Screener
DES vs QIG
WisdomTree U.S. SmallCap Dividend Fund vs WisdomTree U.S. Corporate Bond Fund
Key differences
- QIG costs 0.20% less per year.
- DES is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
- DES is classified as equity, while QIG is fixed income — different risk/return profiles.
- Over the last 3 years, DES has delivered higher annualized returns.
- DES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DES | QIG | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.18% |
| Fund size (AUM) | $2.1B | $18M |
| Since | 2006 | 2016 |
| Dividend yield | 2.30% | 4.89% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.3% | +6.8% |
| CAGR 3Y | +15.8% | +5.6% |
| CAGR 5Y | +6.7% | +0.9% |
| Sharpe 3Y | 0.67 | 0.36 |
| Volatility 1Y | 16.65% | 4.23% |
| Max drawdown | -45.65% | -22.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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