PortfoliosLab logoPortfoliosLab logo
CUSIP
97717Y444
Inception Date
Jan 25, 2024
Leveraged
1x (No leverage)
Index Tracked
WisdomTree U.S. MidCap Quality Growth Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth
Assets Under Management
$2M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

QMID Performance Chart

WisdomTree U.S. MidCap Quality Growth Fund (QMID) is up 1.5% since the beginning of the year. QMID is currently trading at $29 per share.


Loading charts...

S&P 500 Index

Returns By Period

WisdomTree U.S. MidCap Quality Growth Fund (QMID) has returned 1.54% so far this year and 9.91% over the past 12 months.


WisdomTree U.S. MidCap Quality Growth Fund

1D
-0.65%
1M
1.03%
YTD
1.54%
6M
-1.26%
1Y
9.91%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QMID Monthly Returns History

Based on dividend-adjusted daily data since Jan 25, 2024, QMID's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, an investment would double in approximately 9.8 years.

Historically, 53% of months were positive and 47% were negative. The best month was Nov 2024 with a return of +8.4%, while the worst month was Apr 2024 at -7.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.

On a daily basis, QMID closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.5%, while the worst single day was Apr 3, 2025 at -5.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.68%2.42%-7.04%5.34%1.76%-1.18%1.54%
20253.81%-6.27%-3.69%-2.12%4.28%3.60%2.78%3.02%-0.23%-1.01%2.35%-0.96%5.02%
2024-1.14%7.84%4.44%-7.75%2.86%-1.16%5.15%-1.10%1.41%-1.06%8.35%-7.67%9.01%

Benchmark Metrics

WisdomTree U.S. MidCap Quality Growth Fund has an annualized alpha of -10.56%, beta of 1.00, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since January 25, 2024.

  • This ETF participated in 146.66% of S&P 500 Index downside but only 75.34% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -10.56% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • With beta of 1.00 and R2 of 0.73, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-10.56%
Beta
1.00
0.73
Upside Capture
75.34%
Downside Capture
146.66%

Expense Ratio

QMID has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

QMID ranks 20 for risk / return — below 20% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


QMID Risk / Return Rank: 2020
Overall Rank
QMID Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
QMID Sortino Ratio Rank: 1919
Sortino Ratio Rank
QMID Omega Ratio Rank: 1818
Omega Ratio Rank
QMID Calmar Ratio Rank: 2020
Calmar Ratio Rank
QMID Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree U.S. MidCap Quality Growth Fund (QMID) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


QMIDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.37

Sortino ratioReturn per unit of downside risk

-1.70

Omega ratioGain probability vs. loss probability

1.12

1.37

-0.25

Calmar ratioReturn relative to maximum drawdown

0.93

2.78

-1.85

Martin ratioReturn relative to average drawdown

3.15

12.44

-9.29

Dividends

Dividend History

WisdomTree U.S. MidCap Quality Growth Fund provided a 0.51% dividend yield over the last twelve months, with an annual payout of $0.15 per share.


0.50%0.60%0.70%0.80%0.90%1.00%1.10%1.20%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.3520242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$0.15$0.15$0.31

Dividend yield

0.51%0.51%1.16%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree U.S. MidCap Quality Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2024$0.31$0.31

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree U.S. MidCap Quality Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree U.S. MidCap Quality Growth Fund was 24.42%, occurring on Apr 8, 2025. Recovery took 194 trading sessions.

The current WisdomTree U.S. MidCap Quality Growth Fund drawdown is 2.66%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-24.42%Apr 2025
4mo 13d9mo 12d
1y 1moNov 2024 - Jan 2026
2026 correction2026
-10.67%Mar 2026
2mo 6d
5mo 1dJan 2026 - now
2024 pullback2024
-9.87%Aug 2024
21d2mo 8d
2mo 29dJul 2024 - Oct 2024
2024 pullback2024
-8.19%Apr 2024
18d2mo 28d
3mo 16dApr 2024 - Jul 2024
2024 pullback2024
-4.67%Nov 2024
3d10d
13dNov 2024 - Nov 2024

Drawdown Indicators


QMIDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.42%

-56.78%

+32.36%

Max Drawdown (1Y)

Largest decline over 1 year

-10.67%

-9.10%

-1.57%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.66%

-1.80%

-0.86%

Average Drawdown

Average peak-to-trough decline

-5.41%

-10.71%

+5.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.03%

+1.13%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with QMID

Add WisdomTree U.S. MidCap Quality Growth Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with QMID