SCHV vs. AIVL ETF Comparison
Comparison of Schwab U.S. Large-Cap Value ETF (SCHV) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
SCHV
Schwab U.S. Large-Cap Value ETF
SCHV Description
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.
Grade (RS Rating)
Last Trade
$80.04
Average Daily Volume
337,505
Number of Holdings
*
486
* may have additional holdings in another (foreign) market
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
$110.29
Average Daily Volume
2,435
Number of Holdings
*
100
* may have additional holdings in another (foreign) market
Performance
| Period | SCHV | AIVL |
|---|---|---|
| 30 Days | 3.57% | 3.42% |
| 60 Days | 5.14% | 7.02% |
| 90 Days | 7.58% | 10.11% |
| 12 Months | 22.72% | 22.28% |
71 Overlapping Holdings
| Symbol | Grade | Weight in SCHV | Weight in AIVL | Overlap | |
|---|---|---|---|---|---|
| A | C | 0.18% | 2.26% | 0.18% | |
| ABT | C | 0.89% | 3.06% | 0.89% | |
| AEE | C | 0.1% | 0.26% | 0.1% | |
| AMCR | B | 0.07% | 1.81% | 0.07% | |
| AON | B | 0.33% | 0.46% | 0.33% | |
| BAX | C | 0.09% | 0.27% | 0.09% | |
| BDX | D | 0.3% | 0.25% | 0.25% | |
| BEN | F | 0.03% | 0.25% | 0.03% | |
| BRK.A | C | 3.6% | 0.47% | 0.47% | |
| BWA | D | 0.03% | 0.24% | 0.03% | |
| CAG | C | 0.07% | 0.26% | 0.07% | |
| CCL | C | 0.07% | 0.26% | 0.07% | |
| CMCSA | D | 0.66% | 3.64% | 0.66% | |
| CME | C | 0.35% | 2.48% | 0.35% | |
| CNH | D | 0.04% | 0.39% | 0.04% | |
| CNP | C | 0.08% | 1.07% | 0.08% | |
| CSX | D | 0.29% | 0.82% | 0.29% | |
| CVX | D | 1.04% | 0.45% | 0.45% | |
| DCI | C | 0.04% | 0.24% | 0.04% | |
| DOW | D | 0.16% | 0.24% | 0.16% | |
| ED | C | 0.16% | 0.26% | 0.16% | |
| EXC | C | 0.17% | 0.26% | 0.17% | |
| FTV | C | 0.11% | 2.68% | 0.11% | |
| GNTX | F | 0.03% | 0.23% | 0.03% | |
| GPC | D | 0.08% | 0.24% | 0.08% | |
| GPN | D | 0.12% | 0.25% | 0.12% | |
| HEI | B | 0.11% | 0.58% | 0.11% | |
| HOLX | B | 0.08% | 1.12% | 0.08% | |
| HON | D | 0.58% | 1.66% | 0.58% | |
| HPE | D | 0.09% | 0.81% | 0.09% | |
| HST | C | 0.05% | 0.25% | 0.05% | |
| HWM | B | 0.16% | 1.17% | 0.16% | |
| ICE | C | 0.4% | 3.4% | 0.4% | |
| IEX | D | 0.07% | 0.24% | 0.07% | |
| INTC | F | 0.37% | 1.72% | 0.37% | |
| IVZ | B | 0.03% | 0.23% | 0.03% | |
| JCI | B | 0.21% | 0.88% | 0.21% | |
| JKHY | B | 0.06% | 0.26% | 0.06% | |
| KDP | B | 0.17% | 2.43% | 0.17% | |
| KEYS | C | 0.11% | 0.63% | 0.11% | |
| KHC | C | 0.12% | 0.75% | 0.12% | |
