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WTLS vs QHY

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree U.S. High Yield Corporate Bond Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

WisdomTree

Annual cost

0.88%

Fund size

$11M

QHY

WisdomTree U.S. High Yield Corporate Bond Fund

WisdomTree

Annual cost

0.38%

Fund size

$239M

Key differences

  • QHY costs 0.50% less per year.
  • QHY is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
  • WTLS is classified as alternative, while QHY is fixed income — different risk/return profiles.
  • WTLS follows a long short strategy; QHY uses index tracking.
  • QHY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSQHY
Annual cost (TER)0.88%0.38%
Fund size (AUM)$11M$239M
Since20262016
Dividend yield6.25%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+8.2%
CAGR 3YN/A+8.4%
CAGR 5YN/A+3.3%
Sharpe 3YN/A0.84
Volatility 1Y3.70%
Max drawdown-8.95%-22.74%

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

Similar to WTLS and QHY