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QSML vs SPY

Comparison between WISDOMTREE U.S. SMALLCAP QUALITY GROWTH FUND (QSML, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

QSML vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
QSML
$12M
Winner
SPY
$781B
Expense Ratio
QSML
0.38%
Winner
SPY
0.09%
Max Drawdown
Winner
QSML
28.77%
SPY
56.47%
Sharpe Ratio
QSML
0.98
Winner
SPY
1.12
5Y Beta
QSML
1.03
Winner
SPY
1.00
P/E Ratio
Winner
QSML
22.63
SPY
28.53
Forward P/E
Winner
QSML
15.94
SPY
21.47
5Y Dividends CAGR
QSML
N/A
SPY
6.00%
5Y EPS CAGR
QSML
15.93%
Winner
SPY
25.58%
Debt to Equity
QSML
218.10%
Winner
SPY
32.09%
P/S Ratio
Winner
QSML
1.71
SPY
3.75
P/B Ratio
Winner
QSML
3.11
SPY
5.64

QSML vs SPY - Holdings Comparison

QSML and SPY have 0 common holdings. Overlap is 0.00%

QSML's top 25 holdings weight is 14.83%. SPY's top 25 holdings weight is 51.74%.

RankQSMLSPY
#1
TG THERAPEUTICS INC (TGTX) - 0.76%
NVIDIA CORP (NVDA) - 7.89%
#2
n/a (HIMS) - 0.69%
APPLE INC (AAPL) - 7.37%
#3
ACUSHNET HOLDINGS CORP (GOLF) - 0.65%
MICROSOFT CORP (MSFT) - 4.50%
#4
SEZZLE INC (SEZL) - 0.64%
AMAZON.COM INC (AMZN) - 3.82%
#5
ESSENT GROUP LTD (ESNT) - 0.63%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
PTC THERAPEUTICS INC (PTCT) - 0.63%
BROADCOM INC (AVGO) - 2.86%
#7
VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 0.61%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INSTALLED BUILDING PRODUCTS INC (IBP) - 0.61%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ACM RESEARCH INC CLASS A (ACMR) - 0.60%
TESLA INC (TSLA) - 1.70%
#10
VSE CORP (VSEC) - 0.59%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
LYFT INC CLASS A (LYFT) - 0.59%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
LIGAND PHARMACEUTICALS INC (LGND) - 0.58%
ELI LILLY AND CO (LLY) - 1.40%
#13
MERCURY GENERAL CORP (MCY) - 0.58%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
COMMVAULT SYSTEMS INC (CVLT) - 0.58%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
SELECTIVE INSURANCE GROUP INC (SIGI) - 0.58%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
ACI WORLDWIDE INC (ACIW) - 0.57%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
PRICESMART INC (PSMT) - 0.57%
VISA INC CLASS A (V) - 0.90%
#18
ENOVA INTERNATIONAL INC (ENVA) - 0.56%
WALMART INC (WMT) - 0.76%
#19
LAUREATE EDUCATION INC SHS (LAUR) - 0.55%
INTEL CORP (INTC) - 0.75%
#20
XOMETRY INC ORDINARY SHARES CLASS A (XMTR) - 0.55%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
n/a (REYN) - 0.55%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
RYAN SPECIALTY HOLDINGS INC CLASS A (RYAN) - 0.54%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 0.54%
ABBVIE INC (ABBV) - 0.66%
#24
ESAB CORP (ESAB) - 0.54%
CATERPILLAR INC (CAT) - 0.65%
#25
RLI CORP (RLI) - 0.54%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings377505

QSML vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
QSML
+1.79%
SPY
+0.78%
3M
Winner
QSML
+8.38%
SPY
+3.76%
6M
Winner
QSML
+9.78%
SPY
+7.78%
1Y
Winner
QSML
+22.00%
SPY
+17.76%
5Y(CAGR)
QSML
N/A
SPY
+12.44%
10Y(CAGR)
QSML
N/A
SPY
+14.90%
Max(CAGR)
Winner
QSML
+12.17%
SPY
+8.44%

QSML vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearQSMLSPY
2026+14.08%+8.74%
2025+5.45%+18.00%
2024+10.37%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

QSML vs SPY Drawdown Comparison

The maximum drawdown for QSML was -28.54%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current QSML drawdown is -3.00%. The current SPY drawdown is -2.47%.

RankQSMLSPY
#1-28.54%
Nov 25, 2024 - Dec 11, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-10.72%
Jan 22, 2026 - Apr 20, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-9.62%
Jul 31, 2024 - Oct 16, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.87%
Mar 28, 2024 - Jul 15, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.13%
Nov 11, 2024 - Nov 25, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.16%
Oct 16, 2024 - Nov 6, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-3.93%
Feb 12, 2024 - Feb 15, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.91%
Jul 16, 2026 - Jul 23, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.86%
May 6, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.40%
Jul 16, 2024 - Jul 26, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.22%
Feb 15, 2024 - Mar 21, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.06%
Jan 29, 2024 - Feb 9, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.86%
Dec 11, 2025 - Jan 6, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.05%
Jun 4, 2026 - Jun 11, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.01%
Jan 9, 2026 - Jan 22, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between QSML and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

QSML vs SPY dividend yield comparison.

YearQSMLSPY
20260.00%0.50%
20250.62%1.07%
20240.32%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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