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DHS vs QIG

WisdomTree U.S. High Dividend Fund vs WisdomTree U.S. Corporate Bond Fund

DHS

WisdomTree U.S. High Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$1.5B

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

Key differences

  • QIG costs 0.20% less per year.
  • DHS is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
  • DHS is classified as equity, while QIG is fixed income — different risk/return profiles.
  • Over the last 3 years, DHS has delivered higher annualized returns.
  • DHS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DHSQIG
Annual cost (TER)0.38%0.18%
Fund size (AUM)$1.5B$18M
Since20062016
Dividend yield3.24%4.89%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+6.7%
CAGR 3Y+17.7%+5.2%
CAGR 5Y+11.2%+0.7%
Sharpe 3Y1.070.31
Volatility 1Y9.93%4.23%
Max drawdown-37.35%-22.92%

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

Similar to DHS and QIG