AIVL vs. PFI ETF Comparison
Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to PowerShares Dynamic Financial (PFI)
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
$112.55
Average Daily Volume
1,990
100
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$62.56
Average Daily Volume
6,405
40
Performance
| Period | AIVL | PFI |
|---|---|---|
| 30 Days | 0.31% | 6.75% |
| 60 Days | 2.03% | 10.49% |
| 90 Days | 4.53% | 15.60% |
| 12 Months | 26.09% | 46.88% |
AIVL Overweight 98 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | 4.35% | |
| XOM | A | 3.99% | |
| MDT | D | 3.33% | |
| CMCSA | B | 3.3% | |
| MO | A | 3.25% | |
| NI | A | 3.04% | |
| OTIS | D | 3.0% | |
| ABT | B | 2.89% | |
| NDAQ | A | 2.77% | |
| FTV | C | 2.76% | |
| A | F | 2.71% | |
| HWM | A | 2.68% | |
| CME | A | 2.61% | |
| RTX | D | 2.58% | |
| ROP | C | 2.55% | |
| WY | D | 2.15% | |
| TDY | B | 2.05% | |
| INTC | C | 2.0% | |
| TXT | D | 1.95% | |
| HON | B | 1.8% | |
| CNP | A | 1.7% | |
| HPE | B | 1.68% | |
| KDP | D | 1.58% | |
| PPG | F | 1.56% | |
| HOLX | D | 1.41% | |
| FDS | B | 1.38% | |
| KO | D | 1.37% | |
| CNC | F | 1.34% | |
| PCG | A | 1.22% | |
| AMCR | C | 1.13% | |
| CVX | A | 1.12% | |
| JCI | B | 0.99% | |
| SBAC | D | 0.92% | |
| OXY | D | 0.9% | |
| LKQ | F | 0.78% | |
| LHX | B | 0.72% | |
| NSA | C | 0.69% | |
| QGEN | D | 0.69% | |
| PM | A | 0.66% | |
| KEYS | A | 0.63% | |
| RBLX | B | 0.57% | |
| M | F | 0.56% | |
| ZBH | C | 0.54% | |
| XP | F | 0.52% | |
| ESI | B | 0.51% | |
| RGA | B | 0.5% | |
| HUN | F | 0.48% | |
| KHC | F | 0.47% | |
| AMKR | F | 0.43% | |
| CNH | C | 0.42% | |
| DOW | F | 0.42% | |
| AM | A | 0.42% | |
| HXL | F | 0.39% | |
| LNC | B | 0.38% | |
| GPC | F | 0.36% | |
| DCI | B | 0.36% | |
| BAX | F | 0.36% | |
| WEN | D | 0.35% | |
| BRK.A | B | 0.32% | |
| GEHC | C | 0.3% | |
| GNTX | F | 0.29% | |
| GTES | A | 0.28% | |
| CW | B | 0.28% | |
| MDU | D | 0.28% | |
| BEN | C | 0.27% | |
| HEI | A | 0.27% | |
| PINC | B | 0.27% | |
| CSX | C | 0.26% | |
| HII | F | 0.26% | |
| DXC | C | 0.26% | |
| AME | A | 0.26% | |
| IEX | B | 0.26% | |
| ORI | A | 0.26% | |
| RYAN | B | 0.26% | |
| UPS | C | 0.25% | |
| MNST | C | 0.25% | |
| UGI | C | 0.25% | |
| SBUX | B | 0.25% | |
| HST | D | 0.25% | |
| INCY | C | 0.25% | |
| REYN | D | 0.25% | |
| USB | A | 0.25% | |
| BWXT | B | 0.25% | |
| BWA | D | 0.25% | |
| BDX | F | 0.24% | |
| BSY | D | 0.24% | |
| COTY | F | 0.24% | |
| TRIP | F | 0.24% | |
| DLB | B | 0.24% | |
| EXC | C | 0.24% | |
| JKHY | D | 0.24% | |
| TECH | F | 0.24% | |
| FR | D | 0.24% | |
| KMB | C | 0.24% | |
| ASH | F | 0.23% | |
| CAG | D | 0.23% | |
| ED | C | 0.23% | |
| SWKS | F | 0.23% |
AIVL Underweight 38 Positions Relative to PFI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MA | B | -5.01% | |
| AMP | A | -4.44% | |
| ARES | A | -4.16% | |
| KKR | B | -3.73% | |
| JPM | B | -3.48% | |
| V | A | -3.17% | |
| EVR | B | -2.91% | |
| FCNCA | A | -2.8% | |
| HOOD | B | -2.73% | |
| WAL | B | -2.73% | |
| AXP | B | -2.54% | |
| JEF | A | -2.53% | |
| BRO | B | -2.52% | |
| COOP | B | -2.42% | |
| KNSL | B | -2.39% | |
| MMC | D | -2.24% | |
| AFL | C | -2.07% | |
| PIPR | B | -2.06% | |
| PGR | B | -2.03% | |
| PRI | B | -2.02% | |
| HLI | A | -1.96% | |
| SPG | A | -1.96% | |
| JXN | C | -1.91% | |
| ACGL | D | -1.79% | |
| SFBS | B | -1.72% | |
| VCTR | B | -1.65% | |
| BGC | C | -1.63% | |
| HLNE | B | -1.62% | |
| SLG | B | -1.59% | |
| ENVA | B | -1.49% | |
| RDFN | F | -1.43% | |
| MTG | C | -1.32% | |
| BPOP | C | -1.23% | |
| OFG | B | -1.22% | |
| ERIE | D | -1.15% | |
| TREE | F | -1.11% | |
| NMRK | C | -1.05% | |
| UWMC | D | -0.77% |
AIVL: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords
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