Screener
QIG vs EES
WisdomTree U.S. Corporate Bond Fund vs WisdomTree U.S. SmallCap Fund
Key differences
- QIG costs 0.20% less per year.
- EES is significantly larger than QIG — larger funds tend to be more liquid and less likely to close.
- QIG is classified as fixed income, while EES is equity — different risk/return profiles.
- Over the last 3 years, EES has delivered higher annualized returns.
- EES has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| QIG | EES | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.38% |
| Fund size (AUM) | $18M | $690M |
| Since | 2016 | 2007 |
| Dividend yield | 4.89% | 1.12% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +6.7% | +32.0% |
| CAGR 3Y | +5.2% | +16.5% |
| CAGR 5Y | +0.7% | +6.5% |
| Sharpe 3Y | 0.31 | 0.67 |
| Volatility 1Y | 4.23% | 17.55% |
| Max drawdown | -22.92% | -50.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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