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USMF vs QSML

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

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

QSML

Wisdomtree U.S. Smallcap Quality Growth Fund

WisdomTree

Annual cost

0.38%

Fund size

$11M

Key differences

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

Side-by-side comparison

USMFQSML
Annual cost (TER)0.28%0.38%
Fund size (AUM)$358M$11M
Since20172024
Dividend yield1.36%0.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+6.2%+22.9%
CAGR 3Y+14.2%N/A
CAGR 5Y+7.8%N/A
Sharpe 3Y0.85N/A
Volatility 1Y10.86%17.56%
Max drawdown-36.24%-28.54%

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

Similar to USMF and QSML