| LKQ | F | 0.05% | 0.95% | 0.05% | |
| MDT | C | 0.53% | 3.57% | 0.53% | |
| MMM | B | 0.32% | 0.95% | 0.32% | |
| MO | C | 0.4% | 3.34% | 0.4% | |
| MOS | F | 0.04% | 0.22% | 0.04% | |
| NDAQ | A | 0.13% | 3.18% | 0.13% | |
| NI | B | 0.07% | 2.5% | 0.07% | |
| NKE | D | 0.42% | 0.39% | 0.39% | |
| OGE | C | 0.04% | 0.26% | 0.04% | |
| ORI | B | 0.04% | 1.71% | 0.04% | |
| OTIS | C | 0.16% | 2.79% | 0.16% | |
| OXY | F | 0.15% | 1.0% | 0.15% | |
| PAYX | C | 0.19% | 0.26% | 0.19% | |
| PCG | C | 0.18% | 1.19% | 0.18% | |
| PFE | C | 0.74% | 1.06% | 0.74% | |
| PM | C | 0.85% | 0.34% | 0.34% | |
| PPG | D | 0.13% | 1.55% | 0.13% | |
| PPL | C | 0.1% | 2.19% | 0.1% | |
| REYN | C | 0.01% | 0.28% | 0.01% | |
| RTX | C | 0.7% | 2.6% | 0.7% | |
| SBUX | C | 0.49% | 0.31% | 0.31% | |
| SRE | C | 0.23% | 0.26% | 0.23% | |
| TXT | D | 0.07% | 2.28% | 0.07% | |
| UPS | D | 0.41% | 0.25% | 0.25% | |
| USB | B | 0.31% | 2.47% | 0.31% | |
| WFC | D | 0.82% | 0.29% | 0.29% | |
| WH | B | 0.03% | 0.64% | 0.03% | |
| WY | C | 0.1% | 2.77% | 0.1% | |
| XOM | C | 2.16% | 3.8% | 2.16% | |
| ZBH | F | 0.09% | 0.55% | 0.09% |
SCHV Overweight 415 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | D | 2.61% | |
| PG | C | 1.8% | |
| JNJ | C | 1.74% | |
| HD | B | 1.61% | |
| ABBV | C | 1.51% | |
| WMT | C | 1.48% | |
| MRK | D | 1.27% | |
| KO | C | 1.21% | |
| BAC | D | 1.16% | |
| ORCL | C | 1.1% | |
| PEP | C | 1.06% | |
| MCD | B | 0.92% | |
| CSCO | C | 0.87% | |
| IBM | B | 0.85% | |
| QCOM | D | 0.82% | |
| TXN | C | 0.81% | |
| VZ | B | 0.81% | |
| AMGN | B | 0.78% | |
| NEE | C | 0.75% | |
| CAT | B | 0.72% | |
| DIS | D | 0.71% | |
| AMAT | D | 0.68% | |
| GS | C | 0.67% | |
| T | C | 0.67% | |
| UNP | C | 0.66% | |
| UBER | C | 0.64% | |
| AXP | B | 0.63% | |
| LOW | B | 0.62% | |
| TJX | B | 0.59% | |
| SYK | C | 0.54% | |
| COP | D | 0.53% | |
| PLD | C | 0.53% | |
| LMT | C | 0.53% | |
| MS | D | 0.53% | |
| BSX | B | 0.53% | |
| ETN | C | 0.52% | |
| CB | B | 0.51% | |
| MMC | C | 0.5% | |
| ADP | B | 0.5% | |
| AMT | C | 0.49% | |
| ADI | C | 0.49% | |
| C | C | 0.48% | |
| BX | B | 0.45% | |
| MDLZ | B | 0.44% | |
| MU | F | 0.44% | |
| GILD | B | 0.44% | |
| SO | B | 0.43% | |
| BMY | C | 0.43% | |
| BA | F | 0.41% | |
| SCHW | D | 0.41% | |
| DUK | C | 0.39% | |
| CL | D | 0.38% | |
| KKR | B | 0.35% | |
| TT | B | 0.35% | |
| WELL | C | 0.34% | |
