QMID vs VTI
WisdomTree US MidCap Quality Growth Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, QMID or VTI?
Mid Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. VTI led over 1Y and the full window. QMID is less concentrated, with 14.5% of the fund in its ten largest positions against 33.3%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QMID | VTI |
|---|---|---|
| Expense Ratio | 0.38% | 0.03%Best |
| AUM | $2M | $666.9B |
| Dividend Yield | 0.48% | 1.03% |
| Holdings | 126 | 3,543 |
| YTD Return | +3.50% | +11.53%Best |
| 1Y Return | +4.02% | +15.74%Best |
| 3Y Return (annualized) | - | +20.67% |
| 5Y Return (annualized) | - | +11.59% |
| Volatility (annualized) | 14.1% | 12.3%Best |
| Max Drawdown | -23.6% | -19.3%Best |
| $10,000 over 2.6 years | $12,066 | $15,770Best |
| Top 10 Weight | 14.5%Best | 33.3% |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Jan 25, 2024 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 25, 2024 to Sep 15, 2026 (2.6 years).
QMID vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.6 years both funds cover.
QMID vs VTI Performance
WisdomTree US MidCap Quality Growth Fund (QMID) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year QMID returned +4.02% while VTI returned +15.74%. Year to date, QMID is up 3.50% versus a gain of 11.53% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QMID has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -23.6% for QMID and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QMID charges 0.38% per year while VTI charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, QMID currently yields 0.48% against 1.03% for VTI.
Holdings Overlap
97.5% of QMID's money is in holdings VTI also owns. 1.6% of VTI's money is in holdings QMID also owns.
Most of QMID is already inside VTI. Owning both mostly buys the same companies twice.
121 positions in common, counted across the 125 positions we hold weights for in QMID and 3,463 in VTI, against full books of 126 and 3,543.
What only one of them owns
Our book lists 1,034 positions for VTI that do not appear in our book for QMID (95.9% of the fund), and 2 for QMID that do not appear in VTI (0.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in QMID | Weight in VTI | Difference |
|---|---|---|---|
| TEAMAtlassian Corp-Cl A | 2.27% | 0.02% | 2.25% |
| THCTenet Healthcare Corp Common Stock Usd 0.05 | 1.87% | 0.03% | 1.84% |
| PRPermian Resources Corp | 1.40% | 0.02% | 1.38% |
| TOSTToast Inc | 1.39% | 0.02% | 1.37% |
| MEDPMedpace Holdings Inc | 1.31% | 0.02% | 1.29% |
| NTNXNutanix Inc - A | 1.29% | 0.02% | 1.27% |
| TYLTyler Technologies Inc | 1.29% | 0.02% | 1.27% |
| EGEverest Group Ltd Common Stock | 1.28% | 0.02% | 1.26% |
| EXELExelixis Inc | 1.18% | 0.02% | 1.16% |
| TKOTko Group Holdings Inc | 1.18% | 0.02% | 1.16% |
97.5% of QMID is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QMID or VTI?
QMID has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, QMID or VTI?
Over the past year QMID returned +4.02% vs +15.74% for VTI, so VTI leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QMID or VTI?
QMID has been the more volatile fund at 14.1% annualized versus 12.3% for VTI. Worst drawdown: QMID -23.6% vs VTI -19.3%.
Should I hold both QMID and VTI?
QMID and VTI have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QMID and VTI?
97.5% of QMID's money is in holdings VTI also owns. 1.6% of VTI's is in holdings QMID also owns. They hold 121 positions in common, counted across the 125 positions we hold weights for in QMID and 3,463 in VTI.
Which pays a higher dividend, QMID or VTI?
QMID yields 0.48% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than QMID?
VTI has a lower expense ratio. VTI led over 1Y and the full window. QMID is less concentrated, with 14.5% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.