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QIG vs DTD

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

QIG

WisdomTree U.S. Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$18M

DTD

WisdomTree U.S. Total Dividend Fund

WisdomTree

Annual cost

0.28%

Fund size

$1.6B

Key differences

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

Side-by-side comparison

QIGDTD
Annual cost (TER)0.18%0.28%
Fund size (AUM)$18M$1.6B
Since20162006
Dividend yield4.89%1.86%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.7%+24.1%
CAGR 3Y+5.2%+18.3%
CAGR 5Y+0.7%+11.8%
Sharpe 3Y0.311.18
Volatility 1Y4.23%9.38%
Max drawdown-22.92%-37.29%

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

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