| APH | D | 0.33% | |
| PH | B | 0.33% | |
| HCA | B | 0.33% | |
| WM | D | 0.33% | |
| MSI | B | 0.32% | |
| PNC | B | 0.31% | |
| CVS | D | 0.31% | |
| NOC | B | 0.31% | |
| TGT | C | 0.3% | |
| GD | B | 0.3% | |
| ITW | C | 0.29% | |
| ECL | B | 0.28% | |
| AJG | D | 0.28% | |
| FDX | C | 0.28% | |
| CARR | B | 0.27% | |
| APD | B | 0.27% | |
| NEM | B | 0.26% | |
| NXPI | F | 0.26% | |
| FCX | D | 0.26% | |
| MPC | F | 0.25% | |
| SLB | F | 0.25% | |
| PSA | B | 0.25% | |
| EMR | D | 0.25% | |
| NSC | C | 0.25% | |
| GEV | B | 0.25% | |
| WMB | B | 0.24% | |
| AEP | C | 0.24% | |
| O | C | 0.24% | |
| AFL | C | 0.24% | |
| TFC | C | 0.24% | |
| DLR | B | 0.23% | |
| COF | B | 0.23% | |
| CCI | C | 0.23% | |
| OKE | B | 0.23% | |
| PSX | F | 0.23% | |
| TRV | C | 0.23% | |
| SPG | B | 0.23% | |
| PCAR | D | 0.22% | |
| ROST | C | 0.22% | |
| BK | B | 0.22% | |
| GM | C | 0.22% | |
| APO | C | 0.21% | |
| D | C | 0.21% | |
| AIG | D | 0.21% | |
| KMB | D | 0.21% | |
| ALL | B | 0.21% | |
| MET | B | 0.2% | |
| LEN | B | 0.2% | |
| FIS | B | 0.2% | |
| AMP | A | 0.19% | |
| VLO | F | 0.19% | |
| TEL | D | 0.19% | |
| KVUE | C | 0.19% | |
| CMI | C | 0.18% | |
| KMI | B | 0.18% | |
| PEG | B | 0.18% | |
| F | F | 0.18% | |
| ACGL | C | 0.18% | |
| PRU | C | 0.18% | |
| GIS | B | 0.18% | |
| MCHP | F | 0.18% | |
| RSG | D | 0.18% | |
| YUM | D | 0.17% | |
| CTSH | C | 0.17% | |
| SYY | D | 0.17% | |
| AME | C | 0.17% | |
| RCL | B | 0.17% | |
| PWR | B | 0.17% | |
| VRSK | D | 0.17% | |
| FAST | C | 0.17% | |
| XEL | B | 0.16% | |
| IR | C | 0.16% | |
| EFX | B | 0.16% | |
| GEHC | C | 0.16% | |
| EXR | B | 0.16% | |
| DD | B | 0.15% | |
| IRM | C | 0.15% | |
| HIG | B | 0.15% | |
| KR | C | 0.15% | |
| EA | D | 0.15% | |
| VICI | C | 0.15% | |
| CBRE | A | 0.15% | |
| XYL | C | 0.14% | |
| DFS | B | 0.14% | |
| GLW | C | 0.14% | |
| EIX | C | 0.14% | |
| AVB | B | 0.14% | |
| NUE | F | 0.14% | |
| DAL | C | 0.13% | |
| AWK | B | 0.13% | |
| HPQ | D | 0.13% | |
| BIIB | F | 0.13% | |
| CDW | D | 0.13% | |
| WAB | B | 0.13% | |
| ADM | D | 0.13% | |
| ROK | D | 0.13% | |
| HSY | C | 0.13% | |
| WTW | C | 0.13% | |
| TSCO | C | 0.13% | |
| WEC | C | 0.13% | |
| ON | D | 0.13% | |
| EBAY | B | 0.13% | |
| IFF | B | 0.12% | |
| VTR | C | 0.12% | |
| EQR | B | 0.12% | |
| CAH | C | 0.12% | |
| PHM | B | 0.12% | |
| MTB | B | 0.12% | |
| GRMN | D | 0.12% | |
