ducovest

EZM:ARCA-WisdomTree MidCap Earnings Fund (USD)

ETF | Mid-Cap Blend | NYSE Arca

Last Closing

USD 58.68

Change

0.00 (0.00)%

Market Cap

USD 0.74B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree MidCap Earnings Index. Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the mid-capitalization segment of the U.S. stock market. The fund is non-diversified.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 23/02/2007

Primary Benchmark: WisdomTree U.S. MidCap TR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.38%

Management Expense Ratio: 0.38 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
AUTL Autolus Therapeutics Ltd 1.13 %
JHG Janus Henderson Group PLC 0.65 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-04 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Mer Price(Change) Market Cap
IJH iShares Core S&P Mid-Cap ETF 0.07 %

N/A

 USD 89.08B
IWR iShares Russell Mid-Cap ETF 0.19 %

N/A

 USD 36.14B
MDY SPDR® S&P MIDCAP 400 ETF Trus.. 0.24 %

N/A

 USD 22.56B
VXF Vanguard Extended Market Index.. 0.07 %

N/A

 USD 20.40B
SPMD SPDR Russell Small Cap Complet.. 0.06 %

N/A

 USD 10.60B
XMHQ Invesco S&P MidCap Quality ETF 0.25 %

N/A

 USD 5.04B
JHMM John Hancock Multifactor Mid C.. 0.44 %

N/A

 USD 3.83B
IVOO Vanguard S&P Mid-Cap 400 Index.. 0.15 %

N/A

 USD 2.16B
EQAL Invesco Russell 1000 Equal Wei.. 0.20 %

N/A

 USD 0.60B
FSMD Fidelity Small-Mid Factor 0.00 %

N/A

 USD 0.43B

ETFs Containing EZM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.25% 6% D- 47% F
Dividend Return 0.64% 41% F 16% F
Total Return 2.88% 6% D- 37% F
Trailing 12 Months  
Capital Gain 7.37% 17% F 57% F
Dividend Return 1.41% 33% F 21% F
Total Return 8.78% 17% F 50% F
Trailing 5 Years  
Capital Gain 54.10% 56% F 74% C
Dividend Return 9.80% 100% F 34% F
Total Return 63.90% 72% C 74% C
Average Annual (5 Year Horizon)  
Capital Gain 13.86% 94% A 77% C+
Dividend Return 15.37% 94% A 76% C+
Total Return 1.51% 100% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 27.15% 11% F 38% F
Risk Adjusted Return 56.63% 28% F 76% C+
Market Capitalization 0.74B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.