Screener
EPS vs QHY
WisdomTree U.S. LargeCap Fund vs WisdomTree U.S. High Yield Corporate Bond Fund
Key differences
- EPS costs 0.30% less per year.
- EPS is significantly larger than QHY — larger funds tend to be more liquid and less likely to close.
- EPS is classified as equity, while QHY is fixed income — different risk/return profiles.
- Over the last 3 years, EPS has delivered higher annualized returns.
- EPS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EPS | QHY | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.38% |
| Fund size (AUM) | $1.5B | $239M |
| Since | 2007 | 2016 |
| Dividend yield | 1.20% | 6.25% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.1% | +8.2% |
| CAGR 3Y | +22.7% | +8.4% |
| CAGR 5Y | +13.1% | +3.3% |
| Sharpe 3Y | 1.28 | 0.84 |
| Volatility 1Y | 11.49% | 3.70% |
| Max drawdown | -35.79% | -22.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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