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QHY vs HYDB

WisdomTree U.S. High Yield Corporate Bond Fund vs iShares High Yield Systematic Bond ETF

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

Annual cost

0.38%

Fund size

$239M

HYDB

iShares High Yield Systematic Bond ETF

Annual cost

0.35%

Fund size

$1.6B

Key differences

Both QHY and HYDB are fixed income ETFs. QHY charges 0.38% a year and HYDB 0.35%. The main difference: QHY covers North America; HYDB covers global markets excluding the US.

  • QHY covers North America; HYDB covers global markets excluding the US.
  • HYDB is much larger than QHY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HYDB has delivered higher annualized returns.

Side-by-side comparison

QHYHYDB
Annual cost (TER)0.38%0.35%
Fund size (AUM)$239M$1.6B
Since20162017
Dividend yield6.25%7.07%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+7.0%+7.2%
CAGR 3Y+8.4%+9.4%
CAGR 5Y+3.3%+4.7%
Sharpe 3Y0.851.05
Volatility 1Y3.68%3.84%
Max drawdown-22.74%-21.58%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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