Screener
EES vs QSIG
WisdomTree U.S. SmallCap Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund
Key differences
- QSIG costs 0.20% less per year.
- EES is significantly larger than QSIG — larger funds tend to be more liquid and less likely to close.
- EES is classified as equity, while QSIG is fixed income — different risk/return profiles.
- Over the last 3 years, EES has delivered higher annualized returns.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EES | QSIG | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.18% |
| Fund size (AUM) | $690M | $58M |
| Since | 2007 | 2016 |
| Dividend yield | 1.12% | 4.44% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.0% | +4.5% |
| CAGR 3Y | +16.5% | +5.2% |
| CAGR 5Y | +6.5% | +2.2% |
| Sharpe 3Y | 0.67 | 0.64 |
| Volatility 1Y | 17.55% | 1.95% |
| Max drawdown | -50.52% | -12.35% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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