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DTD vs QIG

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

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$1.6B

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

Key differences

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

Side-by-side comparison

DTDQIG
Annual cost (TER)0.28%0.18%
Fund size (AUM)$1.6B$18M
Since20062016
Dividend yield1.86%4.89%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.1%+6.7%
CAGR 3Y+18.3%+5.2%
CAGR 5Y+11.8%+0.7%
Sharpe 3Y1.180.31
Volatility 1Y9.38%4.23%
Max drawdown-37.29%-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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