QSIG vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricQSIGVYMWinner
Expense Ratio0.18%0.04%
AUM$53M$79.0B
Dividend Yield4.47%2.86%
Holdings625568
YTD Return-1.49%+15.80%
1Y Return+0.25%+26.12%
3Y Return (annualized)+4.25%+18.25%
5Y Return (annualized)+1.70%+12.51%
Volatility (annualized)2.8%14.6%
Max Drawdown-23.5%-58.8%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionApr 27, 2016Nov 10, 2006

QSIG vs VYM Performance

WisdomTree US Short-Term Corporate Bond Fund (QSIG) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year QSIG returned +0.25% while VYM returned +26.12%. Year to date, QSIG is down 1.49% versus a gain of 15.80% for VYM.

Over three years, QSIG compounded at +4.25% per year against +18.25% for VYM; over five years the annualized figures are +1.70% and +12.51% respectively. Across the full 10-year window we track, VYM has the edge at +7.07% annualized vs +2.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

QSIG charges 0.18% per year while VYM charges 0.04%. On a $10,000 position that is $18 vs $4 annually, a gap of $14 per year that compounds over a long holding period. On income, QSIG currently yields 4.47% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

QSIG and VYM share 0 holdings out of 567 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, QSIG or VYM?

QSIG has an expense ratio of 0.18% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $14 per year of difference.

Which performed better, QSIG or VYM?

Over the past year QSIG returned +0.25% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), QSIG annualized +2.14% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, QSIG or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 2.8% for QSIG. Worst drawdown: QSIG -23.5% vs VYM -58.8%.

Should I hold both QSIG and VYM?

QSIG and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between QSIG and VYM?

QSIG and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 567 unique securities.

Which pays a higher dividend, QSIG or VYM?

QSIG yields 4.47% while VYM yields 2.86%, so QSIG currently pays the higher dividend yield.

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