Compare · 3 funds side by side · dividends reinvested

QSML, IWM and VUG

QSMLWisdomTree×IWMiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

QSML, IWM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree U.S. SmallCap Quality Growth FundUS Stock Styles · Small cap0.38%0.52%+19.0%+22.9%[…][…]−10.7%16.9%$27M1.5

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%1.00%+11.9%+13.0%+19.6%+5.0%−11.1%18.7%$76.6B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: QSML 2024 · IWM 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Quality Growth Fund · $27M[…]

QSML

IWM

iShares Russell 2000 ETF · $76.6B$12,766

$10,000 five years ago, dividends reinvested · they hold 22.6% in common

QSMLMeasureIWM

+19.0%Year to dateJan 1 → Nov 6+11.9%

+22.9%1 yearTotal return+13.0%

[…]3 years · per year$10,000 became […] · $17,100+19.6%

[…]5 years · per year$10,000 became […] · $12,766+5.0%

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

0.52%Trailing 12-mo yield$52 · $100 a year on $10k1.00%

−10.7%Worst dropSmaller is better−11.1%

16.9%VolatilityLower is calmer18.7%

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

4–2QSML wins

End-of-day Nov 6, 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 51.8%

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 5GKOS0.4%

not top 5BTSG0.4%

not top 5UMBF0.3%

not top 5EAT0.3%

not top 5RHP0.3%

Held in common22.6%

End-of-day Nov 6, 2026 · share of each fund

QSML vs IWM Returns, Every Period

WisdomTreeQSML

+22.9%

past year

IWMiShares

+13.0%

past year

QSMLIWMFaded: behind in that period

2–0QSML wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

QSML vs IWM

YTD

WisdomTreeQSML

+19.0%

IWMiShares

+11.9%

+19.0%Year to date+11.9%

−10.7%Worst drop · 1Y−11.1%

16.9%Volatility · 1Y18.7%

0.5%Yield1.0%

$26.8MAssets$76.6B

3–1QSML wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QSML, IWM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWM0.19%$19

QSML0.38%$38

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QSML, IWM, VUG

1.00%highest, IWM

FundTrailing yieldYield$10k

IWM1.00%$100

QSML0.52%$52

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, IWM

IWM$100 − $19 = $81

VUG$42 − $3 = $39

QSML$52 − $38 = $14

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QSML, IWM, VUG

Today

22.6%most shared, QSML and IWM

QSMLIWMVUG

QSML—22.6%0.0%

IWM22.6%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%QSML, at 16.9% volatility

QSMLWorst drop−10.7%16.9% vol

IWMWorst drop−11.1%18.7% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWMQSML

+11.9%Year to date+19.0%

1.0%Yield0.5%

+13.0%Past year+22.9%

0.19%Fee0.38%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026