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WisdomTree U.S. Short-Term Corporate Bond Fund (QH...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

CUSIP
97717X172
Inception Date
Apr 27, 2016
Leveraged
1x (No leverage)
Index Tracked
WisdomTree U.S. High Yield Corporate Bond Index
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. Short-Term Corporate Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

WisdomTree U.S. Short-Term Corporate Bond Fund (QHY) has returned -0.43% so far this year and 7.52% over the past 12 months.


WisdomTree U.S. Short-Term Corporate Bond Fund

1D
1.16%
1M
-1.18%
YTD
-0.43%
6M
0.94%
1Y
7.52%
3Y*
7.22%
5Y*
3.11%
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Apr 27, 2016, QHY's average daily return is +0.02%, while the average monthly return is +0.42%. At this rate, your investment would double in approximately 13.8 years.

Historically, 64% of months were positive and 36% were negative. The best month was Jul 2022 with a return of +6.7%, while the worst month was Mar 2020 at -11.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.

On a daily basis, QHY closed higher 47% of trading days. The best single day was Mar 26, 2020 with a return of +4.3%, while the worst single day was Mar 16, 2020 at -7.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.62%0.14%-1.18%-0.43%
20251.45%1.11%-1.04%-0.04%1.97%1.91%0.11%1.37%1.05%0.08%0.94%0.35%9.61%
2024-0.09%-0.13%1.53%-1.76%1.23%0.56%2.18%1.70%1.24%-1.15%1.66%-1.12%5.92%
20233.94%-2.47%1.88%-0.11%-1.64%2.03%1.37%-0.01%-1.90%-1.55%4.97%3.51%10.12%
2022-2.74%-1.22%-1.07%-4.57%1.85%-7.10%6.70%-4.07%-3.94%3.95%2.75%-2.13%-11.81%
2021-0.51%-0.06%0.69%0.94%0.11%1.47%0.25%0.73%-0.27%-0.25%-1.44%2.45%4.12%

Benchmark Metrics

WisdomTree U.S. Short-Term Corporate Bond Fund has an annualized alpha of 0.91%, beta of 0.32, and R² of 0.50 versus S&P 500 Index. Calculated based on daily prices since April 28, 2016.

  • This ETF participated in 43.34% of S&P 500 Index downside but only 34.83% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.32 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.91%
Beta
0.32
0.50
Upside Capture
34.83%
Downside Capture
43.34%

Expense Ratio

QHY has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

QHY ranks 76 for risk / return — better than 76% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


QHY Risk / Return Rank: 7676
Overall Rank
QHY Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
QHY Sortino Ratio Rank: 7474
Sortino Ratio Rank
QHY Omega Ratio Rank: 8181
Omega Ratio Rank
QHY Calmar Ratio Rank: 7272
Calmar Ratio Rank
QHY Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree U.S. Short-Term Corporate Bond Fund (QHY) and compare them to a chosen benchmark (S&P 500 Index).


QHYBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.33

0.90

+0.44

Sortino ratio

Return per unit of downside risk

1.93

1.39

+0.54

Omega ratio

Gain probability vs. loss probability

1.32

1.21

+0.11

Calmar ratio

Return relative to maximum drawdown

1.89

1.40

+0.50

Martin ratio

Return relative to average drawdown

9.05

6.61

+2.44

Explore QHY risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

WisdomTree U.S. Short-Term Corporate Bond Fund provided a 6.34% dividend yield over the last twelve months, with an annual payout of $2.89 per share. The fund has been increasing its distributions for 4 consecutive years.


4.00%4.50%5.00%5.50%6.00%6.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$2.89$2.91$2.89$2.77$2.39$2.15$2.52$2.71$2.82$3.26$2.23

Dividend yield

6.34%6.26%6.40%6.11%5.44%4.09%4.80%5.21%5.93%6.47%4.39%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree U.S. Short-Term Corporate Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.23$0.21$0.27$0.71
2025$0.24$0.22$0.27$0.25$0.25$0.24$0.25$0.24$0.23$0.24$0.25$0.26$2.91
2024$0.23$0.23$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.24$0.28$2.89
2023$0.21$0.21$0.21$0.23$0.23$0.23$0.24$0.24$0.24$0.24$0.24$0.27$2.77
2022$0.18$0.18$0.18$0.19$0.19$0.20$0.21$0.21$0.22$0.22$0.22$0.22$2.39
2021$0.19$0.19$0.18$0.19$0.18$0.18$0.16$0.17$0.18$0.18$0.18$0.18$2.15

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree U.S. Short-Term Corporate Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree U.S. Short-Term Corporate Bond Fund was 22.74%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current WisdomTree U.S. Short-Term Corporate Bond Fund drawdown is 1.51%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-22.74%Feb 13, 202027Mar 23, 202095Aug 6, 2020122
-16.21%Dec 28, 2021189Sep 27, 2022451Jul 16, 2024640
-6.33%Oct 2, 201858Dec 24, 201825Jan 31, 201983
-4.58%Mar 3, 202527Apr 8, 202523May 12, 202550
-3.56%Sep 28, 201793Feb 9, 2018123Aug 7, 2018216

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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