AIVL vs. ACWV ETF Comparison
Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to iShares MSCI All Country World Minimum Volatility Index Fund (ACWV)
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$110.55
Average Daily Volume
2,593
100
ACWV
iShares MSCI All Country World Minimum Volatility Index Fund
ACWV Description
The investment seeks to track the investment results of an index composed of developed and emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader developed and emerging equity markets. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. It seeks to track the underlying index, which has been developed by MSCI Inc. ("MSCI") to measure the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility. The fund is non-diversified.Grade (RS Rating)
Last Trade
$114.16
Average Daily Volume
157,232
138
Performance
Period | AIVL | ACWV |
---|---|---|
30 Days | 1.92% | 0.72% |
60 Days | 8.51% | 7.43% |
90 Days | 11.97% | 8.44% |
12 Months | 29.88% | 23.90% |
20 Overlapping Holdings
Symbol | Grade | Weight in AIVL | Weight in ACWV | Overlap | |
---|---|---|---|---|---|
ABT | C | 2.89% | 0.1% | 0.1% | |
AEE | A | 0.26% | 0.1% | 0.1% | |
AON | A | 0.45% | 0.32% | 0.32% | |
BDX | C | 0.24% | 0.23% | 0.23% | |
BRK.A | B | 0.46% | 0.87% | 0.46% | |
CAG | D | 0.26% | 0.05% | 0.05% | |
CME | A | 2.44% | 0.22% | 0.22% | |
ED | C | 0.26% | 0.9% | 0.26% | |
ELV | F | 0.23% | 0.53% | 0.23% | |
GPC | D | 0.24% | 0.05% | 0.05% | |
HOLX | D | 1.09% | 0.05% | 0.05% | |
INCY | B | 0.25% | 0.32% | 0.25% | |
JKHY | A | 0.25% | 0.2% | 0.2% | |
KDP | C | 2.41% | 0.39% | 0.39% | |
KEYS | B | 0.65% | 0.41% | 0.41% | |
KHC | F | 0.73% | 0.36% | 0.36% | |
PCG | C | 1.17% | 0.1% | 0.1% | |
ROP | D | 2.23% | 1.3% | 1.3% | |
TDY | A | 1.91% | 0.1% | 0.1% | |
XOM | A | 3.78% | 0.1% | 0.1% |
AIVL Overweight 80 Positions Relative to ACWV
Symbol | Grade | Weight | |
---|---|---|---|
CMCSA | B | 3.71% | |
MDT | C | 3.47% | |
ICE | A | 3.27% | |
MO | D | 3.17% | |
NDAQ | C | 3.11% | |
OTIS | A | 3.05% | |
WY | C | 2.86% | |
FTV | C | 2.81% | |
RTX | A | 2.55% | |
USB | C | 2.49% | |
NI | A | 2.48% | |
A | B | 2.38% | |
TXT | F | 2.22% | |
PPL | C | 2.19% | |
INTC | D | 2.09% | |
CNC | F | 1.93% | |
AMCR | C | 1.85% | |
ORI | A | 1.71% | |
HON | C | 1.64% | |
PPG | D | 1.63% | |
HWM | A | 1.21% | |
CNP | B | 1.1% | |
PFE | D | 1.03% | |
MMM | C | 0.98% | |
OXY | D | 0.96% | |
HPE | B | 0.96% | |
LKQ | F | 0.94% | |
JCI | C | 0.93% | |
CSX | D | 0.82% | |
LHX | A | 0.7% | |
RBLX | D | 0.67% | |
SBAC | C | 0.66% | |
QGEN | F | 0.65% | |
WH | C | 0.65% | |
HUN | B | 0.6% | |
HEI | C | 0.58% | |
NSA | D | 0.56% | |
XP | F | 0.56% | |
ZBH | F | 0.55% | |
ESI | C | 0.49% | |
CVX | B | 0.45% | |
M | D | 0.45% | |
CNH | C | 0.43% | |
NKE | D | 0.43% | |
IWD | A | 0.42% | |
HXL | F | 0.41% | |
TECH | D | 0.34% | |
FDS | C | 0.33% | |
PM | D | 0.32% | |
WFC | B | 0.31% | |
SBUX | B | 0.3% | |
CCL | C | 0.28% | |
HST | D | 0.26% | |
IEX | D | 0.26% | |
UPS | D | 0.26% | |
IVZ | A | 0.26% | |
WEN | B | 0.26% | |
EXC | C | 0.26% | |
SRE | C | 0.26% | |
