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AGGY vs QSIG

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

Key differences

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

Side-by-side comparison

AGGYQSIG
Annual cost (TER)0.12%0.18%
Fund size (AUM)$886M$58M
Since20152016
Dividend yield4.50%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.6%+4.5%
CAGR 3Y+4.4%+5.2%
CAGR 5Y+0.2%+2.2%
Sharpe 3Y0.170.64
Volatility 1Y4.28%1.95%
Max drawdown-20.97%-12.35%

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

Similar to AGGY and QSIG