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QSIG vs EPS

WisdomTree U.S. Short-Term Corporate Bond Fund vs WisdomTree U.S. LargeCap Fund

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

EPS

WisdomTree U.S. LargeCap Fund

WisdomTree

Annual cost

0.08%

Fund size

$1.5B

Key differences

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

Side-by-side comparison

QSIGEPS
Annual cost (TER)0.18%0.08%
Fund size (AUM)$58M$1.5B
Since20162007
Dividend yield4.44%1.20%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+31.8%
CAGR 3Y+5.2%+22.7%
CAGR 5Y+2.2%+13.5%
Sharpe 3Y0.641.28
Volatility 1Y1.95%11.47%
Max drawdown-12.35%-35.79%

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

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