| FITB | B | 0.12% | |
| LYB | D | 0.11% | |
| ARES | B | 0.11% | |
| STT | A | 0.11% | |
| BR | D | 0.11% | |
| DOV | B | 0.11% | |
| DVN | F | 0.11% | |
| CHD | D | 0.11% | |
| DTE | C | 0.11% | |
| ETR | B | 0.11% | |
| VST | C | 0.11% | |
| CBOE | C | 0.1% | |
| SW | B | 0.1% | |
| FE | C | 0.1% | |
| TROW | D | 0.1% | |
| ES | C | 0.1% | |
| VLTO | C | 0.1% | |
| NTAP | D | 0.1% | |
| STE | C | 0.1% | |
| BRO | C | 0.1% | |
| EL | F | 0.09% | |
| BAH | C | 0.09% | |
| ESS | B | 0.09% | |
| STX | C | 0.09% | |
| RF | B | 0.09% | |
| BALL | C | 0.09% | |
| ATO | B | 0.09% | |
| CLX | C | 0.09% | |
| TER | D | 0.09% | |
| LDOS | B | 0.09% | |
| WDC | D | 0.09% | |
| HBAN | B | 0.09% | |
| CMS | C | 0.09% | |
| INVH | C | 0.09% | |
| MKC | C | 0.09% | |
| CINF | B | 0.09% | |
| K | B | 0.09% | |
| HUBB | B | 0.09% | |
| RJF | C | 0.09% | |
| DGX | B | 0.08% | |
| BURL | B | 0.08% | |
| MAS | B | 0.08% | |
| WRB | C | 0.08% | |
| LUV | C | 0.08% | |
| WSM | D | 0.08% | |
| EXPD | C | 0.08% | |
| AVY | C | 0.08% | |
| TSN | C | 0.08% | |
| SUI | B | 0.08% | |
| DG | F | 0.08% | |
| J | C | 0.08% | |
| NTRS | A | 0.08% | |
| APTV | D | 0.08% | |
| CFG | C | 0.08% | |
| LII | B | 0.08% | |
| PKG | B | 0.08% | |
| SYF | C | 0.08% | |
| TRU | B | 0.08% | |
| DRI | B | 0.08% | |
| BBY | C | 0.08% | |
| ARE | C | 0.08% | |
| OMC | B | 0.08% | |
| MAA | B | 0.08% | |
| KEY | B | 0.07% | |
| SWK | B | 0.07% | |
| FNF | B | 0.07% | |
| LNT | B | 0.07% | |
| RPM | B | 0.07% | |
| UTHR | C | 0.07% | |
| RBA | B | 0.07% | |
| DOC | C | 0.07% | |
| RS | D | 0.07% | |
| SSNC | B | 0.07% | |
| KIM | C | 0.07% | |
| VRSN | D | 0.07% | |
| UAL | C | 0.07% | |
| STLD | F | 0.07% | |
| SWKS | D | 0.07% | |
| IP | B | 0.07% | |
| MANH | B | 0.07% | |
| ENTG | F | 0.07% | |
| NRG | C | 0.07% | |
| PFG | B | 0.07% | |
| ERIE | B | 0.06% | |
| AES | C | 0.06% | |
| AMH | C | 0.06% | |
| NWSA | D | 0.06% | |
| CPT | B | 0.06% | |
| ACM | B | 0.06% | |
| USFD | B | 0.06% | |
| TRMB | C | 0.06% | |
| VTRS | D | 0.06% | |
| WPC | C | 0.06% | |
| BG | D | 0.06% | |
| UHS | B | 0.06% | |
| DLTR | F | 0.06% | |
| EVRG | B | 0.06% | |
| RGA | C | 0.06% | |
| OC | D | 0.06% | |
| GGG | C | 0.06% | |
| ROL | C | 0.06% | |
| FOXA | B | 0.06% | |
| ELS | C | 0.06% | |
| UDR | C | 0.06% | |
| GWRE | A | 0.06% | |
| L | C | 0.06% | |
| CF | C | 0.06% | |
| GLPI | C | 0.06% | |
| LVS | D | 0.06% | |
