AIVL vs. MCSE ETF Comparison

Comparison of WisdomTree U.S. AI Enhanced Value Fund (AIVL) to Martin Currie Sustainable International Equity ETF (MCSE)
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

$112.69

Average Daily Volume

1,996

Number of Holdings *

100

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

Martin Currie Sustainable International Equity ETF

MCSE Description Martin Currie Sustainable International Equity ETF strives to provide long-term capital appreciation by investing in equity and equity-related securities of foreign companies. The fund focuses on finding companies that have a strong history of offering high and sustainable returns on invested capital over time.

Grade (RS Rating)

Last Trade

$13.22

Average Daily Volume

4,110

Number of Holdings *

2

* may have additional holdings in another (foreign) market
Performance
Period AIVL MCSE
30 Days 1.89% -8.98%
60 Days 3.12% -11.13%
90 Days 4.50% -13.09%
12 Months 26.86% -3.75%
0 Overlapping Holdings
Symbol Grade Weight in AIVL Weight in MCSE Overlap
AIVL Overweight 100 Positions Relative to MCSE
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 B 2.89%
NDAQ A 2.77%
FTV C 2.76%
A D 2.71%
HWM A 2.68%
ICE C 2.65%
CME B 2.61%
RTX D 2.58%
ROP B 2.55%
WY F 2.15%
TDY B 2.05%
INTC C 2.0%
TXT D 1.95%
HON C 1.8%
CNP A 1.7%
HPE B 1.68%
KDP F 1.58%
PPG F 1.56%
HOLX D 1.41%
FDS B 1.38%
KO D 1.37%
CNC D 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 C 0.72%
NSA C 0.69%
QGEN D 0.69%
PM B 0.66%
KEYS A 0.63%
WRB A 0.62%
RBLX C 0.57%
M F 0.56%
ZBH C 0.54%
XP F 0.52%
ESI B 0.51%
RGA A 0.5%
HUN F 0.48%
KHC F 0.47%
AMKR D 0.43%
CNH C 0.42%
DOW F 0.42%
AM A 0.42%
HXL F 0.39%
LNC C 0.38%
GPC D 0.36%
DCI B 0.36%
BAX F 0.36%
WEN D 0.35%
BRK.A B 0.32%
GEHC D 0.3%
GNTX C 0.29%
GTES A 0.28%
CW C 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 B 0.26%
AME A 0.26%
IEX C 0.26%
ORI A 0.26%
RYAN A 0.26%
UPS C 0.25%
MNST C 0.25%
UGI C 0.25%
SBUX A 0.25%
HST C 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 F 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 F 0.23%
ED C 0.23%
SWKS F 0.23%
AIVL Underweight 2 Positions Relative to MCSE
Symbol Grade Weight
LIN C -5.5%
MTD F -5.0%
Compare ETFs