QSML vs IWM

AQSML

BIWM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IWM $12,766

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%IWM · $100 on $10k

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

Held in common22.6%QSML and IWM

QSML

IWM

WisdomTree U.S. SmallCap Quality Growth Fund · $27MiShares Russell 2000 ETF · $76.6B

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

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

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

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

−10.7%Worst dropSmaller wins−11.1%

16.9%VolatilityLower wins18.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQSML · IWM

0.8%TGTX0.3%

0.7%QLYS0.2%

0.8%ANF0.2%

0.6%FTDR0.2%

Held in common22.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk	0.38%	0.52%	−0.7%	+19.0%	+22.9%	new	new	−10.7%	$27M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BIWM	iShares Russell 2000 ETFRead Desk	0.19%	1.00%	+1.0%	+11.9%	+13.0%	+19.6%	+5.0%	−11.1%	$76.6B
3	AQSML	WisdomTree U.S. SmallCap Quality Growth FundRead Desk	0.38%	0.52%	−0.7%	+19.0%	+22.9%	new	new	−10.7%	$27M

End-of-day Nov 6, 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

$12,766

MeasureQSMLIWM

Fee0.38%0.19%

Cost on $10k a year$38$19

Yield0.52%1.00%

5 years, per year[…]+5.0%

3 years, per year[…]+19.6%

Worst drop · 1Y−10.7%−11.1%

Volatility · 1Y16.9%18.7%

2–2measures won
level

22.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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