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AIVLvsSDYETF Comparison
WisdomTree U.S. AI Enhanced Value Fund ETF (AIVL) belongs to the US Large Cap Value segment. SPDR S&P Dividend ETF (SDY) is part of the US High Dividend segment. AIVL's top 3 sector exposures are Financials, Industrials and Health Care. In contrast, SDY's top sector exposures are Industrials, Utilities and Consumer Staples. AIVL is more expensive with a Total Expense Ratio (TER) of 0.38%, versus 0.35% for SDY. AIVL is up 3.7% year-to-date (YTD) with -$6M in YTD flows. SDY performs better with 7.88% YTD performance, and -$219M in YTD flows. Run a side-by-side ETF comparison of AIVL and SDY below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
AIVL vs SDY performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | AIVL SDY | -2.07%-2.57% | +4.00%+7.91% | +3.70%+7.88% | +11.17%+11.39% | +43.23%+34.78% | +44.11%+45.54% |
| Flows | AIVL SDY | -$3M-$46M | -$9M-$233M | -$6M-$219M | -$34M-$1.06B | -$114M-$5.54B | -$263M-$1.92B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | AIVL SDY | +10.33%+10.05% | +15.12%+14.15% | +12.95%+12.50% | +14.69%+14.12% |
| Max drawdown | AIVL SDY | -3.66%-3.78% | -11.97%-11.58% | -14.35%-14.33% | -19.08%-15.22% |
| Max drawdown duration | AIVL SDY | 8d9d | 49d112d | 211d254d | 779d107d |
AIVL | SDY | |
Last sale 3/11/2026 at 1:30 PM | $118.74 | $149.43 |
| Previous close 03/10/2026 | $119.13 | $150.07 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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AIVL | SDY | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
AIVL | SDY | |
|---|---|---|
| Last price | $118.74 | $149.43 |
| 1D performance | -0.33% | -0.43% |
| AuM | $387.46 M | $21.22 B |
| E/R | 0.38% | 0.35% |
AIVL | SDY | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | WisdomTree | SPDR |
| Benchmark | - | S&P High Yield Dividend Aristocrats Index |
| N° of holdings | 797 | 152 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 16, 2006 | November 8, 2005 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the AIVL and SDY ETFs performed in 2026?
As of March 10, 2026, AIVL is up 3.7% year-to-date (YTD), while SDY has returned 7.88%. That puts SDY better performer ahead so far this year.
Which ETF is attracting more investor money: AIVL or SDY?
Year-to-date, the AIVL ETF saw -$6M in flows, compared to -$219M for SDY.
Which ETF is more volatile: AIVL or SDY?
Over the past year, AIVL had a volatility of 15.12%, while SDY experienced 14.15%.
Which ETF is bigger: AIVL or SDY?
As of March 10, 2026, AIVL holds $387.46 M in assets under management (AUM), while SDY manages $21.22 B.
What sectors do the AIVL and SDY ETFs invest in?
AIVL leans toward sectors like Financials, Industrials and Health Care. Meanwhile, SDY focuses on Industrials, Utilities and Consumer Staples.
What are the top holdings of the AIVL ETF and SDY ETF?
AIVL top holdings include TELEDYNE TECH, MEDTRONIC PLC and INTERCONTINENTAL EXCHANGE INC. SDY holds in its top three: VERIZON COMMUNICATIONS, REALTY INCOME REIT and CHEVRON TEXACO.
Which ETF is more diversified: AIVL or SDY?
AIVL holds 876 securities with 44.76% of its assets in the top 15. SDY has 154 securities and a top 15 weight of 25.79%.
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