QHY vs LGI

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

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

QHY vs LGI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

QHY

$238M

LGI

$238M

Expense Ratio

QHY

0.38%

LGI

N/A

Max Drawdown

Winner

QHY

23.08%

LGI

67.17%

Sharpe Ratio

QHY

0.55

Winner

LGI

1.04

5Y Beta

Winner

QHY

0.22

LGI

0.77

5Y Dividends CAGR

QHY

5.75%

Winner

LGI

6.23%

QHY vs LGI - Historical Returns

Returns include dividend reinvestment.

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

QHY

+0.24%

Winner

LGI

+2.60%

QHY

+0.80%

Winner

LGI

+8.14%

QHY

+1.35%

Winner

LGI

+6.86%

QHY

+5.67%

Winner

LGI

+21.13%

5Y(CAGR)

QHY

+3.06%

Winner

LGI

+7.46%

10Y(CAGR)

QHY

+4.77%

Winner

LGI

+13.23%

Max(CAGR)

QHY

+4.97%

Winner

LGI

+8.46%

QHY vs LGI - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

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

QHY vs LGI Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (2004 - 2026)

QHY vs LGI dividend yield comparison.

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