WisdomTree U.S. Short Term Corporate Bond Fund (SFIG)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree U.S. Short Term Corporate Bond Fund (SFIG) is up 0.5% since the beginning of the year. SFIG is currently trading at $48 per share. Investors who bought $1,000 worth of SFIG shares 5 years ago would now be looking at an investment worth $1,114.

WisdomTree U.S. Short Term Corporate Bond Fund (SFIG) has returned 0.53% so far this year and 4.41% over the past 12 months. Over the last ten years, SFIG has returned 2.45% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Apr 27, 2016, SFIG's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2022 with a return of +2.8%, while the worst month was Mar 2020 at -2.8%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SFIG closed higher 43% of trading days. The best single day was Mar 23, 2020 with a return of +3.7%, while the worst single day was Mar 19, 2020 at -4.0%.

WisdomTree U.S. Short Term Corporate Bond Fund has an annualized alpha of 1.87%, beta of 0.04, and R2 of 0.05 versus S&P 500 Index. Calculated based on daily prices since April 28, 2016.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (10.26%) than losses (8.39%) - typical of diversified or defensive assets.
• Beta of 0.04 may look defensive, but with R2 of 0.05 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R2 of 0.05 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SFIG has an expense ratio of 0.18%, which is considered low.

SFIG ranks 72 for risk / return — better than 72% 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.

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

WisdomTree U.S. Short Term Corporate Bond Fund provided a 4.44% dividend yield over the last twelve months, with an annual payout of $2.15 per share. The fund has been increasing its distributions for 4 consecutive years.

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.

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.

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 12.35%, occurring on Mar 19, 2020. Recovery took 46 trading sessions.

The current WisdomTree U.S. Short Term Corporate Bond Fund drawdown is 0.32%.

The chart below shows the rolling one-month volatility.