QSML vs. DFSV

In the year-to-date period, QSML achieves a -7.47% return, which is significantly higher than DFSV's -8.16% return.

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

QSML has a 0.38% expense ratio, which is higher than DFSV's 0.31% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wisdomtree U.S. Smallcap Quality Growth Fund (QSML) and Dimensional US Small Cap Value ETF (DFSV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current QSML Sharpe Ratio is -0.01, which is higher than the DFSV Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of QSML and DFSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QSML's dividend yield for the trailing twelve months is around 0.35%, less than DFSV's 1.53% yield.

The maximum QSML drawdown since its inception was -28.54%, roughly equal to the maximum DFSV drawdown of -28.02%. Use the drawdown chart below to compare losses from any high point for QSML and DFSV.

The current volatility for Wisdomtree U.S. Smallcap Quality Growth Fund (QSML) is 6.50%, while Dimensional US Small Cap Value ETF (DFSV) has a volatility of 7.20%. This indicates that QSML experiences smaller price fluctuations and is considered to be less risky than DFSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.