AIVL vs. BLCR ETF Comparison

Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to BlackRock Large Cap Core ETF (BLCR)
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

$97.88

Average Daily Volume

10,488

Number of Holdings *

99

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

BlackRock Large Cap Core ETF

BLCR Description Under normal circumstances, the fund invests at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$29.38

Average Daily Volume

417

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period AIVL BLCR
30 Days -3.31% -4.41%
60 Days 0.43% -2.40%
90 Days 1.98% 1.74%
12 Months 10.06%
3 Overlapping Holdings
Symbol Grade Weight in AIVL Weight in BLCR Overlap
BRK.A C 0.53% 2.64% 0.53%
CMCSA F 2.92% 2.41% 2.41%
FTV D 2.96% 2.41% 2.41%
AIVL Overweight 96 Positions Relative to BLCR
Symbol Grade Weight
BAC A 4.03%
XOM B 3.53%
ICE C 3.33%
OTIS D 3.22%
NDAQ B 2.96%
MDT C 2.96%
ABT D 2.83%
CME C 2.62%
WMB A 2.32%
KO A 2.29%
TXT D 2.2%
HWM B 2.18%
PPL A 2.16%
NI A 2.12%
DOW B 2.05%
HPE D 2.0%
ORI A 1.93%
KDP A 1.87%
WY D 1.66%
A C 1.57%
ELV A 1.53%
CARR A 1.42%
GLW B 1.35%
KMI A 1.33%
RTX A 1.31%
CVX A 1.2%
DBX F 1.12%
HUN D 1.11%
HON C 1.09%
LKQ F 1.08%
MO A 1.04%
PM A 1.04%
PFE C 1.04%
USB C 1.02%
HEI A 0.99%
CNP A 0.95%
KHC B 0.94%
EQR A 0.91%
HOLX A 0.78%
PPG D 0.73%
LNC D 0.72%
TDY D 0.72%
PAYX C 0.69%
XP F 0.66%
OXY B 0.65%
EQH A 0.63%
TECH B 0.59%
AMCR A 0.59%
QGEN B 0.58%
HCP A 0.56%
MDU A 0.53%
FDS D 0.53%
HPQ D 0.52%
IVZ F 0.51%
WEN B 0.51%
DOCU A 0.5%
NKE F 0.5%
AM A 0.49%
MMM A 0.48%
ESI D 0.47%
EXEL B 0.47%
MSCI F 0.46%
ARMK B 0.4%
ZBH D 0.35%
FR D 0.33%
HXL D 0.32%
INCY D 0.29%
PEG A 0.28%
KMB A 0.28%
FLO A 0.27%
JCI B 0.27%
OGE A 0.26%
CMS A 0.26%
SRE A 0.26%
GTES B 0.26%
DXC F 0.26%
EXC A 0.26%
PCG A 0.26%
DCI B 0.26%
ED A 0.26%
REYN B 0.26%
TDC D 0.25%
AXS C 0.25%
DOX D 0.25%
G F 0.25%
RBLX D 0.25%
EMN B 0.25%
LHX B 0.25%
ASH B 0.25%
DNB F 0.24%
WH D 0.24%
AGNC B 0.24%
NTRS C 0.24%
IP C 0.23%
SIRI F 0.21%
SOLV B 0.1%
AIVL Underweight 7 Positions Relative to BLCR
Symbol Grade Weight
MSFT C -8.33%
AMZN B -5.89%
META D -3.42%
AAPL F -3.22%
GOOGL A -3.1%
AMD D -2.47%
NVO B -2.32%
Compare ETFs