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QIG vs CRUX

WisdomTree U.S. Corporate Bond Fund vs Columbia Core Bond ETF

QIG

WisdomTree U.S. Corporate Bond Fund

Annual cost

0.18%

Fund size

$18M

CRUX

Columbia Core Bond ETF

Annual cost

0.32%

Fund size

$2.2B

Key differences

Both QIG and CRUX are fixed income ETFs. QIG charges 0.18% a year and CRUX 0.32%. The main difference: QIG follows a index tracking strategy; CRUX uses active selection.

  • QIG follows a index tracking strategy; CRUX uses active selection.
  • QIG costs 0.14% less per year.
  • CRUX is much larger than QIG. Larger funds are usually more liquid and less likely to close.
  • CRUX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QIGCRUX
Annual cost (TER)0.18%0.32%
Fund size (AUM)$18M$2.2B
Since20162009
Dividend yield4.86%4.12%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+5.6%N/A
CAGR 3Y+5.7%N/A
CAGR 5Y+0.6%N/A
Sharpe 3Y0.37N/A
Volatility 1Y4.15%
Max drawdown-22.92%-1.86%

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

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