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QSML vs OUSM

Wisdomtree U.S. Smallcap Quality Growth Fund vs ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

QSML

Wisdomtree U.S. Smallcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$11M

OUSM

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares

ALPS

Annual cost

0.48%

Fund size

$904M

Key differences

  • QSML costs 0.10% less per year.
  • OUSM is significantly larger than QSML — larger funds tend to be more liquid and less likely to close.
  • OUSM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

QSMLOUSM
Annual cost (TER)0.38%0.48%
Fund size (AUM)$11M$904M
Since20242016
Dividend yield0.59%1.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.9%+12.4%
CAGR 3YN/A+12.3%
CAGR 5YN/A+7.5%
Sharpe 3YN/A0.61
Volatility 1Y17.56%13.33%
Max drawdown-28.54%-39.84%

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

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