QSML vs IWM

AQSML

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$13,509IWM

Lowest cost0.19%IWM · $19 on $10k

Most income0.96%IWM · $96 on $10k

Smallest drop−10.7%QSML · worst fall in 1Y

Held in common22.1%QSML and IWM

QSML

IWM

WisdomTree U.S. SmallCap Quality Growth Fund · $13MiShares Russell 2000 ETF · $77.4B

[…]3 years · per year[…] · $18,002+21.6%

[…]5 years · per year[…] · $13,509+6.2%

0.38%Expense ratio$38 · $19 on $10k · lower wins0.19%

0.50%12-mo yield$50 · $96 on $10k0.96%

−10.7%Worst dropSmaller wins−11.1%

16.7%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsQSML · IWM

0.8%TGTX0.3%

0.7%QLYS0.3%

0.6%ZETA0.2%

0.8%ANF0.2%

Held in common22.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	AQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk		0.38%	0.50%	+3.0%	+23.7%	+27.4%	new	new	−10.7%	$13M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWM	iShares Russell 2000 ETFRead Desk		0.19%	0.96%	+1.5%	+16.2%	+16.9%	+21.6%	+6.2%	−11.1%	$77.4B
2	AQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk		0.38%	0.50%	+3.0%	+23.7%	+27.4%	new	new	−10.7%	$13M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QSML vs IWM

QSML

WisdomTree U.S. SmallCap Quality Growth Fund

[…]

IWM

iShares Russell 2000

$13,509

MeasureQSMLIWM

Fee0.38%0.19%

Cost on $10k a year$38$19

Yield0.50%0.96%

5 years, per year[…]+6.2%

3 years, per year[…]+21.6%

Worst drop · 1Y−10.7%−11.1%

Volatility · 1Y16.7%18.2%

2–2measures won
level

22.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: QSML, IWM

Today

22.1%most shared, QSML and IWM

QSMLIWM

QSML—22.1%

IWM22.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

QSML$50 − $38 = $12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee