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EES vs QSML

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

EES

WisdomTree U.S. SmallCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$690M

QSML

Wisdomtree U.S. Smallcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$11M

Key differences

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

Side-by-side comparison

EESQSML
Annual cost (TER)0.38%0.38%
Fund size (AUM)$690M$11M
Since20072024
Dividend yield1.12%0.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.0%+22.9%
CAGR 3Y+16.5%N/A
CAGR 5Y+6.5%N/A
Sharpe 3Y0.67N/A
Volatility 1Y17.55%17.56%
Max drawdown-50.52%-28.54%

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

Similar to EES and QSML