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WisdomTree U.S. MidCap Quality Growth Fund (QMID)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

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

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. MidCap Quality Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

WisdomTree U.S. MidCap Quality Growth Fund (QMID) has returned -4.14% so far this year and 7.43% over the past 12 months.


WisdomTree U.S. MidCap Quality Growth Fund

1D
2.88%
1M
-7.04%
YTD
-4.14%
6M
-3.82%
1Y
7.43%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 25, 2024, QMID's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, your investment would double in approximately 12.9 years.

Historically, 52% of months were positive and 48% 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 51% 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%-4.14%
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%
2024-0.84%7.84%4.44%-7.75%2.86%-1.16%5.15%-1.10%1.41%-1.06%8.35%-7.67%9.33%

Benchmark Metrics

WisdomTree U.S. MidCap Quality Growth Fund has an annualized alpha of -8.24%, beta of 1.02, and R² of 0.74 versus S&P 500 Index. Calculated based on daily prices since January 26, 2024.

  • This ETF participated in 145.85% of S&P 500 Index downside but only 86.35% of its upside — more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -8.24% versus S&P 500 Index — delivering less than market exposure alone would predict.
  • With beta of 1.02 and R² of 0.74, 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
-8.24%
Beta
1.02
0.74
Upside Capture
86.35%
Downside Capture
145.85%

Expense Ratio

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


Return for Risk

Risk / Return Rank

QMID ranks 24 for risk / return — below 24% 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: 2424
Overall Rank
QMID Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
QMID Sortino Ratio Rank: 2323
Sortino Ratio Rank
QMID Omega Ratio Rank: 2222
Omega Ratio Rank
QMID Calmar Ratio Rank: 2626
Calmar Ratio Rank
QMID Martin Ratio Rank: 2828
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 a chosen benchmark (S&P 500 Index).


QMIDBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.36

0.90

-0.53

Sortino ratio

Return per unit of downside risk

0.68

1.39

-0.71

Omega ratio

Gain probability vs. loss probability

1.09

1.21

-0.12

Calmar ratio

Return relative to maximum drawdown

0.60

1.40

-0.80

Martin ratio

Return relative to average drawdown

2.40

6.61

-4.21

Explore QMID risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

WisdomTree U.S. MidCap Quality Growth Fund provided a 0.54% 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

0.54%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
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.


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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 8.10%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.42%Nov 26, 202490Apr 8, 2025194Jan 15, 2026284
-10.67%Jan 23, 202646Mar 30, 2026
-9.87%Jul 17, 202416Aug 7, 202447Oct 14, 202463
-8.19%Apr 1, 202415Apr 19, 202459Jul 16, 202474
-4.67%Nov 12, 20244Nov 15, 20246Nov 25, 202410

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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