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AGGY vs QIG

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund vs WisdomTree U.S. Corporate Bond Fund

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

Key differences

  • AGGY costs 0.06% less per year.
  • AGGY is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

AGGYQIG
Annual cost (TER)0.12%0.18%
Fund size (AUM)$886M$18M
Since20152016
Dividend yield4.50%4.89%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.6%+6.7%
CAGR 3Y+4.4%+5.2%
CAGR 5Y+0.2%+0.7%
Sharpe 3Y0.170.31
Volatility 1Y4.28%4.23%
Max drawdown-20.97%-22.92%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to AGGY and QIG