# WisdomTree U.S. AI Enhanced Value Fund (AIVL) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

- Interactive: https://www.lopjlb.com/vs/AIVL/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=AIVL%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| AIVL | +50.36% | -19.08% | +14.91% |
| SPY | +82.74% | -24.49% | +12.19% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| AIVL | +17.26% | +25.86% | +50.66% | +50.36% |
| SPY | +18.53% | +42.83% | +76.49% | +82.74% |

## Annual

| Year | AIVL | SPY |
|---|---:|---:|
| YTD | +14.91% | +12.19% |
| 2025 | +10.05% | +18.01% |
| 2024 | +13.19% | +25.59% |
| 2023 | +6.74% | +26.73% |
| 2022 | -7.34% | -18.64% |
| 2021 | +5.49% | +7.08% |

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Research context only. Not personalized investment advice.