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QSML vs EES

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

QSML

Wisdomtree U.S. Smallcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$11M

EES

WisdomTree U.S. SmallCap Fund

WisdomTree

Annual cost

0.38%

Fund size

$690M

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

QSMLEES
Annual cost (TER)0.38%0.38%
Fund size (AUM)$11M$690M
Since20242007
Dividend yield0.59%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.9%+32.0%
CAGR 3YN/A+16.5%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.67
Volatility 1Y17.56%17.55%
Max drawdown-28.54%-50.52%

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

Similar to QSML and EES