AIVL vs. LCG ETF Comparison
Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to Sterling Capital Focus Equity ETF (LCG)
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
LCG
Sterling Capital Focus Equity ETF
LCG Description
Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuationsGrade (RS Rating)
Last Trade
$28.49
Average Daily Volume
19,422
20
Performance
| Period | AIVL | LCG |
|---|---|---|
| 30 Days | 1.92% | 2.76% |
| 60 Days | 8.51% | 15.08% |
| 90 Days | 11.97% | 3.05% |
| 12 Months | 29.88% | 24.92% |
0 Overlapping Holdings
| Symbol | Grade | Weight in AIVL | Weight in LCG | Overlap |
|---|
AIVL Overweight 100 Positions Relative to LCG
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | A | 3.78% | |
| CMCSA | B | 3.71% | |
| MDT | C | 3.47% | |
| ICE | A | 3.27% | |
| MO | D | 3.17% | |
| NDAQ | C | 3.11% | |
| OTIS | A | 3.05% | |
| ABT | C | 2.89% | |
| WY | C | 2.86% | |
| FTV | C | 2.81% | |
| RTX | A | 2.55% | |
| USB | C | 2.49% | |
| NI | A | 2.48% | |
| CME | A | 2.44% | |
| KDP | C | 2.41% | |
| A | B | 2.38% | |
| ROP | D | 2.23% | |
| TXT | F | 2.22% | |
| PPL | C | 2.19% | |
| INTC | D | 2.09% | |
| CNC | F | 1.93% | |
| TDY | A | 1.91% | |
| AMCR | C | 1.85% | |
| ORI | A | 1.71% | |
| HON | C | 1.64% | |
| PPG | D | 1.63% | |
| HWM | A | 1.21% | |
| PCG | C | 1.17% | |
| CNP | B | 1.1% | |
| HOLX | D | 1.09% | |
| 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% | |
| KHC | F | 0.73% | |
| LHX | A | 0.7% | |
| RBLX | D | 0.67% | |
| SBAC | C | 0.66% | |
| QGEN | F | 0.65% | |
| WH | C | 0.65% | |
| KEYS | B | 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% | |
| BRK.A | B | 0.46% | |
| AON | A | 0.45% | |
| 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% | |
| CAG | D | 0.26% | |
| ED | C | 0.26% | |
| AEE | 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% | |
| INCY | B | 0.25% | |
| FLO | D | 0.25% | |
| TRIP | D | 0.25% | |
| JKHY | A | 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% | |
| BDX | C | 0.24% | |
| DXC | C | 0.24% | |
| GPC | D | 0.24% | |
| GNTX | D | 0.24% | |
| MOS | F | 0.23% | |
| IQV | F | 0.23% | |
| ELV | F | 0.23% | |
| GPN | F | 0.22% |
AIVL Underweight 20 Positions Relative to LCG
AIVL: Top Represented Industries & Keywords
LCG: Top Represented Industries & Keywords
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