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DES vs QSML

WisdomTree U.S. SmallCap Dividend Fund vs Wisdomtree U.S. Smallcap Quality Growth Fund

DES

WisdomTree U.S. SmallCap Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$2.1B

QSML

Wisdomtree U.S. Smallcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$11M

Key differences

  • DES is significantly larger than QSML — larger funds tend to be more liquid and less likely to close.
  • DES has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DESQSML
Annual cost (TER)0.38%0.38%
Fund size (AUM)$2.1B$11M
Since20062024
Dividend yield2.30%0.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.9%+22.9%
CAGR 3Y+15.3%N/A
CAGR 5Y+6.1%N/A
Sharpe 3Y0.65N/A
Volatility 1Y16.62%17.56%
Max drawdown-45.65%-28.54%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DES and QSML