QSIG vs SPY

QSIG vs SPY

Which is better, QSIG or SPY?

High Yield Bond against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SPYHigher Returns: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricQSIGSPY
Expense Ratio0.18%0.09%Best
AUM$53M$804.7B
Dividend Yield4.44%0.98%
Holdings612505
YTD Return-2.61%+13.81%Best
1Y Return-1.87%+16.94%Best
3Y Return (annualized)+4.06%+22.84%Best
5Y Return (annualized)+1.44%+13.50%Best
Volatility (annualized)2.8%Best15.1%
Max Drawdown-23.5%Best-34.1%
$10,000 over 5 years$10,741$18,836Best
Fund FamilyWisdomTree InvestmentsState Street Investment Management
CategoryFixed IncomeEquity
StyleHigh Yield BondLarge Cap Blend
InceptionApr 27, 2016Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 27, 2016 to Sep 22, 2026 (10.4 years).

QSIG vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

QSIG vs SPY Performance

WisdomTree US Short-Term Corporate Bond Fund (QSIG) is an ETF from WisdomTree Investments and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year QSIG returned -1.87% while SPY returned +16.94%. Year to date, QSIG is down 2.61% versus a gain of 13.81% for SPY.

Over three years, QSIG compounded at +4.06% per year against +22.84% for SPY; over five years the annualized figures are +1.44% and +13.50% respectively. Across the full 10-year window we track, SPY has the edge at +14.19% annualized vs +2.01%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 2.8% for QSIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -23.5% for QSIG and -34.1% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.53. They move together some of the time, and apart the rest.

Fees and Cost Over Time

QSIG charges 0.18% per year while SPY charges 0.09%. On a $10,000 position that is $18 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, QSIG currently yields 4.44% against 0.98% for SPY.

You are not choosing between two funds in isolation.

Whichever of QSIG and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

QSIGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, QSIG or SPY?

QSIG has an expense ratio of 0.18% while SPY charges 0.09%. SPY is the cheaper option, by $9 a year on a $10,000 investment.

Which performed better, QSIG or SPY?

Over the past year QSIG returned -1.87% vs +16.94% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (10 years), QSIG annualized +2.01% vs +14.19% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, QSIG or SPY?

SPY has been the more volatile fund at 15.1% annualized versus 2.8% for QSIG. Worst drawdown: QSIG -23.5% vs SPY -34.1%.

Should I hold both QSIG and SPY?

QSIG and SPY have a monthly-return correlation of 0.53, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, QSIG or SPY?

QSIG yields 4.44% while SPY yields 0.98%, so QSIG currently pays the higher dividend yield.

Is SPY better than QSIG?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.