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QGRW vs USMF

Wisdomtree U.S. Quality Growth Fund vs WisdomTree U.S. Multifactor Fund

QGRW

Wisdomtree U.S. Quality Growth Fund

WisdomTree

Annual cost

0.28%

Fund size

$2.3B

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

Key differences

  • QGRW is significantly larger than USMF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, QGRW has delivered higher annualized returns.
  • USMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QGRWUSMF
Annual cost (TER)0.28%0.28%
Fund size (AUM)$2.3B$358M
Since20222017
Dividend yield0.08%1.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+35.2%+6.2%
CAGR 3Y+30.5%+14.2%
CAGR 5YN/A+7.8%
Sharpe 3Y1.200.85
Volatility 1Y17.43%10.86%
Max drawdown-24.40%-36.24%

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

Similar to QGRW and USMF