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QSIG vs HYZD

WisdomTree U.S. Short-Term Corporate Bond Fund vs WisdomTree Interest Rate Hedged High Yield Bond Fund

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

WisdomTree

Annual cost

0.43%

Fund size

$232M

Key differences

  • QSIG costs 0.25% less per year.
  • HYZD is significantly larger than QSIG — larger funds tend to be more liquid and less likely to close.
  • QSIG is classified as fixed income, while HYZD is alternative — different risk/return profiles.
  • QSIG follows a index tracking strategy; HYZD uses long short.
  • Over the last 3 years, HYZD has delivered higher annualized returns.

Side-by-side comparison

QSIGHYZD
Annual cost (TER)0.18%0.43%
Fund size (AUM)$58M$232M
Since20162013
Dividend yield4.44%5.95%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackinglong short
CAGR 1Y+4.5%+8.5%
CAGR 3Y+5.2%+10.1%
CAGR 5Y+2.2%+6.3%
Sharpe 3Y0.641.24
Volatility 1Y1.95%3.17%
Max drawdown-12.35%-25.66%

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

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