BWA | C | 0.26% | |
BAX | D | 0.26% | |
REYN | D | 0.26% | |
FLO | D | 0.25% | |
TRIP | D | 0.25% | |
PAYX | B | 0.25% | |
DCI | B | 0.25% | |
BEN | F | 0.25% | |
DOW | B | 0.25% | |
OGE | C | 0.25% | |
BILL | D | 0.24% | |
GTES | C | 0.24% | |
PINC | F | 0.24% | |
ASH | F | 0.24% | |
FR | D | 0.24% | |
LNC | B | 0.24% | |
DXC | C | 0.24% | |
GNTX | D | 0.24% | |
MOS | F | 0.23% | |
IQV | F | 0.23% | |
GPN | F | 0.22% |
AIVL Underweight 118 Positions Relative to ACWV
Symbol | Grade | Weight | |
---|---|---|---|
TMUS | A | -1.72% | |
WMT | A | -1.69% | |
MSI | A | -1.66% | |
CSCO | A | -1.41% | |
WM | B | -1.36% | |
MRK | F | -1.2% | |
RSG | D | -1.11% | |
MCK | F | -1.11% | |
JNJ | D | -1.09% | |
PEP | F | -1.09% | |
VRTX | D | -1.06% | |
MCD | A | -1.02% | |
COR | F | -0.95% | |
MMC | D | -0.88% | |
CB | A | -0.87% | |
DUK | C | -0.83% | |
PG | D | -0.83% | |
SO | A | -0.82% | |
PGR | B | -0.81% | |
VZ | C | -0.81% | |
UNH | B | -0.8% | |
REGN | D | -0.8% | |
NOC | B | -0.79% | |
KR | C | -0.78% | |
AZO | D | -0.77% | |
IBM | A | -0.76% | |
MSFT | D | -0.75% | |
GIS | C | -0.69% | |
WEC | B | -0.66% | |
ACGL | A | -0.64% | |
LLY | D | -0.57% | |
ORLY | A | -0.56% | |
K | B | -0.55% | |
ABBV | C | -0.55% | |
CBOE | B | -0.54% | |
EA | D | -0.54% | |
GDDY | B | -0.53% | |
V | B | -0.52% | |
APH | D | -0.48% | |
ORCL | A | -0.48% | |
HSY | D | -0.47% | |
CHD | D | -0.44% | |
GILD | A | -0.42% | |
FI | A | -0.4% | |
CL | D | -0.39% | |
MKL | B | -0.39% | |
L | C | -0.38% | |
WRB | C | -0.38% | |
CHT | C | -0.38% | |
BAH | C | -0.38% | |
UTHR | C | -0.37% | |
AMGN | D | -0.37% | |
WCN | D | -0.37% | |
VRSN | C | -0.36% | |
HUM | F | -0.35% | |
TJX | D | -0.35% | |
ERIE | A | -0.34% | |
JNPR | C | -0.32% | |
KMB | D | -0.32% | |
FFIV | B | -0.32% | |
AJG | C | -0.31% | |
AKAM | D | -0.3% | |
NBIX | F | -0.29% | |
TSN | D | -0.29% | |
SJM | D | -0.29% | |
TRV | B | -0.28% | |
GEN | A | -0.27% | |
BRO | A | -0.27% | |
MDLZ | D | -0.27% | |
ACN | B | -0.25% | |
LMT | A | -0.25% | |
CF | A | -0.25% | |
T | B | -0.25% | |
CI | D | -0.25% | |
YUM | C | -0.24% | |
HRL | F | -0.24% | |
CPB | D | -0.24% | |
ROL | C | -0.21% | |
BMY | A | -0.21% | |
CTSH | B | -0.2% | |
FWONK | D | -0.2% | |
BMRN | F | -0.2% | |
PTC | B | -0.2% | |
DPZ | D | -0.19% | |
GD | C | -0.19% | |
FCNCA | D | -0.19% | |
CMS | A | -0.17% | |
ULTA | D | -0.17% | |
MA | A | -0.17% | |
CAH | B | -0.16% | |
DGX | D | -0.15% | |
MPC | D | -0.15% | |
LNG | A | -0.13% | |
MOH | F | -0.13% | |
NEM | C | -0.12% | |
CTVA | A | -0.12% | |
WIT | C | -0.11% | |
MNST | D | -0.11% | |
AIZ | B | -0.11% | |
FICO | C | -0.1% | |
AZPN | A | -0.1% | |
XEL | C | -0.1% | |
EG | A | -0.1% | |
WDAY | D | -0.09% | |
WTW | C | -0.09% | |
TPL | A | -0.07% | |
IT | A | -0.07% | |
AEP | C | -0.07% | |
ANET | A | -0.06% | |
KO | C | -0.06% | |
TRGP | A | -0.06% | |
FANG | D | -0.06% | |
HSIC | D | -0.06% | |
CHRW | C | -0.06% | |
DINO | F | -0.06% | |
ACI | F | -0.05% | |
KNX | D | -0.05% | |
HKD | C | -0.0% |
AIVL: Top Represented Industries & Keywords
ACWV: Top Represented Industries & Keywords