHX) - 2.12%
#18	N/A	PPG INDUSTRIES INC (PPG) - 1.98%
#19	N/A	CSX CORP (CSX) - 1.96%
#20	N/A	RTX CORP (RTX) - 1.94%
#21	N/A	BOSTON SCIENTIFIC CORP (BSX) - 1.74%
#22	N/A	WESTERN DIGITAL CORP (WDC) - 1.68%
#23	N/A	ANTERO MIDSTREAM CORP (AM) - 1.67%
#24	N/A	SANDISK CORP ORDINARY SHARES (SNDK) - 1.38%
#25	N/A	PG&E CORP (PCG) - 1.34%
Total Holdings	1	101

USDU vs AIVL - Historical Returns

Returns include dividend reinvestment.

Period	USDU	AIVL
1 month	+1.92%	+1.54%
3 months	+1.85%	+4.16%
6 months	+2.30%	+10.18%
1 year	+5.44%	+15.43%
5 years(CAGR)	+5.64%	+6.77%
10 years(CAGR)	+2.79%	+8.10%
Max(CAGR)	+3.26%	+8.10%

Winner

USDU

+1.92%

AIVL

+1.54%

USDU

+1.85%

Winner

AIVL

+4.16%

USDU

+2.30%

Winner

AIVL

+10.18%

USDU

+5.44%

Winner

AIVL

+15.43%

5Y(CAGR)

USDU

+5.64%

Winner

AIVL

+6.77%

10Y(CAGR)

USDU

+2.79%

Winner

AIVL

+8.10%

Max(CAGR)

USDU

+3.26%

Winner

AIVL

+8.10%

USDU vs AIVL - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	USDU	AIVL
2026	+2.52%	+9.01%
2025	-3.69%	+10.04%
2024	+13.69%	+13.17%
2023	+2.16%	+6.73%
2022	+7.08%	-7.34%
2021	+4.02%	+25.94%
2020	-5.93%	-5.74%
2019	+1.09%	+23.71%
2018	+5.76%	-10.36%
2017	-8.65%	+12.45%
2016	+1.71%	+18.65%
2015	+6.62%	-5.34%
2014	+8.82%	+16.39%
2013	+0.44%	+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%

USDU vs AIVL Drawdown Comparison

The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.

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

The current USDU drawdown is -1.54%. The current AIVL drawdown is -1.46%.

Rank	USDU	AIVL
#1	-14.55% Mar 19, 2020 - Sep 15, 2022	-62.45% Oct 9, 2007 - Jan 10, 2012
#2	-12.42% Jan 3, 2017 - Aug 30, 2019	-41.15% Jan 16, 2020 - Mar 5, 2021
#3	-9.25% Sep 26, 2022 - Oct 18, 2023	-19.08% Jan 4, 2022 - Feb 23, 2024
#4	-8.07% Jan 22, 2016 - Dec 14, 2016	-19.07% Sep 21, 2018 - Oct 25, 2019
#5	-7.73% Jan 13, 2025 - Jun 30, 2025	-14.74% Apr 23, 2015 - Mar 17, 2016
#6	-6.50% Mar 13, 2020 - Mar 17, 2020	-14.48% Nov 29, 2024 - Jul 1, 2025
#7	-6.10% Mar 13, 2015 - Nov 6, 2015	-10.76% Jan 26, 2018 - Aug 20, 2018
#8	-4.21% Oct 18, 2023 - Mar 22, 2024	-9.98% Jun 1, 2007 - Oct 9, 2007
#9	-3.35% Jan 17, 2014 - Sep 4, 2014	-8.23% Apr 2, 2012 - Jul 19, 2012
#10	-3.13% Jul 1, 2024 - Oct 16, 2024	-7.85% Mar 2, 2026 - May 5, 2026
#11	-2.60% Oct 1, 2019 - Feb 14, 2020	-7.06% Oct 18, 2012 - Jan 2, 2013
#12	-2.57% Feb 20, 2020 - Mar 13, 2020	-6.01% Jun 11, 2021 - Dec 16, 2021
#13	-1.88% Oct 3, 2014 - Oct 31, 2014	-5.86% Feb 20, 2007 - Apr 17, 2007
#14	-1.60% Nov 30, 2015 - Jan 6, 2016	-5.66% May 21, 2013 - Jul 11, 2013
#15	-1.50% Apr 30, 2024 - Jun 7, 2024	-5.65% Sep 5, 2014 - Oct 30, 2014

Correlation

Correlation between USDU and AIVL is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2006 - 2026)

USDU vs AIVL dividend yield comparison.

Year	USDU	AIVL
2026	0.00%	0.28%
2025	3.83%	1.61%
2024	3.97%	2.13%
2023	6.99%	2.43%
2022	7.83%	2.08%
2021	0.00%	2.75%
2020	0.69%	3.55%
2019	3.06%	3.25%
2018	0.88%	4.18%
2017	0.00%	3.16%
2016	0.00%	3.20%
2015	6.48%	3.41%
2014	1.58%	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%