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WTLS vs QSIG

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree U.S. Short-Term Corporate Bond Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

WisdomTree

Annual cost

0.88%

Fund size

$11M

QSIG

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree

Annual cost

0.18%

Fund size

$58M

Key differences

  • QSIG costs 0.70% less per year.
  • QSIG is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
  • WTLS is classified as alternative, while QSIG is fixed income — different risk/return profiles.
  • WTLS follows a long short strategy; QSIG uses index tracking.
  • QSIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSQSIG
Annual cost (TER)0.88%0.18%
Fund size (AUM)$11M$58M
Since20262016
Dividend yield4.44%
Asset classalternativefixed income
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+4.5%
CAGR 3YN/A+5.2%
CAGR 5YN/A+2.2%
Sharpe 3YN/A0.64
Volatility 1Y1.95%
Max drawdown-8.95%-12.35%

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

Similar to WTLS and QSIG