AIVL vs. STOT ETF Comparison

Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to SPDR DoubleLine Short Duration Total Return Tactical ETF (STOT)
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

$111.09

Average Daily Volume

2,151

Number of Holdings *

100

* may have additional holdings in another (foreign) market
STOT

SPDR DoubleLine Short Duration Total Return Tactical ETF

STOT Description The SPDR DoubleLine Short Duration Total Return Tactical ETF seeks to maximize current income with a dollar-weighted average effective duration between one and three years.

Grade (RS Rating)

Last Trade

$47.01

Average Daily Volume

26,624

Number of Holdings *

0

* may have additional holdings in another (foreign) market
Performance
Period AIVL STOT
30 Days -1.05% 0.02%
60 Days 1.66% -0.11%
90 Days 4.08% 0.46%
12 Months 26.24% 6.36%
0 Overlapping Holdings
Symbol Grade Weight in AIVL Weight in STOT Overlap
AIVL Overweight 100 Positions Relative to STOT
Symbol Grade Weight
WFC A 4.35%
XOM B 3.99%
MDT D 3.33%
CMCSA B 3.3%
MO A 3.25%
NI A 3.04%
OTIS C 3.0%
ABT A 2.89%
NDAQ A 2.77%
FTV D 2.76%
A F 2.71%
HWM A 2.68%
ICE C 2.65%
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 D 1.13%
CVX A 1.12%
JCI B 0.99%
SBAC D 0.92%
OXY F 0.9%
LKQ F 0.78%
LHX B 0.72%
NSA C 0.69%
QGEN F 0.69%
PM A 0.66%
KEYS C 0.63%
WRB B 0.62%
RBLX B 0.57%
M D 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 C 0.35%
BRK.A B 0.32%
GEHC D 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 D 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 A 0.25%
HST D 0.25%
INCY C 0.25%
REYN D 0.25%
USB B 0.25%
BWXT A 0.25%
BWA D 0.25%
BDX F 0.24%
BSY D 0.24%
COTY F 0.24%
TRIP F 0.24%
DLB F 0.24%
EXC C 0.24%
JKHY D 0.24%
TECH F 0.24%
FR C 0.24%
KMB C 0.24%
ASH F 0.23%
CAG F 0.23%
ED C 0.23%
SWKS F 0.23%
AIVL Underweight 0 Positions Relative to STOT
Symbol Grade Weight

STOT: Top Represented Industries & Keywords

Industries:
Keywords:
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