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QIGWisdomTree U.S. Corporate Bond Fund

Get income10y track recordRanked #931 of 1,706 in this goal

Tracks the price and yield performance of the WisdomTree U.S. Quality Corporate Bond Index.

By WisdomTree · Launched 2016

Annual Cost

0.18%

#794 of 6,040 · low cost

Fund Size

$17M

#4,651 of 6,040 · small

Return (1Y)

-0.9%

Track Record

10 years

#1,405 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,692-3.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

WisdomTree US Quality Corporate Bond Index

Holdings

By weight

Concentration

Top 10 holdings = 9.3% of funddiversified

Bank of America Corp.
1.2%
DREY INST PREF GOV MM-MDSVXX
1.0%
Wells Fargo & Co.
0.9%
HCA Inc.
0.9%
U.S. Bancorp.
0.9%
DREYFUS TRSY OBLIG CASH MDTRXX
0.9%
Morgan Stanley
0.9%
Bank of America Corp.
0.9%
DEUTSCHE BANK AG NEW YORK BRANCH
0.9%
Capital One Financial Corp.
0.8%

Asset allocation

Bonds
97.2%
Cash
1.5%
Stocks
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.1%Low

Year-on-year price swings

Max drawdown
-22.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.22Below average
Sortino (3Y)
0.31Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

9.4 years

Credit ratings

AAA
0.6%
AA
4.5%
A
46.3%
BBB
48.6%

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree U.S. Quality Corporate Bond Index.
Strategy
Employs a passive management approach to track the WisdomTree U.S. Quality Corporate Bond Index, investing in U.S. investment grade corporate bonds. The Index uses a rules-based approach to select bonds based on favorable fundamentals and income characteristics, with a focus on bonds rated at least BBB- or Baa3.
Inception date
April 27, 2016
Fund family
WisdomTree

Next steps

Save QIG to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18