| TOL | B | 0.06% | |
| SNA | C | 0.06% | |
| PNR | B | 0.06% | |
| MRO | C | 0.06% | |
| WSO | C | 0.06% | |
| AKAM | D | 0.06% | |
| BJ | D | 0.05% | |
| NVT | D | 0.05% | |
| CCK | A | 0.05% | |
| RPRX | C | 0.05% | |
| ITT | B | 0.05% | |
| EWBC | D | 0.05% | |
| LAMR | B | 0.05% | |
| BXP | B | 0.05% | |
| BSY | D | 0.05% | |
| CW | B | 0.05% | |
| SCI | B | 0.05% | |
| EMN | B | 0.05% | |
| IPG | C | 0.05% | |
| CHRW | B | 0.05% | |
| KMX | D | 0.05% | |
| FFIV | B | 0.05% | |
| Z | B | 0.05% | |
| XPO | D | 0.05% | |
| EQH | C | 0.05% | |
| CUBE | B | 0.05% | |
| ALLE | B | 0.05% | |
| JLL | B | 0.05% | |
| CE | F | 0.05% | |
| DKS | D | 0.05% | |
| REG | C | 0.05% | |
| JBL | D | 0.05% | |
| SJM | C | 0.05% | |
| JNPR | B | 0.05% | |
| CHK | D | 0.04% | |
| MORN | C | 0.04% | |
| NCLH | C | 0.04% | |
| KBR | D | 0.04% | |
| CG | D | 0.04% | |
| KNX | C | 0.04% | |
| FHN | D | 0.04% | |
| TPX | C | 0.04% | |
| APA | F | 0.04% | |
| GL | C | 0.04% | |
| HSIC | C | 0.04% | |
| WAL | B | 0.04% | |
| SNX | D | 0.04% | |
| TTC | D | 0.04% | |
| AFG | B | 0.04% | |
| FRT | C | 0.04% | |
| EGP | B | 0.04% | |
| HAS | B | 0.04% | |
| NNN | C | 0.04% | |
| MGM | F | 0.04% | |
| RGLD | C | 0.04% | |
| ALLY | F | 0.04% | |
| LW | D | 0.04% | |
| HRL | C | 0.04% | |
| EHC | C | 0.04% | |
| MTCH | C | 0.04% | |
| AOS | D | 0.04% | |
| UNM | B | 0.04% | |
| JEF | B | 0.04% | |
| TPR | C | 0.04% | |
| OVV | F | 0.04% | |
| CPB | C | 0.04% | |
| WMS | D | 0.04% | |
| WTRG | D | 0.04% | |
| TAP | D | 0.04% | |
| AIZ | B | 0.04% | |
| RRX | C | 0.04% | |
| OHI | B | 0.04% | |
| ARMK | B | 0.04% | |
| LECO | F | 0.04% | |
| ATR | B | 0.04% | |
| WWD | D | 0.04% | |
| PNW | C | 0.04% | |
| POST | C | 0.03% | |
| VFC | C | 0.03% | |
| LEA | F | 0.03% | |
| BBWI | F | 0.03% | |
| LSCC | D | 0.03% | |
| STWD | B | 0.03% | |
| WBA | F | 0.03% | |
| CRBG | D | 0.03% | |
| BRKR | D | 0.03% | |
| RHI | D | 0.03% | |
| G | C | 0.03% | |
| CGNX | F | 0.03% | |
| ZION | D | 0.03% | |
| SEIC | C | 0.03% | |
| ARW | C | 0.03% | |
| MTN | D | 0.03% | |
| DINO | F | 0.03% | |
| ALV | F | 0.03% | |
| CFR | C | 0.03% | |
| MIDD | D | 0.03% | |
| AAL | D | 0.03% | |
| WYNN | D | 0.03% | |
| ELAN | D | 0.03% | |
| CBSH | C | 0.03% | |
| UHAL | A | 0.03% | |
| AA | D | 0.03% | |
| AGNC | B | 0.03% | |
| CMA | B | 0.03% | |
| BERY | B | 0.03% | |
| ACI | F | 0.03% | |
| AYI | B | 0.03% | |
