WisdomTree US MidCap Quality Growth Fund

QMID

Market cap $1.44M

QMID is WisdomTree's newly-launched MidCap Quality Growth Fund. Fees are 0.38%, and QMID aims to provide mid-cap investors with consistent exposure to the quality and growth factors. Growth is measured by 80% historical three-year sales and earnings growth and 20% estimated one-year earnings growth, while quality is measured by three-year ROE and ROA. This article compares QMID with IJH and IJK, two S&P MidCap 400 and S&P MidCap 400 Growth ETFs. While QMID improves on growth, its quality advantage over IJK is unclear.

By Matt Wagner, CFA, Associate Director, Research and Hyun Kang, Research Analyst Different selection processes among benchmarks can lead to vastly different portfolio holdings, as evidenced by the wide dispersion in returns this year across indexes with the same goals of tracking growth or value factors. Cumulative Year-to-Date Return Difference: S&P vs.

WisdomTree Investments has added two new ETFs to its roster. The firm launched two new quality growth ETFs on Thursday, adding to its existing suite, led by the WisdomTree Floating Rate Treasury Fund (USFR) and the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) which each have more than $10 billion in AUM.