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HYZD vs QIG

WisdomTree Interest Rate Hedged High Yield Bond Fund vs WisdomTree U.S. Corporate Bond Fund

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

WisdomTree

Annual cost

0.43%

Fund size

$232M

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

Key differences

  • QIG costs 0.25% less per year.
  • HYZD is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
  • HYZD is classified as alternative, while QIG is fixed income — different risk/return profiles.
  • HYZD follows a long short strategy; QIG uses index tracking.
  • Over the last 3 years, HYZD has delivered higher annualized returns.

Side-by-side comparison

HYZDQIG
Annual cost (TER)0.43%0.18%
Fund size (AUM)$232M$18M
Since20132016
Dividend yield5.95%4.89%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1Y+8.5%+6.7%
CAGR 3Y+10.1%+5.2%
CAGR 5Y+6.3%+0.7%
Sharpe 3Y1.240.31
Volatility 1Y3.17%4.23%
Max drawdown-25.66%-22.92%

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

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