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QIG vs AGZD

WisdomTree U.S. Corporate Bond Fund vs WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

WisdomTree

Annual cost

0.23%

Fund size

$92M

Key differences

  • QIG costs 0.05% less per year.
  • AGZD is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, AGZD has delivered higher annualized returns.

Side-by-side comparison

QIGAGZD
Annual cost (TER)0.18%0.23%
Fund size (AUM)$18M$92M
Since20162013
Dividend yield4.89%4.02%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+5.9%
CAGR 3Y+5.2%+6.3%
CAGR 5Y+0.7%+4.3%
Sharpe 3Y0.310.73
Volatility 1Y4.23%3.13%
Max drawdown-22.92%-8.46%

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

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