| VOYA | B | 0.03% | |
| AXTA | B | 0.03% | |
| WBS | D | 0.03% | |
| SOFI | C | 0.03% | |
| CIEN | C | 0.03% | |
| FMC | C | 0.03% | |
| AR | F | 0.03% | |
| COLD | D | 0.03% | |
| MHK | C | 0.03% | |
| DVA | B | 0.03% | |
| LCID | C | 0.02% | |
| PII | D | 0.02% | |
| SEE | D | 0.02% | |
| UGI | C | 0.02% | |
| ALK | C | 0.02% | |
| WHR | D | 0.02% | |
| PARA | F | 0.02% | |
| XRAY | D | 0.02% | |
| OGN | D | 0.02% | |
| ST | D | 0.02% | |
| SON | C | 0.02% | |
| DAR | F | 0.02% | |
| AGCO | D | 0.02% | |
| GME | F | 0.02% | |
| CAR | F | 0.01% | |
| CNA | C | 0.01% | |
| ADTN | D | 0.01% | |
| AGR | B | 0.01% | |
| BOKF | B | 0.01% | |
| PAG | D | 0.01% | |
| COTY | F | 0.01% | |
| HTZ | F | 0.0% | |
| DJT | F | 0.0% | |
| WOLF | F | 0.0% |
SCHV Underweight 29 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| ROP | C | -2.27% | |
| CNC | D | -2.0% | |
| TDY | B | -1.91% | |
| IWD | B | -0.84% | |
| LHX | C | -0.71% | |
| RBLX | B | -0.69% | |
| SBAC | C | -0.68% | |
| QGEN | C | -0.67% | |
| XP | D | -0.59% | |
| NSA | B | -0.58% | |
| HUN | D | -0.54% | |
| ESI | D | -0.46% | |
| M | F | -0.45% | |
| HXL | F | -0.42% | |
| FDS | C | -0.33% | |
| TECH | C | -0.32% | |
| PINC | C | -0.25% | |
| FR | B | -0.25% | |
| FLO | C | -0.25% | |
| ELV | C | -0.25% | |
| WEN | C | -0.25% | |
| DXC | C | -0.25% | |
| GTES | C | -0.24% | |
| IQV | C | -0.24% | |
| BILL | D | -0.24% | |
| ASH | D | -0.24% | |
| INCY | C | -0.24% | |
| LNC | D | -0.23% | |
| TRIP | F | -0.23% |
SCHV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Banks - Regional - US
Asset Management
Business Services
Packaging & Containers
REIT - Residential
Packaged Foods
Semiconductors
Aerospace & Defense
Drug Manufacturers - Major
Household & Personal Products
Insurance - Property & Casualty
Oil & Gas E&P
Specialty Retail
Insurance - Diversified
Utilities - Diversified
Auto Parts
Communication Equipment
Electronic Components
AIVL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Aerospace & Defense
Auto Parts
Business Services
Chemicals
Diagnostics & Research
Financial Data & Stock Exchanges
Medical Devices
Medical Instruments & Supplies
Packaged Foods
Scientific & Technical Instruments
Asset Management
Biotechnology
Capital Markets
Communication Equipment
Health Care Plans
Insurance - Diversified
Leisure
Oil & Gas Integrated
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