ETF Evaluator:
WisdomTree US Shrt-Term Corp Bd ()
Follow This ETF
(as of Aug 26)
Best Performing in Short-Term Bond Over the Last Year
| 6.6% | Overlay Shares Short Term Bond ETF (OVT) |
| 5.0% | AAM SLC Low Duration Income ETF (LODI) |
| 4.6% | SanJac Alpha Low Duration ETF (SJLD) |
| 4.5% | Performance Trust Short Term Bond ETF (STBF) |
| 4.4% | American Century® Short Dur Str Inc ETF (SDSI) |
Risk
Index
Risk
Index
ETF Details
WisdomTree US Shrt-Term Corp Bd Overview
WisdomTree US Shrt-Term Corp Bd (QSIG) is a passively managed Taxable Bond Short-Term Bond exchange-traded fund (ETF). WisdomTree launched the ETF in 2016.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. Short-term Quality Corporate Bond Index.
Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is designed to capture the performance of selected issuers in the short-term U.S. investment grade corporate bond market that are deemed to have favorable fundamental and income characteristics. It is non-diversified.
About WisdomTree US Shrt-Term Corp Bd (QSIG)
There are 2 members of the management team with an average tenure of 5.37 years: Travis King (2016) and Lenny Zhang (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: Bloomberg US Agg Bond TR USD index with a weighting of 100% and WisdomTree US Short-term Corp Bd TR USD index with a weighting of 100%. WisdomTree US Shrt-Term Corp Bd has 612 securities in its portfolio. The top 10 holdings constitute 5.8% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
WisdomTree US Shrt-Term Corp Bd is part of the Fixed Income global asset class and is within the Taxable Bond ETF group. WisdomTree US Shrt-Term Corp Bd has 3.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 1.1% There is 0.0% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 97.4% (94.1% domestic bond, 3.3% foreign bond and 0.0% convertible bond). WisdomTree US Shrt-Term Corp Bd has 1.5% of the portfolio in cash.
Assets Under Management
The fund has $52 million in total assets, which is below the $3 billion average for the Short-Term Bond category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
QSIG Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The WisdomTree US Shrt-Term Corp Bd expense ratio is low compared to funds in the Short-Term Bond category. WisdomTree US Shrt-Term Corp Bd has an expense ratio of 0.18%, which is 36% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. WisdomTree US Shrt-Term Corp Bd has a portfolio turnover rate of 46%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 77% for the Short-Term Bond category.
Recently, in the month of July 2026, WisdomTree US Shrt-Term Corp Bd returned -0.1%, which earned it a grade of C, as the Short-Term Bond category had an average return of -0.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
WisdomTree US Shrt-Term Corp Bd has a trailing yield of 4.46%, which is below the 4.54% category average.
The fund normally distributes its income monthly.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
WisdomTree US Shrt-Term Corp Bd Grades
Year to date, the ETF has returned 0.7%, 0.2 percentage points worse than the category, which translates into a grade of D. The fund has returned 3.4% over the past year (grade of D), 5.2% over the past three years (grade of D) and 2.2% per year over the past five years (grade of D) and 2.4% per year over the past 10 years (grade of D).
For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.
Otherwise, for more information about WisdomTree US Shrt-Term Corp Bd, including its riskiness, submit your email to unlock the rest of the article.
Gain access to exclusive AAII member-only content.
QSIG Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| QSIG Return (NAV) | -0.1% | 0.3% | 3.4% | 5.2% | 2.2% | 2.4% |
| QSIG Return (Price) | -0.1% | 0.3% | 3.4% | 5.2% | 2.2% | 2.4% |
| NAV +/- Price Return | -0.004% | 0.016% | -0.018% | -0.009% | -0.003% | -0.067% |
| Short-Term Bond Avg | -0.1% | 0.3% | 3.6% | 5.2% | 2.3% | 2.5% |
| QSIG Grade (NAV) | C | C | D | D | D | D |
| +/- Category (NAV) | -0.0% | -0.0% | -0.2% | -0.1% | -0.2% | -0.1% |
| QSIG Tax-Cost Ratio | na | na | 1.8% | 1.7% | 1.4% | 1.1% |
QSIG Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| QSIG Return (NAV) | 0.7% | 6.6% | 4.7% | 6.0% | -5.7% | -0.6% | 4.4% | 6.0% | 1.1% | 1.9% | na |
| QSIG Return (Price) | 0.6% | 6.7% | 4.7% | 6.1% | -5.7% | -0.8% | 4.4% | 6.3% | 1.8% | 1.6% | na |
| NAV +/- Price Ret | -0.135% | 0.018% | -0.012% | 0.008% | -0.003% | 0.209% | 0.007% | 5.0% | 67.8% | -15.7% | na |
| Short-Term Bond Avg | 1.0% | 6.3% | 5.1% | 6.0% | -5.3% | -0.4% | 4.4% | 5.6% | 1.2% | 1.7% | 2.4% |
| QSIG Grade (NAV) | D | B | D | C | C | D | D | C | D | B | na |
| +/- Category | -0.2% | 0.3% | -0.4% | 0.1% | -0.4% | -0.2% | 0.0% | 0.4% | -0.1% | 0.2% | na |
| Risk Measures | |
| Beta: | 0.39 |
| R-Squared: | 92% |
| Standard Deviation: | 2.3% |
| Category Risk Index: | 1.01 |
| Category Risk Rating: | Above Average |
| Total Risk Index: | 0.19 |
| Total Risk Rating: | Low |
| Portfolio Characteristics | |
| Yield: | 4.5% |
| Total Assets: | $ 53 Mil |
| Share Class Assets: | $ 53 Mil |
| Turnover: | 46.0% |
| Expense Ratio: | 0.18% |
| Index Fund: | Yes |
| Index Tracked: | Bloomberg US Agg Bond TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | |
| Income Distribution Frequency: | Monthly |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 10.3 years | |||
| Average Tenure: 5.4 years | |||
| Managers (Year): King Travis (2016), Zhang Lenny (2026) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 612 |
| % in Top 10 Holdings: | 5.8% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 3.3% |
Portfolio Allocation |
|
| Domestic Stock: | 1.1% |
| Foreign Stock: | 0.0% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 94.1% |
| Foreign Bond: | 3.3% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 1.5% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | WisdomTree |
| Phone Number: | 866-909-9473 |
| Website: | www.wisdomtree.com |
| Inception Date: | April 27, 2016 |
Expenses and Fees
| Expense Ratio (%): | 0.18% (Rating: Low) |
| Category Average Expense Ratio (%): | 0.28% |
