Screener
GTR vs QHY
WisdomTree Target Range Fund vs WisdomTree U.S. High Yield Corporate Bond Fund
Key differences
GTR is an alternative ETF, while QHY is a fixed income ETF. GTR charges 0.70% a year and QHY 0.38%.
- GTR is an alternative fund, while QHY is a fixed income fund. They carry different risk/return profiles.
- GTR follows a option income strategy; QHY uses index tracking.
- QHY costs 0.32% less per year.
- QHY is much larger than GTR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, GTR has delivered higher annualized returns.
- QHY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| GTR | QHY | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.38% |
| Fund size (AUM) | $69M | $239M |
| Since | 2021 | 2016 |
| Dividend yield | 5.30% | 6.25% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +18.2% | +7.0% |
| CAGR 3Y | +12.3% | +8.4% |
| CAGR 5Y | N/A | +3.3% |
| Sharpe 3Y | 0.82 | 0.85 |
| Volatility 1Y | 9.70% | 3.68% |
| Max drawdown | -21.44% | -22.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.