Compare · 2 funds side by side · dividends reinvested

QSML and IWM

QSMLWisdomTree×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,064IWM · best of the two

02 / 04

QSML and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Quality Growth FundUS Stock Styles · Small cap0.38%0.52%+20.2%+23.5%[…][…]−10.7%16.5%$13M1.3

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.98%+14.4%+14.8%+21.3%+5.5%−11.1%18.1%$75.8B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: QSML 2024 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Growth Fund · $13M[…]

QSML

IWM

iShares Russell 2000 ETF · $75.8B$13,064

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

QSMLMeasureIWM

+20.2%Year to dateJan 1 → Nov 3+14.4%

+23.5%1 yearTotal return+14.8%

[…]3 years · per year$10,000 became […] · $17,832+21.3%

[…]5 years · per year$10,000 became […] · $13,064+5.5%

0.38%Expense ratio$38 · $19 a year on $10k · lower is better0.19%

0.52%Trailing 12-mo yield$52 · $98 a year on $10k0.98%

−10.7%Worst dropSmaller is better−11.1%

16.5%VolatilityLower is calmer18.1%

QSMLIWM Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2QSML wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QSML vs IWM: Top 5 Holdings

Today

QSML

3.8%in top 5

IWM

in top 51.9%

QSMLStockIWM

0.8%TGTXnot top 5

0.8%EPAMnot top 5

0.8%ANFnot top 5

0.7%GTLBnot top 5

0.7%ELFnot top 5

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5FROG0.3%

not top 5TWST0.3%

not top 5MOG-A0.3%

Held in common22.1%

End-of-day Nov 3, 2026 · share of each fund

QSML vs IWM Returns, Every Period

WisdomTreeQSML

+23.5%

past year

IWMiShares

+14.8%

past year

QSMLIWMFaded: behind in that period

2–0QSML wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

QSML vs IWM

YTD

WisdomTreeQSML

+20.2%

IWMiShares

+14.4%

+20.2%Year to date+14.4%

−10.7%Worst drop · 1Y−11.1%

16.5%Volatility · 1Y18.1%

0.5%Yield1.0%

$12.9MAssets$75.8B

3–1QSML wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QSML, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

QSML0.38%$38

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: QSML, IWM

0.98%highest, IWM

FundTrailing yieldYield$10k

IWM0.98%$98

QSML0.52%$52

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$79most kept, IWM

IWM$98 − $19 = $79

QSML$52 − $38 = $14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: QSML, IWM

Today

22.1%most shared, QSML and IWM

QSMLIWM

QSML—22.1%

IWM22.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.5%QSML, at 16.5% volatility

QSMLWorst drop−10.7%16.5% vol

IWMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWMQSML

+14.4%Year to date+20.2%

1.0%Yield0.5%

+14.8%Past year+23.5%

0.19%Fee0.38%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026