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QIG vs AGGY

WisdomTree U.S. Corporate Bond Fund vs WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

AGGY

WisdomTree Yield Enhanced U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.12%

Fund size

$886M

Key differences

  • AGGY costs 0.06% less per year.
  • AGGY is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

QIGAGGY
Annual cost (TER)0.18%0.12%
Fund size (AUM)$18M$886M
Since20162015
Dividend yield4.89%4.50%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+6.6%
CAGR 3Y+5.2%+4.4%
CAGR 5Y+0.7%+0.2%
Sharpe 3Y0.310.17
Volatility 1Y4.23%4.28%
Max drawdown-22.92%-20.97%

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

Similar to QIG and AGGY