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WTV vs QSML
WisdomTree U.S. Value Fund vs Wisdomtree U.S. Smallcap Quality Growth Fund
Key differences
- WTV costs 0.26% less per year.
- WTV is significantly larger than QSML — larger funds tend to be more liquid and less likely to close.
- WTV follows a active selection strategy; QSML uses index tracking.
- WTV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTV | QSML | |
|---|---|---|
| Annual cost (TER) | 0.12% | 0.38% |
| Fund size (AUM) | $2.8B | $11M |
| Since | 2007 | 2024 |
| Dividend yield | 1.71% | 0.59% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.8% | +22.9% |
| CAGR 3Y | +22.8% | N/A |
| CAGR 5Y | +13.2% | N/A |
| Sharpe 3Y | 1.20 | N/A |
| Volatility 1Y | 11.94% | 17.56% |
| Max drawdown | -42.18% | -28.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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