AIVL vs. IBHI ETF Comparison
Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to iShares iBonds 2029 Term High Yield and Income ETF (IBHI)
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
$111.64
Average Daily Volume
2,099
100
IBHI
iShares iBonds 2029 Term High Yield and Income ETF
IBHI Description
iShares Trust - iBonds 2029 Term High Yield and Income ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in fixed income markets of the United States. The fund primarily invests in U.S. dollar-denominated, taxable, fixed-rate, high yield corporate bonds that are rated equal to or below Ba1, BB+, BB+ and above CC by Moody's, S&P and Fitch respectively. The fund invests in corporate bonds that will mature between January 1, 2029 and December 15, 2029. The fund seeks to track the performance of the Bloomberg 2029 Term High Yield and Income Index, by using representative sampling technique. iShares Trust - iBonds 2029 Term High Yield and Income ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$23.65
Average Daily Volume
40,375
1
Performance
| Period | AIVL | IBHI |
|---|---|---|
| 30 Days | 0.05% | 0.38% |
| 60 Days | 3.07% | 0.83% |
| 90 Days | 5.64% | 2.08% |
| 12 Months | 27.46% | 13.50% |
1 Overlapping Holdings
| Symbol | Grade | Weight in AIVL | Weight in IBHI | Overlap | |
|---|---|---|---|---|---|
| CNC | F | 1.45% | 1.55% | 1.45% |
AIVL Overweight 99 Positions Relative to IBHI
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | 4.04% | |
| XOM | B | 4.01% | |
| CMCSA | B | 3.37% | |
| MDT | D | 3.32% | |
| MO | A | 3.08% | |
| OTIS | D | 3.03% | |
| A | F | 2.95% | |
| NI | A | 2.88% | |
| ABT | C | 2.85% | |
| NDAQ | B | 2.72% | |
| FTV | C | 2.7% | |
| ROP | A | 2.63% | |
| ICE | C | 2.63% | |
| HWM | B | 2.63% | |
| RTX | D | 2.59% | |
| CME | B | 2.55% | |
| WY | F | 2.18% | |
| INTC | C | 2.13% | |
| TDY | B | 2.07% | |
| TXT | D | 2.0% | |
| HPE | B | 1.69% | |
| HON | B | 1.69% | |
| KDP | C | 1.63% | |
| CNP | B | 1.6% | |
| PPG | F | 1.58% | |
| HOLX | D | 1.41% | |
| KO | F | 1.4% | |
| FDS | A | 1.34% | |
| PCG | A | 1.17% | |
| AMCR | D | 1.12% | |
| CVX | A | 1.08% | |
| JCI | A | 0.95% | |
| OXY | F | 0.92% | |
| SBAC | D | 0.91% | |
| LKQ | C | 0.77% | |
| LHX | B | 0.74% | |
| QGEN | D | 0.73% | |
| KEYS | C | 0.69% | |
| NSA | D | 0.68% | |
| PM | B | 0.63% | |
| WRB | B | 0.6% | |
| M | C | 0.59% | |
| RBLX | B | 0.59% | |
| XP | F | 0.55% | |
| ZBH | C | 0.52% | |
| HUN | F | 0.51% | |
| ESI | B | 0.51% | |
| KHC | F | 0.49% | |
| RGA | A | 0.48% | |
| AMKR | F | 0.47% | |
| DOW | F | 0.46% | |
| CNH | D | 0.44% | |
| AM | B | 0.42% | |
| BAX | F | 0.4% | |
| HXL | F | 0.39% | |
| WEN | C | 0.38% | |
| LNC | B | 0.37% | |
| DCI | A | 0.36% | |
| GPC | D | 0.35% | |
| GEHC | D | 0.32% | |
| BRK.A | B | 0.31% | |
| GNTX | C | 0.29% | |
| CW | C | 0.29% | |
| DXC | B | 0.28% | |
| PINC | B | 0.28% | |
| GTES | B | 0.28% | |
| MDU | D | 0.27% | |
| INCY | B | 0.27% | |
| TECH | D | 0.27% | |
| BWA | B | 0.26% | |
| MNST | B | 0.26% | |
| CSX | B | 0.26% | |
| BSY | F | 0.26% | |
| HST | D | 0.26% | |
| IEX | B | 0.26% | |
| HII | F | 0.26% | |
| RYAN | B | 0.26% | |
| TRIP | D | 0.26% | |
| BEN | C | 0.26% | |
| USB | B | 0.25% | |
| AME | A | 0.25% | |
| HEI | A | 0.25% | |
| REYN | D | 0.25% | |
| JKHY | C | 0.25% | |
| DLB | D | 0.25% | |
| SWKS | F | 0.25% | |
| ORI | A | 0.25% | |
| EXC | C | 0.24% | |
| BDX | F | 0.24% | |
| COTY | D | 0.24% | |
| CAG | F | 0.24% | |
| KMB | D | 0.24% | |
| SBUX | B | 0.24% | |
| BWXT | B | 0.24% | |
| UGI | D | 0.24% | |
| UPS | C | 0.24% | |
| FR | D | 0.24% | |
| ED | D | 0.23% | |
| ASH | F | 0.23% |
AIVL Underweight 0 Positions Relative to IBHI
| Symbol | Grade | Weight |
|---|
AIVL: Top Represented Industries & Keywords
IBHI: Top Represented Industries & Keywords
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