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DLN vs QIG

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

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$6.0B

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

Key differences

  • QIG costs 0.10% less per year.
  • DLN is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
  • DLN is classified as equity, while QIG is fixed income — different risk/return profiles.
  • Over the last 3 years, DLN has delivered higher annualized returns.
  • DLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DLNQIG
Annual cost (TER)0.28%0.18%
Fund size (AUM)$6.0B$18M
Since20062016
Dividend yield1.79%4.89%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.6%+6.7%
CAGR 3Y+18.7%+5.2%
CAGR 5Y+12.3%+0.7%
Sharpe 3Y1.240.31
Volatility 1Y9.00%4.23%
Max drawdown-35.82%-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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