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EPS vs QIG

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

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

Key differences

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

EPSQIG
Annual cost (TER)0.08%0.18%
Fund size (AUM)$1.5B$18M
Since20072016
Dividend yield1.20%4.89%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.1%+6.7%
CAGR 3Y+22.7%+5.2%
CAGR 5Y+13.1%+0.7%
Sharpe 3Y1.280.31
Volatility 1Y11.49%4.23%
Max drawdown-35.79%-22.92%

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

Similar to EPS and QIG