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QIG vs DLN

WisdomTree U.S. Corporate Bond Fund vs WisdomTree U.S. LargeCap Dividend Fund

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

DLN

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$6.0B

Key differences

  • QIG costs 0.10% less per year.
  • DLN is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
  • QIG is classified as fixed income, while DLN is equity — different risk/return profiles.
  • Over the last 3 years, DLN has delivered higher annualized returns.
  • DLN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QIGDLN
Annual cost (TER)0.18%0.28%
Fund size (AUM)$18M$6.0B
Since20162006
Dividend yield4.89%1.79%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.8%+24.8%
CAGR 3Y+5.6%+18.5%
CAGR 5Y+0.9%+12.5%
Sharpe 3Y0.361.22
Volatility 1Y4.23%9.00%
Max drawdown-22.92%-35.82%

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

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