LGI vs QHY

Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND (QHY, ETF).

5-Year PerformanceLGI has outperformed QHY, delivering a return of +7.5% compared to +3.1%

LGI vs QHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LGI(ETF)	QHY(ETF)
Net Assets	$238M	$238M
Expense Ratio	N/A	0.38%
Max Drawdown	67.17%	23.08%
Sharpe Ratio	1.04	0.55
5Y Beta	0.77	0.22
5Y Dividends CAGR	6.23%	5.75%

Net Assets

LGI

$238M

Winner

QHY

$238M

Expense Ratio

LGI

N/A

QHY

0.38%

Max Drawdown

LGI

67.17%

Winner

QHY

23.08%

Sharpe Ratio

Winner

LGI

1.04

QHY

0.55

5Y Beta

LGI

0.77

Winner

QHY

0.22

5Y Dividends CAGR

Winner

LGI

6.23%

QHY

5.75%

LGI vs QHY - Historical Returns

Returns include dividend reinvestment.

Period	LGI	QHY
1 month	+2.60%	+0.24%
3 months	+8.14%	+0.80%
6 months	+6.86%	+1.35%
1 year	+21.13%	+5.67%
5 years(CAGR)	+7.46%	+3.06%
10 years(CAGR)	+13.23%	+4.77%
Max(CAGR)	+8.46%	+4.97%

Winner

LGI

+2.60%

QHY

+0.24%

Winner

LGI

+8.14%

QHY

+0.80%

Winner

LGI

+6.86%

QHY

+1.35%

Winner

LGI

+21.13%

QHY

+5.67%

5Y(CAGR)

Winner

LGI

+7.46%

QHY

+3.06%

10Y(CAGR)

Winner

LGI

+13.23%

QHY

+4.77%

Max(CAGR)

Winner

LGI

+8.46%

QHY

+4.97%

LGI vs QHY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	LGI	QHY
2026	+12.04%	+1.76%
2025	+21.51%	+9.33%
2024	+15.23%	+6.33%
2023	+11.58%	+9.92%
2022	-21.14%	-11.75%
2021	+25.87%	+4.36%
2020	+16.65%	+5.69%
2019	+31.99%	+15.70%
2018	-10.66%	-0.31%
2017	+38.76%	+5.64%
2016	+15.48%	+6.19%
2015	-10.65%	N/A
2014	-2.44%	N/A
2013	+21.92%	N/A
2012	+21.19%	N/A
2011	-5.56%	N/A
2010	+7.57%	N/A
2009	+29.91%	N/A
2008	-42.31%	N/A
2007	+11.82%	N/A
2006	+34.42%	N/A
2005	+1.49%	N/A
2004	+0.25%	N/A

LGI vs QHY Drawdown Comparison

The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.

The maximum drawdown for QHY was -22.74%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current LGI drawdown is -3.13%. The current QHY drawdown is -0.24%.

Rank	LGI	QHY
#1	-63.35% Dec 31, 2007 - Jan 4, 2013	-22.74% Feb 12, 2020 - Aug 6, 2020
#2	-42.90% Feb 19, 2020 - Sep 15, 2020	-16.21% Dec 27, 2021 - Jul 16, 2024
#3	-34.82% Jul 3, 2014 - Apr 24, 2017	-6.33% Oct 1, 2018 - Jan 31, 2019
#4	-32.83% Sep 3, 2021 - Aug 16, 2024	-4.58% Feb 28, 2025 - May 12, 2025
#5	-24.45% Mar 16, 2018 - Jun 20, 2019	-3.56% Sep 27, 2017 - Aug 7, 2018
#6	-21.93% Sep 27, 2024 - Jun 30, 2025	-3.53% Oct 12, 2016 - Dec 14, 2016
#7	-21.25% Feb 25, 2026 - Mar 30, 2026	-3.16% Sep 2, 2020 - Nov 5, 2020
#8	-18.75% May 10, 2004 - Dec 1, 2004	-2.76% Feb 20, 2026 - Apr 14, 2026
#9	-14.31% Jul 13, 2007 - Oct 5, 2007	-2.65% Sep 15, 2021 - Dec 27, 2021
#10	-13.89% May 20, 2013 - Dec 23, 2013	-2.22% May 6, 2019 - Jun 18, 2019
#11	-10.00% May 10, 2006 - Aug 15, 2006	-1.93% Dec 6, 2024 - Jan 24, 2025
#12	-9.74% Feb 26, 2007 - Apr 5, 2007	-1.87% Feb 12, 2021 - Apr 15, 2021
#13	-8.86% Jan 29, 2018 - Mar 12, 2018	-1.82% Jul 3, 2019 - Aug 26, 2019
#14	-8.25% Dec 26, 2013 - Mar 7, 2014	-1.68% Jun 9, 2016 - Jul 8, 2016
#15	-7.76% Sep 16, 2020 - Nov 9, 2020	-1.66% Aug 7, 2020 - Aug 25, 2020

Correlation

Correlation between LGI and QHY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2004 - 2026)

LGI vs QHY dividend yield comparison.

Year	LGI	QHY
2026	5.83%	3.06%
2025	10.09%	6.26%
2024	9.19%	6.40%
2023	7.32%	6.11%
2022	10.22%	5.44%
2021	9.77%	4.09%
2020	7.18%	4.80%
2019	6.44%	5.21%
2018	19.89%	5.93%
2017	5.45%	6.47%
2016	6.94%	4.39%
2015	8.51%	0.00%
2014	7.89%	0.00%
2013	6.18%	0.00%
2012	7.81%	0.00%
2011	7.86%	0.00%
2010	7.17%	0.00%
2009	6.69%	0.00%
2008	12.06%	0.00%
2007	7.12%	0.00%
2006	10.36%	0.00%
2005	6.74%	0.00%
2004	3.23%	0.00%