AIVL vs. JXI ETF Comparison
Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to iShares Global Utilities ETF (JXI)
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
$111.03
Average Daily Volume
2,643
100
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$71.07
Average Daily Volume
14,273
31
Performance
| Period | AIVL | JXI |
|---|---|---|
| 30 Days | 1.52% | 5.99% |
| 60 Days | 6.28% | 9.71% |
| 90 Days | 12.19% | 17.48% |
| 12 Months | 29.68% | 42.31% |
AIVL Overweight 92 Positions Relative to JXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | B | 3.78% | |
| CMCSA | B | 3.71% | |
| MDT | A | 3.47% | |
| ICE | A | 3.27% | |
| MO | B | 3.17% | |
| NDAQ | C | 3.11% | |
| OTIS | A | 3.05% | |
| ABT | C | 2.89% | |
| WY | B | 2.86% | |
| FTV | B | 2.81% | |
| RTX | A | 2.55% | |
| USB | C | 2.49% | |
| CME | A | 2.44% | |
| KDP | C | 2.41% | |
| A | B | 2.38% | |
| ROP | C | 2.23% | |
| TXT | D | 2.22% | |
| INTC | D | 2.09% | |
| CNC | F | 1.93% | |
| TDY | B | 1.91% | |
| AMCR | A | 1.85% | |
| ORI | A | 1.71% | |
| HON | B | 1.64% | |
| PPG | D | 1.63% | |
| HWM | A | 1.21% | |
| HOLX | D | 1.09% | |
| PFE | D | 1.03% | |
| MMM | B | 0.98% | |
| OXY | F | 0.96% | |
| HPE | C | 0.96% | |
| LKQ | F | 0.94% | |
| JCI | B | 0.93% | |
| CSX | D | 0.82% | |
| KHC | B | 0.73% | |
| LHX | A | 0.7% | |
| RBLX | C | 0.67% | |
| SBAC | B | 0.66% | |
| QGEN | D | 0.65% | |
| WH | C | 0.65% | |
| KEYS | C | 0.65% | |
| HUN | B | 0.6% | |
| HEI | C | 0.58% | |
| NSA | C | 0.56% | |
| XP | F | 0.56% | |
| ZBH | F | 0.55% | |
| ESI | B | 0.49% | |
| BRK.A | C | 0.46% | |
| AON | A | 0.45% | |
| CVX | D | 0.45% | |
| M | F | 0.45% | |
| CNH | C | 0.43% | |
| NKE | D | 0.43% | |
| IWD | A | 0.42% | |
| HXL | F | 0.41% | |
| TECH | B | 0.34% | |
| FDS | C | 0.33% | |
| PM | B | 0.32% | |
| WFC | D | 0.31% | |
| SBUX | B | 0.3% | |
| CCL | C | 0.28% | |
| HST | D | 0.26% | |
| IEX | D | 0.26% | |
| UPS | D | 0.26% | |
| IVZ | C | 0.26% | |
| CAG | B | 0.26% | |
| WEN | C | 0.26% | |
| BWA | C | 0.26% | |
| BAX | D | 0.26% | |
| REYN | C | 0.26% | |
| INCY | B | 0.25% | |
| FLO | C | 0.25% | |
| TRIP | F | 0.25% | |
| JKHY | A | 0.25% | |
| PAYX | A | 0.25% | |
| DCI | B | 0.25% | |
| BEN | F | 0.25% | |
| DOW | B | 0.25% | |
| OGE | A | 0.25% | |
| BILL | D | 0.24% | |
| GTES | C | 0.24% | |
| PINC | F | 0.24% | |
| ASH | F | 0.24% | |
| FR | C | 0.24% | |
| LNC | D | 0.24% | |
| BDX | B | 0.24% | |
| DXC | D | 0.24% | |
| GPC | D | 0.24% | |
| GNTX | F | 0.24% | |
| MOS | F | 0.23% | |
| IQV | F | 0.23% | |
| ELV | F | 0.23% | |
| GPN | F | 0.22% |
AIVL Underweight 23 Positions Relative to JXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | A | -9.43% | |
| SO | A | -5.35% | |
| DUK | B | -4.86% | |
| CEG | B | -4.38% | |
| AEP | B | -2.96% | |
| D | A | -2.61% | |
| PEG | A | -2.4% | |
| VST | A | -2.21% | |
| XEL | A | -1.96% | |
| EIX | A | -1.83% | |
| WEC | A | -1.64% | |
| AWK | C | -1.54% | |
| ETR | A | -1.53% | |
| DTE | A | -1.44% | |
| ES | A | -1.32% | |
| FE | A | -1.23% | |
| ATO | A | -1.17% | |
| CMS | A | -1.14% | |
| NRG | A | -1.03% | |
| LNT | A | -0.85% | |
| AES | B | -0.78% | |
| EVRG | B | -0.78% | |
| PNW | A | -0.55% |
AIVL: Top Represented Industries & Keywords
JXI: Top Represented Industries & Keywords
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