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QMID vs DGRS

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

QMID

Wisdomtree U.S. Midcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$2M

DGRS

WisdomTree U.S. SmallCap Quality Dividend Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$386M

Key differences

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

Side-by-side comparison

QMIDDGRS
Annual cost (TER)0.38%0.38%
Fund size (AUM)$2M$386M
Since20242013
Dividend yield0.51%2.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+10.7%+26.5%
CAGR 3YN/A+14.5%
CAGR 5YN/A+5.8%
Sharpe 3YN/A0.60
Volatility 1Y15.08%18.22%
Max drawdown-24.42%-44.83%

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

Similar to QMID and DGRS