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DTD vs QSIG

WisdomTree U.S. Total Dividend Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$1.6B

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

Key differences

  • QSIG costs 0.10% less per year.
  • DTD is significantly larger than QSIG — larger funds tend to be more liquid and less likely to close.
  • DTD is classified as equity, while QSIG 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

DTDQSIG
Annual cost (TER)0.28%0.18%
Fund size (AUM)$1.6B$58M
Since20062016
Dividend yield1.86%4.44%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.3%+4.6%
CAGR 3Y+18.1%+5.4%
CAGR 5Y+12.1%+2.2%
Sharpe 3Y1.160.71
Volatility 1Y9.38%1.95%
Max drawdown-37.29%-12.35%

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

Similar to DTD and QSIG