QIG vs. USIG
QIG (WisdomTree U.S. Corporate Bond Fund) and USIG (iShares Broad USD Investment Grade Corporate Bond ETF) are both Corporate Bonds funds - QIG tracks the WisdomTree U.S. Quality Corporate Bond Index while USIG tracks the ICE BofA US Corporate. Both are passively managed. Over the past 10 years, QIG returned 2.45%/yr vs 2.58%/yr for USIG. Their correlation of 0.86 suggests significant overlap in exposure. QIG charges 0.18%/yr vs 0.04%/yr for USIG.
Performance
QIG vs. USIG - Performance Comparison
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Returns By Period
In the year-to-date period, QIG achieves a 0.75% return, which is significantly lower than USIG's 0.83% return. Over the past 10 years, QIG has underperformed USIG with an annualized return of 2.45%, while USIG has yielded a comparatively higher 2.58% annualized return.
QIG
- 1D
- 0.15%
- 1M
- 0.79%
- YTD
- 0.75%
- 6M
- 0.94%
- 1Y
- 5.10%
- 3Y*
- 5.29%
- 5Y*
- 0.29%
- 10Y*
- 2.45%
USIG
- 1D
- 0.12%
- 1M
- 0.78%
- YTD
- 0.83%
- 6M
- 0.89%
- 1Y
- 5.21%
- 3Y*
- 5.45%
- 5Y*
- 0.58%
- 10Y*
- 2.58%
QIG vs. USIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QIG WisdomTree U.S. Corporate Bond Fund | 0.75% | 7.85% | 2.28% | 8.48% | -16.25% | -1.52% | 9.75% | 13.97% | -2.01% | 7.00% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 0.83% | 7.86% | 2.56% | 8.71% | -15.30% | -1.34% | 9.44% | 13.99% | -2.21% | 5.75% |
Correlation
The correlation between QIG and USIG is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.98 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.98 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.98 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2016 | 0.86 |
The correlation between QIG and USIG shifts across timeframes, from 0.86 (all time) to 0.98 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
QIG vs. USIG — Risk / Return Rank
QIG
USIG
QIG vs. USIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Corporate Bond Fund (QIG) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| QIG | USIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.87 | +0.03 |
| Martin ratioReturn relative to average drawdown | 5.83 | 5.95 | -0.12 |
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Drawdowns
QIG vs. USIG - Drawdown Comparison
The maximum QIG drawdown since its inception was -22.92%, roughly equal to the maximum USIG drawdown of -22.21%. Use the drawdown chart below to compare losses from any high point for QIG and USIG.
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Drawdown Indicators
| QIG | USIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.92% | -22.21% | -0.71% |
Max Drawdown (1Y)Largest decline over 1 year | -2.69% | -2.79% | +0.10% |
Max Drawdown (3Y)Largest decline over 3 years | -6.22% | -6.10% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -22.92% | -21.45% | -1.47% |
Max Drawdown (10Y)Largest decline over 10 years | -22.92% | -21.45% | -1.47% |
Current DrawdownCurrent decline from peak | -1.04% | -0.70% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -3.41% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.88% | 0.00% |
Volatility
QIG vs. USIG - Volatility Comparison
WisdomTree U.S. Corporate Bond Fund (QIG) and iShares Broad USD Investment Grade Corporate Bond ETF (USIG) have volatilities of 1.10% and 1.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QIG | USIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.10% | 1.14% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 3.12% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.12% | 4.10% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.12% | 6.82% | +0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.54% | 6.83% | +0.71% |
QIG vs. USIG - Expense Ratio Comparison
QIG has a 0.18% expense ratio, which is higher than USIG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
QIG vs. USIG - Dividend Comparison
QIG's dividend yield for the trailing twelve months is around 4.87%, more than USIG's 4.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QIG WisdomTree U.S. Corporate Bond Fund | 4.87% | 4.82% | 4.67% | 4.19% | 4.25% | 2.50% | 2.61% | 3.00% | 3.27% | 2.88% | 2.35% | 0.00% |
USIG iShares Broad USD Investment Grade Corporate Bond ETF | 4.73% | 4.62% | 4.51% | 3.94% | 3.14% | 2.33% | 2.82% | 3.37% | 3.44% | 3.03% | 2.87% | 3.24% |
Frequently Asked Questions
With a correlation of 0.98, QIG and USIG move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
USIG has higher volatility (1.14%) compared to QIG (1.10%). In terms of maximum drawdown, QIG dropped -22.92% vs USIG's -22.21%.
On 10-year performance, USIG leads with 2.58% vs 2.45% for QIG. On fees, USIG is cheaper at 0.04% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, USIG has performed better with a 2.58% return vs 2.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USIG is cheaper with a 0.04% expense ratio, compared with 0.18% for QIG.
QIG has the higher dividend yield at 4.87%, compared with 4.73% for USIG.
QIG tracks WisdomTree U.S. Quality Corporate Bond Index, while USIG tracks ICE BofA US Corporate. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.18% for QIG and 0.04% for USIG.
USIG currently has the higher Sharpe Ratio (1.28 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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